• BWX Technologies, Mercury Systems, and Howmet Aerospace are defense stocks with growing momentum.
• These companies have unique technological niches and positions within the defense supply chain.
• BWX and Mercury reported impressive bookings and backlog in their latest quarters.
• Howmet is expanding its offerings for the defense sector.

The growing demand for defense stocks may indicate a shift towards a more militarized world, which could benefit both larger defense giants and smaller companies with unique technological niches. This trend suggests that investors may capitalize on firms with significant operational updates or business momentum.