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Both Lockheed Martin and RTX raised their dividends in 2026, both carry massive backlogs, and both generate serious free cash flow, but only one of them belongs in a retirement income portfolio right now.
Palantir is in the AI defense spotlight, but a pair of hardware-focused rivals may offer a steadier way to play the same trend.
The defense industry environment is changing, and it's putting pressure on traditional ways of doing business.
Speaking at Morgan Stanley’s Laguna Conference, RTX CEO Chris Calio highlighted a $289 billion backlog that could support the company’s growth for years.
RTX (RTX) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
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.
RTX has a record backlog, rising defense orders, and surging commercial aerospace demand. Lucid has a promising new vehicle and a long road to profitability.
On August 27, RTX Corporation (NYSE:RTX) announced that its Raytheon unit had completed a $50 million expansion of its Forest, Mississippi, manufacturing facility. The project is set to expand the production capacity for vital electronic warfare and radar systems, including the Next Generation Jammer Mid-Band (NGJ-MB) and other airborne radar programs. For investors, the question […]
AeroVironment posted a Q1 revenue and earnings beat with record backlog, prompting Moderate Buy ratings from analysts and price targets implying significant upside from current levels.
HWM's 26.5% year-to-date rally is backed by aerospace demand and raised 2026 guidance, though rich valuation and SpaceX competition pose risks.
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.
RTX Corporation (NYSE:RTX) is increasingly benefiting from surging demand for missiles, air-defense systems, and other military equipment as geopolitical tensions rise and governments expand defense spending. The stock is already up about 9% year-to-date, as investors increasingly price in the company’s growing defense backlog and stronger long-term demand. Soaring Defense Backlog On September 1, the […]
RDW expands its space and defense portfolio as backlog grows, but continued losses and contract execution risks cloud its outlook.
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.
Based on the average brokerage recommendation (ABR), RTX (RTX) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
RTX has outperformed its industry as defense demand, rising earnings estimates and solid liquidity support growth, though its premium valuation may cap upside.
RTX Corporation has outperformed the Industrial sector over the past year, and analysts are cautiously optimistic about the stock’s prospects.
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 is strong, but its shares are near their highs. Here are two industrial stocks tied to AI infrastructure spending that I'd buy first.
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.
HWM beats Q2 estimates as commercial and defense demand surged, prompting higher 2026 revenue, EBITDA and earnings guidance.
RTX's recent rally is supported by defense contract wins, technology milestones and rising 2026 estimates, despite its premium industry valuation.
Elbit Systems fell solidly after beating earnings. Iran war disruption fears and declining aerospace sales were possible reasons.
Here is how General Dynamics (GD) and RTX (RTX) have performed compared to their sector so far this year.
Woodward's Q3 beat and higher outlook support 2027 growth, but fading pricing benefits, China exit effects and heavy spending cloud the path.
Woodward's growth stays strong, but premium valuation, heavy spending and fading pricing tailwinds make patience the smarter call.