Trump Proposes $1.5T Defense Budget: 4 Stocks To Watch - Northrop Grumman (NYSE:NOC)

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President Donald Trump’s proposed $1.5 trillion fiscal 2027 defense budget is expected to significantly impact the aerospace and defense sector. UBS highlights RTX Corporation, General Dynamics, and Huntington Ingalls Industries as potential beneficiaries due to increased funding for missiles and shipbuilding. Conversely, Northrop Grumman is identified as a potential loser, as the budget unexpectedly trims the B-21 Raider stealth bomber program.

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