Jun. 14 at 11:40 PM
Best defense/drones to own in 2026 and beyond:
6.
$OUST
7.
$MRCY
8.
$LHX
9.
$NOC
10.
$LMT
The bottom half of this defense list offers far more structural backing than early-stage concept plays, completing the loop from physical AI hardware to legacy prime contractors.
Lidar leader
$OUST is surging following its exclusive supply agreement for the ARGUS Counter-UAS net-based drone interceptor platform. Meanwhile, defense electronics pure-play
$MRCY just posted record bookings of
$348M+, ballooning its massive backlog toward
$1.6B while expanding gross margins by 230 bps. Its fundamental turnaround story is highly compelling.
$LHX,
$NOC, and defense titan
$LMT. Backed by hundreds of billions in long-term global defense budgets, these names hold unassailable moats across autonomous fighters, hypersonics, and satellite tracking layers.
The current market pullback is washing out technical froth and resetting these defensive compounders straight into critical Fibonacci consolidation zones.
