President Trump criticized U.S. defense companies for prioritizing dividends and share buybacks over military production. Stocks fell but recovered after Trump proposed increasing the 2027 military budget to $1.5 trillion. Top defense contractors like Lockheed Martin, RTX, Northrop Grumman, L3Harris Technologies, and General Dynamics disclosed dividend payments and share repurchases for 2025. Boeing suspended dividends and buybacks since March 2020 due to the 737 MAX grounding.

Read more at Yahoo Finance: Factbox-Billions at stake as Trump targets US defense sector dividends, buybacks