This report provides a weekly update on the European Aerospace & Defence sector, highlighting strong civil aerospace gains and key technology trends from Eurosatory 2026. It includes updated trackers, valuation metrics, and performance data for major industry players.
Key Takeaways
- 1.European civil aerospace stocks outperformed due to de-escalation optimism; Rolls-Royce and Safran saw significant gains.
- 2.The defence sector focus at Eurosatory 2026 shifted toward drones, C-UAS integration, and hybrid industrial partnerships like Renault-Thales.
Table of Contents
- Sector news (Jun 15-21)
- Our view
- Latest European A&D research
- Upcoming Key Events
- A&D trackers: industry KPIs and positioning data
- Valuation Snapshot
- Stock Performance
- Disclosure Appendix
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Authors
Sam BurgessJubril MoronfoluMilind Sikchi
Securities
AIR.PARR.LRheinmetall
Themes
Defence Digitization/C-UASCivil Aero Recovery
Regions
EuropeSwedenItalyUnited Kingdom