I'm not actually sure that the war is as fantastic as it might seem for defense contractors, because a lot of the hardware is older stuff that I suspect would have fallen out of inventories at some point not that far down the line. Yeah, some will be replaced by new hardware and wouldn't otherwise have been, but I bet that some won't.
GMLRS rockets are being produced new. That's going to be good news for Lockheed Martin.
But the HAWKs that found a new life as an affordable way to shoot down the the Iranian Shahed-136s are quite old, and had already been pulled out of service. I doubt that their consumption creates a new hole that will be filled by something else.
Javelins were consumed to shoot mostly Soviet-era tanks that they were originally designed to shoot. I don't know if there will ever be such a large mass of tanks assembled again. Russia may rebuild tanks to some degree after the war, but I doubt to the same level. If there isn't a large stockpile of tanks, I suppose that one doesn't need as many anti-tank weapons.
The real payoff is replacing donors (countries donating weapons to Ukraine) stock with new hardware. Ex: 500+ HIMARS purchased by Poland
Rheinmetal has been making bank.
Uh, btw, what happened with the usurpation of the soldier?
I'm not actually sure that the war is as fantastic as it might seem for defense contractors, because a lot of the hardware is older stuff that I suspect would have fallen out of inventories at some point not that far down the line. Yeah, some will be replaced by new hardware and wouldn't otherwise have been, but I bet that some won't.
GMLRS rockets are being produced new. That's going to be good news for Lockheed Martin.
But the HAWKs that found a new life as an affordable way to shoot down the the Iranian Shahed-136s are quite old, and had already been pulled out of service. I doubt that their consumption creates a new hole that will be filled by something else.
Javelins were consumed to shoot mostly Soviet-era tanks that they were originally designed to shoot. I don't know if there will ever be such a large mass of tanks assembled again. Russia may rebuild tanks to some degree after the war, but I doubt to the same level. If there isn't a large stockpile of tanks, I suppose that one doesn't need as many anti-tank weapons.
The real payoff is replacing donors (countries donating weapons to Ukraine) stock with new hardware. Ex: 500+ HIMARS purchased by Poland