Trump’s Defense Buildup Pays Off For Lockheed Martin, RTX - Lockheed Martin (NYSE:LMT), RTX (NYSE:RTX)

Lockheed Martin's stock has best day in 25 years as push to build more missiles faster pays off

Lockheed Martin's Q2 earnings surged 437% on a $35B THAAD contract, raising guidance with order backlog hitting record $230B. Sustained defense capex signals geopolitical spending rebalancing, with supply chain strain and margin impacts for aerospace and tech vendors in regulated markets.