Defence & Aerospace risk outlook

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Every past monthly outlook Fortius Intel has published for the defence & aerospace sector, oldest reports never removed.

July 2026 · Risk score 8/10

The NATO Ankara Summit on 7–8 July delivers the first accountability test of the Hague 5% GDP pledge, while Congress battles over a $1.5 trillion FY2027 defence budget and an unresolved Iran war supplemental of up to $100 billion — making budget execution, not just budget ambition, the defining sector risk this month.