In recent days, defense sector stocks have shown a rapid rise amid Israel's military operation against Iran. This event has led to significant changes in the stock markets, particularly among defense-related companies.
Escalation of the Conflict and Its Consequences
On June 13, 2025, Israel launched a large-scale military operation against Iran targeting nuclear facilities, military installations, and key infrastructure. The operation involved 200 Israeli fighter jets striking over 100 targets, including Iran's main nuclear enrichment facility in Natanz, resulting in massive explosions and attacks on military sites.
Key Defense Companies and Their Performance
Companies such as Lockheed Martin, Northrop Grumman, and RTX Corporation are showing significant stock gains. Lockheed Martin rose by 2.90%, reaching $482.80, while Northrop Grumman saw a 2.18% increase to $507.94. RTX Corporation also experienced a 1.74% increase, reaching $143.44. These firms specialize in critically necessary technological solutions, ensuring the defense capabilities of the nation.
Market Analysis and Forecasts
Analysts note that the escalation of the conflict may lead to increased global defense budgets. Historical patterns suggest such scenarios usually result in multi-year increases in defense spending among allied countries. In the current environment, market participants show confidence in the gaining of defense sector stocks amid rising geopolitical threats.
Thus, the current situation in the Middle East significantly impacts the stocks of defense companies. In light of increasing geopolitical risks, investors anticipate further growth in this sector.
