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Defense
Defense spending is moving through missiles, air defense, naval programs, cyber, intelligence, autonomy, space, and nuclear systems rather than a single equipment cycle. The latest research context projects defense-market growth from $542.72 billion in 2026 to $739.43 billion by 2030, an 8% CAGR, but does not provide sufficiently specific new evidence to change the existing company list. Company-specific outcomes will depend on contract awards, execution, margins, program timing, and valuation.
CompanyWhy it mattersSignal
RTX
RTX
Missiles and engines
RTX sells missiles, air-defense systems, aircraft engines, and other equipment across defense markets.
Solid · 67.8
$185.95
+0.88%
NOC
Northrop Grumman
Strategic systems
Northrop works on nuclear deterrence, space, missile defense, and autonomous systems with long-duration contracts.
Solid · 66.2
$480.74
−0.77%
CACI
CACI International
Cyber and intelligence
CACI provides cyber, intelligence, electronic-warfare, and mission-support services that modern militaries need.
Solid · 66.0
$610.93
+1.92%
GD
General Dynamics
Naval and land systems
General Dynamics builds submarines, armored vehicles, munitions, and defense IT systems.
Solid · 64.9
$331.30
+0.42%
6 more names and their full research context are available with Pro.
Resources for deeper research
Research and Markets — Defense Market Report 2026 ↗Morningstar — Global Defense Sector: Investment Trends & Advisor Insights ↗Defense Invest — Defense sector stock tracker ↗Defense Stocks — Defense Capital Intelligence & Pentagon Contract Data ↗War on the Rocks ↗CSIS podcasts ↗Defense & Aerospace Report ↗The OODAcast ↗
Curated research map · research only, not investment advice.