Best defense stocks 2026
Defense stocks have non-cyclical revenue tied to government budgets — historically a 50–70% correlation with announced defense spending. The five US primes (LMT, RTX, NOC, GD, BA) hold concentrated exposure to major weapons platforms. European primes (BAE, Airbus Defence, Leonardo) added equity premium since 2022 on Eastern-Europe defense build-out.
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Selection criteria
- Aerospace & Defense industry
- Market cap above $20B
- Government revenue >50% of total
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Frequently asked questions
- Are defense stocks ESG-compatible?
- Most ESG mandates exclude weapons manufacturers. Some "ESG-aware" funds include defense if civilian aerospace dominates revenue (Boeing, Honeywell).
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