Bulgaria Defense Market Data 2026-2035: Budget Allocations, Fleet Size, Program Forecasts | Bulgaria Focusing on Modernizing Armed Forces for NATO Operations, Heightened by Geopolitical Tensions

Bulgaria's defense budget reached $2.9 billion in 2026 with a projected CAGR of 6.5% through 2031, reaching $4 billion. The country is modernizing its armed forces for NATO operations through major procurement initiatives including F-16C/D aircraft, Stryker armored vehicles, and MMPV 90 frigates, driven by geopolitical tensions and the Russian invasion of Ukraine.

05/13/2026, 4:58 AM • GlobeNewswire

Lockheed Martin Declares Second Quarter 2026 Dividend

Lockheed Martin's board of directors has authorized a second quarter 2026 dividend of $3.45 per share, payable on June 26, 2026. The company maintains its disciplined capital allocation approach while significantly increasing investments in line with full-year guidance.

05/12/2026, 4:52 PM • Benzinga

Ducommun Incorporated Reports First Quarter 2026 Results

Ducommun Incorporated reported Q1 2026 net revenue of $209.0 million, up 9% year-over-year, with net income of $9.9 million (up 607% YoY) and adjusted EBITDA of $35.4 million (up 19% YoY). The company achieved gross margin expansion of 70 basis points to 26.9% and adjusted EBITDA margin of 16.9%, driven by strong commercial aerospace growth (18% YoY) and solid defense business performance. Management expressed confidence in meeting VISION 2027 financial goals despite anticipated destocking headwinds in remaining 2026 quarters.

05/12/2026, 6:00 AM • GlobeNewswire

President Trump's Golden Dome Missile Shield Just Got $3.2 Billion Bigger

The U.S. Space Force awarded $3.2 billion in contracts to 12 space companies to build space-based interceptors for the 'Golden Dome' missile defense system. The program aims to create a next-generation defense shield against ballistic, hypersonic, and cruise missiles. Major defense contractors including SpaceX, Lockheed Martin, Northrop Grumman, and RTX Corporation are expected to be significant winners, with Lockheed Martin highlighted as the most attractive investment option based on valuation metrics.

05/11/2026, 3:05 PM • The Motley Fool

This $27 Million ETF Buy Shows How Investors Are Playing Rising Global Defense Spending

Wharton Business Group acquired 804,617 shares of the iShares Defense Industrials Active ETF (IDEF) for $27.15 million in Q1 2026, betting on sustained geopolitical tension and rising global defense spending. The ETF, which has climbed 31% since inception, now manages $3.57 billion in assets and holds major defense contractors including RTX, Lockheed Martin, General Dynamics, and Palantir.

05/09/2026, 1:31 PM • The Motley Fool

Forget About the Iran War. Threats from Russia and China Just Won Lockheed Martin a $1.1 Billion HIMARS Contract.

Lockheed Martin secured a $1.1 billion contract to produce HIMARS missile systems for the U.S. Army, Marine Corps, and allied nations including Australia, Canada, Estonia, Sweden, and Taiwan. The surge in orders reflects a strategic shift in Pentagon spending away from Middle East conflicts toward addressing threats from Russia and China. With multiple countries expressing interest in additional HIMARS systems and the MFC division operating at a 13% profit margin, the contract could significantly boost Lockheed's earnings.

05/09/2026, 6:06 AM • The Motley Fool

The Hormuz Defense Hedge: Cashing In on Chaos

The U.S. administration's Project Freedom initiative and an $8.6 billion arms sale to Middle Eastern allies are creating significant tailwinds for defense contractors. RTX Corporation and Lockheed Martin are primary beneficiaries, with RTX showing strong operational performance and a $271 billion backlog, while Lockheed Martin faces near-term challenges but has long-term growth potential in its Missiles and Fire Control segment.

05/07/2026, 10:40 AM • Investing

Michael Burry Targets Palantir's Valuation (Again) As Stock Drops After Earnings

Michael Burry criticized Palantir Technologies' valuation after the stock dropped 7% following earnings, arguing that at ~$350 billion market cap, investors could instead purchase major defense contractors Northrop Grumman, General Dynamics, Lockheed Martin, and L3Harris combined. Burry contends Palantir's AI and government software narrative may already be fully priced in.

05/05/2026, 3:22 PM • Benzinga

Stock Market Today: Oil Jumps 5%, S&P 500 Drops As Iran Strikes UAE Port

U.S. stocks fell Monday as an Iranian drone strike on a UAE oil facility sent Brent crude above $114 a barrel, raising inflation concerns and expectations of a potential Fed rate hike by March 2027. The S&P 500 dropped 0.5%, the Dow fell 1.0%, and the Nasdaq 100 declined 0.7%. Energy stocks rallied while transportation, logistics, and rate-sensitive sectors suffered significant losses. Defense stocks gained on Pentagon spending narratives, while software and crypto-related equities found strength.

05/04/2026, 1:34 PM • Benzinga

Villere St Denis Liquidates $18 Million Euronet Worldwide Stake, According to Recent SEC Filing

Investment fund Villere St Denis J & Co LLC completely exited its position in Euronet Worldwide, selling 244,878 shares worth approximately $17.53 million in Q1 2026. The liquidation represents a full exit from a position that previously comprised 1.9% of the fund's assets under management. Euronet shares have declined 25.4% over the past year, underperforming the S&P 500 significantly.

05/04/2026, 1:25 PM • The Motley Fool

Why Lockheed Martin’s Earnings Miss Could Be a Blessing in Disguise

Lockheed Martin's stock fell 27% since early March following a Q1 2026 earnings miss with flat revenue growth, declining earnings, and negative free cash flow. However, management reaffirmed full-year guidance, suggesting Q1 issues are temporary. The stock is now oversold with analyst price targets significantly above current levels ($653-$700), indicating the selloff may have gone too far and setting up a potential recovery opportunity.

05/04/2026, 12:47 PM • Investing

What's Going On With Boeing Stock Monday?

Boeing shares traded lower in premarket Monday despite positive business developments. The company reported strong Q1 2026 earnings with $22.22B revenue (up 14% YoY) and narrower losses. Boeing secured new 737 MAX orders from SCAT Airlines and Copa Airlines, while EgyptAir took delivery of its first 737-8. Additionally, Israel approved a $119B defense procurement plan including Boeing F-15IA fighter jets and Lockheed Martin F-35s.

05/04/2026, 5:58 AM • Benzinga

Israel Greenlights Plan To Buy New Fighter Squadrons From Lockheed Martin, Boeing

Israel's defense ministry approved a $119 billion military modernization program to purchase a fourth F-35 squadron from Lockheed Martin and an additional Boeing F-15IA squadron. The procurement is framed as part of broader force expansion efforts to maintain air dominance and military superiority over the next decade, with Defense Minister Israel Katz citing lessons from recent Iran conflicts.

05/03/2026, 6:31 AM • Benzinga

US Approves Over $8 Billion Arms Sales To Gulf Allies Amid Fragile Iran Ceasefire

The U.S. State Department approved over $8.6 billion in arms sales to the UAE, Israel, Qatar, and Kuwait, citing national security emergency. The largest package worth $4.01 billion replenishes Qatar's Patriot missile capacity, while Kuwait receives a $2.5 billion Integrated Battle Command System. The approvals come as global military spending reached a record $2.9 trillion in 2025, with the U.S. accounting for $954 billion.

05/02/2026, 11:36 PM • Benzinga

Northrop Grumman Honors Top Suppliers Driving Industrial Innovation

Northrop Grumman honored over 30 domestic and global suppliers through its annual Supplier Excellence Awards, recognizing partners excelling in autonomous systems, AI-driven analytics, advanced materials, and secure cloud infrastructure. The suppliers support over 100,000 jobs with an annual economic impact exceeding $27.8 billion nationally.

05/01/2026, 4:56 PM • GlobeNewswire