Europe’s defence firms need orders to fill capacity gap, Thales says By Reuters
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 04 2025
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Should l Buy ?
Source: Investing.com
European Defence Spending: European leaders are urged to increase defence spending to address military readiness gaps due to transatlantic tensions, leading to a rise in European defence stocks following a summit agreement.
Production Capacity Concerns: Thales CEO expressed caution regarding the ability of European defence companies to quickly ramp up production, emphasizing that actual contracts from governments are necessary to support increased manufacturing capabilities.
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
