INVESTMENT THESIS 2026

The Defense & Aerospace Supercycle

$800B+ in combined backlogs. NATO rearming to 3.5% GDP. Munitions production surging 7x. Space defense entering its operational era — a generational investment window.

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FY2026 Defense Budget
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Combined Prime Backlog
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NATO GDP Target
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Multi-Year Procurement
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Space Force Budget
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155mm Shell Target
Explore

A Generational Rearmament Cycle

Three converging forces — NATO rearmament, munitions replenishment, and space defense — are creating structural demand growth not seen since the Reagan era.

U.S. Defense Budget Trajectory ($B)

NATO Spending (% GDP)

Key Market Segments (2025E)

Sector Fundamentals

Book-to-Bill
>1.0x
Across all primes
RTX B2B (Missiles)
2.27x
Demand exceeds capacity
Margin Expansion
+230 bps
2025, +120 bps exp. 2026
EPS CAGR Guide
8-10%
Primes through FY2028
Workforce Gap
25%
At or near retirement
Counter-Drone CAGR
25.1%
$6.6B to $20.3B by 2030

Core Thesis

We are in a generational defense supercycle driven by NATO rearmament, munitions replenishment, and space defense operationalization. Record backlogs provide multi-year revenue visibility. Production capacity — not demand — is the binding constraint.

$800B+ in Combined Backlogs

The six major primes hold record order books representing 2-3 years of revenue, with book-to-bill ratios above 1.0x confirming the demand wave is still building.

Backlog by Prime ($B)

FY2025 Revenue ($B)

Prime Contractor Profiles

RTX Corporation RTX
$50B Patriot sustainment umbrella. Five landmark missile framework agreements for Tomahawk, AMRAAM, SM-6 (2-4x production increases)
$268B
backlog
Lockheed Martin LMT
F-35 franchise (191 deliveries in 2025). PAC-3 MSE ramping to 2,000/yr. $5B internal investment in 2026 (+35% YoY)
$194B
backlog
General Dynamics GD
Columbia-class submarine (Navy's #1 priority, 60% complete). Gulfstream delivered 158 jets. GD-OTS leads large-caliber ammo
$118B
backlog
Northrop Grumman NOC
B-21 Raider in LRIP ($4.5B acceleration). Sentinel ICBM ($140.9B). ~$11B space segment with SDA satellites
$95.7B
backlog
Boeing Defense BA
Turnaround play. Fixed-price contract burn-off; margin improving from -41.9% to -6.8%. Record backlog if execution improves
$85B
backlog
L3Harris LHX
Highest margins (~16%). Aerojet Rocketdyne driving 12% organic growth. Five new rocket motor factories. Missile Solutions IPO H2 2026
$38B+
backlog

The Autonomous Warfare Revolution

Software-defined defense companies are challenging the traditional industrial base. REPLICATOR, DIU's $979M budget, and CJADC2 are accelerating the shift to autonomous systems.

Defense Tech Valuations ($B)

Key Programs

Palantir AIP/Maven
Defense AI OS. 56% YoY growth
$1.275B
Anduril Arsenal-1
5M sq ft, 4,000+ workers by 2035
July 2026
Kratos XQ-58A Valkyrie
CCA at ~$10M/unit vs $80M+ manned
MUX Win
AeroVironment Switchblade
Scaling to 1,200 systems/month
$990M IDIQ
Saronic Corsair ASV
Fastest founding-to-contract in defense
$392M Navy

$979M

DIU FY2026 Budget

The Pentagon is shifting from exquisite platforms to mass-produced autonomous systems. REPLICATOR aims for thousands of unmanned systems. The defense tech IPO wave (Anduril, Shield AI, Saronic) creates new public market entry points in 2026-2027.

The Arsenal of Democracy, Rebuilt

The munitions industrial base is undergoing its most dramatic expansion since the Cold War. $28.8B in multi-year procurement signals structural, not cyclical, demand.

155mm Shell Production (K/month)

Missile Production Targets (/yr)

Sustainment Market

Annual Sustainment
$80B+
5-7% CAGR
F-35 Lifetime
$1.3T
76% of $1.7T lifecycle cost
F-35 Fleet
1,300+
$7.5M/tail/year
Naval Maintenance Gap
$2.3B
Deferred backlog
Ship Repair Investment
$12.57B
Planned
Aviation MRO
$44.6B
Global military MRO

The Final High Ground

Space Force budget surging to ~$40B in FY2026 — a 159% increase from its founding. PWSA and Golden Dome are rewriting the architecture of national defense.

PWSA Constellation Deployment

Golden Dome Funding

FY2025-26 Funding
Initial appropriations
$24.4B + $13.4B
Space Kill Chain
Space-based long-range systems
$7.7B
NGI (LMT)
Next Generation Interceptor
$17.7B
Total Estimate Range
White House to AEI projections
$175B–$3.6T
SpaceX NSSL Phase 3
52% of launch missions
$5.9B

PWSA Architecture: Resilience Through Numbers

Cost Per Sat
$40-50M
vs $2-5B legacy GEO
Replenishment
12-18 mo
vs 5-7 years legacy
Tech Refresh
Every 2 yrs
MILNET (SpaceX)
480 sats
Military SATCOM
Starshield
183+ sats
NRO constellation
Commercial SDA
$7B by 2033
15% CAGR

The Investable Universe

From established primes to pre-IPO disruptors. Filter by conviction tier to explore the full defense stack.

All
Tier 1
Tier 2
Tier 3
Pre-IPO

Catalyst Calendar

Key milestones from production ramps to IPOs that define the investment window across near, mid, and long-term horizons.

What Could Go Wrong

Ten risks that could impair the thesis, from production execution to geopolitical escalation.

Recommended Watchlist

Build core positions in the primes with best execution and backlog visibility. Monitor the defense tech IPO wave for entry points. The demand is structural and multi-year — production ramp execution is the key differentiator.

Research compiled February 2026. Not investment advice. See sources below.

Sources & References

Prime Contractors

  • Lockheed Martin Q4 2025 Earnings Release (investors.lockheedmartin.com)
  • Lockheed Martin $194B Backlog (Benzinga, Feb 2026)
  • F-35 Record 191 Deliveries in 2025 (news.lockheedmartin.com)
  • F-35 Lots 18-19 Contract for 296 Aircraft (f35.com)
  • PAC-3 MSE Record Production Year (lockheedmartin.com)
  • THAAD Interceptor Production Quadrupled (lockheedmartin.com)
  • RTX 2025 Financial Results and 2026 Outlook (GovConWire)
  • RTX $268B Backlog Rearmament Super-Cycle (FinTerra, Jan 2026)
  • RTX $50B Patriot Sustainment Contract (Army Recognition)
  • RTX Five Landmark Missile Framework Agreements (rtx.com, Feb 2026)
  • Northrop Grumman $95.7B Record Backlog (FinTerra, Jan 2026)
  • B-21 Raider Production Acceleration Contract (Air & Space Forces)
  • Sentinel ICBM $140.9B Revised Cost (war.gov)
  • General Dynamics Q4/FY2025 Financial Results (investorrelations.gd.com)
  • Columbia-Class Submarine 60% Complete (USNI News)
  • Boeing Defense Q4 2025 Revenue Growth (Airforce Technology)
  • L3Harris FY2025 Results and 2026 Guidance (Business Wire)
  • L3Harris Solid Rocket Motor Factories (l3harris.com)
  • Pentagon $1B Investment in L3Harris Rocket Motor Spinoff (Defense News)

Emerging Defense Technology

  • Palantir Q4 2025 Earnings Report (CNBC, Feb 2026)
  • Palantir Maven Contract Increase to $1B+ (DefenseScoop)
  • Anduril $2.5B Series G at $30.5B Valuation (TechCrunch)
  • Shield AI $5.6B Valuation (Fortune)
  • Kratos Marine Corps MUX TACAIR Contract (DefenseScoop)
  • AeroVironment FY2025 Revenue and Guidance (Nasdaq)
  • Saronic $392M Navy Contract (DefenseScoop)
  • REPLICATOR Initiative Congressional Report (congress.gov)
  • DIU FY2026 $979M Budget (nerdrums.com)
  • Counter-UAS Market $20.3B by 2030 (MarketsandMarkets)

Munitions & Sustainment

  • Army Falls Short of 155mm Production Goal (National Defense Magazine)
  • Army Invests $635M in Artillery Ammunition Facility (army.mil)
  • Javelin Production Capacity Expansion (lockheedmartin.com)
  • Lockheed Martin Doubles HIMARS Production (Army Recognition)
  • Lockheed Martin $9.5B JASSM/LRASM Contract (Overt Defense)
  • Pentagon and Lockheed Announce Plans to Triple PAC-3 (Breaking Defense)
  • Multi-Year Procurement in the NDAA (RealClearDefense)
  • F-35 Sustainment GAO Report (gao.gov)
  • NATO 3.5% GDP Target — The Hague Summit (nato.int)
  • Germany EUR 95B Defense Budget (ICDS)
  • FY2026 NDAA Summary (Holland & Knight)

Space Defense

  • Space Force FY2026 Budget Tops $40B (SpacePolicyOnline)
  • SDA Tranche 1 Launch Campaign (DefenseScoop)
  • SDA Awards $3.5B Tranche 3 Tracking Contracts (Payload Space)
  • Rocket Lab Awarded $816M SDA Contract (rocketlabcorp.com)
  • Space Force and SpaceX MILNET Constellation (SatNews)
  • Trump Estimates Golden Dome at $175B (Defense News)
  • NGI $17.7B Lockheed Martin Contract (Defense News)
  • MDA Taps Northrop for Glide Phase Interceptor (DefenseScoop)
  • NSSL Phase 3 $13.7B Launch Contracts (Spaceflight Now)
  • Defense Tech Margin Expansion Fundamentals (Global X)
  • 2026 Aerospace and Defense Industry Outlook (PSWare)