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15 handpicked stocks

National Defense

These carefully selected defense companies are at the cutting edge of military technology, providing critical systems to governments worldwide. With stable, long-term government contracts, these stocks offer investment potential that can withstand economic fluctuations.

Author avatar

Han Tan | Market Analyst

Published on June 17

Your Basket's Financial Footprint

Summary of the National Defense basket total market cap and large-cap dominance, plus concise investor takeaways.

Key Takeaways for Investors:
  • Tends to track large-cap stability; likely lower volatility and more predictable returns than small-cap or high-growth baskets.
  • Suitable as a core, long-term holding to provide steady market exposure rather than a speculative allocation.
  • Expect gradual, long-term value appreciation; not likely to deliver explosive short-term gains.
Total Market Cap
  • LMT: $113.27B

  • RTX: $232.01B

  • NOC: $85.54B

  • Other

About This Group of Stocks

1

Our Expert Thinking

Defense stocks derive strength from long-term government contracts that provide predictable revenue streams largely insulated from consumer market cycles. As geopolitical tensions rise globally, nations are increasing defense budgets, creating favorable conditions for companies in this sector.

2

What You Need to Know

This portfolio includes established prime contractors and specialized subcontractors that form the backbone of military-industrial complexes. These stocks can offer non-cyclical stability and may serve as a hedge against geopolitical uncertainty in a broader investment strategy.

3

Why These Stocks

We've selected industry leaders with proven track records of developing and delivering mission-critical military systems. Each company has demonstrated the ability to secure substantial government contracts and maintain technological leadership in their respective defense specialties.

Why You'll Want to Watch These Stocks

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Stable Through Economic Storms

Defense stocks often maintain stability even during broader market downturns, thanks to long-term government contracts that continue regardless of economic cycles.

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Rising Global Defense Budgets

Nations worldwide are increasing military spending in response to growing geopolitical tensions, creating a favorable growth environment for companies in this sector.

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Income Generator Potential

Many established defense contractors offer attractive dividends, making them potential income generators for investors seeking both growth and regular payouts.

Get the full story on this Basket. Read our detailed article on its risks and potential.

Read Full Insight

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