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• 5 min read
• Published on 15 November 2025
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View the full Basket:Defense Stocks Explained | Global Military Upgrades
Every so often, a business deal comes along that’s more than just numbers on a page. It’s a story. And the recent tale of Colombia buying Swedish fighter jets is, to me, a particularly telling one. Saab, a name many associate with defunct cars, just landed a €3.1 billion contract. This isn't just a win for the Swedes. It’s a flare in the sky for investors, signalling a fundamental shift in a sector that, for better or worse, never really goes out of fashion.
View the full Basket:Defense Stocks Explained | Global Military Upgrades
For decades, if you were a nation outside the big geopolitical clubs and needed new military kit, your first port of call was likely America. It was the default option. Colombia’s decision to equip its air force with Swedish Gripen jets, however, shows the game is changing. They looked at the established menu and decided to order off-piste.
This isn't about politics so much as pragmatism. It tells us the marketplace for high-end weaponry is becoming more, well, normal. More competitive. Nations are shopping around, looking for the best technology and the best long-term value, not just the most familiar flag. For an investor, a competitive market is an interesting market. It creates opportunities for companies that were once considered second-tier players to suddenly find themselves with a very full order book.
View the full Basket:Defense Stocks Explained | Global Military Upgrades
What’s driving this shopping spree? It’s not necessarily a sudden global panic. It’s something far more mundane and, from an investment perspective, far more reliable. It’s obsolescence. All over the world, military hardware from the 1980s is creaking at the seams. Like a classic car that’s now more trouble than it’s worth, maintaining these old systems is becoming prohibitively expensive. A full-scale upgrade isn't a choice, it's an inevitability.
This creates a predictable, multi-decade cycle of demand. When a country buys a fleet of jets from a company like Boeing, they aren’t just buying a product. They are buying a 30-year relationship filled with maintenance contracts, software updates, and spare parts. It’s the ultimate subscription model, and it provides a bedrock of revenue that is wonderfully insulated from the whims of consumer spending.
View the full Basket:Defense Stocks Explained | Global Military Upgrades
It’s also crucial to remember that a fighter jet is not a single product. It’s a flying collection of incredibly complex systems built by a whole host of specialist companies. The airframe might have one name on it, but the radar systems could come from Northrop Grumman, and the advanced electronics from a firm like Leonardo DRS. It’s a complex web, and understanding how these pieces fit together is key. You can see a broader breakdown in this piece on Defense Stocks Explained | Global Military Upgrades, but the gist is simple. Once a country buys the plane, they’ve bought into the whole ecosystem for the next thirty years.
This ‘lock-in’ effect is a powerful economic moat. Switching suppliers isn’t like changing your brand of coffee. It involves retraining an entire generation of pilots and engineers and building entirely new infrastructure. In short, it rarely happens.
View the full Basket:Defense Stocks Explained | Global Military Upgrades
Of course, investing in defence is not without its complications. The sector is beholden to the shifting winds of politics, and contracts can be delayed or cancelled by a change in government. There are also, quite rightly, ethical considerations that will rule it out for many.
However, for those taking a purely financial view, the logic is hard to ignore. We are looking at a sustained, global modernisation trend fuelled by necessity, not aggression. The long contract cycles and high barriers to entry could offer a degree of stability that is hard to find elsewhere. It’s not exciting in the way a tech start-up is, but perhaps that’s the point. It’s about long-term, predictable demand from the most reliable customer of all, the state.
View the full Basket:Defense Stocks Explained | Global Military Upgrades
View the full Basket:Defense Stocks Explained | Global Military Upgrades
View the full Basket:Defense Stocks Explained | Global Military Upgrades
View the full Basket:Defense Stocks Explained | Global Military Upgrades
View the full Basket:Defense Stocks Explained | Global Military Upgrades
View the full Basket:Defense Stocks Explained | Global Military Upgrades
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