Podcast | Europe for the Global Investor: European Air Defence: A ~$390bn TAM

Research evidence excerpt

Podcast | Europe for the Global Investor: European Air Defence: A ~$390bn TAM

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INDUSTRY COVERAGE: Aerospace & Defence

Company (Ticker) Rating (As Of) Price* (05/26/2026)

Kristine T Liwag

Elbit Systems Ltd (ESLT.O) E (12/11/2025) US$852.41

Marie-Ange Riggio

Kongsberg Gruppen ASA (KOG.OL) E (09/04/2025) NKr 320.00

Melrose Industries PLC (MRON.L) E (09/06/2024) 482p

Rheinmetall AG (RHMG.DE) O (07/03/2024) €1,237.20

Saab AB (SAABb.ST) U (09/04/2025) SKr 540.50

Ross Law, CFA

Airbus SE (AIR.PA) O (06/13/2023) €172.28

BAE Systems PLC (BAES.L) O (06/13/2023) 1,990p

CSG N.V. (CSG.AS) O (03/05/2026) €18.81

Dassault Aviation SA (AM.PA) E (06/13/2023) €293.60