Iran Conflict Sparks Surge in Orders for US Defense Giants

As the Middle East conflict deepens, America’s largest defense companies are seeing a flood of new orders.

RTX, Northrop Grumman, and GE Aerospace all reported surging first‑quarter demand for weapons and military equipment. The war in Iran, along with ongoing battles in Gaza and Ukraine, has pushed governments worldwide to restock munitions and accelerate production.

“We’re seeing really, really strong demand, both domestically and internationally,” RTX CEO Chris Calio told analysts. His company has invested nearly $900 million to expand capacity and is working with the Pentagon to speed up production of Tomahawk, Patriot, and GEM‑T missiles.

Northrop Grumman has added 20 new manufacturing facilities in the US over the past two years. “Clearly the conflict with Iran has created a heightened sense of urgency,” said CEO Kathy Warden.

GE Aerospace’s revenues jumped 25% in the first quarter, though travel cutbacks in the Middle East have hit its maintenance business.

The Pentagon is asking for $1.5 trillion in the fiscal 2027 budget—a 42% increase. “This is a generational investment in the United States military, the arsenal of freedom,” said Undersecretary of Defense Jules Hurst.

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