Where the defense budget flows
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Companies in this chain
From appropriations to the primes to the sub-tier suppliers who actually build the hardware. This map shows where the defense dollar has already landed — each layer's and each company's share of the revenue the chain captures today, weighted by how much of that business depends on US defense spend. Descriptive, not a forecast.
Shipbuilding & heavy
How this map is built
Layers are ordered by where an outlay increase lands first — programs of record at the primes, then the content-rich electronics, the fast-growing autonomy names, the labour-based services, and the very long shipbuilding cycle last. Defense orders are lumpy and program-timed, so the lag here is looser than in a commercial capex chain. Exposure bands are qualitative judgements from filings; the note also flags that some capability (e.g. Anduril in autonomy) sits in private hands and is not investable here.
This is a factual map of supply chain relationships. It is not investment advice, not a recommendation to buy or sell any security, and nothing here accounts for your circumstances. Company classifications change; verify against primary filings before acting.
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