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      "text": "Defence - US budget CAGR ~3% F-35 fleet size increasing to >1,300 in 2025 $bn 850 800 750 700 650 600 550 500 450 400 2018 2019 2020 2021 2022 2023 2024 2025",
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      "text": "Global defence budgets¹ Australia South Korea Saudi Arabia Japan Germany France Russia UK India China US",
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      "text": "1. Includes largest 10 spend countries outside US",
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      "text": "Market drivers US budget larger than the next 10 countries' budgets combined US spend set to increase 3% CAGR to 2025 F-35 near full production phase, with fleet size increasing to >1,300 in 2025; 156/year production rate EU spend rising in response to Ukraine conflict; NATO countries stepping up to 2% of GDP commitment",
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