Sector Intelligence
Defense & Aerospace
Defense spending is at its highest level since the Cold War. NATO nations racing to hit 2.5% GDP targets. Commercial technology disrupting traditional procurement at every level.
$2.4T
Global Defense Spending
2.5%
NATO Target
$100B+
European Increase
40%+
Unmanned CAGR
Strategic Overview
The Institutional Investment Case
Defense spending at Cold War highs. Commercial technology disrupting procurement. $100B+ European defense increase. Companies that understand both the technology and procurement landscape win.
Subsector Intelligence
Defense & Aerospace Subsectors
- Unmanned SystemsDrones, UAS, autonomous vehicles — Ukraine accelerating adoption across all NATO militaries.40%+ CAGR
- Space & SatelliteCommercial space entering a new era. Satellite communications and Earth observation attracting sovereign capital.22% CAGR
- Cyber & Electronic WarfareDefense cyber growing faster than any other category. Nation-state threats driving procurement urgency.18% CAGR
- Defense AI & C2 SystemsAI-native command and control platforms replacing legacy systems across NATO establishments.31% CAGR
- Naval & Maritime SystemsIndo-Pacific tensions driving the largest naval buildup in decades across Australia, Japan, South Korea, and US.14% CAGR
Position Your Defense Company for Institutional Capital
The right narrative, the right investors, the right moment. MNSR Capital builds the bridge.
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