RT Nostra, House of Gold (@Nostre_damus)Iran’s military budget is $10 BillionPentagon asking for $200 Billion on top of the $1 trillion to fight Iran ...

Key Takeaways L3Harris is benefiting from rising U.S. defense spending and strong global demand for defense systems.L3Harris is expanding missile and space capabilities via investments, partnerships and acquisitions.L3Harris faces risks from geopolitical tensions and labor shortages impacting production and growth.L3Harris Technologies (LHX) is a leading aerospace and defense company with a strong presence in defense electronics, space systems and intelligence communications. Backed by robust government sup ...

Key Takeaways Persistent geopolitical tensions are driving a structural rise in defense spending.Defense ETFs offer strategic exposure during periods of conflict.Long-term investors may benefit from defense ETF exposure.Year 2026 has been marked by persistent market volatility, with geopolitical tensions emerging as a key driver of uncertainty. Early in the year, U.S. military action in Venezuela and renewed ambitions around Greenland underscored the rising geopolitical strains shaping the global economic l ...

A decline in defense spending from 1990 onward means the UK wouldn't count for much in a hot war - even if it was keen, writes Martin Ivens (via @opinion) https://t.co/WFxNe1iONg ...

When you think of Sweden, you might picture snow-covered streets, minimalist design, maybe even IKEA or ABBA. Defense manufacturing probably isn't the first thing that comes to mind, but maybe it should be. Here at Saab, production has been ramping up.The company reported record orders on the books. And it's not just fighter jets. Saab builds everything from missiles and radar to surveillance systems and naval platforms, capabilities few countries sustain domestically.CEO Micael Johansson describes the magn ...

One of the biggest revolutions over the past 15 years of war has been the rise of the drones. Remotely piloted vehicles that do everything from conduct air strikes to dismantle roadside bombs. Now a new generation of drones is coming. only this time they are autonomous, able to operate on their own without humans controlling them from somewhere with a joystick. Some autonomous machines are run by artificial intelligence which allows them to learn, getting better each time. It's early in the revolution and n ...

Daimler Truck Holding has all the tools to benefit from rising defense spending in Europe, Chief Financial Officer Eva Scherer said https://t.co/wGfPBzhWSY ...

The US dialed up pressure on the Czech Republic after billionaire Prime Minister Andrej Babis’s government pushed through a budget that fell short of NATO defense-spending targets https://t.co/Dri2j4xCHL ...

Core Insights - U.S. defense spending accelerated by 8.5% in February, a significant increase from the 1% growth in January, indicating a robust upward trend in military expenditures [1] - Leidos secured a $459.6 million contract to modernize the U.S. Air Force's Cloud One platform, enhancing cloud capabilities and security [1] - TAT Technologies announced two maintenance contracts totaling $36 million, reflecting ongoing demand for MRO services in the defense sector [1] Defense Spending - Total U.S. defense spending increased by 8.5% in February, up from 1% in January, with operations and maintenance spending rising by 5% year-over-year [1] - Research and development spending saw a 13% increase year-over-year, accelerating from 11% growth in January [1] - Procurement spending grew by 11% in February, following a 3% increase in January, contributing to a total spending increase of 5% so far this year [1] Company Contracts - Leidos received a $459.6 million contract to modernize the U.S. Air Force's Cloud One platform, collaborating with major cloud service providers to enhance security and reduce costs [1] - U.S. Special Operations Command awarded Leidos a $12.46 million contract for long-lead material to support its Small Cruise Missile program [1] - TAT Technologies secured two MRO services contracts worth $36 million, including a two-year extension for existing services and a new four-year contract for additional APU platforms [1] Market Performance - Defense stocks showed mixed performance, with AeroVironment leading gains at 2.7%, while Leidos stock experienced fluctuations below its 50-day moving average [1] - TAT Technologies rose by 1.4%, indicating profit-taking after a previous breakout, while Karman Holdings declined by over 5% [1]

Core Insights - Lockheed Martin and L3Harris Technologies are both benefiting from increased U.S. government defense spending, but they have different business models and financial performances [1] Financial Performance - Lockheed Martin reported a Q4 2025 operating profit of $535 million in its Missiles & Fire Control segment, recovering from an $804 million loss in Q4 2024, with F-35 deliveries increasing by 74% to 191 units [1] - L3Harris achieved record Q4 orders of $27.5 billion with a 1.3x book-to-bill ratio and organic revenue growth of 5% across all segments, including a 10% growth in its Aerojet Rocketdyne segment [1] - Lockheed Martin's FY2025 revenue was $75.05 billion, while L3Harris reported $21.87 billion [1] - Lockheed's free cash flow for FY2025 was $6.91 billion compared to L3Harris's $2.74 billion [1] Growth Projections - Lockheed Martin is guiding for FY2026 revenue between $77.5 billion and $80.0 billion, while L3Harris expects revenue between $23.0 billion and $23.5 billion [1] - Lockheed's segment operating profit is projected to grow by approximately 25% in 2026 [1] Business Strategies - Lockheed Martin is focusing on scale and long-term government contracts, having invested over $3.5 billion in production capacity and next-generation technologies in 2025 [1] - L3Harris is reorganizing its structure into three segments for 2026 and is divesting a majority stake in its Space Technology disposal group, aiming for a leaner and more focused operation [1] Valuation Analysis - Lockheed Martin is trading at a forward P/E of 22x, while L3Harris is at 31x, indicating that Lockheed is the cheaper stock based on earnings power [1] - Over the past year, L3Harris has seen a stock price increase of approximately 74%, compared to Lockheed's 42% [1]