Proposed tariffs could impact US defense firms and allies, but limited direct impact expected on Europe
From Morningstar: 2025-04-07 12:22:00
The US, a major player in global arms trade, faces potential impacts from proposed tariffs. Defense industry relies on international collaborations. Tariffs could raise costs for US firms and allies. European defense contractors under coverage have US presence to mitigate risks. Limited direct impact expected on European defense firms.
The US is a significant player in the global defense industry, accounting for a large share of arms exports. The proposed tariffs could affect US defense firms and their allies in Europe. European defense contractors have established a presence in the US to minimize risks. Limited direct impact is expected on European defense firms under coverage.
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