Defense Stocks: Comprehensive Analysis (SEP 2025)
Executive Summary Aerospace‑ and defense‑related equities have outperformed broader markets in 2025. The S&P Aerospace & Defense Select Industry Index is up around 44 % year‑to‑date, far exceeding the S&P 500’s ≈ 10 % gain . Several catalysts explain this resilience: * Robust government budgets. Europe’s