Aerospace, Defense and Security M&A Deals Q3 2025 – Top Themes: Strategic Intelligence
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This report analyzes the disruptive themes that have driven M&A activity in Q3 2025 in the ADS Sector.
Scope
This report provides an overview of merger and acquisition activity globally in Q3 2025 in the ADS Sector
It identifies the themes driving most notable to deals announced in Q3 2025 in the ADS Sector
Key Highlights
The global ADS market in Q3 2025 witnessed deals worth $4 billion, a decline of 88% compared to Q3 2024. The sector recorded deal value worth $2 billion mega-deals (defined as any deal valued at more than $1 billion), a decrease of 93% compared to Q3 2024.
Reasons to Buy
Companies who invest in the right themes become success stories; those who miss the big themes end up as failures. If you want to understand the themes that drive an industry, simply look at the list of recent mergers and acquisitions (M&A).
In this report we have listed down the most notable deals in ADS sector to make it easy for our clients to get a view of themes disrupting the sector and prepare for the future.
Advent International Corp
General Electric Co
iG TECH II. Private Equity Fund
IG TECH III Private Equity Fund
Sullivan Street Partners Ltd.
Destinus SA
Composites Technology Research Malaysia Sdn Bhd
Theon International Plc
Carco PRP LTD
Flat Capital AB
Sichuan Capital Market Relief Development Securities Investment Fund Partnership
V2X Inc
Undisclosed
Dassault Aviation SA
Hanza AB
Jeong Il-seon
Astronics Corp
FAE Technology SpA
ADT Security Australia
USPACE Technology Group Ltd
Astra Veicoli Industriali SpA
IVECO Defence Vehicles Spa
Coherent
BETA Technologies
Inc.
4iG Space and Defence Technologies
Senior
Daedalean AG
Spirit AeroSystems Holdings
Kappa optronics GmbH
SKF
Defensor Group AB
Chengdu JOUAV Automation Tech Co Ltd
QinetiQ Group
Baines Simmons Limited
KENYON INTERNATIONAL EMERGENCY SERVICES
INC.
Redline Assured Security Ltd
Dassault Reliance Aerospace
Milectria Est OU
Milectria Middle East Cables LLC
Milectria Oy
Hyundai BNG Steel Co Ltd
Envoy Aerospace LLC
Kayser Italia SRL
Western Advance Pty Ltd
Aspace Satellite Technology Ltd
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