News

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.

RTX (NYSE:RTX) unit Pratt & Whitney signed a new production licensing agreement for its F100-PW-229 fighter engine with Hermeus. The accord allows Hermeus to manufacture the F100-PW-229, a widely used engine across U.S. military fighter aircraft fleets. Pratt & Whitney also completed the F135 Engine Core Upgrade Risk Reduction Design Review for the engine that powers the F-35. The Hermeus F100-PW-229 deal and F135 core upgrade milestone are important, but investors should weigh RTX's broader...

Huntington Ingalls' $2.2B STINGRAI award and broad ISR capabilities could strengthen Mission Technologies as U.S. defense demand for all-domain intelligence grows.

RTX has a record backlog, rising defense orders, and surging commercial aerospace demand. Lucid has a promising new vehicle and a long road to profitability.

RTX (RTX) reached $195.34 at the closing of the latest trading day, reflecting a -1.18% change compared to its last close.

Even if they go mostly unnoticed, industrial businesses are the backbone of our country. But they are at the whim of volatile macroeconomic factors that influence capital spending (like interest rates), and the industry has underperformed the market over the past six months as its 5% return lagged the S&P 500 by 8.3 percentage points.

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.

On August 27, RTX Corporation (NYSE:RTX) announced that its Raytheon unit had completed a $50 million expansion of its Forest, Mississippi, manufacturing facility. The project is set to expand the production capacity for vital electronic warfare and radar systems, including the Next Generation Jammer Mid-Band (NGJ-MB) and other airborne radar programs. For investors, the question […]

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

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.

Goldman Sachs, RTX and Abbott lead Zacks' latest research, with growth drivers balanced by costs, supply-chain and market risks.

Goldman Sachs, RTX and Abbott headline today's research, with growth drivers, risks and strategic moves shaping their outlooks.

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.

GE Aerospace's Defense & Propulsion Technologies unit posts strong revenue, orders and profit growth, backed by defense demand and recent contracts.

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.

RTX's GTF fleet creates a growing aftermarket opportunity as Pratt & Whitney expands its global support network and advances engine capabilities.

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

Defense company RTX is working with fusion energy startup Xcimer, using technology that harks back to the Cold War era.

GE Aerospace is acquiring CPP to expand its mission-critical aircraft engine components business and strengthen manufacturing capabilities.

LHX expands its missile-defense role with a $4.7 billion PAC-3 award, supporting propulsion production and manufacturing capacity expansion.

HWM's 26.5% year-to-date rally is backed by aerospace demand and raised 2026 guidance, though rich valuation and SpaceX competition pose risks.

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.

RTX's $472M Chinook contract supports avionics upgrades, fleet readiness and Army modernization, strengthening its defense backlog and growth prospects.

ATI, Astronics, and Ducommun each posted record backlogs amid rising defense spending, but their margins, leverage, and guidance suggest differing abilities to convert orders into profit.

LMT deepens its India presence through Javelin co-production plans aimed at expanding local manufacturing and supply-chain capabilities.

RTX Corporation (NYSE:RTX) is increasingly benefiting from surging demand for missiles, air-defense systems, and other military equipment as geopolitical tensions rise and governments expand defense spending. The stock is already up about 9% year-to-date, as investors increasingly price in the company’s growing defense backlog and stronger long-term demand. Soaring Defense Backlog On September 1, the […]

TDG is expanding its proprietary aerospace portfolio through disciplined acquisitions that bolster aftermarket capabilities and long-term growth.

General Dynamics' $194.1M Navy contract strengthens its role in sea-launched cruise missile support and adds visibility into future strategic defense revenues.