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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.

Rocket Lab stock is well off its high again, and its shock record says the most serious damage comes from rate moves rather than from anything on the launch pad.

Northrop Grumman secured two multi year defense agreements exceeding $3 billion to accelerate production and delivery of critical munitions and missile defense technologies. The contracts support rising global demand for the PAC-3 MSE and THAAD systems used by the U.S. and allied defense programs. These agreements extend over multiple years and focus on scaling capacity for advanced missile defense components. For investors watching Northrop Grumman, ticker NYSE:NOC, these contracts arrive...

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

The company, among other things, is doubling capacity at its Utah facilities to deliver solid rocket motors and nearly tripling capacity at the Allegany Ballistics Lab in West Virginia.

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.

Northrop Grumman signed two agreements totaling $3 billion to speed up production of missile interceptors.

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.

LHX tops Q2 earnings and revenue estimates, delivers growth across all segments and raises its 2026 outlook.

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.

The defense contractor reported second-quarter earnings per share of $3.13. Wall Street was looking for $2.80.

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 […]

General Dynamics (GD) reported fiscal second-quarter results ahead of Wall Street estimates and incr

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.

General Dynamics has managed to avoid much of the defense stock pain that came after fighting began in Iran. Wall Street was looking for earnings per share of $3.96 from sales of $13.5 billion. Operating profit margin was 10.4%, up 0.4 percentage point year-over-year.

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.

Global defense spending is entering a historic expansion phase, driven by geopolitical flashpoints from Ukraine to the Indo‑Pacific and record Pentagon budgets. NATO allies are racing to meet or exceed 2% of GDP defense commitments, while the U.S. has proposed a $1.5 trillion military budget for FY2027. Against this backdrop of rising military allocations and […]

Northrop Grumman Corporation (NYSE:NOC) beat quarterly expectations, secured $20 billion in net awards, reported record backlog, and raised its 2026 sales and MTM-adjusted earnings forecasts. Yet the shares closed 2.23% lower at $512.29 on July 21. The contradiction becomes clearer when the quality of the earnings beat is separated from the size of the order […]