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La vague d’entrées en bourse qui transforme le paysage de la défense en Europe
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Aneeka Gupta
Aneeka Gupta

La vague d’entrées en bourse qui transforme le paysage de la défense en Europe

This blog explores the wave of European defence initial public offerings (IPOs) reshaping the sector's investment landscape, from Hensoldt's 2020 listing through to RENK, CSG and Vincorion, and the upcoming listings of KNDS and WB Electronics. It examines why 2026 marks a watershed year for European defence equity, how investor scrutiny is maturing, and what the broadening of the investable universe means for those with exposure to the structural rearmament theme.

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EU DefenceMégatendances technologiques
European defence: strong fundamentals behind a soft market
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Aneeka Gupta
Aneeka Gupta

European defence: strong fundamentals behind a soft market

European defence equities have de-rated on sentiment, not fundamentals. Q1 2026 earnings were robust with most European defence primes confirming guidance, with book-to-bill ratios averaging 1.49x. Yet the sector trades at a 41% P/E discount to US peers, offering a materially improved entry point into the European rearmament cycle.

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EU DefenceMegatrendsEurope / Eurozone
Perspectives thématiques : saisir la croissance dans un monde fragmenté
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Mobeen Tahir
Mobeen Tahir

Perspectives thématiques : saisir la croissance dans un monde fragmenté

L’Europe engage un réarmement, portée par la hausse des dépenses de défense, une meilleure coordination politique et le développement de technologies locales pour renforcer son autonomie. Le...

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