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Defense Firms Bet on Munitions Demand Despite FY27 Risk
Key Takeaways
- Defense companies are telling investors that bipartisan support for munitions should outlast near-term budget uncertainty.
- The Pentagon’s fiscal 2027 request includes $1.15 trillion in base spending and $350 billion in reconciliation funding.
- RTX said framework agreements for Tomahawk and AMRAAM are not yet reflected in backlog or financial expectations.
- Contractors are also working to strengthen supply chains and reduce single-source component risks.
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DT Editorial Team··via breakingdefense.com

