Defense Tech Enters 2026 With Strengthening Fundamentals

2026-01-06 06:22:00 ET

We believe volatility towards the end of 2025 has masked the underlying strength of the Defense Tech theme. Beneath the pullback, fundamentals have continued to improve, supported by expanding military budgets around the world, rising order books across major contractors, and modernization agendas as nations prepare for a more fragmented and technologically contested security environment. Global defense spending could surpass $3.6 trillion by 2030, nearly 33% above 2024 levels. ¹ Even as conflict headlines temporarily ease, structural geopolitical priorities across the United States, Europe, and Asia remain firmly in place, adding durability to the spending cycle....

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