Aerospace, Defense, & Space
Q2 2026
AD&S Market Update, Q2 2026
Explore Q2 2026 Aerospace, Defense, & Space M&A trends, including deal activity, valuations, defense procurement, IPOs, and buyer priorities.
Trends Driving M&A for AD&S
Report Summary
The Aerospace, Defense, & Space M&A market entered the second half of 2026 with strong momentum. Q2 recorded 220 announced transactions, while first-half deal activity increased 46% compared with the first half of 2025. Strategic buyers accounted for more than 70% of H1 2026 transactions, supported by active private equity participation, strong public-market valuations, and continued demand for proprietary technologies, specialized capabilities, and resilient supply-chain assets.
CLA Meridian Capital’s Q2 2026 Aerospace, Defense & Space M&A Market Update examines current deal activity, valuation trends, recent public offerings, and the expanding munitions production cycle. The report also explores how multi-year procurement programs and capacity constraints are creating opportunities across engineered components, MRO, autonomous systems, missile defense, space infrastructure, and other priority subsectors. Download the full report to understand the market forces shaping buyer interest, investment activity, and strategic opportunities across the industry.
AD&S M&A TRENDS
Key Highlights
- M&A Market Update
- The Munitions Supercycle
- Recent AD&S IPO Activity
- Valuation Trends
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