The Iran war is causing the U.S. military to restock its ammunition, potentially a positive catalyst for shares of missile suppliers Lockheed Martin and RTX. The conflict has seen the United States and Iran exchange missiles and drone strikes since February. The companies have burned through $5.6 billion worth of ammunition in just the first two days of the conflict. This spending is expected to continue as the Trump administration provides mixed messages about its objectives in Iran. Analysts believe that Iran's attack capabilities are "effectively destroyed" and that there may be less need to replenish inventories due to decreased Iranian missile attacks on Gulf nations and Israel.