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Gabler Group's IPO occurred with shares at 46 euros, still below industry peers. Vincorion plans its IPO on March 20. European defense spending is projected to grow 6-14% annually until 2030, driven by geopolitical tensions.

Companies like Exail Technologies and Theon International are gaining attention; Exail's revenue is expected to rise to 479 million euros in 2025, while Theon aims for 1 billion euros. Theon has secured a 9.8% stake in Exosens for strategic supply of night vision components. Both companies are positioned well for growth amid increasing demand in the defense sector.