Fitch: Aerospace and Defense Poised for Strong 2026 on Record Backlogs and Easing Supply‑Chain Strains
Fitch Ratings says the aerospace and defense sector will enter 2026 on firm footing, supported by record order backlogs, easing supply‑chain strains and sustained global defence spending. The agency’s view points to clearer revenue visibility, steadier production rates for OEMs and primes, and reduced near‑term delivery risk.