$9.8 Billion in Autonomy Spending Hits the AI-Boosted Defense Supply Chain

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• The DoD's total IT budget for fiscal 2026 reached $66 billion, a $1.8 billion increase from 2025, with the Navy alone adding $308 million in AI spending, a 22.7% year-over-year jump.

  80% confidence

• Howmet delivered exceptional Q4 2025 results with 15% YoY revenue growth, record adjusted EBITDA of $653 million (up 29% YoY), and record adjusted EBITDA margin of 30.1% (up approximately 330 basis points).

  80% confidence

• The SaverOne system detects human presence and movement where cameras and the human eye cannot, providing earlier awareness and more time to react, potentially representing an advancement in how vehicles and platforms understand their surroundings in certain use cases.

  80% confidence

• The DEVCOM ARL contract award underscores Parsons' long-standing dedication to innovation and excellence in support of the U.S. Army, leveraging expertise in AI/ML research and cybersecurity capabilities.

  80% confidence

• The global AI in defense and aerospace market is projected to grow from $4.2 billion in 2026 to $42.8 billion by 2036 at a 26.4% CAGR.

  80% confidence

• Curtiss-Wright's MOSA-aligned mission computing solution for the C-17 is scalable and designed to evolve with future mission needs, ensuring availability and performance for decades to come.

  80% confidence

• The AI in military market is valued at $22.41 billion in 2026 and projected to reach $101 billion by 2034 at a 20.7% CAGR, with North America holding a 40% share.

  80% confidence

• The Middle East represents an area of interest for the Company due to the growth in utility-scale solar and energy infrastructure. The recent meetings allowed for preliminary discussions with prospective customers and partners regarding possible pilot programs and other opportunities.

  80% confidence

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