March 6, 2026 12:03 PM GMT Aerospace & Defense | North America Flyby: Cheap Drones, Costly Defenses – Iran's Barrage Highlights Need for Expanded U.S. Interceptor Capabilities Iran has launched ~750 missiles and ~2K drones at military & civilian targets, underscoring the need for a more complete suite of U.S. interception and anti-drone capabilities. We see opportunities for incumbents & disruptors alike, underscoring our attractive view of the Defense sector. U.S.'s ~$13mn THAAD Interceptors vs. Iran's ~$1 ...