The first quarter of 2025 showcased the continued strength and strategic depth of the U.S. defense technology sector. Leading defense contractors posted resilient results supported by deep order backlogs, strong demand for next-generation platforms, and continued geopolitical uncertainty. At the same time, inflationary pressures, tariffs, and supply chain challenges highlighted vulnerabilities in global sourcing and fixed-price contracting. This episode summarizes insights from financial reports of several companies that reported Q1/2025 earnings between April 22 and 24, 2025. Lockheed Martin, Northrop Grumman, GE Aerospace, RTX, Teledyne, General Dynamics, and L3Harris. In a future episode, we will cover more US and international DefenseTech companies. Stay tuned!