Der Westen rüstet auf – warum profitieren die amerikanischen Waffenschmieden erst bedingt davon?
Noch immer bestehen Zweifel darüber, wie rasch die Rüstungsunternehmen ihre Produktion steigern können. Unklar ist auch, ob die Demokraten Trumps Aufrüstungspläne mittragen, wenn sie im Capitol die Mehrheit übernehmen sollten.
The United States is arming itself heavily, with American weapons companies benefiting from high demand for drones, missile defense systems, and fighter jets. However, their profits have not increased yet due to losses in stock prices and production challenges. The fear is that the new contracts may not be sufficient to handle the massive order from the Pentagon for 850 F-35 fighter jets.
Lockheed Martin, the leading American defense contractor, reported a record-breaking $292 billion in orders and a higher-than-expected quarterly profit. CEO Jim Taiclet expressed optimism about the company's ability to ramp up production, citing new incentives that allow them to keep the profits from efficiency improvements. The company also hopes the ten-year F-35 contract will be difficult to terminate, which could provide long-term stability.
However, the success of these deals depends on the US government's continued commitment to defense spending, as Democratic leaders may seek to cut military budgets to balance the budget and protect popular social and healthcare programs.
Written by urgent.news from NZZ Wirtschaft's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
