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Market data and analytics for informational purposes only. Nothing here is investment advice. Past performance does not guarantee future results.

← Explore themes

Defense

Defense spending is moving through missiles, air defense, naval programs, cyber, intelligence, autonomy, and space rather than a single equipment cycle.

CompanyWhy it mattersSignal
RT
RTX stock logo
RTX

RTX

Missiles and engines

RTX sells missiles, air-defense systems, aircraft engines, and other equipment across defense markets.

Solid · 67.8

$197.66

−0.23%

NO
NOC stock logo
NOC

Northrop Grumman

Strategic systems

Northrop works on nuclear deterrence, space, missile defense, and autonomous systems with long contracts.

Solid · 66.2

$518.84

−0.02%

CA
CACI stock logo
CACI

CACI International

Cyber and intelligence

CACI provides cyber, intelligence, and electronic-warfare services that modern militaries need.

Solid · 66.0

$620.62

−0.54%

GD
GD stock logo
GD

General Dynamics

Naval and land systems

General Dynamics builds submarines, armored vehicles, munitions, and defense IT systems.

Solid · 64.9

$355.93

+0.47%

KT
KTOS stock logo

KTOS

Kratos Defense

Autonomy and hypersonics

Kratos develops drones, hypersonic systems, and missiles, giving it upside if new programs win funding.

Solid · 63.3

$46.69

−0.62%

6 more names and their full research context are available with Pro.

Resources for deeper research

War on the Rocks ↗CSIS podcasts ↗Defense & Aerospace Report ↗The OODAcast ↗

Curated research map · research only, not investment advice.