Land vehicles & armor
Coverage of armoured vehicles, active protection systems and the land forces recapitalisation underway across Europe.
Why this segment matters
Recent conflicts have challenged assumptions about armour survivability. Top-attack munitions and cheap drones have destroyed vehicles designed to withstand frontal threats, pushing active protection systems, overhead cover and electronic countermeasures from optional extras toward baseline requirements. The result is that vehicle upgrade programmes now carry as much value as new-build ones.
European land forces are in a recapitalisation cycle after decades of fleet reductions, with orders for infantry fighting vehicles, artillery systems and support vehicles running well above the levels of the 2010s. Production is constrained less by design than by supply chain depth: armour steel, transmissions, optics and specialised castings all have limited qualified sources, and several manufacturers have moved to internalise them.
Coverage clusters around national procurement decisions, export orders, active protection and counter-drone integration on vehicles, and joint programmes where industrial workshare is negotiated between governments. Watch the gap between framework agreements and firm orders — the two are frequently reported interchangeably but mean very different things.
8listed land vehicles & armor stocks
by convictionUS military needs ‘urgent revolutionary institutional change’ to prepare for modern war, Petraeus says
General David Petraeus highlighted the shifting landscape of modern warfare, noting that drones are making traditional tanks increasingly vulnerable on the battlefield.
Leonardo, Rheinmetall secure $4 billion contracts with Italian Army, report says
Leonardo and Rheinmetall have secured a $4.16 billion contract with the Italian Army for the production of A2CS combat vehicles and next-generation main battle tanks.
Land-Based C4ISR Market Forecasts Growth from $36.6 Billion (2025) to $67.7 Billion by 2035, Profiling Lockheed Martin, Rheinmetall, Thales, Elbit Systems & 14 Other Key Players
Yahoo Finance
Leonardo, Rheinmetall secure $4 billion contracts with Italian Army, report says
Defense News
Defense Business Brief: A little bit of MOSA; Netherlands-U.S. industry days, and more
Oshkosh Defense is establishing a new Vehicle Integration Center to improve the testing and integration of new technologies into military ground vehicles.
US Army seeks manufacturers for 155mm howitzer barrels amid boost in demand
The U.S. Army is seeking additional manufacturing capacity for 155mm howitzer barrels to meet increased artillery demand.
US Army seeks manufacturers for 155mm howitzer barrels amid boost in demand
The U.S. Army is seeking new manufacturers for 155mm howitzer barrels to increase production capacity for long-range artillery systems.
BAE Systems to expand advanced manufacturing capabilities in Weld County, Colorado
PR Newswire
Major Ukrainian Arms Maker Rethinking Future Reliance On Starlink
Ukrainian weapons manufacturers are re-evaluating their reliance on SpaceX's Starlink system due to performance limitations when the satellite terminals are mounted on moving vehicles.
Finland To Build A Million Landmines As Russian Threat Looms
Finland is set to procure approximately one million landmines as part of its efforts to bolster territorial defense and deter potential Russian military threats.
Norway to receive Chunmoos in 2028, reach IOC in 2029: Norwegian army leader
Norway is planning to receive Chunmoo rocket artillery systems in 2028, with the goal of reaching initial operational capability by 2029 to help deter Russian aggression.
Australia gets the ball rolling on medium-range air defense
Australia has initiated Project Land 6504, a formal tender to acquire a medium-range, ground-based air defense system for the Australian Army to bolster its defensive capabilities.
Rheinmetall to take over the Mangalia shipyard in Romania
Rheinmetall and MSC have been awarded the bid to acquire the Mangalia shipyard in Romania to establish a hub for naval shipbuilding.
‘Weaponized light’: KBR’s new base defense technology pits lasers against drones
KBR and Kord Technologies are developing a mobile high-energy laser weapon system, known as Firefly, designed for base defense to intercept drones more cost-effectively than missiles.
Recap: Autonomy dominates the US Army’s 2026 conference in Washington
The AUSA 2026 conference highlighted a significant focus on the rapid innovation of land weaponry and vehicle capabilities to adapt to modern, drone-heavy combat environments.
Open system architecture will be ‘hyper important’ in downselect of Army’s XM30: Senior official
The U.S. Army is emphasizing open system architecture for the XM30 combat vehicle program to allow for future modular hardware and software upgrades.
What The Army’s Pacific Commanders Are Learning From Ukraine And Iran Conflicts
Army leaders are adjusting training and operational strategies for land-based equipment based on lessons from Ukraine, specifically focusing on camouflage and mobility to counter drone-based surveillance and precision strikes.
South Korean lasers down three drones in Army demo, Hanwha says
Defense News
Army Wants High-Energy Laser Weapons It Can Put On “Any Vehicle In The Motorpool”
The U.S. Army is developing a modular, high-energy laser weapons system designed to be mounted on various vehicles within its motor pool to counter drone threats.
US soldiers must train on ‘new basics’ of unmanned systems, officials say
The 2nd Cavalry Regiment is integrating new training basics for soldiers, specifically focusing on the usage of unmanned ground vehicles in multi-domain operations.