News

The defense industry environment is changing, and it's putting pressure on traditional ways of doing business.

Boeing (BA) stock is down about 8% over the past year and trades about 22% below its 52-week high. Inside the factories the picture reads differently: the company is delivering airplanes at a pace it has not managed since 2018, against a record order book. The upside case rests on a clear assumption: translating that delivery pace into positive free cash flow.

Domestic radar production supports delivery, but federal cost inflation can reshape procurement economics.

RTX has ridden a powerful multi year run, yet with the stock around US$193.54 after a recent pullback, the real question is whether that price is still anchored to the cash the business can generate over time. Over the past 3 years the share price has climbed 182.9%, which puts a lot of past optimism and current expectations on the line for anyone asking what cash flows can reasonably support. Fresh contracts and investments at Pratt & Whitney and Raytheon, from the F135 Engine Core Upgrade...

A new JATM framework agreement with Lockheed Martin could boost missile production and create broader opportunities across defense ETFs.

LHX is broadening its global customer base, with international operations and regional presence creating avenues for continued growth.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

US equity futures were slightly higher pre-bell Friday as the major stock averages posted a rebound

A caller asked what was going on with RTX Corporation (NYSE:RTX) during the September 16 episode of Mad Money. In response, Jim Cramer said: Okay, here’s what’s happening. We’ve been looking at companies that have high price-to-earnings multiples, and we’ve been shrinking them. As the Fed raises rates, the multiple that people pay for earnings […]

Boeing's CEO just admitted the 737 MAX ramp is taking longer than promised, sending shares sliding again, yet one prominent analyst refuses to budge on a price target that dwarfs anything else in US aerospace.

TDG's defense revenues rise 11% in fiscal Q3 2026 as strong bookings and backlog support its U.S. defense aerospace growth outlook.

LMT is ramping JATM production as U.S. and allied demand grows, supporting faster deliveries and potential long-term program expansion.

On September 4, RTX Corporation (NYSE:RTX) announced that its Pratt & Whitney business was investing $25 million to expand its manufacturing facility in Niepołomice, Poland. The site produces complex tubular assemblies for both military and commercial engines. The expanded facility will begin operations in 2028 and create over 120 jobs. Niepołomice already delivers precision components […]

In the most recent trading session, RTX (RTX) closed at $193.54, indicating a -1.67% shift from the previous trading day.

HWM's defense aerospace revenues are rising on strong demand for F-35 and legacy fighter jet spares, while new initiatives could support further growth.

Key Stats for RTX StockCurrent Price: $195. 50Target Price (Mid): ~$247Street Target: ~$235Potential Total Return: ~27%Annualized IRR: ~6% / yearWhat Happened?RTX Corporation (RTX) closed at $195.

GM has started making Patriot missile parts for Lockheed Martin as the Pentagon seeks to restock its inventory.

RTX just landed one of the biggest missile contracts in Pentagon history, yet Jim Cramer told a Florida caller to brace for more pain ahead. Here is why a $289 billion backlog may not be enough to stop the bleeding.

Speaking at Morgan Stanley’s Laguna Conference, RTX CEO Chris Calio highlighted a $289 billion backlog that could support the company’s growth for years.

As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the defense contractors industry, including RTX (NYSE:RTX) and its peers.

GE Aerospace (GE) has more engine work booked than it can currently perform, and that visibility is much of why people own the shares. The option chain does not treat the stock as settled. At about $307, contracts running twelve months out carry a band from near $216.93 to near $434.6, with roughly a two-in-three chance the stock finishes inside it.

GEs higher dividend, $20B buyback authorization and raised 2026 free cash flow outlook support its strong shareholder returns.

The Pentagon just confirmed on-orbit space weapons, and SpaceX sits at the center of a multibillion-dollar architecture that transforms that announcement into hard contracts. Here is what the move means for the stock and the sector names getting pulled along with it.

Defense contractors sell to a customer whose budget is written into law years in advance, and that single fact changes everything about how their dividends behave. Five names are quietly turning trillion-dollar Pentagon commitments into income streams most investors overlook.

RTX (RTX) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

RTX broadens its defense communications portfolio with satellite, a Very Low Frequency communication subsystem, and command-and-control capabilities.

LDOS' $875M Navy contract extension expands its defense IT role, supports 650,000+ personnel and adds revenue visibility amid network modernization.

Here is how Howmet (HWM) and RTX (RTX) have performed compared to their sector so far this year.

RTX (NYSE:RTX) Chairman, President and CEO Chris Calio said the aerospace and defense company remains positioned to benefit from sustained commercial aviation and defense demand, citing a $289 billion backlog that was up 22% from a year earlier. Speaking at a Morgan Stanley aerospace and defense co

On August 14, the Pentagon announced framework agreements with The Boeing Company (NYSE:BA) and RTX Corporation (NYSE:RTX) to increase component production for the SM-3 Block IIA and SM-3 Block IB interceptors. Both agreements are intended to increase the output of a group of ship-fired, surface-to-air interceptors that serve as the foundation for the Aegis Ballistic […]