LMT

Lockheed Martin, one of the world's largest defense contractors , is the manufacturer of the F-35 fighter jet, from which the bulk of their revenue comes, and they are also responsible for Sikorsky helicopters.

Amid rising geopolitical tensions, it is not surprising that Lockheed Martin has received a $64 billion increase in its order book . This brings its total order book to $230 billion, and this quarterly increase is larger in magnitude than some AI companies that are experiencing increased demand.