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Lockheed, RTX Boost Forecasts Amid Pentagon Restocking

July 24, 2026

1 min read

Key Takeaways

Lockheed Martin and RTX raise 2026 forecasts due to strong demand.
Pentagon stockpiles depleted by global conflicts.
Lockheed's missiles and fire control revenue rose nearly 20%.
RTX's backlog increased 22% from last year.

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Strategic Implications

The increased forecasts may indicate a shift in defense priorities, suggesting that Lockheed and RTX could benefit from the Pentagon's efforts to restock its inventory. This development may also signal a growing demand for defense contractors to increase production, which could have implications for the global defense industry.

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What Happened

Defense Contractors See Strong Demand Due To Global Conflicts

Lockheed Martin and RTX, the world’s two largest defense contractors, have raised their 2026 forecasts due to strong demand driven by global conflicts. The Pentagon’s stockpiles have been depleted by the ongoing wars in Ukraine and Iran, leading to a surge in orders for Lockheed’s missiles and fire control systems. RTX’s backlog has also increased, driven by demand for its Patriot and AMRAAM missile systems. The news was reported by Reuters.

Source | Originally Published: July 23, 2026

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