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The Hidden Balance Sheet of Italy’s Defense Industry
Why the strength of the sector will be decided below the prime contractors
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The Hidden Balance Sheet of Italy’s Defense Industry
Why the strength of the sector will be decided below the prime contractors
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Europe’s Defense Boom Is Being Mispriced
Why markets are pricing growth, not access
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Who Actually Makes Money in Europe’s Defense Industry?
Where growth creates value — and where it does not
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The Balance Sheet Is Not the Bottleneck
Why industrial throughput, not capital, increasingly defines Europe’s defense expansion
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What Europe’s Defense Numbers Don’t Tell You
The factors that separate spending from capacity
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Europe’s Defense Rally Has a Budget Problem
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Being Strategic Is Not the Same as Being Profitable
How Europe’s defense champions are increasingly judged beyond financial performance
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Technology Does Not Scale. Platforms Do
Why access to OEM programs determines value capture in European defense tech
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From Munich to the Factory Floor: Integration Is the Real Battlefield
Innovation, positioning, and value capture in Europe’s defense industrial base
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Where Can Europe Build the Defense Capacity It Lacks?
Country-by-country pathways to industrial scale
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EU Weekly Defense Signals 2026
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EU Weekly Defense Signals | 23–27 Mar 2026
Signals shaping Europe’s defense, aerospace and security landscape from a strategic and industrial perspective
Mar 27
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EU Weekly Defense Signals | 16 – 20 Mar 2026
Signals shaping Europe’s defense, aerospace and security landscape from a strategic and industrial perspective
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EU Weekly Defense Signals | 9 – 13 Mar 2026
Signals shaping Europe’s defense, aerospace and security landscape from a strategic and industrial perspective
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EU Weekly Defense Signals | 2 – 6 Mar 2026
Signals shaping Europe’s defense, aerospace and security landscape from a strategic and industrial perspective
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EU Weekly Defense Signals | 23 – 27 Feb 2026
Exclusive weekly briefing for paid subscribers.
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Prima Sidera Special Issues
A New Test for Europe: The 2026 U.S. National Defense Strategy
Special Issue - Industrial, financial and execution implications of the 2026 U.S. NDS for Europe
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