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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.
(Updates with economic data, recent oil price movement, world markets' overview and corporate stock
The State Department notified Congress that it plans to sell Saudi Arabia up to 48 F-35 warplanes in a first-time sale that could be worth as much as $24.3 billion. The sale of the Lockheed Martin Corp. fighter jet to Saudi Arabia has been in the works for a number of years. President Donald Trump signaled in November the US would sell F-35s to the Kingdom, offering Crown Prince Mohammed bin Salman a prize he's long cherished, ahead of a visit to the White House that month. Meantime, the Pentagon and Lockheed Martin Corp. are moving to speed up the production of a new classified air-to-air missile for US Air Force and Navy jets that's seen as vital to deterring China. For more, we speak with Wayne Sanders, Senior Defense Research Analyst for Bloomberg Intelligence.
Lockheed Martin’s CEO said the weapons maker was running ahead of schedule on its plan to more than triple production of sorely needed Patriot missiles. The massive orders will change the share of revenue that the company generates from missile sales, Taiclet said Thursday.
On this episode of Stock Movers: - Generac (GNRC) shares are jumping after the company and Amazon execute a long-term supply agreement, with initial deliveries of backup generators expected to total $2.4b in 2027, 2028. - CoreWeave (CRWV) is the most actively traded stock in the premarket as it kicked off a fresh round of fundraising that includes a $3 billion convertible bond issue and a vehicle for potential share sales. - Lockheed Martin (LMT) shares are moving on news the Pentagon and Lockheed Martin have struck a framework agreement for a multi-year production contract for the Joint Advanced Tactical Missile, or JATM.
The Detroit automaker’s partnership with Lockheed Martin is a potential lift to America’s munitions supplies depleted by the conflicts in Ukraine and the Middle East.
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.
Boeing (BA) grew revenue faster over the past twelve months than any of its aerospace and defense peers, GE Aerospace included, and its stock still fell. It is also the only one in that group running an operating loss. The growth has come with rising airplane deliveries, and the market is waiting to see whether those airplanes earn a margin.
Investing.com -- A potential ban on Bombardier aircraft sales in the United States could hit the Canadian jet maker’s largest market and disrupt an aerospace supply chain spanning thousands of U.S. companies, BofA analysts said.
Two partnerships. Two industries. One company quietly expanding its reach in ways investors should notice.
Stock markets rebound ahead of the CPI inflation report, diesel prices soar, and more news to start your day.
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
The bank’s upgrade points to a demand trend it says isn’t going away anytime soon.
Investing.com -- Lockheed Martin is poised for stronger and more durable earnings growth than investors currently expect, with rising missile demand, F-35 sustainment and other defense programs supporting a multi-year expansion, UBS said on Tuesday as it upgraded the defense contractor to Buy from Neutral. UBS raised its 12-month price target to $674 from $581, implying about 26% upside from the report's Sept. 4 share price of $524.48. The bank expects the company to deliver a 9% revenue compoun
Wall Street returns from summer vacation to a market suddenly bracing for a rate hike, with fresh analyst calls on Intel, Lockheed Martin, Amgen, and SpaceX adding more pressure points to an already tense week.
The government wants far more interceptors, fast, and only these companies can deliver them.
The European CEO of US defence company Lockheed Martin said transatlantic partnerships such as the one with Rheinmetall will build a credible deterrence and economic benefits on both sides. Dennis Goege spoke with Bloomberg's Lizzy Burden from Frankfurt.
A veteran investor openly admits he wants SpaceX shares but refuses to touch them, and his reasoning points to a risk most retail investors are completely overlooking before the stock even opens for trading.
The defense contractor Lyntris sold 17 million shares in its IPO. The stock will begin trading on Wednesday.
The Department of Defense has been pushing contractors to ramp up production of critical munitions. RTX stock rose about 1% on Monday.
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.
The defense contractor said itis making a multimillion-dollar investment to develop a modular system for delivering different payloads on hypersonic weapons, as the U.S. military seeks to accelerate development of the technology.
Elbit Systems fell solidly after beating earnings. Iran war disruption fears and declining aerospace sales were possible reasons.
Forget the usual Wall Street qualifiers. Jim Cramer went straight for the superlatives on Lockheed Martin (LMT). During the August 6 episode of CNBC's Mad Money Lightning Round, he called the stock "sensational" and its CEO "fantastic." Two words that leave little doubt about where he stands. ...
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