Possible scenario
Baseline 2031 Fielding
45% Chance
The most likely path is that PAC-3 Edge proceeds through engineering, flight testing, and low-rate initial production with the 2031 service target intact. The Pentagon’s recent $59 billion Patriot order expansion and Boeing seeker-capacity contract support a credible production ramp, though quantities remain tied to annual appropriations.
Secondary impacts
- Industrials +0.6%
Tickers
- LMT+2.6%
- BA+0.8%
- RTX+0.4%
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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