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Applied Aerospace & Defense fell about 10% on Wednesday after its first earnings report since going public in June.

The defense spending supercycle has only just begun.

Elbit Systems fell solidly after beating earnings. Iran war disruption fears and declining aerospace sales were possible reasons.

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

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

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

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

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.

TXT tops Q2 earnings and revenue estimates as Bell and Systems growth offsets mixed Aviation deliveries, while reaffirming full-year guidance.

RTX and Lockheed Martin topped Q2 earnings estimates and grew their backlogs to record levels, sending both defense stocks higher as the Iran conflict reignites investor interest.

Lockheed Martin, Northrop Grumman, and RTX posted record backlogs and raised guidance this week, driven by both near-term missile defense demand and long-term military modernization programs.

Boeing carries a backlog that dwarfs its entire market value, and analysts see nearly 30% upside heading into a July 28 earnings report where prediction markets already favor a beat. The question is whether the turnaround has finally reached the point where the numbers do the convincing.

Defense ETFs are gaining attention as solid Q2 earnings, rising military spending and escalating Middle East tensions strengthen the sector's outlook.

Security and Aerospace company Lockheed Martin (NYSE:LMT) announced better-than-expected revenue in Q2 CY2026, with sales up 10.5% year on year to $20.06 billion. The company’s full-year revenue guidance of $80.75 billion at the midpoint came in 2% above analysts’ estimates. Its GAAP profit of $7.94 per share was 10.4% above analysts’ consensus estimates.

Lockheed Martin highlights record backlog, munitions growth and defense technology investments as it raises 2026 guidance.

Moby summary of Lockheed Martin Corporation's Q2 2026 earnings call

Lockheed Martin (NYSE:LMT) reported what executives described as a strong second quarter of 2026, citing a record backlog, higher sales, improved earnings and a significant rebound in free cash flow. The defense contractor also raised its full-year outlook across key financial metrics, pointing to a

Lockheed Martin Corp (LMT) reports a record $230 billion backlog and significant financial growth, raising its 2026 guidance amid strong demand and strategic investments.

LMT beats Q2 earnings and sales estimates, delivers double-digit revenue growth and raises its 2026 sales and EPS outlook.

While Q2 earnings are mostly robust and Jobless Claims tick near 60-year lows, pre-markets are tumbling on hostilities in the Middle East.

While the top- and bottom-line numbers for Lockheed (LMT) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

The defense contractor posted $20.1 billion in quarterly sales and now projects free cash flow of more than $7 billion for the year

Lockheed Martin and RTX both rose more than 5% before the market open. Their stocks are taking very different directions.

Lockheed (LMT) delivered earnings and revenue surprises of +9.97% and +3.26%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Investing.com -- Lockheed Martin Corporation (NYSE: LMT) reported second-quarter results that exceeded analyst expectations and raised its full-year outlook, sending shares up 7.3% premarket on Thursday.

Today Earnings (a.m.): American Airlines, Blackstone, Lockheed Martin, Comcast, RTX, PG&E, T-Mobile Earnings (p.m.): Intel Central banks: The European Central Bank announces its interest-rate decision.

TDY beats Q2 earnings and revenue estimates, fueled by broad-based sales growth, and raises its full-year 2026 earnings outlook.

RTX (NYSE:RTX) is set to report its earnings on Thursday, July 23, 2026. The company has $261 billion in current market capitalization. Revenue over the last twelve months was $90 billion, and it was operationally profitable with $9.8 billion in operating profits and net income of $7.3 billion. While a lot will depend on how results stack up against consensus and expectations, understanding historical patterns might just turn the odds in your favor if you are an event-driven trader.

AIR beats Q4 earnings and revenue estimates as strong parts distribution and acquisitions drive double-digit sales growth.

Two companies report earnings on the same morning, but retirement investors only have room for one. Before the opening bell on July 23, the gap between these two stocks tells a story worth understanding.