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Friday's Bonus News
3 Stocks Poised to Grow on European Rearmament SpendingReported by Nathan Reiff. Date Posted: 4/26/2026. 
Key Points
- European Union members are aiming to mobilize €800 billion toward rearmament efforts by 2030, a major shift in defense spending.
- While some U.S. companies will be less likely to see a direct benefit as a result of rules regarding domestic purchasing, others are already well-positioned.
- GD and LDOS could win outright amid increased EU defense spending, while KRMN may be an indirect beneficiary.
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In March 2025, amid the ongoing war in Ukraine, European Union member states agreed to invest €800 billion (about $944 billion) by 2030 in an ambitious rearmament plan. Notably, EU countries spent roughly €400 billion (approx. $472 billion) in 2025 alone, putting the plan ahead of schedule. Germany and several Northern European countries are leading the spending increases, which could push European military outlays to as much as 2.5% of regional GDP and give a broad lift to European industry. For U.S. investors, the European rearmament drive is a mixed opportunity. Some program rules limit the use of non-EU components and procurement, but U.S. defense firms and their advanced technologies are still likely to play a major role. The companies below appear particularly well positioned to benefit. A Broad U.S. Defense Name Already Boasting Growing Backlog
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Major U.S. defense contractor General Dynamics (NYSE: GD) could be a clear beneficiary of increased European defense spending. The company's diverse operations—land systems (tanks and armored vehicles), IT and communications, and marine systems including submarines—mean that much of any U.S.-linked spending under the rearmament plan could touch GD's business. GD is closely linked with existing NATO platforms, so continued use of those systems by European militaries would likely boost demand for the company's products and services. Backlog has already been rising: GD reported a record backlog of $118 billion as of the end of 2025, supported by a 1.5x book-to-bill ratio. That should underpin revenue growth, and the firm posted more than a 10% year-over-year improvement in backlog for full-year 2025. About two-thirds of Wall Street analysts covering GD rate the shares a Buy or equivalent, and the stock still shows roughly 20% projected upside despite gaining roughly 20% over the past 12 months. Focus on Intelligence, IT, and Logistics Gives Leidos an Advantage in EuropeSmaller than General Dynamics, Leidos (NYSE: LDOS) has a niche focus that may make it especially attractive amid Europe's rearmament. Leidos emphasizes IT systems, infrastructure, intelligence, communications, and logistics rather than weapons. As European militaries expand network defenses and prepare for more digitized warfare, the company's software and services could see strong demand. Because many EU nations are emphasizing domestic production for hardware and sovereign weapons systems, intangibles such as software and services are often less constrained by localization rules—an advantage for Leidos. Despite a slight year-over-year revenue decline in the latest quarter, Leidos beat guidance on the bottom line and its adjusted EBITDA margin improved by 120 basis points year over year. Earnings per share and free cash flow are rising, supported by growth in bookings and backlog, and analysts assign about 37% upside potential to LDOS shares. Components Maker Karman Could Still Reap Rewards, If Only IndirectlyPrecision components and subsystem maker Karman (NYSE: KRMN) faces a different set of dynamics. European nations may avoid buying foreign-made components to prioritize domestic supply, which could limit direct sales opportunities for Karman. Still, a big ramp-up in European activity could put pressure on global supply chains and increase demand for U.S. production—benefitting Karman indirectly. The company's best prospects lie with highly specialized, proprietary technologies that are harder to substitute, which could make its products "stickier" to customers. Overall defense spending trends remain robust, and Wall Street appears optimistic about KRMN shares: analysts' consensus price target implies the stock could climb as much as 50% to about $117.10. |
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