Trump's 'Carrot And Stick' Defense Push: Which Stock Is Best Priced For $1.5 Trillion Budget?

Benzinga_recent_news01-09

President Donald Trump may have grabbed headlines with buyback threats and a proposed $1.5 trillion defense budget, but for investors, the real question is simpler: which defense stock actually looks ...

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class=\"title\">\nTrump's 'Carrot And Stick' Defense Push: Which Stock Is Best Priced For $1.5 Trillion Budget?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-09 03:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/26/01/49797115/trumps-carrot-and-stick-defense-push-which-stock-is-best-priced-for-1-5-trillion-budget><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>President Donald Trump may have grabbed headlines with buyback threats and a proposed $1.5 trillion defense budget, but for investors, the real question is simpler: which defense stock actually looks ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/26/01/49797115/trumps-carrot-and-stick-defense-push-which-stock-is-best-priced-for-1-5-trillion-budget\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0787776722.HKD","symbol_name":"AB SELECT US EQUITY PORTFOLIO \"A\" 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proposal.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4603":"无人机概念股","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","BK4588":"碎股","BK4550":"红杉资本持仓","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","RTX":"雷神技术公司","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU1929549753.HKD":"FRANKLIN INCOME \"A\" (HKD) INC","IE00B775SV38.USD":"NEUBERGER 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simpler: which defense stock actually looks best priced if spending really accelerates?\nWith policy noise largely digested, valuation is now doing the talking for Lockheed Martin Corp (NYSE:LMT), Rtx Corp (NYSE:RTX), and Northrop Grumman Corp (NYSE:NOC).\nLockheed trades at a market cap of about $115 billion, with a trailing P/E near 28, per Benzinga Pro data. That looks expensive at first glance, but the forward P/E drops sharply to around 17, implying investors expect earnings to grow into future contracts. \nIts EV/EBITDA of roughly 17.4 puts it squarely in \"steady compounder\" territory. This is not a deep value play — it's a stock priced for reliable delivery if production ramps as planned.\nRTX is the most expensive stock in the group. With a market cap near $249 billion, a trailing P/E above 38, and a forward P/E close to 28, expectations are already high. \nIts EV/EBITDA of about 19 reflects confidence in scale and diversification, but the lower earnings yield shows investors are paying up. If defense spending surges, RTX benefits — but valuation leaves less room for surprises.\nNorthrop stands out in price. Its trailing P/E sits near 21, forward P/E just under 20, and EV/EBITDA below 14 — the lowest of the three. Add the highest earnings yield of the group, and Northrop looks like the most defensively priced way to play higher defense spending, especially tied to long-cycle and classified programs.\nIf a $1.5 trillion defense budget becomes reality, RTX looks like the premium bet, Lockheed the execution trade and Northrop the value anchor — where expectations, not headlines, are doing the least damage.\nPhoto: MC MEDIASTUDIO via Shutterstock\nThis content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2602397467","isCrawlerRequest":true}