Possible scenario
Replacement Funding Accelerates
20% Chance
The retirement becomes a catalyst for a more explicit DHS aviation recapitalization request. Congress could fund a mix of aircraft missionization, maritime radar upgrades, and unmanned systems rather than a one-for-one P-3 replacement.
Secondary impacts
- Industrials +0.3%
Tickers
- BA+0.6%
- LHX+0.6%
- RTX+0.4%
- TXT+0.3%
Portfolio impact
S&P 500+0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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