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German automakers pivot to arms production amid industry slump

economy-finance · 2026-05-08

Volkswagen, Mercedes-Benz, and Porsche reported significant profit declines for the first quarter, while auto suppliers Bohai and Schlote-Gruppe filed for insolvency. In contrast, Germany's defense sector is booming, with Finance Minister Lars Klingbeil (SPD) unlocking additional billions. Budget projections show defense spending rising to €105.8 billion by 2027, up €23.1 billion from this year. VW is now shifting toward weapons manufacturing, including partnerships with Israeli defense firms, as the automotive industry struggles.

Key facts

  • Volkswagen, Mercedes-Benz, and Porsche reported profit declines for Q1.
  • Auto suppliers Bohai and Schlote-Gruppe filed for insolvency.
  • Finance Minister Lars Klingbeil (SPD) unlocked additional defense funding.
  • Defense spending projected to reach €105.8 billion by 2027.
  • Increase of €23.1 billion compared to current year.
  • VW is moving into weapons production.
  • VW cooperating with Israeli defense companies.
  • German defense sector experiencing a boom in orders.

Entities

Institutions

  • Volkswagen (VW)
  • Mercedes-Benz
  • Porsche
  • Bohai
  • Schlote-Gruppe
  • SPD

Locations

  • Germany

Sources