What billions for space mean for drones: Volatus Aerospace, Hensoldt, Airbus

Space as a growth market – Germany is technologically on Par

The world has changed over the past three to four years. The shifting security landscape has governments pouring out billions from state coffers, which is good news for investors. Most recently, the German government caused a stir with a comprehensive space program. Investing here makes sense – after all, Germany is considered technologically competitive in orbit. It also looks as if the EUR 35 billion will be money well spent: the McKinsey Global Institute estimates that the space market is expected to grow by between 7 and 10% annually through 2040. Airbus in particular stands to benefit. The European aerospace company has increased its operational efficiency in recent quarters, especially in the space sector** – so the billions are arriving at just the right time.

Airbus and Hensoldt: Data for the wars of the future

Airbus can play a decisive role in making Europe safer through the use of satellites and in improving communication between troops, decision-makers, and unmanned devices such as drones. One example is the French CERES system, a so-called "signal intelligence satellite", which can detect and locate electromagnetic signals from radars and communication systems from low Earth orbit. This ability to provide information independently of overflight restrictions and weather conditions significantly improves situational awareness. Airbus estimates that such systems cost only about one-tenth of traditional methods and are also faster. Airbus thus provides the eyes and nervous system for operational autonomy on the ground and in the air.

Hensoldt operates at the interface between satellite data and flight systems or other military units and offers, among other things, military sensor technology such as radars. The new Taross system, for example, is an electro-optical sensor for reconnaissance and target acquisition that is modular and scalable. Hensoldt and Airbus are already cooperating in the areas of electronic warfare, air defense, and software. The goal is to use data from various sources securely and efficiently. Such data also benefits drones, which are expected to operate more autonomously or in swarms in the future.

Volatus Aerospace: Drone specialist with NATO contracts

Canadian drone specialist Volatus Aerospace's expertise is a perfect fit for modern armed forces with comprehensive support from space and state-of-the-art sensors. Volatus has been offering drone-related services for many years and is accustomed to operating in highly regulated areas. In early summer this year, the Company already succeeded in winning contracts from NATO countries. Having already cleared this hurdle could be a great opportunity for Volatus. Whoever supplies the drones of tomorrow must be technologically, but also administratively and regulatorily compatible with the NATO defense alliance. Volatus Aerospace has already proven this.

For the Canadians, the task now is to follow up on existing orders and also position themselves as a credible provider of military solutions. The ongoing war in Ukraine, but also the increasing sightings of suspected Russian drones in countries such as Denmark, show that the West has effectively been engaged in a prolonged confrontation with Russia. In this context, it is essential to respond decisively to provocations without triggering a spiral of escalation. To achieve this goal, various weapon systems and options for action are important. The objective: to respond decisively and appropriately to provocations. Drones or drone interception systems play a crucial role in this context. Fed by data from space, modern radar systems, or other drones, they can form part of an effective deterrent.

Volatus shares pick up speed again

Volatus Aerospace shares benefited from several NATO orders in the first half of 2025 and generated attractive returns. The share price has been moving sideways for several months, but has recently gained momentum again. Just a few days ago, the company announced a supply contract with a Canadian battery manufacturer to equip next-generation drones. The billions invested in space security by NATO member Germany show where the security alliance is headed. With its long-standing expertise in drones and its ability to navigate complex regulatory regimes, Volatus Aerospace could play an important role within NATO. The stock offers investors the opportunity to accompany this development. Government investment in defense is likely to continue reliably in the coming years.