Aurignac Finance is pleased to present the Aerospace & Defense market review covering the second quarter of 2025.
In addition to the usual sections updated for Q2 2025 (EU M&A and VC transactions, Update on a selection of listed peer groups, Aurfi EU A&D stock index) this edition includes the following analyses:
- In-depth #1 – ECODEF studies: What was the financial situation of DITB companies before the war in Ukraine?
- In-depth #2 – Overview of the Ukrainian defense industry: a dynamic sector due to the current conflict
- In-depth #3 – War and innovation: defense drone at the heart of modern conflicts
- In-depth #4 – Mirova – Position Paper: What role for responsible investment in the financing of European defense?
- In-depth #5 – Overview of military spending of European countries
- In-depth #6 – Regional e-fuels chains on the threshold of industrialization – European focus
- In-depth #7 – Ronald Raegan Institute: National Security Innovation Base Report Card
- In-depth #8 – Numbers matter: Supply-chains interconnexions between the U.S. and China
- In-depth #9 – Key highlights of 2025 Paris Air Show
To receive the full version, send a mail to Raphaël Brenier at r.brenier@aurfi.com
