• President Trump warns defense contractors to stop share repurchases and dividend payments.
• Restrictions may be placed on executive compensation unless companies invest in modernization.
• Trump specifically criticizes Raytheon for prioritizing shareholder interests over military needs.
• Defense Secretary Pete Hegseth expresses support for the pending restrictions.

This warning may indicate a shift in the administration's approach to defense contracting, potentially leading to increased investment in modernization and production capacity. The restrictions could impact the financial performance of defense companies, which may need to reevaluate their priorities and allocate resources differently. The move suggests a focus on military readiness and equipment production over shareholder returns.