国防支出正在扩大，这些公司可能会受益

投资者应该知道：伊朗冲突引发了有关美国国防支出对各种供应商影响的广泛讨论。然而，地缘政治紧张局势加剧也鼓励了全球范围内的支出增加，尤其是其他北约国家的支出。全球国防和航空航天支出正在加速发展，并已超越传统武器。这是在电子战威胁不断上升和无人系统采购激增之际发生的。

北约成员国一直面临增加国防预算和现代化军事能力的持续压力。这一推动跨越多个领域，从先进武器和导弹防御到侦察机和无人系统。

对这一主题最核心的上市公司包括对北约计划有深入了解的大型国防承包商。RTX（RTX）和通用电气（GE）是全球国防和航空航天领域市值最大的参与者之一。洛克希德·马丁公司（LMT）和诺斯罗普·格鲁曼公司（NCO）在先进武器、轰炸机、导弹防御和空基系统方面占据着重要地位。BAE Systems plc（BAESY）和达索航空（DUAVF）代表了欧洲重要的国防工业能力。

更小、更专业的运营商也占据了这个领域。Kratos Defense & Security Solutions（KTOS）和Red Cat Holdings（RCAT）都接触过无人系统。火箭实验室公司（RKLB）从事发射和空间系统部门的业务。Kraken Robotics（KRKNF）和Park Aerospace Corp.（PKE）完善了由具有国防和航空航天业务的上市公司组成的更广泛生态系统。

国防和航空航天领域的最新发展表明，北约现代化、电子战威胁和无人系统需求如何转化为上市公司的具体合同、战略合作伙伴关系和竞争转变。

下面的筛选器捕捉了与全球国防和航空航天主题一致的上市公司，按与主题的相关性进行排名，与主题相关性最强的公司出现在第一位。

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The screener results span a wide range of market capitalizations - from large-cap primes like GE and RTX to smaller specialized operators. Year-to-date price returns vary considerably across the group, with some names posting gains well above 70% while others remain in negative territory, reflecting the uneven way defense spending tailwinds are flowing through to individual companies.