On August 3, Raytheon, an RTX Corporation (NYSE:RTX) business, finished installing the first SPY-6(V)4 radar array at a Navy test site on Wallops Island, Virginia. The milestone kicks off testing that will decide how fast the Navy can modernize a fleet of aging destroyers, and it lands at a moment when RTX is already sitting […]

Its correlation to the index is only moderate, and the behavior that is genuinely its own runs on defense programs and a rocket that has yet to fly.

President Donald Trump ordered contractors to redo weeks of work on the White House’s new granite helipad after objecting to its appearance and seeking a landing pad level with the horizon. Trump Orders Completed Helipad Work Removed First reported by...

D-Wave Quantum posts lower-than-expected revenue in its latest quarter, even as the number of revenue-generating customer orders soars.

Lockheed Martin is back in focus as analysts lift price targets into the US$590 to US$700 range following the latest Q2 update and refreshed models. Recent Street commentary links these higher targets to views on improving execution, a raised 2026 outlook and mixed but constructive signals around contract momentum and sector headwinds. Read on to see how these shifting targets fit into the broader Lockheed Martin story and how you can track the narrative as it evolves. Stay updated as the...

In recent tests, Lockheed Martin’s Skunk Works, the U.S. Air Force Test Pilot School and partners used an AI agent on the X-62 VISTA to autonomously execute 27 live air intercepts using real-time sensor data. This move from simulated to sensor-driven, in-flight AI decision-making highlights how Lockheed Martin is working to embed advanced autonomy into future combat aircraft operations. Next, we’ll examine how this progress in sensor-driven fighter autonomy could influence Lockheed Martin’s...

Ukraine’s energy chief warned that Russian President Vladimir Putin wants winter attacks to exhaust Ukrainians and force Kyiv into capitulation as both sides escalate energy strikes. Russia’s Winter Strategy Targets Civilian Resilience "Putin wants to finish off our energy system...

Lockheed Martin (NYSE:LMT) has partnered with space infrastructure company Gravitics on a Department of War contract focused on orbital systems with national importance. The company has also signed a memorandum of understanding with NioCorp to work toward a scandium oxide supply agreement that would support a U.S. scandium to warfighter supply chain. Lockheed Martin enters these agreements with its stock trading at $577.6 and showing multi year gains, including 16.2% year to date and 36.4%...

Kratos reported second-quarter earnings per share of 21 cents, up from 11 cents a year ago. Wall Street was looking for 14 cents.

Investing.com -- United Launch Alliance plans to raise approximately $500 million through a private bond placement to refinance existing debt, according to a Bloomberg report Wednesday.

Lockheed Martin stock has delivered an 86.2% total return over the past five years, yet current valuation checks and an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach both point to the shares trading below that intrinsic value by a meaningful margin. An 86.2% return over five years leaves existing holders with solid gains, while raising the question of whether the current price still leaves room for further upside. A multiyear, up to US$58.62b PAC-3 missile contract...

The constraint management once pointed to for a fall in shop visit volume now sits inside the growth case, and the raised guidance now rests on working through it.

Lockheed Martin (LMT) has become a fresh talking point for investors after its Skunk Works unit and the U.S. Air Force Test Pilot School used an onboard AI agent to execute 27 sensor-driven air intercepts. See our latest analysis for Lockheed Martin. Against this backdrop of AI testing success and major missile and interceptor contracts, Lockheed Martin’s share price has moved to US$589.33, with a 30-day share price return of 7.95% and year-to-date share price return of 18.56%, while the...

The agreement could support the development of a domestic U. S.

Lockheed Martin climbs 15.5% in three months as a record backlog, major missile defense contracts and expanding production reinforce its long-term growth outlook.

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Focused Equity Strategy.” A copy of the letter can be downloaded here. The Strategy reported a 0.8% gross return for the second quarter of 2026. Equity markets rallied after the first quarter’s Iran shock faded and […]

(Bloomberg) -- Last summer, about 80 government officials and industry executives gathered in Washington to answer a key question: How would the US aluminum supply chain hold up in the event of a major global conflict?Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallSpaceX’s AI Splur

Freeport-McMoRan, Teck Resources and the United States Copper Index Fund ETF were among copper plays flashing buy points on Tuesday. Rare earth stocks also were lighting up, some with double-digit percentage gains. The bullish moves in industrial metals comes as oil prices retreat on reported progress toward a deal to reopen the Strait of Hormuz, a positive for global growth at a time that the AI infrastructure buildout has U.S. nonresidential construction humming.

According to a Reuters report, Lockheed Martin is in talks with NioCorp Developments to secure scandium, and Teck Resources and 5N Plus for germanium.

Lockheed Martin just delivered a blowout quarter with a record-breaking backlog, yet the stock sits near a six-month low while one Wall Street analyst sees nearly 30% upside. The real question is whether a single ugly quarter buried a defense giant or exposed something deeper.

Monday's approval was already telegraphed, the rare double upgrade beside it was not, and the finished flight test frees engineering capacity for a different program entirely.

Greenskeeper Asset Management, an independent firm that specializes in disciplined value investing, recently released its Q2 2026 scorecard. A copy is available to download here. After a slow start to the year, the Fund gained 10.9% in the quarter, lifting its year-to-date return to 1.9%. The rebound came as markets showed signs of rotating away from momentum […]

The DOD tapped Lockheed Martin, Northrop Grumman to accelerate Patriot, THAAD production. Anduril looks to build unmanned boats.

Rocket Lab stock is well off its high again, and its shock record says the most serious damage comes from rate moves rather than from anything on the launch pad.

The company, among other things, is doubling capacity at its Utah facilities to deliver solid rocket motors and nearly tripling capacity at the Allegany Ballistics Lab in West Virginia.

Boeing is delivering airplanes at a pace it has not managed in years, and almost none of the profit those airplanes will carry has shown up yet.

Northrop Grumman signed two agreements totaling $3 billion to speed up production of missile interceptors.

Recent declines have left several stocks looking attractive, according to Wall Street. But one large defense contractor looks better than the others right now.

Investing.com -- Israeli airstrikes killed at least four Palestinians in Gaza on Sunday, continuing for a second day despite U.S. President Donald Trump announcing progress towards implementing last year’s ceasefire agreement, Reuters reported.

A weekly roundup covering Magnificent Seven earnings, Fed rate pauses, U.S.-Iran tensions, and MarketBeat analysts' takes on stocks including Microsoft, Alphabet, Broadcom, Tesla, and UnitedHealth.

Investing.com -- The U.S. and its allies conducted their largest Rim of the Pacific maritime exercise to date, demonstrating deepening military cooperation amid concerns about China and North Korea, the Wall Street Journal reported.

L3Harris Technologies (NYSE:LHX) has signed multi year propulsion agreements with the Department of War and Lockheed Martin. The contracts cover missile propulsion production for the PAC 3 MSE and THAAD defense systems. The agreements are described as transformative and are intended to nearly triple and quadruple propulsion output for these programs. L3Harris Technologies sits at the center of key U.S. missile defense programs as a propulsion supplier for PAC 3 MSE and THAAD systems. For...

Lockheed Martin Corp. shares edged lower on Thursday. The company received a major U.S. government contract modification for PAC-3 Missile Segment Enhancement interceptors. Lockheed Martin Wins Major PAC-3 MSE Award The U.S. government awarded Lockheed Martin a seven-year undefinitized contract...

Lockheed Martin, Raytheon, and L3Harris are leaders in supplying U.S. missile defense systems.

Kratos Defense & Security Solutions recently completed its US$50,000,000 Indiana Payload Integration Facility for hypersonic systems ahead of schedule and delivered validated advanced turbomachinery supporting Lockheed Martin’s ramjet propulsion program. Together, the new hypersonics hub and proven propulsion hardware highlight Kratos’ growing role in enabling faster development and testing of next-generation U.S. weapons systems. Next, we’ll examine how the new Indiana hypersonic facility...

Lockheed Martin’s second quarter performance was shaped by a sharp acceleration in munitions demand and broad-based program execution across its segments. Management cited the company’s advanced manufacturing investments and proactive scaling of capacity as major factors in the quarter’s performance. CEO James Taiclet emphasized, “These achievements stem from robust customer demand, enabled by strategic decisions we made well before this demand materialized,” highlighting the early investments i

AST SpaceMobile burns cash to build satellites while Lockheed Martin generates billions, but one valuation gap hints at where growth investors should look.

The U.S. has fired a lot of missiles lately, leaving the Defense Department motivated to quickly replace and grow its missile stocks. “When you add the $54 billion dollars in this contract modification, you’re pushing $300 billion dollars of backlog for the company,” said CEO Jim Taiclet on Fox Business. Lockheed is tripling production of its PAC-3 missiles.

Its five-year correlation and its return gap say most of this has been the company's own story, and the capture readings say you will feel every market swing along the way.

Ukrainian President Volodymyr Zelenskyy said he asked President Donald Trump for an emergency winter package of Patriot air defense interceptors to protect Ukraine’s energy infrastructure from Russian attacks. Zelenskyy told Axios that Trump pledged to help secure more Patriot air...

The Army modified its contract with Lockheed Martin to step-up production; the final cost will depend on congressional funding.

(Bloomberg) -- The Pentagon is accelerating defense production with multiyear mega contracts as the Trump administration seeks to enhance the armed forces and the Iran war intensifies demands on a dwindling US weapons stockpile.Most Read from BloombergStocks Fall as 30-Year Bond Yields Surge After Fed: Markets WrapWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionTrump Says US Will Strike Iran Hard as War Escalates AgainUS Intercepts Iran Attack on Bases, Puncturing Days of CalmAppl

The defense contractor reported second-quarter earnings per share of $3.13. Wall Street was looking for $2.80.

Northrop Grumman Corp (NYSE:NOC)’s leadership in military aviation received another boost after the U.S. Navy awarded the company a $1.2 billion contract. The award reinforces the company’s growing backlog and highlights why rising global defense spending continues to strengthen its long-term investment case. The $1.2 billion contract is for the production and support of three E-2D Advanced […]

General Dynamics (GD) reported fiscal second-quarter results ahead of Wall Street estimates and incr

RTX's headline numbers looked great, but the real story on its earnings call was about a coming slowdown and a tough choice in its engine business.

Archer Aviation has gone from retail darling to distressed asset trading near multi-year lows, and a short list of corporate giants already has the motive, money, and strategic logic to make a move before someone else does.

General Dynamics has managed to avoid much of the defense stock pain that came after fighting began in Iran. Wall Street was looking for earnings per share of $3.96 from sales of $13.5 billion. Operating profit margin was 10.4%, up 0.4 percentage point year-over-year.

If you're looking for recession-proof stocks to buy, you should focus on low-risk, low-volatility businesses.

BA's Q2 revenues beat estimates and backlog hits a record $715.3 billion, but a wider-than-expected adjusted loss tempered the stronger sales performance.