Finite inventories of air-defence interceptor missiles, depleted by the 2025 Iran-Israel war, face a multi-year US, Israeli, and NATO rebuild against accelerating demand.
Israel's short-range mobile air-defence system, developed with Raytheon, that has logged more than 10,000 combat intercepts and now drives global interceptor-production demand.
The US Army's primary air and missile defense system, deployed across 18 nations and central to allied deterrence after the 2026 Iran war exposed interceptor stock limits.
The US aerospace and defense conglomerate behind Patriot missiles, GTF engines, and SPY-6 radar, with US$88.6 billion in 2025 revenue and a US$268 billion backlog.
After 500+ Iranian ballistic missiles, Tamir interceptor production shifts partly to a US plant supplying both armies
SM-6 funding leaps to over $8.5B and a terminated SM-3 line is restored, but full depth won't return before 2028