The wars in Ukraine and the Middle East have increased US profits

The war in Ukraine and the conflict in the Middle East have sharply increased the profits of American defence giants

According to the agency Reuters, companies Lockheed Martin і RTX Corporation (formerly Raytheon) announced an increase in its forecasts for 2025 due to a steady increase in orders from the US government and allies.

Lockheed Martin expects profit in the range of USD 22.15-22.35 per share, and the annual income can exceed 74 billion dollars.
RTX also recorded an increase due to an increase in the production of missiles, air defence systems and aircraft maintenance.

Wars as a driver of the defence economy

Analysts note that the simultaneous war in Ukraine and escalation in the Middle East fuelling demand for defence products, forcing governments to more actively replenish their stockpiles of weapons and ammunition.

The most popular positions include Patriot missiles, HIMARS systems, anti-aircraft systems and artillery ammunition.
Overall demand in Europe and the US has grown so much that defence companies are operating at maximum capacity.

«What has become a security challenge for politicians is a new stage of economic growth for the defence industry,» the article says. Reuters.

New US programmes

Washington is also expanding its own defence projects.
In particular, the US government is promoting a large-scale initiative «Golden Dome» - a national air defence programme worth around 175 billion dollars, The new missile defence system is designed to strengthen the country's and its allies' defence against missile attacks.

Implications for Ukraine

The increase in US defence production creates a window of opportunity for Ukraine, The company is also a major player in the Ukrainian market, as part of its products are used for the needs of the Armed Forces.
However, experts warn that the global demand for arms could lead to rising prices and shortages of components, This will make it difficult to quickly supply equipment to the frontline.

At the same time, Ukraine is becoming a key political factor, which determines the size of the US and NATO military budgets.