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Defense

Hegseth's NATO Broadside and Europe Force Review Signal a Shift That Benefits U.S. Primes — at Europe's Expense

A Pentagon review of U.S. forces in Europe, combined with NATO allies scrambling to hit spending targets, redirects defense dollars in ways that favor specific American contractors.

Image: Money Racket
By at Money Racket · Jul 3, 2026
1-YEAR MOVE
+33% −10%
LMT ▲3.3% RTX ▲21.6% LHX ▼0.0%
1-year price move by ticker
TickerCompany1-year change
LMTLockheed Martin+3.3%
RTXRTX (Raytheon)+21.6%
LHXL3Harris−0.0%

Defense Secretary Pete Hegseth attacked NATO allies for failing to provide U.S. forces access to European bases during the Iran operation and announced a review of U.S. force posture in Europe, according to White House reporting. Separately, the UK announced a $20 billion military spending boost that critics say falls $17 billion short of its own blueprint through 2030, and the House 2027 defense spending bill is advancing to the full chamber.

When NATO allies are told to spend more and buy American, Lockheed and Raytheon don't need to run a sales campaign — Washington runs it for them.

Who cashes in: Lockheed Martin LMT and RTX RTX are the primary beneficiaries of European NATO allies being pressured to buy more U.S.-made equipment to hit spending targets. F-35 sales, Patriot missile systems, and AMRAAM air-to-air missiles are the most likely procurement items for allies trying to demonstrate credible defense spending quickly. L3Harris LHX supplies tactical communications and electronic warfare systems that European militaries need to interoperate with U.S. forces — a force posture review that emphasizes interoperability is a sales argument for LHX's product line. The House defense spending bill advancing to the full chamber is a near-term catalyst for the entire defense sector.

Who's exposed: European defense contractors — BAE Systems, Rheinmetall, Leonardo — are the competitive alternative for European governments that want to spend domestically. Hegseth's pressure on allies to buy American, combined with the force review, creates a political environment that disadvantages European primes in their own home markets. This is a foreign-listed dynamic, but it matters for understanding why U.S. primes are the relative beneficiaries.

What to watch: The outcome of the NATO Ankara summit and whether allies commit to specific U.S. equipment purchases as part of their spending pledges. Any formal announcement of U.S. force reductions in Europe would be a significant escalation that reshapes the entire European defense procurement landscape.

Source: original report ↗

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