Defense Technology Stocks

Specialized hardware and software providers develop mission-critical components for sensing, communication, and secure computing within the modern military-industrial complex. Revenue models rely on a mix of long-term government contracts and Tier-1 prime integrator partnerships, making these firms sensitive to federal budget cycles and shifting geopolitical procurement priorities.

As of Oct 23, 2026, Defense Technology has 107 US-listed companies worth $1.5T combined. The median member moved -0.5% over the past week; PSN led among the 25 largest at +11.1% and ARXS trailed at -4.4%.

Companies in Defense Technology

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