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巴克莱:美国防务领域或因欧洲预算增加获得 5 - 10% 收益
2025-06-16 03:16

Equity Research 12 June 2025 Global Defense US Defense Could See 5-10% Benefit from Higher European Budgets Europe is now targeting higher defense budget growth of ~70% to >$800B. Europe defense is ~7% of revenue for US companies on average. US defense trades at a 50% discount to Europe. We appreciate your 5-star vote in the 2025 Extel All-America Research Survey in the Aerospace & Defense Electronics category. View our analysts » Vote 5 Stars for Barclays » European plans for higher defense spending – NATO ...