Melrose Industries PLC

MRO: XLON (GBR)

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European Defense: Overreaction to Potential Peace Deal Ignores the Real Drivers of Demand

Loredana Muharremi

Nov 24, 2025

Reports of the US-driven Russia-Ukraine peace deal triggered a downturn in European defense stocks, with names under our coverage down between 10%-20% since October highs.

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Melrose Industries PLC

European Defense: Overreaction to Potential Peace Deal Ignores the Real Drivers of Demand

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