Germany plans 154 major defense purchases through 2026 with only about 8 percent going to US suppliers as NATO commits to 5 percent of GDP
Anyone selling defense kit to Berlin should note this: Germany's procurement plan covers 154 major purchases through 2026, with only about 8 percent going to US suppliers, as NATO commits to 5 percent of GDP by 2035. European primes like Rheinmetall $RHM stand to benefit.
Europe's defense buildup is starting to redraw the map of who actually gets the contracts. Germany's military procurement plan covers 154 major purchases through 2026, and only about 8 percent of that is set to go to US suppliers. The wider context is a continent rearming on its own terms: NATO members have agreed to lift defense spending to 5 percent of GDP by 2035, while the United States has announced a review of its troop presence in Europe. For European prime contractors such as Rheinmetall $RHM, a procurement mix weighted toward domestic and European industry is a structural advantage. For US defense firms, the same shift means a smaller share of one of the largest military buyers on the continent. The numbers in Berlin's plan are an early, concrete signal of where that realignment is heading.