WASHINGTON — The nation’s top defense contractors are positioning themselves to capitalize on a new missile defense initiative announced by the Trump administration. Executives from Lockheed Martin, Northrop Grumman, and L3Harris told Wall Street analysts last week that they are well-equipped to support the administration’s push for a “next-generation missile defense shield.”
President Donald Trump’s executive order, titled “The Iron Dome for America,” directs the Department of Defense to accelerate the development and deployment of an advanced missile defense system. The order calls for a multi-layered approach capable of countering a range of threats, including ballistic, hypersonic, and cruise missiles, with a heavy reliance on space-based sensors and potentially controversial space-based interceptors.
“We welcome the urgency that the Trump administration is placing on protecting the homeland from escalating global missile threats,” said Northrop Grumman CEO Kathy Warden during a fourth-quarter earnings call. The company has contracts for satellite-based missile detection and hypersonic weapon interceptors under development.
Trump’s order comes as Russia and China continue to pursue advanced hypersonic systems capable of both nuclear and conventional strikes, according to the administration. These weapons pose unique challenges for existing defense systems due to their speed and maneuverability, including the ability to change direction mid-flight.
Lockheed Martin, Northrop Grumman and L3Harris are prime contractors in key missile defense programs that could expand under the initiative. L3Harris CEO Christopher Kubasik highlighted his company’s role in producing missile-defense tracking satellites for the Space Development Agency’s Tracking Layer program, a network of satellites designed to detect and track hypersonic threats from low Earth orbit.
The concept of space-based interceptors, however, could face scrutiny from arms control organizations and Congress. These orbital weapons systems could be viewed by other nations as escalatory, potentially increasing the risk of miscalculation or unintended conflict given the compressed response times required for hypersonic threats.
Lockheed Martin CEO James Taiclet emphasized the role of artificial intelligence and high-speed data transmission in addressing these advanced threats. The company is developing a next-generation interceptor for ballistic missiles under contract with the Missile Defense Agency and could expand into hypersonic defense systems.
The Pentagon’s missile defense architecture would involve multiple layers of systems. The Space Development Agency’s satellites would provide wide-area surveillance, while the Missile Defense Agency’s Hypersonic and Ballistic Tracking Space Sensor (HBTSS) layer would provide more precise tracking data. A mesh network of satellites would connect these systems and relay information to decision-makers.
Missile Defense Agency to meet with industry
The Pentagon has been directed to submit a comprehensive architecture for the Iron Dome initiative within 60 days. In preparation, the Missile Defense Agency (MDA) will host an Industry Day on Feb. 18 to gather market intelligence and assess technological readiness.
MDA has invited defense firms to submit information papers by Feb. 28 detailing their capabilities, proposed timelines, cost estimates and technical maturity.
Meanwhile, Congress is expected to play a role in shaping the program’s future, particularly in determining budget allocations. Lawmakers have historically debated the trade-offs between missile defense investments and other defense priorities, and the introduction of space-based interceptors could further complicate the discussion.
Some Republican members of Congress have expressed support for Trump’s missile-defense initiative. But as the administration moves forward with the planning phase, more detailed congressional responses are likely to emerge, particularly when funding requests are submitted for the fiscal year 2026 budget.
