• Global military expenditure reached $2.7 trillion in 2024.
• Commercial aviation market sees unprecedented order backlogs.
• EU's ReArm Europe plan aims to mobilise up to €800 billion in defence spending by 2030.
• Artificial intelligence and autonomous systems are reshaping the industry.

The rising global military expenditure may indicate a shift in geopolitical tensions, which could impact the aerospace and defence industry. The growth in commercial aviation demand suggests a strong market for aircraft manufacturers, which may benefit companies like Airbus and Boeing. The increasing importance of artificial intelligence and autonomous systems may signal a need for industry players to invest in these technologies to remain competitive.