Analysts see 2026 as a period of consolidation for the sector, as excitement over Europe's increased defense budget is replaced by company-specific drivers.

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Five years ago, the Dutch public wouldn't have supported such an increase in defense spending, she said, but that is not the case after Russia invaded Ukraine.

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USDA Secretary Brooke Rollins sits down with CNBC's Morgan Brennan at the Reagan National Defense Forum. Got a confidential ...

Hegseth praised countries like the Philippines, Malaysia and Singapore for stepping up and sharing the burdens of defense and alliances. He also insisted that China cannot impose its hegemony on U.S.

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