At GlobalData, we track all themes impacting all companies across all sectors. Understanding the themes set out in this report will help you outperform your peers in 2025. The graphic below depicts our 2025 theme map. It highlights the big themes driving profits across industries and is the result of a series of interviews with senior industry executives and investors, reflecting an up-to-date view of the issues that keep them awake at night. Our 2025 theme map covers not only disruptive technology themes but also ESG, macroeconomic, and regulatory themes.

In the world of Aerospace, defense and security, our industry-specific themes focus on particular defense-related technologies, as well as trending segments of the market with the largest up-front investments in expanding production, R&D and product development. Naturally, geopolitics remains a central theme for aerospace and defense, as the core primary driver of investment and growth in this space.

In this report we look at the big themes for 2025 across the defense industry, identifying leading and disruptive companies for each theme.Our research shows that companies who invest in the right themes become success stories’ those who miss the big themes impacting their industry will fail. Given that so many themes are disruptive, it is easy to be blindsided by industry outsiders invading your sector.So, to help our clients gain a competitive advantage, GlobalData has developed its Strategic Intelligence Solution, a single, integrated global research platform that provides an easy-to-use framework for tracking all strategic issues-or themes-impacting all companies across all industries. Our strategic intelligence analysts assess how well companies are positioned for the future based on their competitive position in the main themes disrupting their sector.

Scope

• The key tending themes in the defense sector are covered.The investment and research & development opportunities for armed forces, suppliers, and institutional investors, across much of the defense value chain are covered. An overview of some of the companies most involved in particular themes featured.

Key Highlights

• Brief overviews of ten trending thematic topics relating to the defense industry, as well as predictions for how they will evolve in 2025.

Reasons to Buy

• Determine potential investment companies based on trend analysis and market projections.

• Gaining an understanding of the market challenges and opportunities surrounding trending defense themes in 2025.

• Understanding how spending on these themes will fit into the overall defense market.