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

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.

AeroVironment (AVAV) shares rose early Thursday after its fiscal first-quarter earnings and revenue

Wall Street has bid up defense contractors on geopolitical tensions alongside expanded missile-defense funding, but Northrop Grumman Corporation (NYSE:NOC) remains an outlier. On September 4, 2026, the company secured a $508.5 million Missile Defense Agency contract for ICBM and IRBM target flight-test support running through 2035. The non-competitive contract follows the $3 billion (approx.) in […]

FEATURE Defense stocks have been surprisingly lousy lately. That could change as the midterm elections approach. Wall Street has some new ideas for investors to consider. Coming into Tuesday trading, the exchange-traded fund was down 7% since the start of the Iran war in late February, underperforming the by almost 20 percentage points.

Rocket Lab (RKLB) trades near $64, about 57% below the high it set inside the last year, though it is still up 49.5% over twelve months against 19.7% for the S&P 500. The business did not break along the way. What changed is the wait: how long before Neutron flies, and how much cash goes out first.

At $337 a share, GE Aerospace (GE) trades at 39 times trailing earnings, which is not typically where an investment thesis begins. The bullish case here centers on cash generation instead. Management has raised 2026 free cash flow guidance to $8.9 billion to $9.2 billion, and on the CFO's own account that is more cash than the company expected to generate in 2028 when it framed that year in July 2025.

RDW invests in next-generation phased-array technology to expand military communications across LEO, MEO and GEO.

Despite pressures galore, August was another positive month. Plus: A Financial Flashback to 25 years ago, when markets shut down after 9/11.

Investing.com -- The White House has reviewed candidates who could potentially replace U.S. Deputy Secretary of Defense Steve Feinberg, Reuters reported exclusively on Friday, citing three people familiar with the discussions.

Northrop Grumman has underperformed the S&P 500 over the past year, but analysts are cautiously optimistic about the stock’s prospects.

BA's defense growth and valuation discount offer appeal, but production delays, cancellations and 777X challenges cloud its outlook.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

GE Aerospace (GE) stock trades at about $329.50, about 14% below the $381.22 high it set inside the past year, and most of the decline is recent. It has fallen 12.7% over the past month. In July the company raised its 2026 guidance across the board.

Boeing (BA) trades at $208.87, down 12.0% over the past twelve months while the S&P 500 returned 20.5%. The complaint behind it is simple: the company still loses money building airplanes. What complicates it is how fast that loss is shrinking.

Lockheed Martin (LMT) has spent the past three years handing its owners a slightly bigger slice of the company each year, and the arithmetic worked. Earnings per share grew faster than net income. The stock now sits well below its 52-week high, which makes the question worth asking again: is that quiet compounding still running at the speed the record suggests.

Rocket Lab (RKLB) has fallen about 49% over the past three months, while signing the biggest launch contract in its history. The risk sits in the gap between those two facts. The threat is not on the demand side. It is that the company spends far ahead of Neutron, the rocket meant to turn its cash around, and Neutron has not flown.

Kratos Defense and Security Solutions and Northrop Grumman are two great ways to play the trend toward increased military drone spending.

LHX's $1 billion strategic investment targets missile manufacturing expansion, creating a potential path for greater capacity and growth.

LMT's shares are outperforming as defense demand drives record backlog and new opportunities, but program risks and debt cloud the outlook.

Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.

Renewed U.S.-Iran tensions are fueling defense demand, spotlighting ETFs offering diversified exposure to aerospace and defense stocks.

The aerospace leader's stock has pulled back 10%, but how has the ticker historically responded when sell-offs turn into deeper 20% dips.

In August 2026, Kratos Defense & Security Solutions announced that Kratos and Northrop Grumman Mission Systems had been awarded the U.S. Marine Corps’ MUX TACAIR CCA contract to rapidly develop Missionized Valkyrie Air Vehicle platforms using Northrop Grumman’s mission kit and Open Architecture Autonomy Software, with the first prototype targeted for completion in summer 2026. This contract underscores Northrop Grumman’s growing role in autonomous, open-architecture combat aircraft systems,...

Defense ETFs like ITA offer diversified exposure as the latest U.S.-Iran escalation boosts demand for defense products.

Northrop Grumman stock is being priced by the market at a recent close of US$545.57, while both the Discounted Cash Flow (DCF) intrinsic value estimate and earnings-based multiples point to the shares trading at a discount, even though the broader valuation checks only give it a mixed score rather than a clear bargain label. Over the past 5 years, Northrop Grumman has returned 61.0%, which shows the stock has already rewarded patient holders even before considering any valuation gap...

This upcoming cash dividend of $2.47 per share is payable on 2026-09-16, marking another milestone in the company's long history of rewarding shareholders. As investors look forward to this payment, the spotlight also shines on the company's dividend history, yield, and growth rates. Using the data from GuruFocus, let's delve into Northrop Grumman Corp's dividend performance and assess its sustainability for value-oriented investors seeking reliable income streams.

Investing.com -- At least 27 people were killed in a Russian drone strike near Kyiv overnight, as Moscow continues to intensify its war effort and expand military training across Russian schools, Bloomberg reported Saturday.

General Dynamics (GD) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.