Aerospace & Defence
Defence budgets globally are rising as geopolitical tensions increase. NATO members are increasing spending toward the 2% GDP target. These companies sell to governments under long-term contracts, giving them extraordinarily predictable revenue streams.
The world's largest defence contractor. Makes the F-35 fighter jet (which will fly for 50+ years), Javelin missiles, and missile defence systems. Every F-35 sold generates decades of maintenance, spare parts, and upgrade revenue.
Makes Raytheon missiles, Pratt & Whitney jet engines, and Collins Aerospace avionics. Both military and commercial aerospace revenues. The Stinger and Patriot missile systems have been in heavy demand since the Ukraine conflict.
Specialises in stealth aircraft, space systems, and nuclear weapons modernisation. Makes the B-21 Raider stealth bomber. Has the highest percentage of classified programmes of any US defence company — a sign of deep government trust.
Makes the Abrams tank, Stryker vehicles, nuclear submarines, and Gulfstream business jets. One of the few defence companies also with a commercial aviation business. Submarine backlog alone is worth $30B+.
Scores 10/10 for Geospatial Intelligence.
Scores 10/10 for Law Enforcement Tech. Also relevant to Defence Tech.
Scores 10/10 for Defence Tech. Also relevant to Drones & Unmanned Systems.
Scores 9/10 for Aerospace & Defense.
Scores 9/10 for Aerospace & Defense. Also relevant to Electronic Warfare and Government AI Contracts.
Scores 9/10 for Aerospace & Defense. Also relevant to Naval Shipbuilding and Nuclear Submarines.
Scores 9/10 for Aerospace & Defense. Also relevant to Military Aviation.
Scores 9/10 for Aerospace & Defense. Also relevant to Autonomous Weapons and Drone Warfare.
Scores 9/10 for Aerospace & Defense. Also relevant to Nuclear Submarines.
Scores 9/10 for Aerospace & Defence. Also relevant to Defence Spending.
Scores 9/10 for Aerospace & Defence.
Scores 9/10 for Government Tech. Also relevant to Defence Spending and AI in Government.
Scores 9/10 for Government Tech. Also relevant to Defence Spending and AI in Government.
Want to explore how these companies connect to each other?