Possible scenario
Defense Demand Accelerates
20% Chance
The Pentagon’s expanded Patriot order and the $20.7 billion AMRAAM contract become part of a broader multiyear missile replenishment cycle. RTX benefits from U.S. and allied demand for air defense, precision weapons, and munitions capacity.
Secondary impacts
- Industrials +0.4%
Tickers
- RTX+2.6%
- LMT+0.8%
- NOC+0.5%
- LHX+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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