Leonardo S.p.A., a premier European aerospace and defence contractor, has unveiled an updated industrial plan for 2026-2030, forecasting cumulative orders of €142 billion at a CAGR of +6.1%. This strategic refresh prioritizes defence electronics, unmanned systems, and platform integrations, aligning with surging European demand for advanced security solutions. The plan underscores Leonardo's role in key categories like radar, sensors, communications, and cybersecurity, positioning it as a vital supplier to NATO and EU forces.

Central to the update is a 25% increase in R&D investment, targeting next-generation electronic warfare suites and AI-enabled surveillance systems. Leonardo's electronics division, a market leader, will expand production of active electronically scanned array (AESA) radars for Eurofighter upgrades and new platforms like the Tempest GCAP. Partnerships with BAE Systems and Airbus fortify joint ventures, enhancing order pipelines through framework agreements valued at over €20 billion.

In military vehicles and armour, Leonardo advances its land systems portfolio, including remote weapon stations and protective systems for infantry fighting vehicles. The company's helicopter business, encompassing AW169M for special forces, benefits from contracts with Poland and Sweden, driving exports and local manufacturing hubs. Cybersecurity initiatives focus on defence IT solutions, with quantum-resistant encryption for command networks, attracting tenders from government procurement agencies.

Training and simulation see innovations like virtual reality centres for pilot proficiency, integrated with F-35 and M-346 programmes. Appointments of key executives, including a new CTO for digital transformation, signal agile leadership. Vendor deals with Raytheon for missile seekers and Thales for optronics exemplify collaborative ecosystems, mitigating supply chain risks.

Infrastructure projects include new facilities in Italy and Poland for drone assembly, supporting EU Defence Innovation Scheme (EUDIS). The plan projects €110 billion in revenues, with 40% from defence, bolstered by SAFE loans and EDIP funding. This positions Leonardo advantageously amid €150 billion EU defence loans in 2026, targeting SMEs for subsystems via Financial Support to Third Parties.

Strategic investments in space surveillance and counter-drone tech address gaps in air defence. Executive-level developments emphasize sustainability, with green manufacturing for ammunition and EW gear. B2B implications include opportunities for integrators in radar fusion and communications backbones, fostering a robust European industrial base.

By 2030, Leonardo aims for 15% market share in European defence electronics, leveraging hackathons and innovation challenges. This comprehensive plan not only secures vendor deals but drives long-term growth, ensuring interoperability and readiness for defence contractors and partners across the region.