How come defense stocks haven’t gone up much in the past year despite all of the equipment being sent to Ukraine & China’s military buildup

Looking at the 1 year for a few key stocks like Raytheon and Lockheed, there's been no to negligible growth over the period of the Ukraine war.

It seems there's a lot of geopolitical instability now in the world between countries donating weapons to Ukraine and China's military buildup in the South China Sea.

Or is it the case that the U.S. pulling out of Afghanistan led to a big drop in demand for defense equipment which has not yet been balanced out by the increased tensions in Ukraine and Asia?