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BA gains on strong aircraft orders, defense backlog growth and aviation services demand, though trade tensions and cancellations remain risks.

GE stock surges on strong aerospace demand and major engine deals, but high debt, rising costs and rich valuation may limit upside.

Under the direction of President Donald Trump, the Pentagon on Friday released dozens of files totaling thousands of pages about “Unidentified Anomalous Phenomena.” Investors, however, may be thinking about them as unidentified flying objects, or UFOs. The first interesting tidbit was about an aircraft that in 2023 made “multiple 90-degree turns at an estimated 80 mph.” That is indicative of potentially impressive technology in propulsion, control, and materials science that would interest investors looking at jet and jet engine makers, such as Lockheed Martin and GE Aerospace.

Investing.com -- The U.S. government has issued new sanctions against three Chinese satellite imagery companies, alleging they provided critical intelligence to Iran that facilitated military strikes against American forces in the Middle East.

Investing.com -- U.S. forces struck and disabled two empty Iranian-flagged oil tankers attempting to breach a naval blockade on Friday, as Washington awaits a formal response from Tehran on a proposed framework to end the two-month-old war.

RTX (RTX) is confident that risks from higher fuel prices to its aerospace aftermarket business are

JOBY's first-quarter 2026 loss matches estimates, and the company expects 2026 revenues in the range of $105M-$115M.

EMBJ misses Q1 earnings estimates, but revenues jump 31% year over year as jet deliveries and backlog showed strong growth.

ACHR advances eVTOL partnerships and infrastructure efforts as investors weigh supply-chain risks and adoption challenges.

In early May 2026, Raytheon, an RTX business, received its largest SharpSight radar order to date, a 120-unit contract from distributor Blue Raven that includes production and sustainment to speed global access to advanced multi-domain surveillance systems. This record radar order, combined with RTX’s broader push to raise defense production capacity and shorten delivery timelines, underscores how demand for more capable and quickly deployable surveillance solutions is reshaping the...

A year ago, Rocket Lab reported a gross profit of $35.2 million from sales of $122.6 million. Looking ahead, Rocket Lab expects second-quarter sales of $225 million to $240 million. Rocket Lab stock was up 5.9% in after-hours trading at $83.21.

(Bloomberg) -- Secretary of State Marco Rubio approved the sale of hundreds of prized air-defense interceptors and other weapons to Middle East partners in deals worth $25.8 billion, three times the amount disclosed when the administration announced the agreements last week.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealChin

Palantir will soon get a chance to show off its technical expertise to the Army.

RTX outpaced its industry over three months as new defense contracts, sensor deliveries and factory investments support growth hopes.

HWM tops Q1 estimates as aerospace and gas turbine demand lift sales, margins and earnings, prompting higher 2026 guidance.

Markets can handle bad news. What they struggle with is uncertainty. That’s why investors have spent much of 2026 reacting just as much to geopolitical headlines as to earnings reports — from Iran tensions to tariff threats to the growing militarization of trade routes. Now President Donald Trump has opened another front investors may need ... Trump Says U.S. Ground Forces Will Fight Mexico’s Drug Cartels: ‘If They’re Not Gonna Do the Job, We Will.’

Airbus lands AirAsia order for 150 planes. Boeing wins a modification for its Air Force One contract. Both stocks rise in cup bases.

Stock market corrections are painful. GE Aerospace (don’t call it General Electric) stock has been unfairly punished since its first-quarter earnings report, with investors’ gaze now narrowly focused on the Middle East rather than on a horizon filled with more planes powered by GE’s aircraft engines. Problems started for GE Aerospace stock in March, right after missiles started flying in Iran.

European governments are pushing defense budgets higher than at any point since the Cold War, and three exchange-traded funds offer distinct ways to ride the spending cycle: the iShares U.S. Aerospace & Defense ETF (NYSEARCA:ITA), the First Trust Indxx Aerospace & Defense ETF (NASDAQ:MISL), and the Select STOXX Europe Aerospace & Defense ETF (NYSEARCA:EUAD). Each ... 3 Defense ETFs to Buy as Europe Rearming Cycle Accelerates Into 2026

RTX Corporation (NYSE:RTX) is among the 10 Best Large Cap Defense Stocks to Buy According to Hedge Funds. On April 30, the company announced that its board of directors had approved a quarterly cash dividend of $0.73 per share, representing a 7.4% sequential increase. The amount is scheduled for payment on June 11, 2026, to […]

RTX reported a record $271b backlog, described as up 25% year over year, alongside higher production across Pratt & Whitney, Raytheon and munitions lines. Raytheon-built interceptors were reportedly used in live U.S. Navy operations in the Strait of Hormuz, highlighting RTX’s role in active missile defense. RTX leadership engaged with Ursa Major to support solid rocket motor supply as the U.S. focuses on replenishing munitions stockpiles. NYSE:RTX trades around $172.87, with the stock up...

RDW to report first-quarter results, with demand across space infrastructure and defense tech in focus, as higher research and development costs loom.

Leidos tops Q1 EPS and revenue estimates, lifts 2026 outlook as backlog hits $48.4B on intelligence, energy infrastructure and ATC demand.

Huntington Ingalls tops Q1 EPS and revenue estimates as volumes rise; $4B in new awards lifts backlog to $54B and 2026 guidance stays intact.

The U.S. Navy fired interceptors at inbound Iranian cruise missiles in the Strait of Hormuz yesterday morning. Those interceptors were almost certainly built by Raytheon. CENTCOM commander Adm. Brad Cooper said Iran fired cruise missiles at U.S. Navy ships and drones at commercial vessels, all of which were engaged with no U.S. Navy or U.S.-flagged ... U.S. Navy intercepts Iranian cruise missiles — 4 defense stocks to watch today

For two decades, China has used pricing manipulation, export controls, and market flooding to stop Western companies building independent rare earth supply chains, but one company just broke that playbook.

On CNBC's “Mad Money Lightning Round,” Jim Cramer recommended buying RTX Corp, saying it is a “monster” right here. “It's down a lot. It makes no sense,” he added. “It's because there's not enough aircraft servicing, because people feel that people aren't going to fly anymore. Wrong!” RTX, on April 30, raised its quarterly dividend from 68 cents to 73 cents per share. Don't Miss: Think Your ‘Safe' Stocks Protect You? You're Ignoring the Real Growth Triggers — Here's What to Add Now Caught With N

RTX Corporation (NYSE:RTX) was among the stocks on Jim Cramer’s radar on Mad Money. A caller sought Cramer’s opinion of the stock, and he replied: Well, I mean, hey, RTX is down very big… RTX is a monster right here, and I’d buy it aggressively. It’s down a lot. It makes no sense. It’s because […]

The iShares U.S. Aerospace & Defense ETF rallied 23% to $250, then fell 16% to $210. It is now stabilizing around $217.

HII heads into Q1 with broad segment sales growth expected, but rising admin and interest costs could pressure earnings.