REX Shares(@REXShares):Doctrinal shifts in the US military are rare. That's what makes the newly released FY27 NDAA remarkable. Normally a procurement guide, this year Congress told the military: before more drones can be bought, there must be philosophical and operational change in how the entire force does business to integrate this capability. The takeaway for investors: the American drone industrial base is still in its infancy. Doctrine, training, and sustainment all pave the way for a multi-decade build out of capacity.

2026.07.07 13:35

Doctrinal shifts in the US military are rare. That's what makes the newly released FY27 NDAA remarkable. Normally a procurement guide, this year Congress told the military: before more drones can be bought, there must be philosophical and operational change in how the entire force does business to integrate this capability. The takeaway for investors: the American drone industrial base is still in its infancy. Doctrine, training, and sustainment all pave the way for a multi-decade build out of capacity.