NATO Strategic Intelligence Report 2026: Emerging Defense Technologies and NATO-Led Programs Drive Strategic Transformation Across the Global Defense Market

Opportunities in the NATO defense market include investments in emerging technologies like drones, leveraging collaborative threat-sharing, and increased defense spending commitments. Allies are progressing toward higher spending targets, creating growth prospects across the NATO value chain.


Dublin, March 12, 2026 (GLOBE NEWSWIRE) -- The "Strategic Intelligence - NATO" report has been added to ResearchAndMarkets.com's offering.

NATO is essential in the defense industry, as a the political and military Alliance includes many of the largest spenders on defense. To overcome an era of heightened geopolitical risk, companies, nations, and militaries are increasingly adopting a collaborative approach. This approach involves acquisitions, sharing information on threats with their NATO Allies, and reporting overall defense spending.

This report explores emergent trends within the NATO market, examining use cases and the implementation of emerging technologies such as drones, and what challenges must be considered in pursuing effective strategies for brand building in this market.

The return of President Donald Trump to the White House last year was fairly certain to prove difficult for the NATO Alliance, but few expected such a turbulent shake to transatlantic relations. NATO has enjoyed highs and suffered lows in its last year, and the outlook appears relatively positive but still uncertain.

On one hand, at the June 2025 NATO Summit, Allies agreed to newly increased defense spending commitments, even if it largely ignored questions about the Alliance's perspective on Russia's war against Ukraine. On the other hand, Donald Trump's inflammatory rhetoric expressing his desire to acquire Greenland, perhaps using military force, brought into question the utility of the Alliance in a fracturing world.

After the Second World War, NATO was founded on the idea that aggressive territorial expansion threatened global peace. The failure to deter or help resolve a conflict of territorial aggression on NATO's border, as well as an internal threat involving the Alliance's largest Ally, reflects negatively on the strength of European defense and the quality of American diplomacy.

Fortunately, there are signs of optimism for the Alliance. After all, President Trump spearheaded the effort to raise NATO's required core defense spending level for member states to 3.5% of GDP (with an additional 1.5% required for defense-related spending). Allies have begun making serious progress toward this goal and are forecast to continue to do so. Furthermore, though Russia's war against Ukraine grinds on, the Russian military has been seriously weakened as NATO Europe has begun scaling rearmament, growing its membership, and deterring further aggression.

Key Highlights

  • Studies of emerging technological trends and their broader impact on the defense market.
  • Analysis of the various NATO solutions, programs and projects currently under development

Report Scope

  • The key defense challenges that forces and defense sector suppliers face are covered.
  • The investment opportunities for armed forces, suppliers, and institutional investors, across the whole NATO value chain are covered.
  • Highlights from the range different NATO Allies and their progress toward NATO spending goals

Reasons to Buy

  • Determine potential investment companies based on trend analysis and market projections.
  • Gaining an understanding of the market challenges and opportunities surrounding the NATO in defense theme.
  • Understanding how spending on NATO and related segments will fit into the overall market and which spending areas are being prioritized.

Key Topics Covered:

  • Executive summary
  • Players
  • Thematic briefing
  • Four challenges for NATO
  • Trends
  • Industry analysis
  • Value chain
  • Companies
  • Sector scorecards
  • Glossary
  • Further reading
  • Thematic Research Methodology
  • Report authors
  • About the Analyst
  • Contact the Publisher

Companies Featured

  • A&P Group
  • Airbus
  • Babcock
  • BAE
  • Boeing
  • Booz Allen Hamilton
  • Elbit Systems
  • General Dynamics
  • General Electric
  • Hanwha Defense
  • Hensoldt
  • HII
  • Kongsberg
  • L3Harris
  • Leonardo
  • Lockheed Martin
  • MBDA
  • Naval Group
  • Nexter Group
  • Northrop Grumman
  • Oshkosh
  • Palantir
  • PGZ
  • QinetiQ
  • Rheinmetall
  • Rostec Corp
  • RTX Corp
  • Saab
  • Teledyne FLIR
  • Thales
  • Ukroboronprom
  • Almaz-Antey Concern
  • Anduril
  • Austal USA
  • C4i Systems
  • Czechoslovak Group
  • Diehl Defence
  • EDGE Group
  • Iveco
  • KMW
  • Nammo
  • Patria Oyj
  • Rafael

List of Figures

  • NATO's 32 Allies and the year they joined the Alliance
  • NATO's 32 Allies on the map
  • Map of NATO's European Allies
  • NATO's organizational structure
  • The NSPO/NSPA organizational outlay
  • 2026 defense spending forecast as a % of GDP
  • 2024 defense spending as a % of real GDP (2015 prices) and total spend ($B)
  • Top 20 spenders by value
  • NATO's total defense budget ($B) and growth rate (%), 2016-26
  • NATO's defense budget ($B) by region, 2016-26
  • NATO's regional defense spending as a percentage of the total budget, 2016-26
  • Annual growth rates of NATO region defense budgets (%)
  • NATO Europe and Canada spending ($B) and breakdown (%), 2026* forecast
  • NATO spending ($B) and as a share of the total (%), 2035* forecast (current prices)
  • NATO's top six spenders by % of GDP (2024-2026)
  • Germany's defense budget ($B) and growth rate (%), 2022-26
  • NATO's regional defense spending as a percentage of the total budget, 2016-26
  • The United States defense budget ($B) and growth rate (%), 2022-31
  • The United States defense budget as a percentage of GDP, 2022-31
  • The NATO story
  • The defense supply chain's tier system
  • Scorecards

For more information about this report visit https://www.researchandmarkets.com/r/rnplne

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