European defense modernization is the most consequential demand growth catalyst in the global defense market. Total NATO defense expenditure reached $1.4 trillion in 2025. McKinsey projects European defense spending rising to EUR 800 billion by 2030. The European Commission reports defense equipment procurement of EUR 88 billion in 2024. European defense ETFs climbed 78% in 2025. Poland has become one of NATO's largest defense spenders as a percentage of GDP. The European Defence Fund is financing collaborative R&D. FCAS, MGCS, Tempest, and GCAP are creating new programs worth hundreds of billions over coming decades.
This report provides significant competitor information, analysis, and insight critical to the development and implementation of effective marketing and R&D programs.
Topics Covered
• European Defense Market Size and Forecast 2025-2030 by Country and Segment
• NATO Rearmament — Member Spending, Capability Commitments, and Procurement Priorities
• European Defence Fund — Programs, Funding Mechanisms, and Industrial Participation
• Germany Defense Market — Budget, Procurement Programs, and Industrial Base
• France Defense Market — LPM, Rafale, FCAS, and Strategic Priorities
• UK Defense Market — Integrated Review, Tempest/GCAP, Dreadnought, and Budget
• Poland and Eastern Flank — Rapid Military Buildup and Industrial Investment
• FCAS and Tempest/GCAP — Program Status, Industrial Partnerships, and Timelines
• U.S. Supplier Opportunities in Europe — FMS, Direct Commercial Sales, and Industrial Partnerships
• Business Development Strategy — European Program Entry and Partnership Models
Table of Contents
1. Executive Summary
2. Market Overview
3. European Defense Market Size and Forecast 2025-2030 by Country and Segment
4. NATO Rearmament
5. European Defence Fund
6. Germany Defense Market
7. France Defense Market
8. UK Defense Market
9. Poland and Eastern Flank
10. FCAS and Tempest/GCAP
11. Competitive Landscape
12. Regional Market Analysis
13. Strategic Conclusions and Recommendations
14. Appendix
List of Tables
Table 1. European Defense Market — Market Size and Forecast 2025-2030
Table 2. European Defense Market — Market Size by Segment 2025
Table 3. European Defense Market — Market Size by Region 2025-2030
Table 4. European Defense Market — Key Demand Drivers and Impact Assessment
Table 5. European Defense Market — Technology and Segment Growth Comparison 2025-2030
Table 6. European Defense Market — Market Share by Leading Supplier 2025
Table 7. European Defense Market — Recent M&A and Partnership Activity 2023-2025
Table 8. European Defense Market — North America Market Size and Forecast 2025-2030
Table 9. European Defense Market — Europe Market Size and Forecast 2025-2030
Table 10. European Defense Market — Asia-Pacific Market Size and Forecast 2025-2030
Table 11. European Defense Market — Investment Opportunity Assessment by Segment
Table 12. European Defense Market — Key Risks and Mitigation Strategies
Companies Profiled
Airbus
BAE Systems
Boeing
GE Aerospace
General Dynamics
L3Harris Technologies
Leonardo
Lockheed Martin
Northrop Grumman
RTX
