America's Undersea Arsenal
Dive into a selection of defense stocks set to benefit from the $1.85 billion Virginia-class submarine program. These companies have been carefully selected by our analysts for their critical roles in building America's advanced undersea fleet.
Why You'll Want to Watch These Stocks
Guaranteed Government Spending
These companies benefit from confirmed, long-term government contracts worth billions. The Virginia-class submarine program provides revenue visibility that few other sectors can match.
National Security Priority
Naval modernization remains a top defense priority regardless of political shifts. These companies are crucial to maintaining America's undersea advantage, making them strategically important investments.
Hidden Supply Chain Gems
Beyond the big defense contractors, this collection includes specialized suppliers that fly under the radar but play critical roles in submarine construction, potentially offering overlooked growth opportunities.
About This Group of Stocks
Our Expert Thinking
This collection focuses on companies benefiting from confirmed government spending on naval modernization. The recent $1.85 billion contract modification creates long-term revenue visibility for defense contractors and specialized suppliers across the submarine industrial base.
What You Need to Know
These stocks represent companies throughout the submarine supply chain, from prime contractors building the vessels to specialized suppliers providing critical systems like propulsion, sonar, and combat management. They offer tactical exposure to defense sector priorities.
Why These Stocks
Each company was selected for its direct connection to the Virginia-class submarine program. This government-backed initiative provides clear, long-term revenue streams, potentially de-risking investments while supporting sustained growth across the naval defense sector.
