Defense Aerospace

FY2026 Military Aerospace Programs Driving US Component Demand

The FY2026 defense budget is not a single decision. Rather, it is a stack of program-level bets that together will shape every aerospace order book through the end of the decade. In particular, FY2026 military aerospace programs concentrate funding in a handful of aircraft, missile, and munition lines. As a result, each of those programs […]

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FY2026 Defense Aerospace Manufacturing: How the Spending Surge Is Reshaping the Industry

The largest defense funding cycle in modern US history is now law. As a result, FY2026 defense aerospace manufacturing faces ripple effects across every supply chain tier. National defense spending will rise more than 17 percent in fiscal year 2026. The total reaches roughly $1.05 trillion when discretionary funds and reconciliation programs combine. This generational

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