- Discuss the outlook for the global defense sector in the context of escalating geopolitical tensions in the Middle East, including the implications of the Iran war for global defense spending, spending priorities, etc. In particular, assess how the conflict could influence defense budgets across the U.S. and Europe, and evaluate the potential impact on demand for key systems such as missile defense, air defense, drones, precision-guided munitions, and surveillance technologies.
- Examine how the war may accelerate procurement cycles and stockpile replenishment, and assess the demand outlook through 2026 and beyond, focusing on NATO rearmament, defense modernization programs in Europe, and rising defense spending in Asia and the Middle East.
- Assess how the conflict could affect the competitive positioning and revenue / margins of major defense contractors, including major US and European defense companies, and evaluate which segments of the industry are likely to benefit most from increased geopolitical risk.
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Expert Interview
Slingshot members are talking to an expert! The topic is:
Assessing Global Defense Spending & Systems Demand Amid Escalations in the Middle East
Ticker(s): BA, RTX, LMT, NOC, LHX, GD, AVAV, LDOSWho's the expert?
- 25+ years of leadership experience across aerospace and defense, including senior roles at Boeing, Terma, IMSAR, and Exosonic, with direct exposure to programs spanning missiles, ISR, electronic warfare, unmanned systems, and radar technologies.
- Deep experience navigating U.S. Department of Defense budgeting and procurement processes (JCIDS, PPBE, DAS), including shaping requirements, securing funding, and leading capture efforts for major U.S. and international defense programs.
- Led and won $10B+ in domestic and international defense contracts across U.S. government, NATO, and foreign military sales channels, with hands-on involvement in competitive positioning, pricing, and demand generation for key defense systems.
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