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Zacks19d agoneutral

Northrop Grumman Gains From Strong Backlog and Rising Defense Demand

NOC rides a $95.6B backlog and rising defense demand, but labor shortages and compliance costs threaten near-term performance.

Investor's Business Daily20d agobullish

Textron Leads Defense Advance On Earnings, Analyst Rates AeroVironment A Buy

Textron clears earnings views, announces plans to separate industrials business. Analyst rates AeroVironment a buy. Lockheed Martin, RTX land contracts.

MT Newswires20d agobullish

L3Harris Technologies Increases 2026 Earnings Guidance Following First-Quarter Beat

L3Harris Technologies (LHX) raised its full-year earnings outlook Thursday after reporting stronger-

GD LHX LMT NOC RTX

Simply Wall St.20d agoneutral

RTX Golden Dome Role Puts Valuation And Defense Exposure In Focus

RTX (NYSE:RTX) has been named a global innovation leader, underscoring its role in advanced aerospace and defense technologies. The company has been selected by the U.S. Space Force to help develop space based missile interceptor prototypes for President Trump’s Golden Dome missile shield program. This work forms part of a multi billion dollar missile defense initiative that positions RTX among a small group of key contractors. For investors watching defense and space, this combination of...

RTX

Zacks20d agobullish

L3Harris Q1 Earnings and Revenues Beat Estimates, '26 EPS View Raised

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.

LHX LMT NOC RTX

Zacks20d agoneutral

Bloom Energy and KB Home have been highlighted as Zacks Bull and Bear of the Day

Bloom Energy rides AI data center power demand with a major Oracle deal, while KB Home faces pressure from high rates, weak demand, and shrinking margins.

BE LMT RTX

Zacks20d agobullish

Woodward's Q2 Earnings & Revenues Beat Estimates, Increase Y/Y

WWD posts 34% EPS surge and 23% sales growth in Q2, beats estimates and lifts FY26 outlook on strong Aerospace and Industrial demand.

HXL RTX TDY