As the U.S. and Iran continue their “ceasefire but with bombs” campaign, a new investment trend is beginning to materialize.
Even if the fighting is winding down, the Department of Defense (DoD) has been using up munitions in Iran and Ukraine at an alarming rate, and now the grand restocking process has begun. The Trump administration has requested a $1.5 trillion Pentagon budget for fiscal 2027, of which more than half would go toward restocking munitions and weapons systems.
The market has yet to price in this tailwind for many U.S. defense contractors, creating an investment opportunity in the companies most likely to win these bids.
Here are the five stocks set to benefit most as the U.S. military restocks its arsenal.
Lockheed Martin Corp.
