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Korean Air just signed a $36.2 billion Boeing commitment stretching well into the next decade, but a record backlog and blockbuster headline numbers tell only part of the story for a manufacturer still racing to prove it can actually deliver.
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]
The defense industry is changing, creating pressure on traditional ways of working.
AeroVironment posted a Q1 revenue and earnings beat with record backlog, prompting Moderate Buy ratings from analysts and price targets implying significant upside from current levels.
AeroVironment (AVAV) shares rose early Thursday after its fiscal first-quarter earnings and revenue
Applied Aerospace & Defense fell about 10% on Wednesday after its first earnings report since going public in June.
Moby summary of Firefly Aerospace Inc.'s Q2 2026 earnings call
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 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?
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