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LUNR's $1.1B backlog and major contract wins boost its revenue outlook as demand rises for space and defense infrastructure.

Company Named Preferred Payload ProviderNorthrop Grumman (NYSE:NOC) has been selected as one of five preferred payload providers under the Department of War’s Drone Dominance Program Lethality Prize Challenge. The award positions Northrop Grumman to help develop and scale advanced payload systems designed to support the rapidly expanding production of small military drones.

AeroVironment's $1.12 billion funded backlog boosts revenue visibility, with 39% of obligations set to hit fiscal 2026 and more beyond.

(Bloomberg) -- Elon Musk said he’s back in Texas working on plans for an initial public offering of SpaceX as the rocket and artificial intelligence company gears up for the largest listing of all time. Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitUS, Iran Stall on Hormuz Reopening as Oil Supplies TightenUS and Iran Far From Deal as Bond Rout Piles Pressure on TrumpTrump Gets Revenge on Republican Who Vo

The defence industry, long considered a value trade, has in the past few years become a growth play. Global conflict is on the rise, and technology...

Northrop Grumman Corporation (NYSE:NOC) is an undervalued aerospace and defense stock to buy. On May 11, Northrop Grumman Corporation (NYSE:NOC) reiterated its push for opportunities around space missions with the unveiling of a positioning and navigation system. LR-450 is the company’s new system designed to provide spacecraft tracing and orientation capabilities. The system does not […]

(Bloomberg) -- The official leading President Donald Trump’s Golden Dome contested an estimate that the highly secretive missile defense shield would cost six times more than forecast, raising questions around the true price tag of the administration’s project.Most Read from BloombergWinners and Losers From Trump and Xi’s Beijing Summit TalksHormuz Oil Flows Creep Higher as More Supertankers ExitWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Iran’s Kharg Island Oil Jetties Empty

RTX's $271 billion backlog and diversified aerospace-and-defense mix are boosting order visibility and long-duration demand across key end markets.

RTX just found itself a great partner to help build the Golden Dome.

Northrop Grumman and Lockheed Martin are two of the largest defense contractors in the U.S. Which one is the better stock?

Northrop Grumman (NYSE:NOC) has introduced the LR-450, a compact space navigation system for spacecraft. The LR-450 is designed to provide precise tracking even without external satellite signals. The system targets long-duration deep space, planetary, and Earth orbit missions with a smaller, lighter, and more cost-effective design than prior options. For investors watching NYSE:NOC, the LR-450 points to fresh activity in the Space Systems segment, separate from recent attention on defense...

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).

Intuitive Machines surges 124% over three months as NASA-linked lunar contracts, defense deals, and acquisitions fuel its shift into space infrastructure.

Investors need to pay close attention to NOC stock based on the movements in the options market lately.

Palantir (NASDAQ:PLTR) is the stock everyone wants to talk about after a 70% revenue surge in Q4 2025 and CEO Alex Karp’s now-famous “We are an n of 1” declaration. But here’s what’s worth watching underneath the headlines. Palantir Is Priced For A Future That Cannot Disappoint The numbers underneath the hype look ugly for ... Palantir Insiders Are Selling 9 Shares for Every 1 They Buy. Here Is the Defense Stock Smart Money Is Buying Instead

RKLB's HASTE, built off Electron tech, targets fast, flexible hypersonic tests as defense demand rises, widening its role beyond satellites.

KTOS pushes deeper into space communications with software-based ground systems like OpenSpace, aiming for flexible, scalable control of complex satellite networks.

Northrop Grumman Corporation (NYSE:NOC) is among the 9 Best Drone Stocks to Buy According to Wall Street Analysts. Last week, the company announced that its XRQ-73 hybrid electric uncrewed aircraft had started flight testing. The aircraft has been designed and made to advance propulsion technologies for the Defense Advanced Research Projects Agency (DARPA)’s SHEPARD program. […]

We just covered Grok’s Latest Stock Portfolio in 2026: Elon Musk’s AI Chatbot’s Top 10 Stock Picks. Northrop Grumman (NYSE:NOC) ranks #5 (see Grok’s Latest Stock Portfolio in 2026: AI Assistant’s Top 5 Stock Picks). Number of Hedge Funds: 62 Northrop Grumman’s (NYSE:NOC) wide moat comes from its edge in stealth aircraft. It developed the […]

Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it more challenging to maintain high growth rates as they’ve already captured significant portions of their markets.

Northrop Grumman (NYSE:NOC) has started flight tests of its XRQ-73 SHEPARD uncrewed aircraft for DARPA, marking a key step for hybrid-electric propulsion in military aviation. The company has been formally engaged by the Australian government to establish domestic solid rocket motor production, expanding its role in allied missile and propulsion supply chains. For investors tracking defense and aerospace, these updates highlight where Northrop Grumman is applying engineering and program...

LMT gains from a $186.4B backlog, F-35 demand and global defense deals, but program delays and high debt may keep new investors cautious.

Under the direction of President Donald Trump, the Pentagon on Friday released dozens of files totaling thousands of pages about “Unidentified Anomalous Phenomena.” Investors, however, may be thinking about them as unidentified flying objects, or UFOs. The first interesting tidbit was about an aircraft that in 2023 made “multiple 90-degree turns at an estimated 80 mph.” That is indicative of potentially impressive technology in propulsion, control, and materials science that would interest investors looking at jet and jet engine makers, such as Lockheed Martin and GE Aerospace.

Record revenue, upbeat guidance, and a swelling defense-backed backlog put this space contractor in sharp focus, today, May 8, 2026.

JOBY's first-quarter 2026 loss matches estimates, and the company expects 2026 revenues in the range of $105M-$115M.

Quarterly results reveal distinct revenue patterns for both defense giants, with recent moves in production capacity and margins adding new dimensions to the 8‑

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.

Rocket Lab (RKLB) has undergone a fundamental valuation rerating, with its stock delivering a 240 percent return over the past year to reach a 45.4 billion dollar market capitalization. (See why RKLB stock moved). The Q1 2026 results indicate that the company has transitioned from its origins as a small-cap launch provider into a large-cap aerospace prime mover. Revenue surged 63.5 percent year-over-year to a record $200.3 million, surpassing the $193.5 million consensus estimate. This growth is

Palantir will soon get a chance to show off its technical expertise to the Army.