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CNBC AI · 2026/7/31 13:37:46

Leonardo expects more deals as Europe ramps up defense spending
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欧洲国防巨头Leonardo新CEO放话了:欧洲各国正在疯狂增加军费预算,公司会继续砸钱收购,抓住这波“国防科技热”。今年上半年订单和利润双丰收,管理层直接把2026年的业绩预期往上调,底气十足。这波操作说白了,就是在欧洲安全焦虑的大背景下,Leonardo要趁热打铁,通过并购快速补齐技能包,重点押注网络安全和AI作战系统。以前军火商靠卖坦克大炮,现在更拼软件和智能算法,这转变意味着军工行业正在从“硬制造”转向“硬科技”。对普通人来说,这事看似遥远,但欧洲国防订单激增,会拉动高端制造和软件工程师的就业需求,而且国防AI技术成熟后,很多会外溢到民用领域,比如安防监控、应急指挥这些,大家未来生活的安全保障会更有科技含量。
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DefenseLeonardo expects more deals as Europe ramps up defense spendingPublished Fri, Jul 31 20269:37 AM EDTElsa OhlenWATCH LIVEKey PointsLeonardo has recently expanded through deals in land systems, cybersecurity and AI-enabled mission software.CEO Lorenzo Mariani said the company would pursue acquisitions and strategic partnerships to support long-term growth.The group raised its 2026 order, profit and cash flow guidance after a strong first half of the year.In this articleFCT-ITHAG-DEDRSFollow your favorite stocksCREATE FREE ACCOUNTwatch nowVIDEO3:5403:54Leonardo CEO says ramping up to meet defense demand is keyMorning CallLeonardo's new CEO told CNBC he expects to pursue further acquisitions to support the company's long-term growth, as Europe's defense spending boom gathers pace."The ramping gap in how we fulfil the demand is really the key element to deliver to our customers what they need… both for our European arm and for the U.S. arm," Lorenzo Mariani told CNBC's Carolin Roth in Rome, pointing to M&A, including over the past few days, as an area of opportunity.Europe's defense industry is scrambling to meet soaring demand for new military equipment, amid Russia's full-scale invasion of Ukraine and increased NATO spending targets. Alongside investment in factories and hiring, contractors are using acquisitions to add technologies, secure supply chains and expand industrial capabilities more quickly."What really matters today is accelerating all our processes," Mariani said.Defense dealmakingMariani said the company would continue pursuing acquisitions and strategic partnerships to support long-term growth. His comments come as Leonardo has broadened its defense portfolio through acquisitions in land systems, cybersecurity and AI-enabled mission software.It completed a 1
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