Geopolitical friction across Eastern Europe and the Middle East has rapidly depleted allied defense inventories. Replenishing these advanced systems is a fully funded, bipartisan priority within Western defense budgets.
While prime contractors usually grab the headlines, compelling opportunities often hide deeper in the defense supply chain. Karman Space & Defense (NYSE: KRMN) recently announced a seven-year, $218 million manufacturing contract with Lockheed Martin (NYSE: LMT), embedding the tier-one supplier directly into the Pentagon's urgent missile defense scale-up.
