AEROSPACE & DEFENSE INDUSTRY UPDATE - Q2 2025
- kmarsh41
- Sep 17
- 1 min read
TRENDS & NEWS IMPACTING THE AEROSPACE & DEFENSE INDUSTRY
Key Takeaways
Deal activity within the industry was up meaningfully versus the same quarter last year (48 deals in Q2 2025 vs. 39 deals in Q2 2024)
Private equity interest in M&A was consistent with the same quarter least year (4 deals announced)
Publicly traded valuation multiples remain strong due to the supporting backlogs and a favorable long-term outlook, tempered slightly by supply chain constraints, production challenges, and ongoing tariff uncertainty
Publicly traded equity performance was strong with Defense Systems, Aerospace Structures and Aerospace Systems/Equipment continuing to be the steady leaders; Space Technology remains the breakout performer
Financial performance showed continued strength with revenue and EBITDA growth reported in all segments versus the same quarter prior year
Download the full report here:
Comments