Kongsberg Gruppen ASA in 3 stories

Mass-produced autonomy is redirecting defense budgets away from a few costly platforms.

Kongsberg is exposed through remote weapon stations, air-defense command systems, secure communications and autonomous maritime vehicles.

Direct-to-device networks are moving satellite connectivity from specialist hardware into ordinary smartphones.

Kongsberg benefits through satellite hardware and its KSAT ground-station interests, which provide tracking and communications infrastructure for proliferating low-Earth-orbit constellations.

Rearmament is shifting from emergency procurement to a decade-long rebuild of factories, inventories and military infrastructure.

Kongsberg benefits from demand for NASAMS air defense, missiles, remote weapon stations and maritime systems.