Sector
Defense
Defense budgets are rising in the US and its allies, with demand for munitions, missile defense, submarines and space. Moves come from budgets, large contracts and program milestones.
Stocks
- LMTLockheed MartinWatch
The largest US defense contractor: F-35 fighters, missiles and missile defense, Sikorsky helicopters and space systems. Most of its revenue comes from the US government.
- NOCNorthrop GrummanWatch
Defense prime behind the B-21 bomber, the Sentinel ICBM program, space systems and advanced electronics.
- GDGeneral DynamicsBuy zone
Defense and aerospace group: nuclear submarines (Electric Boat), combat vehicles, IT for government and Gulfstream business jets.
- RTXRTX
Aerospace and defense conglomerate: Pratt & Whitney engines, Collins Aerospace systems and Raytheon missiles and radars.
- LHXL3Harris
Defense technology company: communications, sensors, space payloads and, through Aerojet Rocketdyne, rocket propulsion.
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