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In a renewed political landscape where a Trump administration adopts a more interventionist stance toward Ukraine, the United States sharply increases its military aid—providing advanced tank transmissions, power packs, and suspension systems. This pivot alleviates initial concerns among European allies, but it simultaneously reinforces the imperative for Europe to shore up its own defense capabilities.

Key Takeaways Surging defense spending and modernization programs drive strong order growth, recurring revenues, and greater earnings visibility for RENK. Technological innovation, geographic expansion, and a focus on high-margin aftermarket services strengthen margin profile and reduce operational risk.