Snapshot: A transatlantic defense tech ecosystem is already taking shape

The expansion of defense tech in the United States and Europe has created new transatlantic linkages.

Capital Flows

In 2025, total investment in European defense tech companies reached nearly $9 billion, with US investors providing over 33% of the total, or roughly $3 billion.

US → Europe

The top five US defense tech startups have won a total of 6 contracts with European governments and formed 17 European teaming relationships.

Source: Top five as identified by NatSec100. Contracts and partnerships data compiled by GMF through multiple sources.

Europe → US / NATO

The top five European defense tech startups have won a total of 8 contracts with the US government (plus 1 with NATO Allied Command Operations) and formed 17 US teaming relationships.

Source: Top five as identified by FCF DefenseTech Report . Contracts and partnerships data compiled by GMF through multiple sources.

Production Footprint

Of the top five European defense tech startups, two have established production facilities in the United States.

Source: Top five as identified by FCF DefenseTech Report . Contracts and partnerships data compiled by GMF through multiple sources.

Operational Validation

In the first Gauntlet challenge organized by the Pentagon’s Drone Dominance Program, the Top 11 performers selected to receive orders included two European and one transatlantic company.