Defense &amp; Aerospace

The Düsseldorf-based defence group is churning out artillery shells, military trucks and loitering munitions at record pace, yet its stock...

DroneShield’s New Guard Faces a Test of Speed as Record Cash and a $2.2 Billion Pipeline Converge

by Kennethcix

DroneShield is entering a new era with a fresh leadership team, a record cash pile, and a geopolitical tailwind that...

Hensoldt’s Growth Paradox: Record Orders, but the Factory Floor Can’t Keep Up

Hensoldt finds itself in an unusual bind for a defence contractor in the middle of a European rearmament cycle: it...

Vincorion’s Free Float Swells as Greenshoe Expiry Reshapes the Shareholder Register

by Jackson Burston

The safety net has been pulled from under Vincorion’s stock, and the shares are rising anyway. The mechatronics and defence...

Rheinmetall’s Production Juggernaut Meets a Stock Market That Refuses to Play Along

by Kennethcix

The disconnect between Rheinmetall's operational momentum and its share price has rarely been starker. On Friday, the defence group's stock...

CSG’s €25 Billion Ambition Collides With a 52-Week Low

by Jackson Burston

The Czechoslovak Group (CSG) is charting an aggressive course toward a €25 billion valuation via an accelerated listing in Amsterdam,...

DroneShield’s Subscription Ambitions Take Centre Stage After Record Quarter

DroneShield’s latest quarterly numbers tell two stories. The headline is a record A$74.1 million in revenue for the first three...

TKMS: A Submarine Builder’s Stock Sinks Even as the Order Book Swells

by Kennethcix

The disconnect between TKMS's operational momentum and its share price is widening by the day. While German and Indian defence...

Vincorion’s First Earnings Report Looms as Field Tests and US Fund Support Bolster the Case

The defence supplier Vincorion has clawed back above its €17 IPO price after a rocky start, but the real test...

Rheinmetall’s Record Order Book Can’t Mask a 52-Week Low as Q1 Results Approach