特朗普重拳出击军工企业：禁止分红回购直至其提速生产

Group 1 - President Trump vows to prohibit defense contractors like Raytheon Technologies (RTX.N) from issuing dividends or repurchasing stocks until they accelerate weapon production, indicating a significant shift in the U.S. defense industry [2][3] - Following Trump's announcement, defense stocks experienced a decline, reversing previous gains attributed to U.S. military actions in Venezuela [3] - Major defense companies such as Lockheed Martin (LMT.N) saw stock price drops of 4.8%, Northrop Grumman (NOC.N) fell by 5.5%, and General Dynamics (GD.N) decreased by 3.6% [3] Group 2 - Trump criticized the high executive compensation in the defense industry, suggesting a salary cap of $5 million, significantly lower than the current average of over $20 million for top executives [4] - The defense sector has a history of stock buybacks and dividend distributions, with Lockheed Martin recently increasing its dividend for the 23rd consecutive year and approving a $2 billion stock repurchase plan [4] - The F-35 fighter jet program, one of the most expensive defense projects, has faced issues with cost overruns and delivery delays, reflecting broader challenges in the defense industry [5][6] Group 3 - The Sentinel intercontinental ballistic missile project, managed by Northrop Grumman, has a total cost of $140 billion, with an 81% budget overrun, highlighting the financial challenges faced by major defense projects [6]