Aubert & Duval, a leader in complex metallic materials, is being acquired by its co-shareholders Airbus and Safran after Tikehau Capital exits its stake. The French firm, which reported €960 million in revenue and employs nearly 4,400 workers across ten industrial sites, is central to aerospace and defense sectors. Tikehau’s equal sale of its shares to Airbus and Safran marks a strategic consolidation in advanced manufacturing.

The move follows growing demand for specialized materials in aerospace, driven by post-pandemic recovery and defense investments. Airbus and Safran, already stakeholders, aim to strengthen control over the supply chain, leveraging their combined expertise to expand production capabilities. This transition ensures continuity for employees and clients while aligning with broader industry trends toward vertical integration in high-tech sectors.

The transaction underscores shifting dynamics in industrial M&A, with strategic investors prioritizing control over innovation pipelines. For investors, the deal highlights risks and rewards in sector-specific consolidations. Aubert & Duval’s role in critical supply networks makes this a pivotal moment for aerospace resilience and long-term value creation.