Employment
Automotive
Defense/Aerospace
Automotive and Defense: the two crossing trajectories
EU27 + Norway + UK, 2002–2026, seven engineering segments. The net automotive job loss is concentrated in the last five years, driven by Germany and the VW galaxy; Defense/Aerospace flips sign between 2022 and 2026.
Finance
Margins
Financial leverage
Margins and leverage: the evolution of the transition
81 stocks, 7 sectors, 2022–2025 window. Defense/Aerospace +6.6pp of EBITDA margin; Automotive −6.2pp with rising financial leverage — not just transition, but stress.
Markets
Geopolitics
US · Europe · Asia
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 Defense/Aerospace.
Skills
Job postings
Seven sectors
Cross-cutting skills across seven sectors
16,386 postings, 93 companies: what job postings actually ask for, and how real the Automotive → Defense/Aerospace pivot is, read skill by skill.
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