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Firefly trades at a fraction of Rocket Lab's valuation multiple, but both face steep cash burn and profitability hurdles in 2026.

Palantir is in the AI defense spotlight, but a pair of hardware-focused rivals may offer a steadier way to play the same trend.

Rocket Lab (RKLB) stock has traded between $39.48 and $150.23 over the past 52 weeks. It now sits about 58% below its 52-week high, and anyone who bought twelve months ago is still up about 19%. None of that tells you what you would be buying today. Rocket Lab sells two quite different things, and the one its name points at is the smaller of them.

Boeing (BA) grew revenue faster over the past twelve months than any of its aerospace and defense peers, GE Aerospace included, and its stock still fell. It is also the only one in that group running an operating loss. The growth has come with rising airplane deliveries, and the market is waiting to see whether those airplanes earn a margin.

Monday evening, Guggenheim analyst Michael Ciarmoli launched coverage of the Aerospace & Defense sector with a bevy of Buy-rated stocks.

Air Force boosts Boeing's KC-46 contract by $13.4 billion. AeroVironment subsidiary BlueHalo, Northrop Grumman awarded defense deals.

One orbits the Earth, the other aims to transform urban commutes, but their paths to profitability diverge sharply on cash burn and regulatory risk.

FEATURE Defense stocks have been surprisingly lousy lately. That could change as the midterm elections approach. Wall Street has some new ideas for investors to consider. Coming into Tuesday trading, the exchange-traded fund was down 7% since the start of the Iran war in late February, underperforming the by almost 20 percentage points.

At $337 a share, GE Aerospace (GE) trades at 39 times trailing earnings, which is not typically where an investment thesis begins. The bullish case here centers on cash generation instead. Management has raised 2026 free cash flow guidance to $8.9 billion to $9.2 billion, and on the CFO's own account that is more cash than the company expected to generate in 2028 when it framed that year in July 2025.

Boeing (BA) trades at $208.87, down 12.0% over the past twelve months while the S&P 500 returned 20.5%. The complaint behind it is simple: the company still loses money building airplanes. What complicates it is how fast that loss is shrinking.

Lockheed Martin (LMT) has spent the past three years handing its owners a slightly bigger slice of the company each year, and the arithmetic worked. Earnings per share grew faster than net income. The stock now sits well below its 52-week high, which makes the question worth asking again: is that quiet compounding still running at the speed the record suggests.

The aerospace leader's stock has pulled back 10%, but how has the ticker historically responded when sell-offs turn into deeper 20% dips.

The multiple rests on a launch vehicle that has yet to fly and an acquisition that has yet to close, while most of the revenue arriving today comes from satellites.

A veteran investor openly admits he wants SpaceX shares but refuses to touch them, and his reasoning points to a risk most retail investors are completely overlooking before the stock even opens for trading.

Joby Aviation is buying defense contractor Resonant Sciences in a $500 million deal.

The defense launch demand behind Rocket Lab stock's run was visible in the company's own contract announcements months before the market paid for it.

Its correlation to the index is only moderate, and the behavior that is genuinely its own runs on defense programs and a rocket that has yet to fly.

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

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

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 […]

The best aerospace and defense ETFs can help investors capitalize on higher defense spending and hedge against the potential of a large-scale conflict.

Could $5,000 become $10,000 by 2030, or is a cheaper dividend payer like Northrop Grumman actually the smarter investment today?

LMT beats Q2 earnings and sales estimates, delivers double-digit revenue growth and raises its 2026 sales and EPS outlook.

Northrop Grumman (NOC) has drawn fresh attention after reporting better-than-expected quarterly earnings and revenue, lifting full-year sales guidance and highlighting a record backlog following substantial contract awards across key defense programs. See our latest analysis for Northrop Grumman. The stronger second quarter and raised sales guidance come after a mixed stretch for Northrop Grumman’s stock, with the share price down about 10% year to date and the 1 year total shareholder return...

The jet-engine giant's shares have cooled off, and its track record for rewarding dip-buyers is strong, but there's one big catch.

Northrop Grumman (NOC) raised its full-year guidance on Tuesday as strong second-quarter orders push

Defense contractor exceeds forecasts but shares slipNorthrop Grumman Corporation (NYSE:NOC) reported stronger-than-expected second-quarter results on Tuesday, beating Wall Street estimates for both earnings and revenue while increasing its full-year financial guidance. Despite the upbeat report, shares fell 1.

Stock Market Today: The Dow Jones index rose Tuesday as GM stock jumped on earnings. Marvell, Micron and Sandisk rallied.

Northrop Grumman (NOC) delivered earnings and revenue surprises of +12.28% and +0.73%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Investing.com -- Northrop Grumman Corporation (NYSE: NOC) reported second-quarter earnings on Tuesday ahead of the open, topping analyst expectations, with the company also raising its full-year guidance.