The opening phase of our FY 2025 Industrials M&A Insights Report examines two sub-sectors navigating significant transformation.
Aerospace & Defence continues to demonstrate resilience, supported by heightened geopolitical tensions, record commercial aircraft backlogs, and expanding defence budgets globally. Capability-driven acquisitions, particularly in unmanned systems, AI-enabled operations, and space technologies, are shaping deal activity as both strategic and financial buyers pursue long-term positioning.
In Automotive, the sector is adapting to structural shifts in electrification, connectivity, and supply chain reconfiguration. While transaction volumes have remained relatively flat, deal values have recovered sharply in early 2025, signalling renewed confidence in targets with differentiated technology and market positioning.
Explore the full Phase 1 analysis, including transaction data, valuation multiples, and case studies, in the complete report.
Link to download the report: https://translinkcf.com/wp-content/uploads/2026/02/Translink-CF-Industrials-Report-2025_-Phase-1_Aerospace-and-Defense.pdf

