Top defense stocks profiting from our trillion dollar budget

Group 1 - The U.S. government plans significant increases in defense spending for 2026, with $150 billion already appropriated from a proposed $1.01 trillion budget [2][3] - The defense sector is benefiting from geopolitical conflicts that may require U.S. involvement, leading to a meaningful repricing of defense equities in 2025 [4] - The Department of Defense has requested companies to quickly build about 300,000 drones, indicating potential large contracts for firms in that sector [5] Group 2 - Key funding initiatives include $3.9 billion for hypersonic weapons, $3.5 billion for F-47 fighter jets, $2.5 billion for increased missile production, $15.1 billion for cybersecurity, and a 30% increase in Space Force funding to $40 billion [7] - Lockheed Martin (LMT) is expected to benefit from the Pentagon's request for 245 PAC-3/MSE missiles and nearly $400 million for a new hypersonic weapon [8]