Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran.
Summary
HCONRES105 directs the President to remove U.S. forces from hostilities with Iran but explicitly exempts self-defense, defensive troop presence, and intelligence activities. The bill has no funding authorization, is in early legislative stage (referred to committee), and is identical to at least five other intro'd bills. No near-term market impact on defense contractors — the bill is procedural, preserves the major revenue streams (missile defense, shipbuilding, strategic deterrence), and has very low passage probability.
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Key Takeaways
- 1.HCONRES105 is an early-stage procedural resolution with zero funding — no impact on defense contractor revenue.
- 2.Bill text explicitly preserves self-defense, defensive troop presence, and intelligence activities — core revenue drivers for defense contractors are protected.
- 3.Low passage probability: junior sponsor, no Senate companion, identical bills languishing at same committee stage.
Market Implications
No market implications from this bill. The defense sector is driven by multi-year procurement contracts and the FY2027 NDAA — not by procedural war powers resolutions that explicitly exempt the major business lines. $LMT, , , , and continue to execute on existing backlogs. Investors should focus on actual authorization and appropriations bills for defense sector signals.
⚡ Government Convergence
This signal is one of the converging government actions below.
Over the last 90 days, 255 separate government actions have converged on Shipbuilding / Maritime / Arctic. What that means: federal dollars are already moving — agencies are soliciting bids and awarding contracts, not just talking, and legislation and executive action are building the policy and funding tailwind behind it. When independent channels move together like this — 221 procurement notices, 17 federal contracts, 15 bills and 2 insider buys — it's the clearest early tell that Washington is committing to shipbuilding / maritime / arctic, the kind of build-up that reshapes the sector well before it's obvious in the headlines.
Converging government actions
- ContractHUNTINGTON INGALLS INC: 199806!1700!2211!BZ002!NAVAL SEA SYSTEMS COMMAND !N0002498C2107 !A!*!* !19980206!20030930!001307495!149899957!149899 · 2025-05-14
- BillH.R. 1 — Budget Reconciliation Act (One Big Beautiful Bill) · 2025-07-04
- ContractTOTE SERVICES, LLC: $16.5M Department of Transportation Contract · 2025-09-15
- BillProviding for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Bureau of Land Management relating to "Coastal Plain Oil and Gas Leasing Program Record of Decision". · 2025-12-11
- Contract381 CONSTRUCTORS: P-381 MULTI-MISSION DRY DOCK #1, PORTSMOUTH NAVAL SHIPYARD, KITTERY, ME · 2026-02-27
- ContractDRAGADOS/HAWAIIAN DREDGING/ORION JV: FY23 MCON PROJECT P-209, DRY DOCK 3 REPLACEMENT, JOINT BASE PEARL HARBOR HICKAM, HAWAII · 2026-03-12
- ContractBOLLINGER MISSISSIPPI SHIPBUILDING, LLC: POLAR SECURITY CUTTER #1 (FORMERLY HPIB) DETAIL DESIGN AND CONSTRUCTION · 2026-03-13
- Procurement noticeNoyo Maintenance Dredging and Jetty Repair Project · 2026-05-04
- ContractBOLLINGER SHIPYARDS LOCKPORT, L.L.C.: $1.3B Department of Homeland Security Contract · 2026-06-18
- ContractRAUMA MARINE CONSTRUCTIONS OY: $1.1B Department of Homeland Security Contract · 2026-06-19
- ContractRAUMA MARINE CONSTRUCTIONS OY: PURCHASE OF TWO ARCTIC SECURITY CUTTERS FOR THE USCG · 2026-06-29
- Insider buyInsider buy: Navios Maritime Partners L.P. ($846,289,996) · 2026-07-28
- ContractBOLLINGER SHIPYARDS LOCKPORT, L.L.C.: $2.1B Department of Homeland Security Contract · 2026-07-31
- ContractDAVIE DEFENSE INC.: $3.5B Department of Homeland Security Contract · 2026-07-31
This signal is one of the converging government actions below.
Over the last 90 days, 15 separate government actions have converged on Hypersonics / Missile Defense. What that means: federal dollars are already moving — agencies are soliciting bids and awarding contracts, not just talking, and legislation and executive action are building the policy and funding tailwind behind it. When independent channels move together like this — 10 procurement notices, 3 bills, 1 patents and 1 federal contracts — it's the clearest early tell that Washington is committing to hypersonics / missile defense, the kind of build-up that reshapes the sector well before it's obvious in the headlines.
Converging government actions
- ContractNORTHROP GRUMMAN SYSTEMS CORPORATION: DESIGN, DEVELOPMENT, AND DEVELOPMENTAL TESTING OF THE NEXT GENERATION INTERCEPTOR (NGI) ALL-UP-ROUND (AUR) · 2025-02-24
- ContractRAYTHEON COMPANY: AIR AND MISSILE DEFENSE RADAR (AMDR) INTEGRATION AND PRODUCTION SUPPORT (I&PS). · 2025-09-10
- ContractTHE BOEING COMPANY: THE MISSILE DEFENSE AGENCY (MDA), GROUND-BASED MIDCOURSE DEFENSE (GMD) DEVELOPMENT AND SUSTAINMENT CONTRACT (DSC) THE GMD DSC WORK INCLUDES, · 2025-11-13
- ContractRAYTHEON COMPANY: UNDEFINITIED CONTRACT (UCA) FOR LOWER TIER AIR AND MISSILE DEFENSE SYSTEM (LTAMDS) · 2026-01-29
- ContractNORTHROP GRUMMAN SYSTEMS CORPORATION: POLAND FMS THE INTEGRATED AIR AND MISSILE DEFENSE (IAMD) BATTLE COMMAND SYSTEM (IBCS). · 2026-03-12
- ContractLOCKHEED MARTIN CORPORATION: CRUISE MISSILE DEFENSE SYSTEMS SENTINEL A4 RADAR DEVELOPMENT COMPETITIVE REQUIREMENT · 2026-03-13
- ContractLOCKHEED MARTIN CORPORATION: HQ0147-17-C-0032 UNDEFINITIZED CONTRACT ACTION (UCA) FOR THAAD INTERCEPTOR LOT 9 PRODUCTION - QTY OF 23 · 2026-03-16
- ContractLOCKHEED MARTIN CORPORATION: DESIGN, DEVELOPMENT, AND DEVELOPMENTAL TESTING OF THE NEXT GENERATION INTERCEPTOR (NGI) ALL-UP-ROUND (AUR) · 2026-03-18
- ContractPARSONS GOVERNMENT SERVICES INC.: EO14042 TEAMS-NEXT MISSILE DEFENSE SYSTEMS ENGINEERING · 2026-03-18
- Procurement noticeRequest for Information - Marine Air Defense Integrated System (MADIS) and Light-MADIS Optics · 2026-05-19
- Procurement noticeProject Manager, Short and Intermediate Effectors for Layered Defense Maneuver-Short Range Air Defense Increment 3, Next Generation Short Range Interceptor Production · 2026-06-04
- Procurement noticeMissile Segment Enhancement (MSE) Containerized Launcher (CL) and Remote Interceptor Guidance 360 Degrees (RIG-360) Containerized System (CS) Phase 2 Program · 2026-06-08
- Procurement noticeRequest for Information (RFI) / Sources Sought Notice Product Support and Sustainment Integration for Air Base Air Defense for Missile Defense (ABAD MD) System · 2026-06-26
- ContractNORTHROP GRUMMAN SYSTEMS CORPORATION: FIRST DDT AND E, ARES I-X, AND FLIGHT TESTS. FIRST STAGE WILL BE A FIVE SEGMENT, SOLID ROCKET BOOSTER DERIVED FROM THE SPACE SHUTTLE PROGRA · 2026-06-30
Full Analysis
On May 21, 2026, Rep. Jackson (D-IL) introduced HCONRES105, a concurrent resolution invoking the War Powers Resolution to require withdrawal of U.S. forces from offensive operations against Iran. The bill was referred to the House Foreign Affairs Committee — its first and only action. Reading the ACTUAL bill text is critical: Section 1(b) explicitly preserves the right to self-defense, defensive troop presence, and intelligence sharing. Section 2 further protects all intelligence activities related to Iran. The bill carries NO funding — it is a directive to the President under the War Powers Resolution, not an appropriations or authorization bill. Zero dollars are at play here.
The legislative path is long and uncertain. Status is 'referred to committee — early stage' in the 119th Congress (2025-2027). Sponsor Rep. Jackson is a junior Democratic representative, not a committee chair. The bill has no Senate companion — though there are 5+ identical House resolutions (HCONRES87, 88, 101, 102, 104) all at the same procedural stage, indicating coordinated but early-stage messaging rather than imminent action. Concurrent resolutions do not go to the President for signature, making this a statement of congressional sentiment, not binding law.
Real market data for defense contractors (provided EDGAR filings) shows $LMT $67.6B revenue / $6.9B net income (10.2% margin), $68.9B / $3.2B (4.6%), $39.3B / $2.1B (5.2%), $42.3B / $3.3B (7.8%), $77.8B / -$2.2B (-2.9%). None of these companies show financial exposure to active Iran combat that would affect their reported revenues. The bill's explicit exceptions for defensive operations protect the primary revenue streams tied to Iran-related military posture (missile defense, regional basing, intelligence).
Timeline: No hearings or markups scheduled. Given identical bills at the same stage and no Senate companion, passage probability in the 119th Congress is extremely low. Even if the House passed it, a Senate companion would be needed, and concurrent resolutions do not have the force of law. This is a messaging bill, not a market-moving event.
Intelligence Surface
Cross-referenced against federal contracts, SEC insider filings & congressional trade disclosures
No confirming evidence found yet from contracts, insider trades, or congressional activity
What the bill does
Congressional directive to remove forces from hostilities with Iran, with explicit exception for self-defense and defensive troop presence
Who must act
The President / DOD
What happens
Termination of any U.S. offensive combat operations against Iran, but no change to defensive posture, intelligence sharing, or non-hostile regional force levels
Stock impact
Revenue from weapons and munitions consumed in any active offensive campaign against Iran would cease; however, LMT's primary programs (F-35, missile defense) are driven by long-term procurement and defensive requirements, not operational tempo. No material revenue risk identified — the bill explicitly preserves defensive activities and intelligence sharing. LMT FY2025 revenue of $67.6B is not dependent on active hostilities with Iran.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
BOLLINGER SHIPYARDS LOCKPORT, L.L.C.: $2.1B Department of Homeland Security Contract
RAUMA MARINE CONSTRUCTIONS OY: $1.1B Department of Homeland Security Contract
BOLLINGER SHIPYARDS LOCKPORT, L.L.C.: $1.3B Department of Homeland Security Contract
DAVIE DEFENSE INC.: $3.5B Department of Homeland Security Contract
WHITING-TURNER CONTRACTING COMPANY, THE: $138M Department of Homeland Security Contract
To amend the Arms Export Control Act to modify a limitation relating to export and transfers of defense articles and services under the AUKUS partnership, and for other purposes.
To amend the Internal Revenue Code of 1986 to support the national defense and economic security of the United States by incentivizing the construction of United States shipyards.
Job Corps Shipbuilding-Defense Industrial Base Pipeline Act of 2026
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
Presidential Determination Pursuant to Section 101 of the Defense Production Act of 1950, as Amended, on Recoverable Critical Minerals and Materials
This memorandum invokes the Defense Production Act (DPA) Section 101 to declare that recoverable critical minerals and materials (such as black mass, end-of-life rare-earth magnets, and scrap) are essential to national defense and that the U.S. cannot meet defense needs without disrupting civilian markets. It directs the Secretary of Commerce to issue regulations and take actions—including priority contracts and supply-chain interventions—to rapidly expand domestic recovery and processing of these materials, while explicitly excluding copper scrap already covered by a separate proclamation.
Further Strengthening Actions Taken to Adjust Imports of Aluminum into the United States
This proclamation modifies the Section 232 tariff regime on aluminum imports by authorizing the Secretary of Commerce to establish a program that incentivizes new U.S. investment in primary aluminum production. Companies with approved onshoring plans can import primary aluminum at half the standard Section 232 duty rate, up to the anticipated annual output of their new or expanded facilities, with construction required to start by January 20, 2029. The action aims to boost domestic primary aluminum supply for national security and defense industrial base needs.
Securing America’s Defense Supply Chains and Ensuring Domestic Acquisition of Critical Materials
This executive order restricts waivers for foreign-sourced critical materials in defense contracts, effective January 1, 2027, and mandates that defense contractors map their supply chains from raw materials to end products, vet subcontractors for risks, and prohibit covered materials from unreliable foreign suppliers. It directs the Secretary of War to enforce strict compliance, including requiring mitigation plans for any non-compliant materials and establishing penalties for fraud or willful noncompliance.
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