Themes ETFs(@ThemesETFs):September was a big month for defense: $20.7B — $RTX AMRAAM production agreement. $20B — $BA F/A-XX next-gen fighter contract. $1.2B — $LMT Precision Strike Missile deal + accelerated AIM-260 production. €3.7B — ethereum:0x5a98fcbea516cf06857215779fd812ca3bef1b32/Fincantieri deal for two Italian Navy destroyers. $303M — $SAAB order for future manned + unmanned combat aircraft. $RHM.NE — new 155mm artillery ammunition order. ethereum:0xfe4db16013c1c3a9eee10829d05b9b08847feef9 + MBDA — selected for France’s future long-range strike capability. $AIR + $BAESY + ethereum:0x5a98fcbea516cf06857215779fd812ca3bef1b32 — Eurofighter pitched as Portugal’s next fighter. $16M — $BAESY funding for radiation-hardened military + space chips. $GE — new U.S. hypersonic test-bed contract. Bigger budgets. More procurement. More production. All companies mentioned are represented in the Themes Transatlantic Defense ETF (NATO). Sources: RTX, Reuters, Lockheed Martin, Fincantieri, Saab, Rheinmetall, Safran, MBDA, BAE Systems, GE Aerospace, as of 10/1/2026.

2026.10.13 12:08

September was a big month for defense: $20.7B — $RTX AMRAAM production agreement. $20B — $BA F/A-XX next-gen fighter contract. $1.2B — $LMT Precision Strike Missile deal + accelerated AIM-260 production. €3.7B — ethereum:0x5a98fcbea516cf06857215779fd812ca3bef1b32/Fincantieri deal for two Italian Navy destroyers. $303M — $SAAB order for future manned + unmanned combat aircraft. $RHM.NE — new 155mm artillery ammunition order. ethereum:0xfe4db16013c1c3a9eee10829d05b9b08847feef9 + MBDA — selected for France’s future long-range strike capability. $AIR + $BAESY + ethereum:0x5a98fcbea516cf06857215779fd812ca3bef1b32 — Eurofighter pitched as Portugal’s next fighter. $16M — $BAESY funding for radiation-hardened military + space chips. $GE — new U.S. hypersonic test-bed contract. Bigger budgets. More procurement. More production. All companies mentioned are represented in the Themes Transatlantic Defense ETF (NATO). Sources: RTX, Reuters, Lockheed Martin, Fincantieri, Saab, Rheinmetall, Safran, MBDA, BAE Systems, GE Aerospace, as of 10/1/2026.