FORTUNE(@FortuneMagazine):Investors are waiting to see whether higher defense budgets translate into more contracts, faster production, and stronger earnings—or whether political and economic pressures slow momentum. Meanwhile, newer defense tech companies hope to capture a piece of that spending.

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FORTUNE@FortuneMagazine

2026.07.25 18:28

Investors are waiting to see whether higher defense budgets translate into more contracts, faster production, and stronger earnings—or whether political and economic pressures slow momentum. Meanwhile, newer defense tech companies hope to capture a piece of that spending.