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Uniquement les titres à fort signal — événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how defense contractors stocks fared in Q1, starting with Northrop Grumman (NYSE:NOC).
Record revenue, upbeat guidance, and a swelling defense-backed backlog put this space contractor in sharp focus, today, May 8, 2026.
EMBJ misses Q1 earnings estimates, but revenues jump 31% year over year as jet deliveries and backlog showed strong growth.
ACHR advances eVTOL partnerships and infrastructure efforts as investors weigh supply-chain risks and adoption challenges.
HWM tops Q1 estimates as aerospace and gas turbine demand lift sales, margins and earnings, prompting higher 2026 guidance.
RDW to report first-quarter results, with demand across space infrastructure and defense tech in focus, as higher research and development costs loom.
Leidos tops Q1 EPS and revenue estimates, lifts 2026 outlook as backlog hits $48.4B on intelligence, energy infrastructure and ATC demand.
Huntington Ingalls tops Q1 EPS and revenue estimates as volumes rise; $4B in new awards lifts backlog to $54B and 2026 guidance stays intact.
TXT beats Q1 estimates as aviation demand lifts revenues and earnings, with strong jet deliveries and segment growth driving double-digit gains.
LHX tops first-quarter estimates as revenues rise across all segments on new program ramp-up and higher international volume, and lifts its 2026 EPS outlook.
