Scaling Rearmament: Strategic Intelligence

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Global defense markets are entering a decisive new phase as governments accelerate rearmament in response to rising geopolitical tensions and the growing risk of high-intensity, state-on-state conflict. After decades focused on counterinsurgency and limited engagements, militaries are now preparing for large-scale, prolonged warfare involving armored forces, advanced missile systems, naval fleets, and sustained industrial output.

GlobalData’s Scaling Rearmament report examines how this shift is reshaping the defense industry at a structural level. As defense budgets expand worldwide, armed forces and suppliers face the dual challenge of rapidly increasing production capacity while securing supply chains that were not designed for sustained, high-volume output. The transition is proving complex, capital-intensive, and strategically critical.

By analyzing the drivers, constraints, and value chain implications of large-scale rearmament, the report provides a clear view of why this moment represents both a disruptive challenge and a major opportunity for defense manufacturers, governments, and investors positioning themselves for the next phase of global defense spending.

Scope

This report examines the scaling rearmament theme across the global defense industry, including:

  • Key supply challenges facing defense sector manufacturers and suppliers

  • Investment and security-of-supply opportunities across the defense value chain

  • Analysis of critical defense products and efforts to scale production capacity

  • Case studies covering artillery ammunition, missile systems, and the submarine-industrial base

  • Assessment of national positions within the global defense production landscape

  • Overview of government actions and regulations shaping large-scale defense manufacturing

How industry leaders are using this report

Defense executives, investors, and policymakers use this report to:

  • Understand the structural drivers behind accelerating global rearmament.
  • Assess where supply chain constraints are most likely to limit production scaling.
  • Identify defense segments and products receiving priority investment and capacity expansion.
  • Evaluate country-level positioning within the global defense manufacturing ecosystem.
  • Support long-term planning around procurement, industrial strategy, and capital deployment.

Key Highlights

This report highlights the major trends and pressures shaping the scaling rearmament theme, including:

  • Rising global defense budgets driven by the increasing likelihood of conventional, high-intensity warfare between nation-states rather than limited counterinsurgency operations.
  • A renewed focus on large-scale military capabilities, including armored vehicles, aircraft, surface vessels, missile systems, artillery ammunition, and submarine fleets.
  • Significant strain across defense supply chains, as existing industrial capacity struggles to meet the demands of sustained, high-volume production.
  • Case studies across critical segments of the defense value chain, including artillery ammunition, missile systems, and the submarine-industrial base, highlighting bottlenecks and scaling challenges.
  • Diverging national positions within the global defense supply chain, shaped by industrial capacity, government policy, and regulatory frameworks.
  • Growing investment and security-of-supply opportunities for armed forces, suppliers, and institutional investors as governments prioritize domestic and allied production resilience.

Reasons to Buy

This report enables you to:

  • Identify potential investment opportunities linked to rearmament trends and production scaling.
  • Gain clarity on the challenges and opportunities facing defense manufacturers as demand accelerates.
  • Understand how large-scale rearmament fits within the broader defense market outlook.
  • Determine which defense products and supply chains are being prioritized by governments.
  • Support strategic decision-making with forward-looking analysis of defense industrial capacity.

Who should buy this report

  • Defense and Aerospace Manufacturers
  • Defense Supply Chain and Industrial Firms
  • Government and Defense Agencies
  • Strategy, Market Intelligence, and Research Teams
  • Consultants and Industry Advisors

Airbus
Aerovironment
Boeing
BAE
KNDS
Rheinmetall
Saab
Thales
Leonardo
Ukroboronprom
Rostec
JASC
CACIC
RTX
Northrop Grumman
Lockheed Martin
General Dynamics
L3Harris
Nammo
KMW
Patria
Nexter
Diehl
Hensoldt
Palantir
Oshkosh
Anduril
MBDA
Kongsberg
Huntington Ingalls
Daewoo
KAI,General Electric
Hanwha
Babcock
QinetiQ
Booz Allen Hamilton
Elbit
Bharat Electronics
Teledyne
Almaz-Antey Concern
Austal
Iveco
EDGE Group
Rafael

Table of Contents

Executive Summary

Players

Thematic Briefing

Trends

Technology trends

Macroeconomic trends

Regulatory trends

Industry Analysis

Market size and growth forecasts

Case Studies

Timeline

Signals

M&A trends

Hiring trends

Value Chain

Artillery shells

Air defense missiles

The US submarine industrial base

Other value chains

Companies

Public companies

Private companies

Sector Scorecards

Aerospace, defense& security sector scorecards

Glossary

Further Reading

Our Thematic Research Methodology

About GlobalData

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