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Boeing's CEO just admitted the 737 MAX ramp is taking longer than promised, sending shares sliding again, yet one prominent analyst refuses to budge on a price target that dwarfs anything else in US aerospace.

GM has started making Patriot missile parts for Lockheed Martin as the Pentagon seeks to restock its inventory.

RTX just landed one of the biggest missile contracts in Pentagon history, yet Jim Cramer told a Florida caller to brace for more pain ahead. Here is why a $289 billion backlog may not be enough to stop the bleeding.

On August 14, the Pentagon announced framework agreements with The Boeing Company (NYSE:BA) and RTX Corporation (NYSE:RTX) to increase component production for the SM-3 Block IIA and SM-3 Block IB interceptors. Both agreements are intended to increase the output of a group of ship-fired, surface-to-air interceptors that serve as the foundation for the Aegis Ballistic […]

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

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.

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.

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

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

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...

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, […]

Coming into Tuesday trading, shares of 10 major defense contractors Barron’s looked at—including Lockheed Martin Northrop Grumman Huntington-Ingalls Industries and others—were down an average of 17% since fighting started in Iran. Only RTX and General Dynamics were up. U.S. defense spending is at a record high, European defense spending is growing, and the Iran war is teaching the American military how to build more autonomous weapons systems and smart munitions.

The Department of Defense has been pushing contractors to ramp up production of critical munitions. RTX stock rose about 1% on Monday.

Raytheon, an RTX (NYSE:RTX) business, has secured a $22. 9 billion, seven-year contract from the U.

RTX is expanding missile production and investing in advanced defense technologies as U.S. and allied demand for precision weapons grows.

RTX stock has almost tripled over the past five years, yet current valuation checks suggest it now sits closer to fair value than to a clear bargain, with the Discounted Cash Flow (DCF) intrinsic value estimate broadly in line with the market price. RTX has delivered a 190.9% total return over five years, which puts extra focus on whether the current share price still offers an attractive risk reward profile. Recent contracts in engines, missile defense and avionics modernization can support...
Why RTX stock is back in focus after fresh missile defense contract RTX (RTX) is drawing renewed investor attention after its Raytheon business secured a US$745 million Missile Defense Agency contract for Standard Missile-3 Block IIA interceptors, along with expanded U.S. production capacity. See our latest analysis for RTX. The fresh missile defense contract arrives at a time when RTX's share price has shown firm momentum, with a 30 day share price return of 14.39% and a year to date share...
The U.S. has fired a lot of missiles lately, leaving the Defense Department motivated to quickly replace and grow its missile stocks. “When you add the $54 billion dollars in this contract modification, you’re pushing $300 billion dollars of backlog for the company,” said CEO Jim Taiclet on Fox Business. Lockheed is tripling production of its PAC-3 missiles.
Ukrainian President Volodymyr Zelenskyy said he asked President Donald Trump for an emergency winter package of Patriot air defense interceptors to protect Ukraine’s energy infrastructure from Russian attacks. Zelenskyy told Axios that Trump pledged to help secure more Patriot air...
Six members of Congress just disclosed fresh SpaceX purchases even as the entire space sector craters, with good news from Rocket Lab and AST SpaceMobile doing nothing to stop the bleeding.
On July 27, 2026, crude oil retreat lifts blue-chip sentiment, though tech weakness tempers broader gains.
RTX (NYSE:RTX) reported strong Q2 2026 results, highlighting solid performance across its aerospace and defense businesses. The company raised its full year 2026 guidance, signaling updated expectations for revenue and earnings for the rest of the year. RTX announced plans to divest Blue Canyon Technologies, aiming to sharpen its focus on core defense capabilities. The company reported record backlog levels, indicating substantial contracted work across its key segments. RTX sits at the...
Industrial stocks bucked a falling market on Thursday. The State Street Industrial Select Sector SPDR ETF popped back into in a buy zone, led by gap-ups and breakouts for CSX, RTX and others. Many holdings in this exchange traded fund delivered blowout earnings this week.
Shares of Lockheed Martin and RTX are surging premarket after both companies reported swelling order books driven by strong demand for military hardware. Defense contractor Lockheed Martin lifted its full-year estimate of sales, per-share earnings and free cash flow as its book of orders for jets, missiles and other military products hit a record $230 billion.