🚨 BIG INSIGHT:
1️⃣ Budget boost context:
Trump proposed a $1.5 trillion U.S. defense budget for 2027, up from around $850–900B today.
That’s nearly a double-digit increase, which translates into more contracts, R&D, and weapons procurement.
2️⃣ Why LMT benefits:
Lockheed is a major Pentagon contractor — jets, missiles, satellites, naval systems.
Every budget hike increases forward-looking revenue visibility and investor confidence.
Analysts are already pricing in multi-year contract wins, giving shares a strong tailwind.
3️⃣ Macro angle:
Defense sector often rallies on geopolitical tension or government spending promises.
Coupled with global uncertainty, safe-haven institutional flows might rotate toward defense stocks like LMT.
Bottom line:
This isn’t a short-term hype move — it’s structural.
If the proposed budget passes, LMT could keep climbing, along with other defense primes and aerospace suppliers.
