Defense Spending in Focus: Navigating Global Uncertainty

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This presentation will be added to your Insider portal on or after November 26, 2025.

About the Presentation

Many manufacturers are feeling the strain of excess inventories, past rate hikes, and economic uncertainty — but the defense industry is charting a very different course. With Defense Capital Goods New Orders surging, this session highlights where growth is accelerating, how key segments are performing, and what these trends mean for strategic planning. Gain insight into ITR Economics’ latest forecast and learn how long-term defense spending cycles are shifting, equipping you with the ability to identify opportunities, manage risks, and strengthen your organization’s position in a rapidly evolving market.

Key Takeaways

• Understand how defense spending trends differ from broader manufacturing and why the defense sector is outperforming.
• Identify where Defense Capital Goods New Orders and their key components are headed based on current data and ITR Economics’ forecast.
• Learn how long-term defense spending cycles operate and what the current cycle suggests for future opportunities and risks.
• Determine how your organization can best position itself to capitalize on growth within the evolving defense industry.

Questions Answered

• Why is the defense industry outperforming other manufacturing segments during the current business cycle?
• How are Defense Capital Goods New Orders and their key components expected to trend in the coming quarters?
• Where are we in the long-term defense spending cycle, and what does that mean for future demand?
• What steps can firms take to position themselves for opportunities and mitigate risks within the evolving defense landscape?

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