defense

Best Defense Stocks for 2026

Top defense and aerospace stocks for 2026. Global defense spending at record highs.

🤖 AI Analyst2 stocks analyzed⏱ 9 min read📅 2026-02-04

Global Defense Spending Boom

NATO nations are racing to meet 2.5%+ GDP defense spending targets. Global military expenditure exceeds $2.5 trillion in 2026.

Top 8 Defense Stocks

Korean Defense Champions

1.한화에어로스페이스 (012450) — K9 howitzer exports booming, space/satellite expansion

2.Korea Aerospace (047810) — KF-21 fighter jet production, FA-50 exports

3.LIG Nex1 (079550) — Missiles, guided weapons, defense electronics

4.한화시스템 (272210) — Defense IT, UAM, satellite communications

US Defense Giants

5.Lockheed Martin (LMT) — F-35, missiles, space systems

6.RTX Corporation (RTX) — Patriot missiles (Ukraine demand), Pratt & Whitney engines

7.Northrop Grumman (NOC) — B-21 bomber, nuclear modernization

8.L3Harris (LHX) — Communication systems, ISR, space

Why Korean Defense Stocks?

Korean defense exports surged 150% in 2024-2025. Poland, Romania, Saudi Arabia, and Australia are major K-defense buyers. The price/performance ratio of Korean weapons is unmatched.

Investment Thesis

Geopolitical tensions (Ukraine, Taiwan Strait, Middle East) sustain spending

Korean defense offers growth rates (30%+) vs US defense (5-8%)

NATO expansion and European rearmament are structural tailwinds

⚠️ This information does not constitute investment advice. Investment decisions should be made at your own judgment.

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