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.
イランの弾道ミサイル500発超を受け、タミル迎撃ミサイルの生産が一部、両軍に供給する米国工場へシフト
SM-6の予算は85億ドル超に跳ね上がり、打ち切られたSM-3ラインも復活。だが完全な備蓄回復は2028年より前には戻らない