War Risk Rising: 7 Stocks That Could Benefit — LMT, RTX, NOC, GD, BA, XOM, ESLT-To The Moon - Tiger Brokers Online Investing Community

War Risk Rising: 7 Stocks That Could Benefit — LMT, RTX, NOC, GD, BA, XOM, ESLT

Trump just started the war with Iran! 🇺🇸 🇮🇱 vs 🇮🇷

Here are 7️⃣ stocks most likely to benefit!

1/ $Lockheed Martin(LMT)$

Major US defense contractor producing fighter jets, missiles, and defense systems.

The company will benefit because major conflicts drive higher US and allied defense spending, accelerating orders, replenishment of munitions, and long-term modernization contracts.

It supplies the US. military with systems such as:

- F-35 Lightning II fighter

- Patriot PAC-3 missile interceptors

- HIMARS rocket systems,

- Aegis missile defense components,

Additionally, Israel operates the F-35I “Adir,” F-16 variants, and uses Lockheed-produced components and interceptors.

Crucially, $LMT supplies the Iron Dome’s Tamir and David’s Sling systems in its air and missile defense architecture.

2/ $RTX Corp(RTX)$

Supplies missile systems, radar, and aerospace tech.

RTX, formerly known as Raytheon, will benefit from a US–Iran conflict because heightened regional tensions will drive increased demand and replenishment orders for missile defense systems, precision-guided munitions, radar, and air defense interceptors used by both the US. and Israel.

It sells the military with systems such as the

- Patriot air and missile defense system

- Tomahawk cruise missiles

- AMRAAM air-to-air missile

- NASAMS

Furthermore, they are a key partner in Israel’s Iron Dome and David’s Sling (Stunner interceptor), and Patriot air defense support.

3/ N $Northrop Grumman(NOC)$

Known for stealth bombers, defense electronics, and cyber tech.

In the context of a US–Iran conflict, Northrop Grumman will benefit because it manufactures high-demand strategic assets such as

- B-2 Spirit

- B-21 Raider stealth bombers

- RQ-4 Global Hawk surveillance drone

- missile defense components

- space-based early warning system.

All critical for long-range strike, intelligence, and missile tracking operations.

4/ $General Dynamics Corp(GD)$

Tanks, naval systems, and defense solutions.

As a result of the US–Iran conflict, General Dynamics could benefit from increased demand for

- M1A2 Abrams tanks

- armored vehicles

- naval shipbuilding through its Electric Boat division (builder of Virginia-class nuclear submarines)

- secure communications and battlefield IT systems.

5/ $Boeing(BA)$

Defense division builds military aircraft, satellites, and missiles.

In a Middle East conflict scenario, Boeing could benefit from increased demand and replenishment orders for systems such as the

- F-15EX fighter jet

- AH-64 Apache attack helicopter

- KC-46 Pegasus aerial refueling tanker

- P-8 Poseidon maritime patrol aircraft.

Boeing also produces JDAM precision-guided munition kits and various space and surveillance systems that support strike and intelligence operations, and their systems are operated by both the US and Israel.

6/ $Exxon Mobil(XOM)$

Large integrated oil major in the US.

In a conflict involving Iran, ExxonMobil could benefit if oil prices rise due to supply disruption risk in the Strait of Hormuz, since higher crude prices typically increase revenue and cash flow for major producers.

As a large integrated energy company with global production and refining capacity, it tends to capture upside during commodity price spikes.

7/ $Elbit Systems Ltd(ESLT)$

Israel’s largest defense technology companies, with products spanning land, air, sea, unmanned systems, communications, and intelligence systems.

In a regional conflict, Elbit could benefit from increased demand and replenishment orders for systems such as the

-Hermes 450/900 UAVs

- precision-guided artillery

- rocket systems

- advanced electro-optical targeting systems

- secure communications

- Iron Fist armored vehicles.

The company supplies the Israel Defense Forces (IDF) and exports extensively to the US.

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Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.