Who's €260M Contract?
European Defence Stocks Are Soaring—What’s Driving the Rally?
🇩🇪 Rheinmetall secured a €260 million ($271 million) contract
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🇪🇺 In Wednesday’s newsletter, we explored the latest developments in the Russia-Ukraine war and the surging European defence stocks, highlighting some of the most-watched companies in the sector. These firms are primarily West European powerhouses, led by EU core nations:
🇫🇷 France: Thales, Safran
🇬🇧 UK: BAE Systems
🇩🇪 Germany: Rheinmetall
🇮🇹 Italy: Leonardo
🇳🇱 Netherlands: Airbus SE (though officially Dutch, its main operations and decision-making centre are in France)
Meanwhile, Scandinavia plays a distinct role in European defence, specialising in high-tech weapon systems and maritime security:
🇸🇪 Sweden: Saab, known for its Gripen fighter jets and naval defence systems.
🇳🇴 Norway: Kongsberg, a leader in precision missile systems, shipborne weapons, and maritime defence solutions for NATO allies.
Since early 2025, we tracked the price return of these eight key defence stocks. Leading the rally is Rheinmetall, up 53%, followed by Leonardo and Thales, each gaining around 35%.
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