Revealed on June twenty third, 2025 by Bob Ciura
On June twenty second, 2025, the U.S. launched strikes on Iran. The targets had been three Iranian nuclear amenities, in an try to stop Iran from growing the capabilities of constructing a nuclear weapon.
Within the instant aftermath of the strikes, oil costs spiked, with WTI crude briefly buying and selling above $74 per barrel.
Oil costs rose on the prospect of provide constraints, in addition to the potential for extra widespread navy battle within the Center East.
In instances of heightened geopolitical turmoil, earnings buyers ought to flip to the relative stability of dividend shares.
To that finish, now we have compiled a listing of blue-chip shares which have raised their dividends for at the very least 10 years in a row.
You possibly can obtain our free listing of over 500 blue-chip shares by clicking on the hyperlink under:

Geopolitical dangers might carry a broader struggle within the Center East, with the potential for rising oil costs.
Because of this, oil and protection shares might see their earnings rise, making them extra enticing for dividend progress buyers.
The next 10 dividend shares are enticing for dividend progress buyers after the Iran strikes.
Desk of Contents
The desk of contents under permits for straightforward navigation. The listing is sorted by dividend yield, from lowest to highest.
Protection Inventory: Northrop Grumman (NOC)
Northrop Grumman Company is likely one of the 5 largest U.S. aerospace and protection contractors based mostly on income.
The corporate experiences 4 enterprise segments: Aeronautics Methods (plane and UAVs), Mission Methods (radars, sensors and programs for surveillance and concentrating on), Protection Methods (sustainment and modernization, directed vitality, tactical weapons), and House Methods (missile protection, house programs, hypersonics and house launchers).
The corporate had income of over $41.0B in 2024.
Northrop Grumman reported outcomes for Q1 FY 2025 on April twenty second, 2025. Firm-wide income declined 7% to $9.468 billion and diluted earnings per share fell 47% to $3.32 on a year-over-year foundation on a loss provision for the B-21, decrease volumes, and better rates of interest.
Income for Aeronautics Methods fell 8% to $2.814 billion attributable to decrease volumes in B-21, F-35, and restricted packages. Income for Protection Methods grew 4% attributable to greater gross sales within the Sentinel and ammunition packages, offset by the SiAW program.
The overall backlog is a report ~$92.8B on the finish of the quarter of which $39.9B is funded. The agency gained $10.8B in contract awards within the quarter together with giant ones for restricted packages and the F-35.
The corporate up to date steering to $42.0B to $42.5B in gross sales and $24.95 to $25.35 earnings per share in 2025.
Click on right here to obtain our most up-to-date Certain Evaluation report on NOC (preview of web page 1 of three proven under):
Protection Inventory: Raytheon Applied sciences (RTX)
Raytheon Applied sciences (RTX) was created on April third, 2020, after the completion of the merger between Raytheon and United Applied sciences, following United Applied sciences’ spin-offs of its Service (CARR) and Otis (OTIS) companies.
The mixed enterprise is one the biggest aerospace and protection firms on this planet with ~$84 billion in annual gross sales and a world crew of 186,000 staff, together with 60,000 engineers and scientists.
The corporate now has three segments: Collins Aerospace Methods, Pratt & Whitney, and Raytheon, which consists of the previous Raytheon Intelligence & House and Raytheon Missiles & Protection companies.
On April twenty second, 2025, Raytheon Applied sciences reported first quarter outcomes. For the quarter, income grew 5.2% to $20.3 billion, which beat estimates by $500 million. Adjusted earnings-per-share of $1.47 in comparison with $1.34 within the prior yr and was $0.10 above expectations.
Raytheon Applied sciences reaffirmed prior steering for 2025 as effectively. The corporate continues to count on income to develop 4% to six% whereas adjusted earnings-per-share are projected to be in a variety of $6.00 to $6.15 for the yr.
Click on right here to obtain our most up-to-date Certain Evaluation report on RTX (preview of web page 1 of three proven under):
Protection Inventory: L3Harris Applied sciences (LHX)
L3Harris Applied sciences is the results of a merger between L3 Applied sciences and Harris Company accomplished on June 29, 2019, forming the sixth largest protection contractor. The agency acquired Aerojet Rocketdyne in 2023.
The corporate now experiences 4 enterprise segments: Communication Methods (~23% of income), Built-in Mission Methods (~42%), House and Airborne Methods (~35%), and Aerojet Rocketdyne.
Nearly all of L3Harris’ gross sales are to the U.S. Authorities or to different protection contractors.
Supply: Investor Presentation
L3Harris reported Q1 2025 outcomes on April twenty fifth, 2025. Income fell 2% to $5,132M from $5,211M on the divestment of the Business Aviation Resolution (CAS) enterprise and weak spot in two segments.
Diluted non-GAAP EPS elevated 7% to $2.41 from $2.25 on year-over-year foundation on higher margins, offset by decrease income in two segments.
Communications Methods income elevated 4% attributable to greater volumes. Margins climbed to 25.5%. Aerojet Rocketdyne income grew 8% to $629M from $584M on missile and munitions packages offset by house program and the Aerojet Ordnance Tennessee enterprise.
The agency’s backlog is $33.2B with a 0.84 book-to-bill ratio.
Click on right here to obtain our most up-to-date Certain Evaluation report on LHX (preview of web page 1 of three proven under):
Protection Inventory: Basic Dynamics (GD)
Basic Dynamics is a US aerospace & protection firm that operates in 4 enterprise segments: Aerospace (21% of gross sales), Fight Methods (19%), Marine Methods (26%), and Applied sciences (33%).
The Aerospace section is targeted on enterprise jets and providers whereas the rest of the corporate is protection. The corporate makes the M1 Abrams tank, Stryker automobile, Virginia-class submarine, Columbia-class submarine, and Gulfstream enterprise jets.
Based mostly on income, Basic Dynamics is the fourth-largest protection firm. Basic Dynamics had income of roughly $47.7B in 2024.
Basic Dynamics reported wonderful Q1 2025 outcomes on April twenty third, 2025, beating estimates on extra income in all 4 segments. Firm-wide income rose 13.9% and diluted earnings per share elevated 27.1% to $3.66 on a year-over-year foundation.
Aerospace income rose 45.2% from the prior yr. The overall backlog is $19 billion. Gulfstream’s book-to-bill ratio was 0.8X. Income for Marine Methods elevated 7.7% on the energy of the Columbia and Virginia-class submarine packages.
The corporate-wide backlog is $88.7B of which ~$73.2B is funded and ~$20.6B is unfunded. The agency gained giant orders for floor autos, the M1 Abrams improve, and the Virginia-class submarine.
Basic Dynamics guided for income of ~$50.3B and earnings per share of ~$14.75 to $14.85 in 2025.
Click on right here to obtain our most up-to-date Certain Evaluation report on GD (preview of web page 1 of three proven under):
Protection Inventory: Huntington Ingalls Industries (HII)
Huntington Ingalls Industries primarily builds nuclear and non-nuclear ships for the U.S. Navy. The corporate experiences three enterprise segments: Newport Information Shipbuilding, Ingalls Shipbuilding, and Mission Applied sciences.
Newport Information builds nuclear powered plane carriers and submarines. Ingalls builds floor combatant ships, amphibious assault ships, and Coast Guard cutters.
Mission Applied sciences supplies fleet upkeep and modernization, IT help, nuclear administration and operations, and unmanned programs. The corporate had roughly $11.5B in income in 2024.
Huntington Ingalls reported Q1 2025 outcomes on Could 1st, 2025. Firm-wide income fell 2.5% and diluted earnings per share declined 2.1% to $3.79 from $3.87 on a year-over-year foundation on decrease gross sales in all three segments and offset by higher working margins.
Huntington Ingalls’ whole backlog now stands at $48.0B. Huntington Ingalls saved 2025 steering for ship constructing income of $8.9B – $9.1B and margins of 5.5% to six.5%.
Click on right here to obtain our most up-to-date Certain Evaluation report on HII (preview of web page 1 of three proven under):
Protection Inventory: Lockheed Martin (LMT)
Lockheed Martin Company is the world’s largest protection firm. About 60% of the corporate’s revenues comes from the US Division of Protection, with different US authorities companies (10%) and worldwide shoppers (30%) making up the rest.
The corporate consists of 4 enterprise segments: Aeronautics (~40% of gross sales) – which produces navy plane just like the F-35, F-22, F-16 and C-130; Rotary and Mission Methods (~26% gross sales) – which homes fight ships, naval electronics, and helicopters; Missiles and Hearth Management (~16% gross sales) – which creates missile protection programs; and House Methods (~17% gross sales) – which produces satellites.
The corporate has important energy and publicity in navy plane. The agency had whole income of over $71.2B in 2024.
Lockheed Martin reported outcomes for Q1 2025 on April twenty second, 2025.
Supply: Investor Presentation
Web gross sales elevated 4% and diluted GAAP earnings per share rose to $7.28 from $6.39 on a year-over-year foundation on greater gross sales and working margins.
The agency gained $10B in current missile contracts for PSM, THAAD, JASSM, and the Trident II D5.
Lockheed Martin’s backlog fell to $173B with decreases in two out of the 4 segments. The corporate saved steering at $73.75B – $74.75B in gross sales and $27.00 – $27.30 in diluted earnings per share in 2025.
Click on right here to obtain our most up-to-date Certain Evaluation report on LMT (preview of web page 1 of three proven under):
Oil Inventory: EOG Sources (EOG)
EOG Sources is a crude oil and pure gasoline firm headquartered in Houston, Texas. It’s principally engaged within the exploration, improvement, and manufacturing of crude oil and pure gasoline with reserves in the US, Canada, Trinidad, and China.
EOG has three working segments cut up by geographical areas: Crude oil, Pure Gasoline, and Pure Gasoline Liquids (NGL). The Crude Oil section is the biggest, accounting for 79% of income.
Supply: Investor Presentation
On Could 1st, 2025, EOG Sources reported Q1 2025 outcomes. Income for the quarter was $5.67 billion, barely up from $5.59 billion in This autumn 2024, however down year-over-year. Web earnings for the quarter got here in at $1.46 billion, equating to earnings per share of $2.65, up from $2.23
The corporate delivered free money move of $1.33 billion and working money move of $2.29 billion. Capital expenditure totaled $1.48 billion. EOG ended the quarter with $6.6 billion in money and money equivalents.
The corporate maintained a strong stability sheet with a debt-to-total capitalization ratio of 13.8%, and per-unit money working prices edged up barely to $10.31 per barrel of oil equivalents.
Click on right here to obtain our most up-to-date Certain Evaluation report on EOG (preview of web page 1 of three proven under):
Oil Inventory: ConocoPhillips (COP)
ConocoPhillips is the world’s largest impartial oil and gasoline producer, with a manufacturing of two.2 million barrels per day, and operations in 13 international locations. The corporate was based in 2002 and is headquartered in Houston, Texas.
The corporate has turn out to be the second-largest producer within the Permian, behind solely Exxon Mobil.
On November twenty second, 2024, ConocoPhillips acquired Marathon Oil (MRO) in an all-stock deal for an enterprise worth of $22.5 billion (incl. $5.4 billion of internet debt). The deal has added greater than 2 billion barrels of oil in adjoining areas of manufacturing and thus it’s anticipated to create annual synergies above $500 million from the primary yr.
Supply: Investor Presentation
In early Could, ConocoPhillips reported (5/8/25) outcomes for Q1-2025. It grew its output 26% because of the acquisition of Marathon Oil however its common realized oil value fell -6%. Earnings-per-share grew 3%, from $2.03 to $2.09.
The corporate reiterated its sturdy steering for manufacturing in 2025, anticipating progress from 1.99 to 2.34-2.38 million barrels per day. It additionally posted a rock-solid reserve substitute ratio of 123% in 2024.
Click on right here to obtain our most up-to-date Certain Evaluation report on COP (preview of web page 1 of three proven under):
Oil Inventory: Exxon Mobil Company (XOM)
Exxon Mobil is a diversified vitality large with a market capitalization of greater than $400 billion. In 2024, the upstream section generated 79% of the overall earnings of Exxon whereas the downstream and chemical segments generated 13% and eight% of the overall earnings, respectively.
On Could third, 2024, Exxon acquired Pioneer Pure Sources (PXD) for $60 billion in an all-stock deal. As Pioneer is the biggest oil producer in Permian, Exxon expects to greater than double its Permian output, to 2.0 million barrels per day in 2027.
In early Could, Exxon reported (5/2/25) monetary outcomes for the primary quarter of fiscal 2025. Manufacturing decreased -1% sequentially however the firm benefited from greater gasoline costs. Because of this, earnings-per-share grew 5% sequentially, from $1.67 to $1.76.
The current acquisition of Pioneer shall be a significant progress driver of Exxon. Guyana, one of the crucial thrilling progress tasks within the vitality sector, is the opposite main progress undertaking of Exxon. Exxon has greater than tripled its estimated reserves within the space, from 3.2 billion barrels in early 2018 to about 11.0 billion barrels now.
Administration has said that 90% of latest reserves have a manufacturing price of $35 per barrel and thus it views the dividend as viable at Brent costs above $45.
Click on right here to obtain our most up-to-date Certain Evaluation report on XOM (preview of web page 1 of three proven under):
Oil Inventory: Chevron Company (CVX)
Chevron is likely one of the largest oil majors on this planet. The corporate sees the majority of its earnings from its upstream section and has a better crude oil and pure gasoline manufacturing ratio than most of its friends.
Chevron has elevated its dividend for 38 consecutive years, inserting it on the Dividend Aristocrats listing.
Supply: Investor Presentation
In early Could, Chevron reported (5/2/25) outcomes for the primary quarter of 2025. Manufacturing remained primarily flat from the prior yr’s first quarter, as asset gross sales offset report Permian output after the acquisition of PDC Power.
As well as, the value of oil decreased and refining margins plunged to regular ranges after two years of elevated ranges.
Because of this, earnings-per-share fell -26%, from $2.93 to $2.18. Furthermore, the value of oil has plunged these days, as OPEC has begun to revive its output.
Chevron grew its output by 7% in 2024 because of sustained progress within the Permian Basin and acquisitions. The corporate has greater than doubled the worth of its property within the Permian within the final six years because of new discoveries and technological advances.
Click on right here to obtain our most up-to-date Certain Evaluation report on Chevron Company (CVX) (preview of web page 1 of three proven under):
Further Studying
In case you are inquisitive about discovering different high-yield securities, the next Certain Dividend assets could also be helpful:
Excessive-Yield Particular person Safety Analysis
Thanks for studying this text. Please ship any suggestions, corrections, or inquiries to [email protected].