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BIZARRE: Rheinmetall - What They Never Told You

3 European Defense Stocks Raising Guidance While the Sector Lags

Rheinmetall's Q1 miss and F126 order cancellation rattled European defense stocks, but Leonardo, Thales, and Saab show stronger order growth and cash conversion, drawing analyst upgrades.

MarketBeat

German defense giant tests moving truck launcher carrying 18 kamikaze drones

Rheinmetall tested a truck-mounted launcher carrying 18 FV-014 drones, demonstrating swarm capability, armour penetration, and long-range flight during live trials.

TechRadar

Castlelake walks away from easyJet, clearing way for Apollo Global – as it happened

Eurozone construction downturn also eases while in financial markets, European shares rise and Brent crude hovers around $80 a barrel

The Guardian - UK

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Germany confirms drone-destroying laser weapon for German Navy by 2029 — 100Kw version will zap 1000+ mph supersonic missiles for $1 a shot

Germany plans operational naval laser weapons by 2029 after extensive trials, while engineers continue addressing technical and production challenges ahead.

TechRadar

Lockheed Martin and Rheinmetall plan first ATACMS missile production in Europe

German defence giant Rheinmetall is to produce missiles designed by US aerospace firm Lockheed Martin, the two firms announced on Tuesday, marking the first time the weapons will be produced in Europe.

Euronews

Germany Seeks US Collaboration to Build Tomahawk, Patriot Missiles at Home in Major Defense Push: Report

Germany has reportedly requested that the U.S. allow an increase in the production of American weapons on German soil.

Benzinga

Segro bid boosts FTSE 100 as gold and oil sink

UK warehouse landlord Segro rejected a £12.6 billion takeover proposal from US logistics property giant Prologis.

The Independent UK

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German naval ambitions suffer setback as warship order axed

Germany on Wednesday pulled the plug on its largest naval order in decades after the anti-submarine warship project suffered delays, a setback for the country's ambitions to overhaul its military. Germany ordered four F126 anti-submarine frigates in 2020 from Dutch group Damen Navel, with the price set at 10 billion…

The Economic Times

European defence IPO: KNDS lays out listing plans that could value it at up to €15bn

The Franco-German manufacturer behind the Leopard and Leclerc battle tanks, KNDS, has officially announced its plans for an IPO, listing shares in Paris and Frankfurt within weeks, capitalising on Europe's race to rebuild its military capacity.

Euronews

Global Markets | European shares hold flat on US-Iran talks; Rheinmetall slides

European markets saw a flat opening as investors weighed U.S.-Iran talks. Defence giant Rheinmetall plunged on reports of Germany scrapping a major warship project, though rival TKMS surged. Real estate stocks gained, led by Segro after a buyout bid. Tech shares steadied after recent losses, with chipmakers showing modest gains.…

The Economic Times

Rheinmetall sinks as Germany axes mega-warship project after spending €2.3bn

Rheinmetall shares fell sharply after Berlin scrapped its F126 frigate programme, a project that has already cost taxpayers around €2.3bn.

Euronews

Franco-German group unveils new battle tank at Eurosatory defence fair

Franco-German defence group KNDS on Monday unveiled a new battle tank at the Eurosatory defence industry exhibition near Paris, a week after the two European countries dropped their joint FCAS fighter jet programme.

France 24

From cars to defence, Mercedes-Benz signals openness to military sector

While Germany’s automotive sector is coming under growing pressure, defence companies are increasingly eyeing its factories, skilled workers and industrial expertise.

Euronews

UK to spend $1.35 billion on new howitzers for the British Army

Britain will spend one billion pounds on seventy-two remote-controlled howitzers. This purchase modernizes the army and fills a war-fighting capability gap. Deliveries of the RCH 155 vehicles are expected from 2028. The contract supports over 500 jobs in the United Kingdom. The new artillery systems can fire at long distances…

The Economic Times

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The Guardian - UK

Defence sovereignty: Europe races to build the low-cost weapons of future

With Trump wavering on Nato and war in Ukraine, Europe is scrambling to spend billions on weapons such as drones

Euronews

German-made components found in Russian drones despite EU sanctions

Hundreds of thousands of German components can be found in Russian drones and weapons systems. How do these components get to Russia? Research shows complex supply chains via intermediaries and third countries.

Euronews

Four years of Gepard in Ukraine: How the vintage German weapon is proving its worth

Four years after Berlin's decision to deliver it, it has become clear that the once decommissioned Gepard tank is now a key system in Ukraine's air defence — and one of the most effective "drone killers" in the fight against Russia.

Euronews

Berlin approves defence initiatives as domestic industry receives drone and frigate deals

New combat drones are planned for use by the so-called Lithuania Brigade, a unit of around 5,000 soldiers who guarantee the defence and security of NATO's eastern flank until the end of 2027.

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Euronews

German XXL frigate on the horizon - but when will the super warship arrive?

Germany does not have an aircraft carrier, but is planning the largest frigate in the world - the F126. It is due to set sail in 2029 and will be suitable for submarine hunting or drone operations, depending on the mission. But there are problems with the vessel. When will…

Euronews

Newsletter: Lebanese minister says situation ‘dramatic’ as Israel expands ground invasion

Also in this newsletter: Euronews exclusively previews an EU statement on the Israeli bill re-introducing the death penalty, passed by the Knesset on Monday.

The Independent UK

Ukrainians chide German defense boss for jibes about 'Lego' drones made by 'housewives'

Senior officials in Kyiv are taking a swipe at the head of German defense giant Rheinmetall, whose unflattering comments about Ukrainian drone technology and the role of women in the war against Russia ignited a social media backlash

Euronews

'Every housewife could be CEO of Rheinmetall': Zelenskyy hits back at German weapons boss

German defence company Rheinmetall issued a public statement expressing respect for Ukraine’s defence manufacturers after its CEO mocked Ukrainian weapons and drone producers over the weekend in sexist remarks.

The Guardian - AU

Ukraine war briefing: German defence giant sparks row after comparing Ukraine drone makers to ‘housewives’

Rheinmetall CEO’s dismissive comments draw pointed reaction from Ukrainian prime minister and adviser to Volodymyr Zelenskyy. What we know on day 1,496

MarketBeat

Data Centers & Defense: 3 Soaring Stocks Boosting Dividends

Dividends are moving up for big names across the data center and defense industries. One has +40% increase on the way after seeing historic sales growth.

Euronews

Rheinmetall expects 45% growth and defence pivot yet shares still fall

German arms maker Rheinmetall posted surging profits and forecast rapid growth for 2026 — but investors do not seem impressed, sending shares lower.

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