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The commercial space economy has shifted from a story about government contracts to one about private revenue. Satellite broadband and earth observation companies are signing recurring contracts with insurers, defense buyers, and agricultural firms, while launch cadence keeps climbing and launch services revenue is moving away from cost-plus government work. Three exchange-traded funds give investors ... UFO, ROKT, and ARKX: Which Space ETF Fits Your Commercial Satellite Bet

Palantir Powers Military Tech Revolution as Army Demands Open AI Battlefield Systems

IPG Photonics (NASDAQ:IPGP) reported first-quarter 2026 results that exceeded management’s expectations, with revenue rising 17% year over year to $265 million, as improved demand—particularly tied to battery manufacturing and medical applications—supported growth, executives said on the company’s e

Lockheed Martin (NYSE:LMT) has been selected by the U.S. Space Force to lead the Space Based Interceptor missile defense demonstrator, aimed at developing a new space layer for homeland missile defense. The company also launched a secure, defense focused 5G network solution in partnership with Nokia, designed for military and mission critical communications. Lockheed Martin enters these programs with its stock at $518.15 and a return of 12.9% over the past year, 24.5% over 3 years, and...

TDG beats Q2 estimates with strong sales growth and raises full-year guidance, but rising interest expenses and debt levels add pressure.

The U.S. Army is pushing defense contractors to open up weapons’ software to new tools, including AI.

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

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

Defense contractors are struggling after a bump earlier in the year due to the outbreak of the conflict in Iran.

Lockheed’s earnings miss sent the stock to fresh lows, but with guidance intact and the stock deeply oversold, the setup is starting to look attractive.

(Bloomberg) -- Efforts continued to broker an end to the Iran war, now into its third month, as US President Donald Trump suggested the Islamic Republic’s latest peace proposal might not be enough to satisfy him.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Thousands Evacuated as Mayon Volcano EruptsIran Juggles Oil Cuts and S

The First Trust Indxx Aerospace & Defense ETF (NASDAQ:MISL) exists to solve a concentration problem: anyone betting on the defense and aerospace cycle through a single name takes on F-35 program risk, 737 certification risk, or one CEO’s execution risk. MISL spreads that bet across the prime contractors and engine makers driving the cycle. First ... MISL Investors: Watch the FY27 Budget Bill Before the Next Rally

Investing.com -- President Donald Trump announced on Saturday that he intends to reduce the U.S. military presence in Germany far beyond the initially planned 5,000-troop drawdown.

Specializing in offshore marine support, Tidewater serves global energy clients across oil, gas, and windfarm projects.

Lockheed Martin (LMT) stock is in focus after first quarter revenue and profit came in below analyst expectations, tied to F-16 and C-130 production delays, even as management reaffirmed full year guidance. See our latest analysis for Lockheed Martin. The share price reaction has been sharp, with a 30 day share price return of 17% and a 90 day share price return of 19.1%, even though the 1 year total shareholder return is 11.4% and the 5 year total shareholder return is 50.4%. This points to...

Investing.com -- Reacting to Trump’s latest decision, Germany’s Defence Minister, Boris Pistorius, said: "The presence of U.S. soldiers in Europe and especially Germany is in our interest and the interest of the U.S."He added that his country was growing its armed forces, procuring more equipment more quickly, and building more infrastructure."

Defense stocks appear to be a volatile play right now.

NOC rides a $95.6B backlog and rising defense demand, but labor shortages and compliance costs threaten near-term performance.

The defense investing playbook is getting rewritten. However, portfolios built around legacy names like Lockheed Martin Corp. (LMT) miss the shift toward autonomous systems and next-generation warfare technology reshaping Pentagon priorities. The REX Drone ETF (DRNZ) posted a 120.1% return over the past year as government spending pivots toward mass-produced autonomous drones, according to VettaFi [...]

Textron clears earnings views, announces plans to separate industrials business. Analyst rates AeroVironment a buy. Lockheed Martin, RTX land contracts.

L3Harris Technologies (LHX) raised its full-year earnings outlook Thursday after reporting stronger-

LHX tops first-quarter estimates as revenues rise across all segments on new program ramp-up and higher international volume, and lifts its 2026 EPS outlook.

Bloom Energy rides AI data center power demand with a major Oracle deal, while KB Home faces pressure from high rates, weak demand, and shrinking margins.

The companies had to “get creative” to mitigate the costs of procuring critical materials such as rare earth minerals.