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

Naval modernization contracts from the Navy are boosting GE Aerospace and RTX, whose recent stock pullbacks and large backlogs may offer investors a favorable entry point.

RDW expands its space and defense portfolio as backlog grows, but continued losses and contract execution risks cloud its outlook.

China just restricted 12 minerals that defense contractors need to build the next generation of laser weapons, and Raytheon's $289 billion backlog may be sitting on a supply chain fault line nobody wants to talk about.

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.

RTX stock has delivered a very strong 5 year run, yet current valuation checks send a mixed message, with a Discounted Cash Flow (DCF) view pointing to some undervaluation while market multiples look closer to fair. Recent contract wins in defense and aerospace add fresh context to that gap between price and intrinsic value estimates. Over the past 5 years RTX has returned 169.7%, which puts fresh focus on whether the current share price already embeds most of the good news. RTX’s recent...

EMBJ vs. RTX: Which Stock Is the Better Value Option?

TDY is poised to benefit as recovering air travel fuels aircraft orders, fleet utilization and aftermarket demand for aerospace products.

HWM's Forged Wheels volumes show early recovery, but weak transportation demand and supply-chain issues remain key risks.

Based on the average brokerage recommendation (ABR), RTX (RTX) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

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

GE Aerospace's commercial engines unit is riding on strong orders, rising deliveries and 27% revenue growth, with 2026 sales expected to climb about 20%.

RTX has outperformed its industry as defense demand, rising earnings estimates and solid liquidity support growth, though its premium valuation may cap upside.

The makeup of RTX's massive backlog might not be what you would expect.

RTX Corporation has outperformed the Industrial sector over the past year, and analysts are cautiously optimistic about the stock’s prospects.

BA's defense business is gaining momentum, with $85 billion in backlog and key programs moving into low-rate production.

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 the most recent trading session, RTX (RTX) closed at $207.73, indicating a -1.88% shift from the previous trading day.

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

The commercial aerospace and defense businesses support each other across a range of market conditions, and their backlogs help secure their cash flows and business operations.

RTX (RTX) is back in focus after its Raytheon business received a US$22.9b, seven year contract from the U.S. military to ramp Tomahawk missile production from 60 to 1,000 units annually. RTX shares trade at US$212.08 after a strong run, with an 18.05% 90-day share price return and a 13.26% year-to-date share price return. The 1-year total shareholder return of 33.96% points to momentum that aligns with these recent contract wins and capacity expansions. Spot 92 nuclear energy infrastructure...

TDG's commercial aftermarket revenues rise 17% in fiscal Q3 2026, with strong bookings prompting a higher full-year growth outlook.

Here is how RTX (RTX) and Rolls-Royce Holdings PLC (RYCEY) have performed compared to their sector so far this year.

GE targets stronger margins through cost control and backlog conversion as inflation and growth investments pressure profitability.

Boeing's turnaround is real, but its trailing profit is not yet coming out of the operating line, and the higher rate steps that would change that are scheduled inside other companies' plants.

On August 17, the U.S. military awarded RTX Corporation (NYSE:RTX)’s Raytheon business a $22.9 billion contract to accelerate the production of Tomahawk missiles, a mainstay of the Navy’s fleet. The development comes as the United States scrambles to replenish depleted stockpiles after using and providing allies with munitions to use during the conflict with Iran, […]

Air Force enlists Boeing, RTX for B-52 modernization program. Northrop Grumman receives update for deep space radar contract.