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Lockheed Martin just delivered a blowout quarter with a record-breaking backlog, yet the stock sits near a six-month low while one Wall Street analyst sees nearly 30% upside. The real question is whether a single ugly quarter buried a defense giant or exposed something deeper.

Monday's approval was already telegraphed, the rare double upgrade beside it was not, and the finished flight test frees engineering capacity for a different program entirely.

The DOD tapped Lockheed Martin, Northrop Grumman to accelerate Patriot, THAAD production. Anduril looks to build unmanned boats.

LDOS beats Q2 earnings and revenue estimates as defense, homeland and intelligence demand fuel growth, prompting higher 2026 guidance.

Cybersecurity stocks have shrugged off AI fears. The Amplify Cybersecurity ETF is a diversified way to play the sector.

Boeing is delivering airplanes at a pace it has not managed in years, and almost none of the profit those airplanes will carry has shown up yet.

Investing.com -- Russia launched a large-scale missile and drone attack on Kyiv overnight, killing nine people, injuring at least 30 and damaging Lithuania’s embassy, Ukrainian and Lithuanian officials said on Saturday.

Investing.com -- The U.S. and its allies conducted their largest Rim of the Pacific maritime exercise to date, demonstrating deepening military cooperation amid concerns about China and North Korea, the Wall Street Journal reported.

Investing.com -- President Donald Trump has ordered the U.S. military to launch a fresh attack against Iran that could begin as soon as this weekend and continue for several days, the Wall Street Journal reported, citing American officials.

GE Aerospace tops NOC on stronger growth estimates, share gains and commercial engine momentum despite a steeper valuation.

The push to end China's dominance in rare earth magnets is gaining momentum as North America builds an integrated supply chain from mine to magnet.

Huntington Ingalls beats Q2 earnings and revenue estimates as higher ship volumes fuel growth, while new awards lift backlog to $57.3 billion.

HXL's Q2 adjusted EPS rises 32% and beats estimates, while sales climb 8% as aerospace demand and stronger margins lift results.

Its five-year correlation and its return gap say most of this has been the company's own story, and the capture readings say you will feel every market swing along the way.

Northrop Grumman Corp (NYSE:NOC)’s leadership in military aviation received another boost after the U.S. Navy awarded the company a $1.2 billion contract. The award reinforces the company’s growing backlog and highlights why rising global defense spending continues to strengthen its long-term investment case. The $1.2 billion contract is for the production and support of three E-2D Advanced […]

GD beats Q2 earnings and revenue estimates as all four segments rise, led by Aerospace and Marine Systems, while cash strengthens.

RTX's headline numbers looked great, but the real story on its earnings call was about a coming slowdown and a tough choice in its engine business.

BA's Q2 revenues beat estimates and backlog hits a record $715.3 billion, but a wider-than-expected adjusted loss tempered the stronger sales performance.

TXT tops Q2 earnings and revenue estimates as Bell and Systems growth offsets mixed Aviation deliveries, while reaffirming full-year guidance.

The jet-engine giant's stock is flying at a premium to its peers, but its performance on the ground tells a more complicated story.

The aerospace and defense giant is standing out in a weak market, but its real value lies in a long history of moving independently.

Northrop Grumman, D.R. Horton, Capital One and Charles Schwab reported Q2 earnings beats on July 21, revealing diverging trends in defense, housing and financials sectors.

Investing.com -- The United States and Japan joined the Philippines for five days of maritime exercises in the South China Sea as Manila and Beijing traded accusations over several confrontations in the disputed waters, Reuters reported.

Investing.com -- Falling debris from an overnight Russian attack triggered fires in at least three districts of Kyiv early Sunday, Reuters reported, citing Mayor Vitali Klitschko.

Lockheed Martin, Northrop Grumman, and RTX posted record backlogs and raised guidance this week, driven by both near-term missile defense demand and long-term military modernization programs.

Firms like Northrop Grumman are struggling on the market despite record military spending. Investors are now watching Congress—and a new generation of startups.

The defense giant's order book is overflowing with years of future work, but turning those large contracts into profitable growth is the real test for investors today.

Defense ETFs are gaining attention as solid Q2 earnings, rising military spending and escalating Middle East tensions strengthen the sector's outlook.

Here is a way to get paid a real income stream on your RTX shares right now, cash you keep no matter what, in exchange for agreeing to sell at a price nicely above today's.

NEW YORK, July 24 (Reuters) - Defense tech firm Anduril is in discussions with investors for a new funding round that could see ‌it valued at roughly $100 billion, rivaling companies such as Northrop Grumman and Lockheed Martin, ‌two sources familiar with the matter told Reuters. The funding round and the valuations, reported here for the first time, ​are still fluid, the sources said.