航空航天与国防行业：订单积压创 5300 亿美元纪录，驱动行业增长-Aerospace & Defense-Flyby Record $530bn Defense Backlog Fuels Growth

January 30, 2026 11:00 AM GMT Aerospace & Defense | North America Flyby: Record $530bn Defense Backlog Fuels Growth With aggregate Defense Prime backlog at an all-time high of ~ $530bn, we take stock of trends in backlog and revenue growth, which support our Attractive view of the Defense sector. Defense Backlog Predicts Topline Growth What stood out to us in the 4Q25 earnings results so far is that U.S. Defense companies are reporting record backlog levels. Aggregate Defense Prime backlog stands at a recor ...