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

研报英文原文证据摘录

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

Equity Research

20 July 2026 | 9:26AM 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 (Jul 13-Jul 19) milind.sikchi@gs.com

Goldman Sachs India SPL

n France and Germany are set to deepen defense cooperation in areas including

nuclear deterrence, missile defense, long-range strike, and space, signaling

renewed strategic alignment. The discussions follow the cancellation of the FCAS

fighter jet program due to industrial disputes, highlighting ongoing challenges in

European defense collaboration amid growing pressure to rearm. Read here.

n The UK will invest €300mn to support the delivery of Swedish Gripen fighter jets

to Ukraine, strengthening the country’s air defense capabilities against Russian

attacks. The package also supports the UK defence industry, helping sustain

thousands of high-skilled jobs while reinforcing European military support for

Ukraine, according to the announcement. Read here.

n Saab secured a SEK 8.7bn contract from TKMS to supply and integrate combat

systems, sensors, and composite structures for four new German Navy MEKO

A-200 frigates. Deliveries are scheduled between 2029 and 2032, strengthening

Saab’s naval order backlog and position in the German defence market. Read

here.

n Ukraine has been authorized to use part of a €6bn EU defense loan tranche to

procure Chinese-made drone components. The funding forms part of the EU’s

broader €60bn defense support program for Ukraine, aimed at accelerating

military procurement and production. Read here.