Trump's $1 Trillion Military Blitz: 2 More Defense Stock Winners to Buy Now

"The plan prioritizes naval fleet growth, missile systems, ground vehicles, and advanced electronics to maintain strategic edges. While the three largest U.S. defense contractors - Lockheed Martin ( ), RTX ( ), and Northrop Grumman ( ) - will secure large portions through flagship programs such as fighters and bombers, the spending surge creates broader gains. This could enhance revenues, support stock rallies, and provide predictable income streams amid economic uncertainties."

"President Trump has proposed a $1.01 trillion defense budget for fiscal year 2026, marking a 13% increase from the previous year's enacted levels. This boost targets strengthening U.S. military readiness against global threats, with key allocations for cyber security, space capabilities, AI integration, and equipment upgrades. For defense contractors, this means expanded opportunities in procurement and research and development, potentially adding billions of dollars in contracts over multiple years."

"General Dynamics (GD) operates across marine systems, combat vehicles, and IT services, positioning it well for the budget's focus on shipbuilding and land forces. Its Electric Boat division handles Virginia-class submarines, expected to see increased orders as the Navy aims to expand its undersea fleet. Bath Iron Works contributes to destroyer programs like Arleigh Burke, directly tied to naval modernization funds."

President Trump proposed a $1.01 trillion defense budget for fiscal year 2026, a 13% increase over the prior year. The budget emphasizes military readiness with funding for cyber security, space capabilities, AI integration, and equipment modernization. It prioritizes naval fleet expansion, missile systems, ground vehicles, and advanced electronics. Large defense contractors such as Lockheed Martin, RTX, and Northrop Grumman are expected to win major program funding, while broader contractor opportunities will arise in procurement and R&D. General Dynamics stands to benefit through submarine and destroyer construction, as well as Abrams and Stryker upgrades, supporting steady contract flows.

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