European Aerospace and Defence Radar

This report provides a weekly update on the European Aerospace and Defence sectors, highlighting a £1bn UK howitzer contract and $7.7bn Lufthansa order.

Key Takeaways

• 1.The UK is set to procure 72 RCH 155 remote-controlled howitzers in a deal worth nearly £1bn, with first deliveries expected in 2028.
• 2.Aerospace stocks experienced a difficult trading week due to investor concerns regarding geopolitical tensions in the Middle East and potential impacts on the civil aftermarket.
• 3.Lufthansa has placed a $7.7 billion order for 20 new long-haul aircraft from Airbus and Boeing to modernize its fleet and reduce emissions.

Table of Contents

• Sector news
• Our view
• Aerospace
• Defence
• Latest European A&D research
• Upcoming Key Events
• A&D trackers: industry KPIs and positioning data
• Valuation Snapshot
• Disclosure Appendix
• Disclosures
• Regulatory disclosures

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