Opinion: Will UK election result bring defence benefits?

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  Results for Q1 2025 have been strong across the board for many defence companies in Europe with forward-looking statements and predictions for the full year also looking good.

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  Solutions that identify, engage and destroy targets with minimal or no human intervention are becoming critical on tomorrow’s battlefield.

• Companies post mostly rosy results but warn of potential dark clouds

  First quarter 2025 results have been dropping for companies in the past week but many of the US results come with a health warning in their forward-looking aspects about the potential impact of actions by the Trump administration.

• Spain unveils new multi-billion euro defence investment plan

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  This budget will be spent over the next four years and nearly doubles the country’s defence spending as part of GDP to 2%.

• UK Chancellor commits £2 billion to make the country a “defence industrial superpower”

  Rachel Reeves announced port upgrades, protected budgets for innovation and investment in novel technologies.