Possible scenario
Procurement Strategy Shifts
20% Chance
The first aircraft gives the Air Force enough data to refine what it wants from Increment 1 and later CCA variants. Rather than a simple winner-take-all outcome, procurement could split between vendors, favor cheaper designs, or be tied more closely to Boeing's NGAD program.
Secondary impacts
- Industrials +0.5%
- Technology +0.2%
Tickers
- BA+0.8%
- KTOS+0.7%
- LMT-0.1%
Portfolio impact
S&P 500+0.1%
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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