The Aerospace & Defense sector is undergoing a strategic reset. Rising geopolitical tension, supply chain disruption, and increased defense spending in Europe and Asia-Pacific are reshaping global priorities. Governments are investing, OEMs are shifting focus, and investors are repositioning. In this environment, regional strength, supplier resilience, and strategic clarity are emerging as key value drivers.

To help make sense of these changes, we’ve compiled a short, visual report highlighting the trends currently shaping M&A activity across the sector.

A few key themes stand out:

  • Defense budgets are rising, but delivery capacity and talent remain constrained
  • OEM bottlenecks are increasing the leverage of Tier 2/3 suppliers
  • Investors are localizing supply chains and scaling dual-use platforms
  • Strong momentum in MRO, C4ISR, unmanned systems, and advanced components

Download Report

About Alantra

Alantra brings a truly transatlantic perspective to the evolving Aerospace & Defense landscape, with senior team members in the U.S., UK, Spain, France, Germany. Our specialists combine deep experience in sovereign-sensitive transactions, dual-use platforms, and strategic cross-border execution. As governments rearm, OEMs restructure, and investors pursue resilience and regional scale, the sector is undergoing fundamental realignment. Alantra is uniquely positioned to guide clients through this shift and unlock long-term strategic value across the M&A spectrum.

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