Defense Industrial Base Recapitalization: Hypersonic Propulsion, Scramjet Metallurgy, and Order Backlog Multiples
"Aerospace equity and procurement report on Mach 6+ hypersonic scramjet manufacturing, high-temperature composite supply chains, and defense contractor backlogs."
The Supercycle in Kinetic Precision Aerospace
Global defense budgets for 2026-2027 have crossed historic thresholds, prioritizing kinetic defense, hypersonic glide vehicles, and autonomous attritable aerial systems.
Contractors possessing certified high-temperature ceramic matrix composite (CMC) foundries capable of withstanding 2,000°C friction temperatures command record order backlogs stretching beyond 2032.
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