Why it’s on the map
Buy American + domestic munitions base. $8–9B of facility investment across 20+ US sites; PAC-3 capacity to triple by 2030.
Government money & contracts
July 29, 2026: $53.86B modification → $58.62B multiyear PAC-3 MSE contract over 7 years.
Customers & commercial
Dept of War, allies.
Catalysts
Q3 ~Oct 21; definitization of terms.
Risk
Undefinitized terms; F-35 cash.
Tariff durability
Durable (appropriated).