WisdomTree

WisdomTree Insights

View all WisdomTree insights in the EU Defence category.

All InsightsArticlesResearchEducationVideosPodcastsContributors
The IPO wave reshaping the European defence sector
defence-8.jpg
Aneeka Gupta
Aneeka Gupta

The IPO wave reshaping the European defence sector

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.

Read the article

EU DefenceMegatrends
European defence: strong fundamentals behind a soft market
defence-1.jpg
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.

Read the article

EU DefenceMegatrendsEurope / Eurozone
Europe’s road to readiness 2030
defence-8.jpg
Aneeka Gupta
Aneeka Gupta

Europe’s road to readiness 2030

Europe’s defence sector is entering a phase of structural, long-term investment backed by the European Union, North Atlantic Treaty Organisation (NATO) and national commitments. This shift supports spending visibility, industrial consolidation and cross-border collaboration. Companies with niche capabilities are well positioned to capture this opportunity.

Read the article

EU DefenceEquitiesEurope / Eurozone
HomePrivacy PolicyModern Slavery Act statementTerms of UseSitemap
Best Workspaces - GPTW UK 2024
Best Workspaces for Development - GPTW UK 2024
Best Workspaces for Women - GPTW UK 2024
Best Workspaces in Financial Services & Insurance - GPTW UK 2024
Important Risk Information

Jurisdictions in the European Economic Area (“EEA”): This website and its content has been provided by WisdomTree Ireland Limited, which is authorised and regulated by the Central Bank of Ireland.


Jurisdictions outside of the EEA: This website and its content has been provided by WisdomTree UK Limited, which is authorised and regulated by the United Kingdom Financial Conduct Authority.

The price of any Shares or the value of an investment in ETPs may go up or down and an investor may not get back the amount invested. Past performance is not a reliable indicator of future performance. This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any financial instrument or product or to adopt any investment strategy.

Please click here for our full disclaimer.

© 2026 WisdomTree, Inc. All Rights Reserved