Defense stocks: news and affected stocks

Defense stocks are companies that build weapons, aircraft, ships and military electronics. This page links conflict and budget news to the contractors most likely to be affected.

Key tickers

• LMT
• RTX
• NOC
• GD
• LHX
• BA

Latest defense stocks news

• Quantum Stocks: Defense Giants Northrop, Lockheed Take Aim At Frontier Technologies

  22 Oct 2026, 14:52 UTC

• Tank barrel production returns to UK after 20 years

  22 Oct 2026, 12:14 UTC

• El Salvador's president threatens Haitian gangs over military hostages

  22 Oct 2026, 10:17 UTC

• DoD's 'Project Agincourt' aims to accelerate autonomous warfare acquisition

  22 Oct 2026, 09:03 UTC

• Thales Lifts Guidance on Growing Defense, Aerospace Demand

  22 Oct 2026, 05:15 UTC

• 3 Defense And Satellite Stocks Investors May Be Missing Right Now

  22 Oct 2026, 01:52 UTC

• 'This is great news': Maine Senators praise decision to release Northeast oil reserves

  21 Oct 2026, 23:05 UTC

• Missiles hit Kyiv after Russia agrees to US call to resume Ukraine peace talks

  21 Oct 2026, 21:27 UTC

• Kazakhstan Reaffirms Russian Energy Ties as Ukrainian Drones Hit Oil Exports

  21 Oct 2026, 20:27 UTC

• Saudi authorities say 2 killed by falling debris at oil facility following drone attack in kingdom

  21 Oct 2026, 20:08 UTC

• Saudi authorities say 2 killed by falling debris at oil facility following drone attacks in kingdom

  21 Oct 2026, 19:57 UTC

• China revises drone export controls for dual-use items

  21 Oct 2026, 19:07 UTC

• Hegseth, Guyanese President Establish Enhanced Military Partnership

  21 Oct 2026, 18:52 UTC

• President Trump Secures Major Wins for South Carolina Workers, Families, and Communities

  21 Oct 2026, 18:26 UTC

• 4 Defense Stocks Paying Dividends Backed by Pentagon Contracts

  21 Oct 2026, 17:15 UTC

• Feds announce release of reserve heating oil, after letter from Maine’s senators

  21 Oct 2026, 16:49 UTC

• Zone defense: Appeal of foreign trade zones grows amid tariff uncertainty

  21 Oct 2026, 16:46 UTC

• Local Filmmaker Shares Family’s Military Legacy

  21 Oct 2026, 14:13 UTC

• Army’s tech chief talks autonomy, acquisition and the future of drones

  21 Oct 2026, 13:08 UTC

• Playing the Retreat in Defense Stocks

  21 Oct 2026, 10:30 UTC

• Senator Asks 4 Accounting Giants to Describe Malta Tax Advice

  21 Oct 2026, 09:02 UTC

• We told you first: This AI-picked defence tech smashed earnings, now up +123%

  21 Oct 2026, 08:15 UTC

• RTX Q3 Deep Dive: Defense Awards and Commercial Aftermarket Drive Upward Guidance

  21 Oct 2026, 08:10 UTC

• Soft-spoken David Pocock has big ambitions – but first he wants politicians to ‘double down’ on kindness

  21 Oct 2026, 07:55 UTC

• Pentagon Signs BAE Deal for 25,000 Annual Counter-Drone Rocket Guidance Kits

  21 Oct 2026, 04:53 UTC

• Sen. Wicker pushes Trump on Ukraine oil-for-missiles deal, warns of global threat

  21 Oct 2026, 04:30 UTC

• Hegseth Lauds New American Golden Age During Arsenal of Freedom Tour Stop

  20 Oct 2026, 21:50 UTC

• Senator to host Marathon refinery safety forum after incident, residents to weigh in

  20 Oct 2026, 21:34 UTC

• AI on track to ‘crowd out’ human decision-making in defence industry

  20 Oct 2026, 21:08 UTC

• Helen Haines live updates: Sister of slain UK MP Jo Cox urges Australians to find ‘common ground’; alleged Haines attacker to face court

  20 Oct 2026, 20:43 UTC

• Congressional redistricting question shares spotlight with Maryland gubernatorial race

  20 Oct 2026, 20:37 UTC

• REDESCA Warns of the Impacts of New Military and Dual-Use Technologies on Communities and Territories in the Americas

  20 Oct 2026, 20:18 UTC

• Commercial, Defense And Tariff Recovery Power RTX To Strong Third Quarter

  20 Oct 2026, 19:49 UTC

• Troy to Celebrate Military Appreciation Day Saturday vs. ULM

  20 Oct 2026, 19:48 UTC

• Williams’ Constitution Pipeline to get $42 million in Defense funding

  20 Oct 2026, 19:39 UTC

• US has resumed sharing intelligence with Ukraine about Russian strikes, says Zelenskyy

  20 Oct 2026, 19:32 UTC

• Ucore Advances Louisiana Rare Earth Separation with Expanded Defense Funding

  20 Oct 2026, 19:16 UTC

• U.S. DOE commits up to $42 MM in Defense Production Act funding to advance Constitution Pipeline

  20 Oct 2026, 18:22 UTC

• Maximus seeks greater technical depth in $660M Agile Defense acquisition

  20 Oct 2026, 18:16 UTC

• XTEND loses two-thirds of its value as shares hit new low despite $40.5 million U.S. drone order

  20 Oct 2026, 18:16 UTC

Congressional trades in these tickers

Frequently asked questions

Do defense stocks go up during wars?

Often in the short term, when investors expect more orders. Long-term results depend on actual contracts and budgets, not headlines.

Which companies are the largest US defense contractors?

Lockheed Martin (LMT), RTX, Northrop Grumman (NOC), General Dynamics (GD) and Boeing (BA) are among the largest.

Is this investment advice?

No. Geopolitics Alpha shows news, exposure and past price moves. It does not recommend buying or selling anything.