Employment
Automotive
Defense/Aerospace
EU27 + NO + UK
Automotive and Defense: the two crossing trajectories
2002–2026, seven engineering segments. The net automotive job loss is concentrated in the last five years, driven by Germany and the VW Group galaxy; Defense/Aerospace flips sign between 2022 and 2026. Includes the structural blind spot of Electronics/Semiconductors: the ERM data only captures restructuring of the existing workforce, not hiring plans that were never realized.
Finance
EBITDA margins
Financial leverage
81 stocks
Margins and leverage: the evolution of the transition
7 sectors, N≥3 companies per cell filter, 2022–2025 window via public financial statement data. Defense/Aerospace +6.6pp of EBITDA margin, Energy +2.8, Mechanical/Automation +2.0; Automotive −6.2pp with rising leverage — a sign of stress, not just transition. Electronics/Semiconductors declining despite the AI narrative.
Markets
Geopolitics
US · Europe · Asia
Seven sectors
What moves the market: geopolitics and stock reactions
January–July 2026: how the seven sectors reacted on the stock market to the Iran-Israel war, the US tariffs ruling and the NATO summit in Ankara. With a dedicated deep dive on the Defense/Aerospace segment, the most exposed to the half-year's news cycle.
Skills
Job postings
Seven sectors
EU + US
Cross-cutting skills across seven sectors
16,386 postings, 93 companies, seven engineering sectors. What job postings actually ask for — and how real the Automotive → Defense/Aerospace pivot is, read skill by skill, not by synthetic similarity.
Employment
GermanyDeep dive
The VW galaxy: a case study on the automotive transition
A dedicated analysis of the Volkswagen Group ecosystem and the "Zukunft Volkswagen" announcement of December 2024 — reductions through 2030 via natural turnover.
● Planned
Coming soon
Finance
Historical series
Toward a decade-long benchmark
Extending the financial benchmarking window beyond the structural 4-year cap, with manual extraction for companies with the most linear M&A history.
● Planned
Coming soon
Synthesis
Automotive → AI
Why automotive isn't reconverting into artificial intelligence
Why the automotive-defense pivot holds up on real skill adjacency, while the automotive-AI pivot doesn't hold up on the numbers: AI pays 2-3 times more but hires in much smaller absolute numbers, and scales without proportional headcount growth.
● Planned
Coming soon