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Defense

House Passes $1.15T Defense Bill — Missile Defense, Shipbuilding, and Next-Gen Air Get the Money

The largest defense appropriation in years clears the House, and the spending map points directly at Lockheed, RTX, and Huntington Ingalls.

Image: Money Racket
By at Money Racket·Jul 23, 2026
1-YEAR MOVE
+57%−51%
LMT▲3.3%RTX▲21.6%HII▼1.4%GD▲9.0%AXON▼15.5%KTOS▼44.0%
1-year price move by ticker
TickerCompany1-year change
LMTLockheed Martin+3.3%
RTXRTX (Raytheon)+21.6%
HIIHuntington Ingalls−1.4%
GDGeneral Dynamics+9.0%
AXONAxon Enterprise−15.5%
KTOSKratos Defense−44.0%

House Republicans narrowly passed a $1.15 trillion defense spending bill, advancing the largest single-year defense budget in U.S. history toward the Senate. The bill aligns with the broader $1.5 trillion defense budget framework Defense Secretary Hegseth has been defending on Capitol Hill, framed partly around the ongoing Iran conflict that has already cost an estimated $37.5 billion.

The Iran conflict has already consumed $37.5 billion — this bill is partly a restock order, and Lockheed and RTX are first in line.

Who cashes in: Lockheed Martin LMT is the clearest beneficiary — F-35 production, missile defense systems, and hypersonic programs all draw from this budget. RTX RTX, formerly Raytheon, supplies Patriot missile systems and the SM-3 interceptors that are central to any Iran-scenario force posture. Huntington Ingalls HII and General Dynamics GD are the primary shipbuilding beneficiaries as the Navy's fleet expansion remains a stated priority. Smaller but more reactive names include Axon Enterprise AXON on the defense electronics side and Kratos Defense KTOS for unmanned systems, which tend to move more on budget headlines than the mega-caps.

Who's exposed: The bill's narrow passage signals ongoing political risk — a Senate fight or continuing resolution scenario delays contract awards and creates uncertainty for program-dependent mid-caps. Companies with heavy exposure to foreign military sales to allies that Congress might scrutinize, like certain drone suppliers, face amendment risk.

What to watch next: Senate floor timing is the critical variable. A clean passage keeps the contract pipeline flowing; a prolonged CR environment freezes new awards. Also watch whether the Iran supplemental funding ($37.5B already spent) gets folded in or treated as a separate ask — that determines whether the headline number actually reaches contractors.

Source: original report ↗

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