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MBDA: Business Overview, Financials & Competitive Analysis

MBDA is Europe's biggest missile maker, producing a comprehensive portfolio of air defense and strike missiles for military forces worldwide. The company is jointly owned by Airbus, BAE Systems and Leonardo, creating ...

Analyst-debate audio for MBDA

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What's in This Report
MBDA OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
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9/ 10Exceptional

Cyborg Score thesis

MBDA is the sole consolidated European alternative to U.S.

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Industry Missile systems and guided weapons
4 named competitors
4 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: July 6, 2026
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MBDA Overview

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MBDA is Europe's biggest missile maker, producing a comprehensive portfolio of air defense and strike missiles for military forces worldwide. The company is jointly owned by Airbus, BAE Systems and Leonardo, creating a uniquely integrated European defense platform operating across France, the United Kingdom, Italy, and Germany.

Strategic Profile

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MBDA plans to "intensify" its production ramp-up in 2026, as demand for its weapons rises amid ongoing conflict in the Middle East. Revenues rose by €900 million year-on-year to €5.8 billion, and the company expects to surpass €6 billion in 2026. MBDA has grown to 20,000 employees and is simultaneously launching next-generation platforms including hypersonic, anti-drone, and space-based defense systems while maintaining dominance in established air defense and strike capabilities.

Competitive Landscape

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MBDA's Aster family of missiles is used in the SAMP/T air-defense system, the only European alternative to the American Patriot system. MBDA faces competition from Raytheon, Lockheed Martin (both U.S.) in air defense and strike missiles, plus emerging European competitors in niche segments (Thales in some systems, RTX for air-to-air). However, as the consolidated European champion, MBDA has few direct European competitors for integrated system-level contracts.

Industry Context

MBDA operates in Missile systems and guided weapons.

Key facts

Founded: 2001 · Headquarters: Paris, France · Employees: 20,000 · Revenue: €5.8B (2025) · Market cap: N/A

What the analysts stress-tested

The top findings that survived the multi-agent debate for MBDA.

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Recent developments

Material events tracked by the AskCyborg corpus.

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Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

PatriotLeading U.S. air-defense system; primary global competitor to SAMP/TTHAADHigh-altitude air defense system; strategic competitor in long-range air defenseTomahawkU.S. cruise missile; competitor to SCALP-EG/Storm Shadow in strike roleAIM-120 AMRAAMU.S. air-to-air missile; competitor to METEOR in beyond-visual-range engagement

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Industry context

MBDA operates in Missile systems and guided weapons. See how the rest of the sector scores on the Cyborg framework.

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Frequently asked questions

What does MBDA do?+
MBDA is Europe's biggest missile maker, producing a comprehensive portfolio of air defense and strike missiles for military forces worldwide. The company is jointly owned by Airbus, BAE Systems and Leonardo, creating ...
What is MBDA's Cyborg Score?+
MBDA has a Cyborg Score of 9/10 (Exceptional). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are MBDA's main competitors?+
Named competitors include Patriot, THAAD, Tomahawk, AIM-120 AMRAAM. The full competitive landscape is in the AskCyborg report.
How can I get the full MBDA research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the MBDA research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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