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Three aerospace and defense giants have moved in sharply different directions this year, and the gap between the best and worst performer has grown wide enough to matter for anyone who assumed these household names move together.
HWM's Q2 margin gains, fueled by strong aerospace demand and productivity, could support further expansion as 2026 unfolds.
While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.
RTX's growing backlog is a cornerstone of the investment case for the stock.
Growing geopolitical tensions are fueling a global arms race. According to SIPRI, global military spending hit a record $2.9 trillion in 2025, an increase of 2.9% from the previous year. Meanwhile, the Space Foundation reported that the global space economy reached $613 billion in 2024. Separately, the World Economic Forum and McKinsey projects that the […]
MSI's $1.5B D-Fend deal adds counter-drone technology and a broad customer base, creating new airspace security and cross-selling opportunities.
KTOS is ramping production as defense demand grows, with a $2.08B backlog and plans for major capacity expansion through 2028.
A brisk rally in industrial stocks this year has defied higher oil prices, rising bond yields and restrictive trade policies, as investors bet on big gains from the artificial intelligence boom. Now signs are emerging the optimism may have gone too far.
RTX expands Tomahawk production with a $22.9 billion contract, supporting higher output and strengthening its precision-strike capabilities.
AIR's $35 million Aircraft Reconfig Technologies acquisition expands in-house certification and engineering capabilities for higher-value MRO services.
Earlier this month, RTX Corporation’s Raytheon unit secured a US$22.90 billion, seven-year Tomahawk cruise missile contract with the U.S. Navy and reported Q2 2026 results that exceeded expectations alongside higher full-year guidance and continued dividend growth. This combination of a large, long-duration defense award and stronger-than-expected quarterly performance underlines RTX’s ability to convert its sizeable backlog into contracted, cash-generating programs. We’ll now explore how...
Get paid a real income now on your TransDigm shares, which you keep no matter what the stock does, in exchange for capping your gains above a higher price.
Morgan Stanley analyst Kristine Liwag on Wednesday upgraded shares of Honeywell Aerospace to Buy from Hold.
The defense contractor Lyntris sold 17 million shares in its IPO. The stock will begin trading on Wednesday.
RTX is strong, but its shares are near their highs. Here are two industrial stocks tied to AI infrastructure spending that I'd buy first.
L3Harris ousts CEO Christopher Kubasik and names Sam Mehta as new chief executive. Here’s what the leadership change really means for LHX shares.
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.
NOC is expanding its military training footprint with LVC, immersive and electromagnetic simulation tools for complex missions.
EMBJ vs. RTX: Which Stock Is the Better Value Option?
RTX trades at $222.00 and has moved in lockstep with the market. Its shares have returned 8.4% over the last six months while the S&P 500 has gained 13.1%.
RTX Corporation secured a $22.9 billion Navy Tomahawk contract and topped Q2 2026 earnings estimates, prompting raised full-year guidance and continued dividend growth.
The 30-year Treasury yield hits highest level since 2007, Micron stock retakes key level, SpaceX makes $60 billion AI acquisition, and more news to start your day.
The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.
RTX (NYSE:RTX) unit Raytheon has secured a US$22.9b Tomahawk cruise missile contract with the U.S. Navy spanning seven years. The agreement calls for a production ramp to more than 1,000 Tomahawk missiles per year and coordination with hundreds of suppliers. The contract is structured as a long term deal that provides visibility on Raytheon’s missile manufacturing pipeline for the Navy. For readers tracking how large defense deals can influence demand for key materials and suppliers, it can...
Power Metals is advancing the Case Lake project as a potential new North American source of cesium as governments seek secure supplies of strategic critical minerals.
RTX stock inches higher on a $22.9 billion U.S. Navy contract. Here’s why RTX shares are worth buying at current levels.
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