Scaling Rearmament – Thematic Intelligence

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Reasons to buy the Scaling Rearmament thematic intelligence report:

  • Obtain in-depth insights into different rearmament efforts being undertaken by various military organizations and defense companies to understand the market better.
  • Study the emerging trends and how they will influence the scaling rearmament theme and their broader impact on the defense market.
  • Get an overview of the specific drivers of large-scale rearmament today, as well as the challenges that forces and defense sector suppliers face.
  • Explore thematic investment opportunities for armed forces, suppliers, and institutional investors, across much of the value chain.

How is our Scaling Rearmament report unique from other reports in the market?

  • Determine potential investors based on trend analysis and market projections.
  • Analyze the market challenges and opportunities surrounding the scaling rearmament theme.
  • Determine how spending on scaling rearmament will fit into the overall market and which spending areas are being prioritized.
  • Identify the companies playing a crucial role in the scaling rearmament theme.
  • Examine the impact of emerging technologies such as AI, drones, and additive manufacturing on the outlook of the scaling rearmament theme.

We recommend this valuable source of information to anyone involved in: 

  • ​Defense Startups, Original Equipment Manufacturers (OEMs)
  • ADS Planners and Government Bodies
  • AI Technology Leaders/Start-ups
  • Business Development and Market Intelligence
  • Investment Analysts and Portfolio Managers
  • Professional Services – Investment Banks, PE/VC Firms
  • M&A/Investment, Management Consultants, and Consulting Firms

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Scaling Rearmament Report Overview

The present-day high-tech and complex defense industries are largely configured for peacetime efficiencies, which are glacial compared to the types of wartime mass production seen in the wars of the early 20th century. In full-scale combined-arms warfare, the demand is equally high for each component to achieve a synergistic effect. For instance, shells for tube artillery are equally needed as the drones that adjust their fire.

The scaling rearmament thematic intelligence report will examine a few of the specific drivers of large-scale rearmament today, as well as the challenges involved. The report further entails a deep-dive analysis of the industry through value chain case studies in artillery ammunition, missile systems, and the strained US submarine-industrial base. It highlights that this is a tumultuous but pivotal point in time for the defense industry.

Key Trends ·        Technology Trends

·        Macroeconomic Trends

·        Regulatory Trends

Key Value Chain Components ·        Artillery Shells

·        Air Defense Missiles

·        The US submarine industrial base

·        Other Value Chains

Key Public Companies ·        A&P Group

·        Airbus

·        Babcock

·        BAE

·        Boeing

Key Private Companies ·        Almaz-Antey Concern

·        Anduril

·        C4i Systems

·        Czechoslovak Group AS

·        Diehl Defence

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Scaling Rearmament – Key Trends

The main trends that will influence the scaling rearmament theme, both in the direction of the military equipment and the industrial processes behind their creation, over the next 12 to 24 months are:

Technology Trends: The surge in the popularity of additive manufacturing and industrial robotics, the proliferation of precision munitions and unmanned vehicles (UAVs), as well as the transformative impact of artificial intelligence (AI) in the military and defense economics, will greatly influence the scaling rearmament theme.

Macroeconomic Trends: Rising inflation, dependency on a highly skilled manual workforce, and increasing sanctions on certain countries are some of the leading macroeconomic trends that will shape the scaling rearmament theme.- Moreover, growing concern over the procurement of rare earth elements such as rhodium, neodymium, and samarium from geopolitical rivals is deemed to be of vital importance to the national economy and security.

Regulatory Trends: Implementation of industry anti-trust laws, over-consolidation of the defense sector, rising defense budgets, and reforming the country’s defense procurement systems are a few of the key regulatory trends that will influence the scaling rearmament theme in the coming months.

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Scaling Rearmament – Value Chain Analysis

The defense supply chain broadly operates in Tier 1, Tier 2, Tier 3, and Tier 4 categories. ‘Tier 1’ suppliers are the Original Equipment Manufacturers (OEMs). Tier 2 firms produce major components such as flagship sensor packages, propulsion and engines, and armaments to fit aboard the platform. Additionally, Tier 3 firms are primarily involved in digital and professional services to the world’s top defense spenders. Lastly, Tier 4 represents the infrastructure, tools, raw materials, and dual-use technologies that enable defense technology and production.

Furthermore, the three separate defense products and the particulars of the defense value chains include artillery shells, air defense missiles, and American submarines. These products are either in high demand or involve very dynamic supply chains.

Artillery Shells: Artillery ammunition comes in many calibers, but the 155mm shell is one of the most ubiquitous, and arguably one of the most high-demand items in the world’s manufacturing base today. The US is aiming for 40,000 155mm shells a month by the beginning of 2025, and 100,000 a month by the end of that year.

Artillery Shells Value Chain Analysis

Artillery Shells Value Chain Analysis

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Scaling Rearmament – Competitive Landscape

The key companies playing a crucial role in the scaling rearmament theme are:

Public Companies: A&P Group, Airbus, Babcock, BAE, and Boeing among others are the public companies that will make their mark in the scaling rearmament industry.

Private Companies: Almaz-Antey Concern, Anduril, C4i Systems, Czechoslovak Group AS, and Diehl Defence among others are the private companies that will make their mark in the scaling rearmament industry.

Key Companies in the Scaling Rearmament Theme

Key Companies in the Scaling Rearmament Theme

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Aerospace, Defense, and Security Sector Scorecard

The scorecard approach is used to predict tomorrow’s leading companies within each sector. These sector scorecards have three screens including a thematic screen, a valuation screen, and a risk screen. Scaling rearmament is a theme that impacts the aerospace, defense, and security sectors.

Aerospace, Defense, and Security Sector Scorecard Analysis

Aerospace, Defense, and Security Sector Scorecard Analysis

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Lockheed Martin
Northrop Grumman
General Dynamics
BAE Systems
Almaz Antey
CZ Group
Diehl Defense

Table of Contents

  • 1 Executive Summary
  • 2 Players
  • 3 Thematic Briefing
  • 4 Trends

    • 4.1 Technology trends
    • 4.2 Macroeconomic trends
    • 4.3 Regulatory trends

  • 5 Industry Analysis

    • 5.1 Market size and growth forecasts
    • 5.2 Case Studies
    • 5.3 Timeline

  • 6 Signals

    • 6.1 M&A trends
    • 6.2 Hiring trends

  • 7 Value Chain

    • 7.1 Artillery shells
    • 7.2 Air defense missiles
    • 7.3 The US submarine industrial base
    • 7.4 Other value chains

  • 8 Companies

    • 8.1 Public companies
    • 8.2 Private companies

  • 9 Sector Scorecards

    • 9.1 Aerospace, defense, and security sector scorecard

  • 10 Glossary
  • 11 Further Reading
  • 12 Our Thematic Research Methodology
  • 13 About GlobalData
  • 14 Contact Us

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