Everyone's watching Iran headlines and assuming defense contractors benefit from elevated threat levels. They do—but [Trump's 50% tariffs on Canadian goods](https://news.google.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?oc=5) just went live, and Canadian suppliers are embedded deep in aerospace supply chains. The challenge: defense contractors face structural headwinds despite geopolitical tailwinds.

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