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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.

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.

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

Rocket Lab (RKLB) stock has traded between $39.48 and $150.23 over the past 52 weeks. It now sits about 58% below its 52-week high, and anyone who bought twelve months ago is still up about 19%. None of that tells you what you would be buying today. Rocket Lab sells two quite different things, and the one its name points at is the smaller of them.

On Monday, the U.S. Space Force confirmed the existence of space-based weapons, though what exactly is in space is classified. The news represents a milestone in military technology. Space is the new strategic high ground.

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.

GE Aerospace (GE) trades near $318, up 13.4% over the past twelve months. Behind that price sits a commercial services backlog of roughly $170 billion, work on engines already flying. The easy read is that the good news is in the price, and the coming three years just work that backlog off. A three-year scenario on the company's own numbers puts a size on what is left.

Star Wars is no longer science fiction. On Monday, the U.S. Space Force confirmed the existence of space-based weapons, though what is in space is classified. The Pentagon didn’t immediately respond to a request for comment.

BA's KC-46 contract ceiling jumps to $19.1B, expanding foreign sales and strengthening long-term defense revenue visibility through 2035.

LightPath Technologies posted 73% YOY revenue growth and a swelling backlog as it pivots to defense optics, earning a Moderate Buy consensus despite wider net losses.

Lockheed (LMT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

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.

One orbits the Earth, the other aims to transform urban commutes, but their paths to profitability diverge sharply on cash burn and regulatory risk.

Two partnerships. Two industries. One company quietly expanding its reach in ways investors should notice.

Investing.com -- U.S. officials have linked high-resolution satellite imagery supplied to Iran by Chinese entities to a July missile strike on a U.S. base in Jordan that killed three American troops, the Wall Street Journal reported exclusively on Friday.

Rocket Lab (RKLB) stock fell 39% between mid-June and September 10, while the S&P 500 gained 2.4%. The stock fell 39%—about twice as far as L3Harris Technologies, down 18.9%, and far more than Lockheed Martin, down 1.3%, and Northrop Grumman, down 5.3%—suggesting company-specific headwinds compounded broader sector softness. Yet the company just posted record revenue, and the CEO counts more than $1 billion of new contracts since Q2 2026 began. None of that changed the Neutron rocket's calendar.

NOC's European expansion spans IBCS, weapons and surveillance as NATO allies boost defense investment and local industrial capacity.

International Business Machines is expanding its quantum footprint with a new ETH Zurich hub, bringing advanced computing to Swiss researchers and businesses.

KTOS' $175 million Project Anaconda deal is likely to expand its U.S. Navy radar sustainment role and position it for additional work in later phases.

Stock markets rebound ahead of the CPI inflation report, diesel prices soar, and more news to start your day.

Lockheed Martin and IBM are using Switzerland's F-35 defense offset obligations to fund a quantum computing hub at ETH Zurich, pairing IBM's Nighthawk r2 processor with the Alps supercomputer.

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.

The Navy will soon announce whether Boeing or Northrop Grumman will build the sixth-generation fighter jet.

Intuitive Machines has surged 75.4% in a year as contract wins and a record backlog fuel growth, but losses and rich valuation cloud near-term upside.

LDOS is expanding its hypersonics role as Army and Navy programs move toward production, boosting revenue visibility and supporting long-term growth.

Boeing (BA) stock trades near $206, down 11.3% over the past month and 10.6% over the past year, while the S&P 500 returned 18.5% over the same twelve months. The question is how far a company still posting a twelve-month operating loss could fall, and for how long.

The Navy will soon announce whether Boeing or Northrop Grumman will build the sixth-generation fighter jet.

International Business Machines and Lockheed Martin might seem like an unlikely pairing, but the storied tech giant and defense titan share common ground: quantum computing. The companies are taking their existing partnership a step further with the formation of a quantum innovation hub in Switzerland, IBM and Lockheed announced Thursday. At the heart of the agreement is the deployment of an IBM Quantum System Two, the latest generation of the company’s flagship quantum computer, which will be accessible to academics, researchers, and enterprises in the country.