Defense & Aerospace
OHB’s Billion-Euro Bonanza Meets a Wall of Skepticism
The Bremen-based space group OHB finds itself in an uncomfortable position: its order book has never been fatter, its growth...
Rheinmetall’s Market Malaise Deepens Despite Milestone Deliveries and Record Backlog
The disconnect between Rheinmetall's operational achievements and its sliding share price has rarely been starker. On Friday, the defence group...
Renk’s Share Price Keeps Falling While Its Order Book Keeps Growing — Now Fund Managers Are Stirring
The gap between how Renk Group performs and how its shares are treated on the market has rarely looked wider....
DroneShield’s Regulatory Shadow Lingers as Record Orders and a New Leadership Team Try to Rebuild Trust
The counter-drone specialist finds itself in an unusual position: commercially, the pipeline has never looked fuller, yet the share price...
TKMS: A European Submarine Alliance Takes Shape While the Share Price Digests Its Gains
The disconnect between a company's operational trajectory and its stock market performance can be striking, and few cases illustrate this...
Rheinmetall’s Two-Speed Reality: Order Flow Accelerates While the Share Price Stalls
The disconnect could hardly be starker. Rheinmetall's order book has ballooned past the €80 billion mark, its second-quarter revenues jumped...
Hensoldt’s Dilemma: A €10 Billion Backlog That Won’t Move the Needle
The arithmetic at Hensoldt has stopped making sense to the market. On paper, the defence electronics group has never looked...
Lufthansa’s Multi-Front Squeeze: New MRO Leadership, Stalled Index Bid, and a Fuel Bill That Won’t Cooperate
The airline's shares have spent the past month drifting lower, but the forces weighing on the stock extend far beyond...
TKMS Aktie: Naval Triumphs and a European Pact Fail to Lift the Stock
The German shipbuilder thyssenkrupp Marine Systems (TKMS) has had no shortage of headline-grabbing developments in recent days, from the completion...
Volatus Aerospace Faces a Pivotal Week: Insider Restrictions Lift as Ottawa’s Drone Door Creaks Open
The calendar has handed Volatus Aerospace an awkward coincidence. Just as the Canadian drone maker secured a spot on Ottawa's...
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