Defense ETFs Surge as NATO Pledges $57B in New Deals

Q: What are some ETFs focused on aerospace and defense?

Some ETFs include the iShares U.S. Aerospace & Defense ETF (ITA) and SPDR S&P Aerospace & Defense ETF (XAR).

NATO allies have announced over $57 billion in new defense deals, boosting demand for aerospace and defense ETFs. Companies like Lockheed Martin (LMT) and RTX (RTX) are expected to benefit from the rising military spending.

July 10, 2026

2 min read

Source: Zacks

Key Numbers

nato deals

57B

NATO allies have announced over $57 billion in new defense deals, fueling demand for aerospace and defense ETFs. Companies like Lockheed Martin (LMT) and RTX (RTX) are expected to benefit from the rising military spending.

Deal Details

NATO unveiled new defense investments totaling $57 billion, covering the procurement of advanced military equipment and weapons systems. These deals aim to strengthen the alliance's defensive capabilities amid rising geopolitical tensions.

Context

The investments come as global defense budgets surge, particularly following the war in Ukraine. NATO members are expected to continue increasing defense spending to reach 2% of GDP.

What This Means for Investors

Investors may consider ETFs focused on aerospace and defense, such as the iShares U.S. Aerospace & Defense ETF (ITA) and SPDR S&P Aerospace & Defense ETF (XAR). Additionally, stocks of Lockheed Martin (LMT) and RTX (RTX) could see increased demand.

Frequently Asked Questions

NATO announced new defense deals worth over $57 billion.

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This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.