President Donald Trump met with CEOs from Lockheed Martin, RTX, Boeing, and Northrop Grumman to accelerate production of missiles and air-defense systems. The high-level talks addressed capacity concerns within the U.S. defense industrial base as Operation Epic Fury intensifies.

Iranian forces have launched hundreds of ballistic missiles and drones at targets across the Middle East. This sustained activity has strained U.S. stockpiles of long-range missiles and advanced interceptors.

The administration is pressuring defense firms to increase output to meet urgent wartime demand. This development serves as a major catalyst for the aerospace sector, driving investor expectations for increased government spending.