Italy’s Leonardo rides high on soaring global defense spending

ROME — Leonardo will see annual orders of €32 billion ($37 billion) a year by 2030, up from €23.8 billion last year, the firm said on Thursday as it announced a bullish new industrial plan reflecting soaring global defense spending.

The Italian state-controlled firm will see revenue leap 50% by 2030, reaching €30 billion from last year’s €19.5 billion, it predicted.

During a presentation in Rome, CEO Roberto Cingolani said the company would up its focus on cyber security and digitalization as well its new Michelangelo Dome, a multi-layered air defense system which should yield €21 billion in new business in the next ten years.

Cingolani has previously said Leonardo is working hard to manage its growth as demand grows.

Since 2023 Leonardo has increased its workforce from 51,400 staff to 62,700 last year and expects to have 75,500 on the payroll by 2030, a growth of around 24,000 in seven years.

On Thursday the company also published forecasts for 2026, predicting new orders will reach €25 billion and revenues will hit €21 billion.

Final results for last year revealed Leonardo’s biggest sectors was Defense Electronics, accounting for about half of revenue, with income from new electronically scanned radars for British Eurofighters, new Defensive Aids Sub-System (DASS) for Italian Eurofighters and combat management systems for naval vessels for Indonesia.

New electronics work also included a healthy input from the firm’s U.S. subsidiary Leonardo DRS, featuring electric propulsion components for the next-generation Columbia-class submarine for the US Navy, electro-optical sensors for M2 Bradley vehicles and work on the Naval AEGIS system.

Tom Kington is the Italy correspondent for Defense News.

罗马——莱昂纳多公司周四宣布了一项乐观的新产业计划，该计划反映了全球国防开支的飙升，并表示到 2030 年，该公司每年的订单量将达到 320 亿欧元（370 亿美元），高于去年的 238 亿欧元。

该公司预测，到 2030 年，这家意大利国有控股公司的收入将增长 50%，从去年的 195 亿欧元达到 300 亿欧元。

在罗马的一次演讲中，首席执行官罗伯托·辛戈拉尼表示，公司将更加注重网络安全和数字化，以及其新的米开朗基罗穹顶，这是一个多层防空系统，预计将在未来十年内带来 210 亿欧元的新业务。

Cingolani 此前曾表示，随着需求的增长，莱昂纳多正在努力管理其增长。

自 2023 年以来，莱昂纳多的员工人数从 51,400 人增加到去年的 62,700 人，预计到 2030 年员工人数将达到 75,500 人，七年内增长约 24,000 人。

周四，该公司还发布了 2026 年的预测，预计新订单将达到 250 亿欧元，收入将达到 210 亿欧元。

去年的最终业绩显示，莱昂纳多最大的业务板块是国防电子，约占总收入的一半，收入来自为英国欧洲战斗机提供的新型电子扫描雷达、为意大利欧洲战斗机提供的新型防御辅助子系统 (DASS) 以及为印度尼西亚海军舰艇提供的作战管理系统。

新的电子产品研发工作还包括该公司美国子公司 Leonardo DRS 的大力投入，其中包括为美国海军下一代哥伦比亚级潜艇提供的电力推进组件、为 M2 布雷德利战车提供的光电传感器以及海军宙斯盾系统的相关工作。

汤姆·金顿是《防务新闻》驻意大利记者。