Lockheed Martin $LMT and Northrop Grumman $NOC remain core names to watch as beneficiaries of higher U.S. and NATO budgets, given their deep exposure to missiles, aircraft, and classified programs with long-funded backlogs.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.