A $5B Tailwind: How Ukraine's Allies Are Poised to Boost Defense ETFs

The protracted conflict in Ukraine has served as a significant growth catalyst for U.S. defense contractors. Renowned U.S. defense stocks like Lockheed Martin (LMT) , RTX Corp. (RTX) , General Dynamics (GD) and Boeing (BA) have witnessed massive revenue streams fueled by Washington’s commitment, approximately $127 billion in total appropriations from the U.S. Department of War, as of June 2025, since Russia launched its full-scale invasion of Ukraine in 2022 (as per the Ukraine Oversight report of the U.S. ...