European A&D Radar: Weekly sector news, positioning data and research insights

Research evidence excerpt

European A&D Radar: Weekly sector news, positioning data and research insights

Equity Research

22 June 2026 | 10:05AM BST

European A&D Radar: Weekly sector news, positioning data and

research insights

Sam Burgess

+44(20)7774-9651 |

sam.burgess@gs.com

Goldman Sachs International

Jubril Moronfolu

+44(20)7051-0985 |

jubril.x.moronfolu@gs.com

Milind Sikchi

+1(332)245-7985 |Sector news (Jun 15-21) milind.sikchi@gs.com

Goldman Sachs India SPL

n Rolls‑Royce SMR has secured a multi‑billion pound contract to supply three small

modular reactors for a new nuclear project in Sweden, strengthening its push to

become a leading SMR provider in Europe. Read here.

n Airbus is reportedly exploring new partnerships, intensifying talks with Saab as

an alternative to the FCAS programme. Read here.

n Renault Group and Thales unveiled the 4 TROOP prototype at Eurosatory 2026, a

VCMR-based multi‑mission vehicle designed to meet evolving land force

requirements. The platform is intended to combine Renault’s industrial

capabilities with Thales’s secure communications and connectivity technologies

to enable rapid, cost‑efficient production of next‑generation rugged vehicles.

Read here.

n Airbus has inaugurated a second A320 Family final assembly line in Toulouse,

expanding capacity to meet strong demand, particularly for the A321neo, and

supporting its global production ramp‑up. The new facility strengthens Airbus’

network across Hamburg, Mobile and Tianjin, contributing to its target of

producing up to ~75 A320 Family aircraft per month. Read here.

n Rheinmetall has showcased its Skyspotter counter‑UAS system at Eurosatory

2026, expanding its drone defence portfolio with a specialised solution to

protect critical infrastructure such as airports. Read here.