Segment Reports

A&D Manufacturing M&A Transactions - January 2026


Download and read the January 2026 issue of the A&D Manufacturing Monthly, covering the latest M&A deal activity and valuation trends in the aerospace & defense manufacturing sector, which includes companies with capabilities such as precision machining, forming, sheet metal fabrication, tube bending, welding, brazing, plating, heat treatment, metal finishing, injection molding, composite manufacturing, testing, inspection and assembly. Sign up for the A&D Manufacturing Monthly distribution list to stay up-to-date on the headline acquisitions impacting your market and the current dynamics of the publicly traded strategic companies within the industry.


Key A&D Manufacturing Deals Announced

Target
Buyer
Description

TexTech

a portfolio company of

Arlington_Capital_Partners

Michelin

  • Target: Kernersville, NC-based Tex Tech develops and manufactures high-performance materials designed for extreme environments in private sector and U.S. federal government aerospace, defense, and industrial markets. The company produces fire-retardant thermal acoustic insulation for every major commercial aerospace platform and also manufactures CoreMatrix Technology, a patented, protective material that is utilized in the most advanced ballistic vests worn by military and law enforcement.

  • Buyer: France-based Michelin designs and manufactures aircraft tires and related services supporting commercial, military, and business aviation platforms worldwide. The company provides high-performance tire solutions and lifecycle support focused on safety, durability, and operational efficiency.

  • Terms: Transaction announced on January 2, 2026. Terms not disclosed.

Metal_Shark


  • Target: Jeanerette, LA-based Metal Shark designs and manufactures custom welded-aluminum vessels and specialty boats for private sector and U.S. federal government defense, emergency, and law enforcement markets. Vessels developed by the company include high-performance patrol boats, pilot boats, fireboats, passenger vessels and workboats.

  • Buyer: Boca Raton, FL-based Magnet Defense develops advanced sensing, analytics, and mission software solutions supporting national security and defense customers. The company focuses on electromagnetic spectrum operations, data fusion, and decision support technologies for contested environments.

  • Terms: Transaction announced on January 6, 2026. Terms not disclosed.

Seemann_Composites

Karman Space & Defense

  • Target: Gulfport, MS-based Seemann Composites is a manufacturer of composite components for private sector and U.S. federal government defense markets. The company's SCRIMP (Seemann Composites Resin Infusion Molding Process) technology is based on vacuum-assisted resin transfer molding of composites.

  • Buyer: Huntington Beach, CA-based Karman Space & Defense designs and manufactures complex composite and metallic structures used in missile, space launch, and defense systems. The company supports mission-critical programs through advanced materials, propulsion structures, and integrated engineering capabilities.

  • Terms: Transaction announced on January 7, 2026. Purchase price expected to be $220M.

MicroTronics

Arxis

a portfolio company of

Arcline Investment Management

  • Target: Tempe, AZ-based Micro-Tronics is a provider of engineered, mission-critical elastomeric and metallic components for private sector and U.S. federal government aerospace and defense markets. The company's expertise ranges from producing thousands of intricate elastomeric diaphragm seals and assemblies to high-precision electrical discharge machined components.

  • Buyer: East Providence, RI-based Arxis manufactures proprietary, precision electronic and mechanical components and assemblies for aerospace, defense, and industrial customers. The company supports complex programs through advanced CNC machining, quality systems, and repeatable production capabilities.

  • Terms: Transaction announced on January 7, 2026. Terms not disclosed.