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Robotic warfare is moving from science fiction to nightly news, and Ukraine's use of drones and unmanned systems has pushed this shift into clear view for investors. Capital is already hunting for companies exposed to this new reality, and…
Germany, the Netherlands, Sweden, Denmark, Austria, and Finland have recently urged the European Union (EU) to cut hundreds of billions of euros from the proposed 2028-2034 budget and redirect that funding toward defense and innovation. Th…
Investing.com -- JPMorgan said in a note Wednesday that investors in European defense are favoring companies with long-duration order books and products that are hard to replace, while marking down those whose technology could be displaced…
Sanctions on Russia are no longer a temporary headline risk; they are now law through the New Graham Act and reach deep into energy, banking and global trade. That shift can hurt some companies and create new demand for others, so sitting…
Trade threats from Washington, a possible EU associate deal for Canada and an ongoing tariff fight are quietly rewriting where factories, defense contracts and tech supply chains might sit over the next decade. That shift could reshape whi…
[Weekly Government Cabinet Meeting] Omer Messinger/Getty Images News Germany plans to order a fourth signals intelligence ship as part of its effort to strengthen naval surveillance capabilities, Defence Minister Boris Pistorius said Monda…
Energy price pressures and Middle East risks are contributing to higher borrowing costs and persistent inflation expectations. This type of backdrop often keeps governments focused on security and supply chains, which directs long term att…
Company Logo UGV opportunities are expanding in defense, logistics, surveillance and hazardous missions, driven by AI navigation, sensor fusion, modular platforms and hybrid-electric mobility Unmanned Ground Vehicles (UGV) MarketUnmanned G…
The European CEO of US defence company Lockheed Martin said transatlantic partnerships such as the one with Rheinmetall will build a credible deterrence and economic benefits on both sides. Dennis Goege spoke with Bloomberg's Lizzy Burden…
Germany is really struggling. But Rheinmetall AG (RNMBY) shares are up 20% since being added as an Explorer stock recently, despite China imposing export controls on 14 European companies, including the firm, notes Carl Delfeld, editor of…
Polen International Equity Strategy outperformed the MSCI ACWI ex-US Index in the second quarter of 2026, returning 21.59% gross and 21.35% net of fees, respectively, versus 14.49% for the benchmark. During the quarter, the fund initiated…
The European stock markets closed mixed in Monday trading as investors continue to gauge development PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium n…
Rheinmetall CEO Armin Papperger says he is "very unhappy" after Germany withdrew a 10 billion naval contract, saying it wasn't a "responsible use of budgetary funds," a decision that forced the defense company to cut its outlook. Papperger…
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Rheinmetall (XTRA:RHM) is back in focus after its second quarter 20…
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Rheinmetall stock has delivered a very large 5 year return, yet after the recent share price fall and mixed valuation checks…
This article first appeared on GuruFocus. Revenue (Q2): EUR3.289 billion, up nearly 70% year-over-year. Revenue (H1): EUR5.5 billion, up 39% year-over-year. Operating Result (Q2): EUR562 million, up 115% year-over-year. Operating Margin (Q…
German defense company Rheinmetall lowered its 2026 sales outlook on Thursday after the German government canceled a delayed frigate program that the company had been widely expected to win. Rheinmetall now expects sales in the range of €1…
Rheinmetall is one of the major beneficiaries of a European military buildup driven by Russia's invasion of Ukraine and doubts about long-term US security commitments (INA FASSBENDER) German weapons maker Rheinmetall said Thursday it expec…
European stock indexes were rising at the open, extending a raft of record highs. Industrial and retail stocks jumped as the Europe-wide Stoxx 600 rises 0.5% to 659.75 points, a new record. London's FTSE 100 popped 0. Continue Reading
Rheinmetall shares have soared 13-fold since before Russia's full-scale invasion of Ukraine in February 2022 as defence spending has surged across Europe (Alexandra Beier) German armsmaker Rheinmetall on Wednesday reported record profit as…
[Rheinmetall sign] Markus Volk/iStock Editorial via Getty Images Rheinmetall (RNMBF [https://seekingalpha.com/symbol/RNMBF])(RNMBY [https://seekingalpha.com/symbol/RNMBY]) received a follow-on order from the German armed forces for 56 addi…
This article first appeared on GuruFocus. China has imposed immediate export controls on 14 European entities, including Rheinmetall (RNMBY), a major German defense contractor and automotive supplier, as trade tensions between Beijing and…
[Lockheed Martin Aeronautics Company facility in Fort Worth, TX, USA.] JHVEPhoto What are the most attractive defense stocks right now as NATO members prepare to significantly boost spending on weapons and other military equipment? Seeking…
This article first appeared on GuruFocus. Rheinmetall (RNMBY), a major German defense contractor, faced fresh public pressure on Monday after around 40 demonstrators glued themselves to the ground outside its office in central Berlin. The…
Lockheed Martin Corporation (NYSE:LMT) is one of the Best Space Technology Stocks to Buy Now. Recently, on July 7, Lockheed Martin Corporation (NYSE:LMT) announced signing a memorandum of understanding at the NATO Summit Defense Industry F…
The 2026 NATO summit in Ankara concluded this week against a backdrop of sweeping geopolitical shifts and immense pressure from Washington. With U.S. President Donald Trump making it clear that European allies can no longer unconditionally…
[Cyber Technology Operator Monitoring Surveillance Cameras] AndreyPopov The White House Wednesday said President Donald Trump secured more than $3B in major defense deals and joint ventures at the 2026 NATO Summit in Ankara, alongside incr…
[Lockheed Martin headquarters located in Silicon Valley] Sundry Photography/iStock Editorial via Getty Images Lockheed Martin (LMT [https://seekingalpha.com/symbol/LMT]) and Rheinmetall (RNMBF [https://seekingalpha.com/symbol/RNMBF]) (RNMB…
To further strengthen its footprint in the future of naval warfare, the globe's largest defense contractor, Lockheed Martin LMT has recently announced a definitive agreement to acquire Ultra Maritime, a specialist in anti-submarine warfare…
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Rheinmetall's share price has swung sharply in recent months. After…
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Lockheed Martin (LMT) has signed a memorandum of understanding with Rheinmetall to co produce ATACMS missiles in Europe…
ANKARA, Türkiye, July 7, 2026 /PRNewswire/ -- During the NATO Summit Defense Industry Forum, Lockheed Martin (NYSE: LMT) and Rheinmetall announced the signing of a memorandum of understanding (MOU) that addresses the immediate demand for l…
[International Flags flying high against clear sky at Expo 2025 Osaka Kansai] CHENG FENG CHIANG/iStock Editorial via Getty Images President Donald Trump is scheduled to touch down in Ankara on Tuesday afternoon, kicking off his trip to Tur…
[a sign of the headquarters of ThyssenKrupp] Teka77/iStock Editorial via Getty Images Prime Minister Carney said Monday that Canada selected [https://breakingdefense.com/2026/07/canada-selects-germanys-thyssenkrupp-to-build-new-submarine-f…
[NATO Military aid to Ukraine army. Powerful German-made modern battle tank.] quantic69/iStock via Getty Images Germany's cabinet approved [https://www.bloomberg.com/news/articles/2026-07-06/german-defense-spending-to-climb-to-one-third-of…
Atlassian Corporation's TEAM enterprise adoption is rapidly increasing, positioning the company to accelerate recurring revenue growth through larger enterprise contracts, expanding cloud adoption and higher cross-selling opportunities. In…