Pentagon Presses Defense firms to build weapons as Iran war depelets with an ultimatum.

So My question is How will this effect defense stocks like Lockheed Martin and others ..

One way to look at it is Business is good for defense companies they will be working overtime to produce these weapons. Their sales aka Gross profit would he high

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On the other hand if the have to work overtime and spend more money to ( tooling and staffing) would it not be added expense and effect their net profit.

How do you analyze and come to a conclusion that this will be good or bad for us - ( stock owners )

https://www.yahoo.com/news/politics/articles/pentagon-presses-defense-firms-to-build-weapons-as-iran-war-depletes-stocks-231412577.html?utm\_source=pushly&ncid=pushly