Defense Industrial Base Intelligence

Defense Industrial Base Intelligence maps the global rearmament tracking which countries are spending, what weapons systems they're procuring, and which contractors benefit. The platform provides sector-specific investment intelligence for the largest defense buildup since the Cold War as NATO targets rise to 2.5% GDP and Asian allies increase spending.

Defense spending is opaque and complex with generic advice to "buy defense sector" missing that returns vary wildly based on specific contracts, platform types, and geopolitical drivers. Budget announcements of "$100B increase" don't explain what's actually being bought, when contracts get awarded, which companies win bids, or whether increased budgets translate to profits versus cost overruns. Each geopolitical threat drives demand for different systems where Ukraine war means artillery and drones, Taiwan threat means submarines and anti-ship missiles, Middle East means missile defense and fighter jets, but generic defense ETFs fail to capture this platform specificity. Major weapons programs take years with F-35 orders today delivering in 2028 and submarine contracts spanning decades, requiring visibility into pipeline, backlog, and revenue recognition timing.

Global Defense Budget Tracker monitors 50 countries in real-time capturing budget announcements, parliamentary approvals, spending priorities, and multi-year commitments tracking European NATO members meeting targets, Asian allies increasing spending, Middle Eastern buildups, and emerging market modernization. Weapons Platform Database categorizes by artillery, fighter jets, naval platforms, missile defense, drones, cyber defense, and space systems. Contractor Mapping Matrix shows Lockheed Martin dominates F-35, THAAD, and submarines while RTX specializes in missiles and Patriot, Northrop leads drones, BAE produces European platforms, and Rheinmetall dominates artillery. Geopolitical Threat to Platform Demand Model quantifies that Taiwan crisis escalation drives submarine demand up 40%, anti-ship missiles up 65%, F-35s up 25%, benefiting General Dynamics, Lockheed, and Huntington Ingalls, while Ukraine continuation drives artillery demand benefiting Rheinmetall and BAE. Contract Pipeline Tracker monitors RFPs, bids, awards, delivery schedules, backlog, and revenue recognition providing 3-5 year forward visibility.

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