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Defense Industry 8 January 2026 - 11 January 2026

Kratos Defense stock (KTOS) jumps again on Valkyrie drone deal, Trump budget push and fresh target hikes

Kratos Defense stock (KTOS) jumps again on Valkyrie drone deal, Trump budget push and fresh target hikes

Kratos Defense shares jumped 9.3% Friday to $113.70, capping a 43% rally since Jan. 2 after Trump proposed a $1.5 trillion 2027 defense budget. The company confirmed it does not pay dividends or buy back stock, backing reinvestment. Northrop, using Kratos’ Valkyrie airframe, secured a $231.5 million contract to develop unmanned Marine Corps aircraft. Kratos reports earnings Feb. 25.
11 January 2026
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Lockheed Martin stock jumps near a 52-week high as Truist upgrades LMT and Trump targets defense payouts

Lockheed Martin stock jumps near a 52-week high as Truist upgrades LMT and Trump targets defense payouts

Lockheed Martin shares rose 4.7% to $542.92 Friday after Truist upgraded the stock and raised its price target. The move followed Donald Trump’s call for a $1.5 trillion 2027 U.S. defense budget and an executive order tying dividends and buybacks to weapons delivery. Lockheed also won a $22.6 million U.S. Navy contract for Canada. Investors await fourth-quarter results on Jan. 29.
10 January 2026
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Northrop Grumman stock jumps nearly 5% as Trump’s $1.5 trillion defense-budget talk reshapes the trade

Northrop Grumman stock jumps nearly 5% as Trump’s $1.5 trillion defense-budget talk reshapes the trade

Northrop Grumman shares jumped 4.7% to $618.82 Friday, following U.S. budget signals and new missile-defense and propulsion contracts. Truist Securities downgraded the stock, citing valuation risks. President Trump’s executive order tied defense contractor payouts to weapons delivery, raising policy uncertainty. Investors await Northrop’s Jan. 27 earnings for updates on cash flow and dividends.
10 January 2026
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RTX stock rises as Trump buyback curb clouds defense payouts, $1.5T budget talk lingers

RTX stock rises as Trump buyback curb clouds defense payouts, $1.5T budget talk lingers

RTX shares rose 0.8% to $188.70 in midday trading Friday after President Trump signed an executive order tying defense contractor dividends, buybacks, and executive pay to weapons delivery timelines. Contractors, including RTX, are reviewing the order and seeking legal advice. Trump threatened to block Raytheon’s government contracts unless buybacks stop. Investors await RTX’s Jan. 27 earnings report for further guidance.
9 January 2026
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Northrop Grumman stock jumps 4% as Trump payout order shakes defense sector, new contracts land

Northrop Grumman stock jumps 4% as Trump payout order shakes defense sector, new contracts land

Northrop Grumman shares climbed 4.2% to $615.86 Friday, rebounding after a sharp drop earlier in the week triggered by Trump’s order tying dividends, buybacks, and executive pay to weapons delivery schedules. The company announced a $94.3 million Navy missile contract and a $231.5 million Marine Corps drone award. Defense stocks have swung on policy signals and new contract wins.
9 January 2026
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Lockheed Martin stock jumps as Trump order targets defense buybacks and dividends; earnings next

Lockheed Martin stock jumps as Trump order targets defense buybacks and dividends; earnings next

Lockheed Martin shares rose 4.2% to $539.96 Friday after President Trump signed an executive order tying dividends, buybacks, and executive pay to weapons delivery schedules. Defense stocks gained as Trump called for a $1.5 trillion 2027 military budget, far above the $901 billion set for 2026. Lockheed paid $2.3 billion each in dividends and buybacks last year. The company reports quarterly results Jan. 29.
9 January 2026
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Lockheed Martin stock jumps on Trump defense budget boost, but buyback curbs hang over LMT

Lockheed Martin stock jumps on Trump defense budget boost, but buyback curbs hang over LMT

Lockheed Martin shares rose 4.5% to $541.92 in late morning trading Friday after Trump signed an executive order tying defense contractor payouts to delivery schedules and proposed a $1.5 trillion fiscal 2027 defense budget. Lockheed secured a $22.6 million contract modification for AN/SLQ-32(V)6 work and a C-130 logistics contract. Northrop Grumman and L3Harris also gained.
9 January 2026
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Why Kratos (KTOS) stock is up: Northrop’s Marine Corps Valkyrie drone wingman win

Why Kratos (KTOS) stock is up: Northrop’s Marine Corps Valkyrie drone wingman win

Kratos Defense shares jumped 6% to $110.31 after Northrop Grumman was tapped for a $231.5 million U.S. Marine Corps drone contract pairing its tech with Kratos’ XQ-58A Valkyrie. The deal comes as President Trump proposed a $1.5 trillion defense budget and ordered limits on payouts by major contractors. Northrop and Lockheed Martin also rose. Kratos next reports earnings Feb. 25.
9 January 2026
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DroneShield (ASX:DRO) stock jumps after Trump defense-budget push — what investors watch next

DroneShield (ASX:DRO) stock jumps after Trump defense-budget push — what investors watch next

DroneShield shares closed up 4.4% at A$4.02 Friday, with turnover more than doubling to 21.3 million shares. The rally followed U.S. President Trump’s call for higher military spending, which lifted defence stocks globally. Peers like Austal also gained in Australia. Investors await U.S. jobs data and further sector moves at Monday’s ASX open.
9 January 2026
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Lockheed Martin stock jumps as Trump floats $1.5 trillion defense budget, buyback limits in focus

Lockheed Martin stock jumps as Trump floats $1.5 trillion defense budget, buyback limits in focus

Lockheed Martin shares rose 4.3% to $518.44 in after-hours trading Thursday after a volatile session. The move followed a White House order restricting dividends and buybacks for underperforming defense contractors. Lockheed recently reported record F-35 deliveries and a new missile production deal but faces uncertainty over tighter payout rules and executive pay scrutiny. Fourth-quarter results are due Jan. 29.
9 January 2026
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AeroVironment (AVAV) stock jumps as Trump’s $1.5T defense budget call and drone-rule carve-outs hit markets

AeroVironment (AVAV) stock jumps as Trump’s $1.5T defense budget call and drone-rule carve-outs hit markets

AeroVironment shares jumped nearly 8% to $343.30 in afternoon trading Thursday after touching $371.20, following Trump’s call for a $1.5 trillion U.S. military budget for 2027. The FCC said select AeroVironment drone models can still be imported through 2026 despite new restrictions. Defense stocks broadly rebounded, though new limits on dividends and buybacks remain in place.
8 January 2026
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