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Lockheed Martin and L3Harris offer different defense exposure, with diverging backlogs, earnings growth, valuation and recent stock performance shaping their outlook.

Rocket Lab (RKLB) booked $0.8 billion of revenue over the last twelve months. The market values it at $45.3 billion. That price appears to assume something large is still ahead. Two things must both be true for it to pay off. It has to work. It has to be big enough to matter. So what has not flown yet.

A defense analyst warned that China may be watching gleefully as the Pentagon scrambles to restock two weapons classes critical to any future great-power fight. Four defense contractors sit at the center of a procurement surge that may arrive too slowly to matter.

RKLB expands its space systems portfolio with optical technologies for space awareness, missile tracking and national security missions.

Rocket Lab (RKLB) has gained 9.5% over the last five trading days, while the S&P 500 added 0.6%. A week like that pulls money in. The stock is still about 55% below its 52-week high. The run is not the question. What matters for your money is what this stock does to your portfolio when the market moves, because it travels about four times as far as the index in both directions.

L3Harris Technologies (NYSE:LHX) is entering its leadership transition with an emphasis on operating execution rather than further portfolio reshaping, according to Chief Financial Officer Ken Sharp. Speaking at a Morgan Stanley aerospace and defense conference, Sharp said new Chief Executive Offic

Firefly Aerospace Inc. had a busy stretch this past month that included a new NASA contract, a lunar mission partnership and a fresh launch agreement. NASA Spacecraft Processing Contract On August 17, Firefly announced it was awarded a Spacecraft Processing...

LHX is broadening its global customer base, with international operations and regional presence creating avenues for continued growth.

On September 14, L3Harris Technologies, Inc. (NYSE:LHX) said it had secured a $60 million contract from the U.S. Air Force to continue producing sensors that let aircrews choose the precise detonation altitude. The DSU-43/B Cockpit Selectable Height of Burst Sensors (C-HOBS) allow crews to adjust the munition’s effect to different targets and mission environments. The […]

KTOS scales its manufacturing footprint across propulsion, hypersonics and unmanned systems to support affordable defense production.

L3Harris Technologies (LHX) just secured a US$4.7b undefinitized contract from Lockheed Martin to supply propulsion systems for PAC-3 MSE interceptors over seven years, extending an already deep missile partnership. L3Harris Technologies’ latest contract win lands after a tough stretch for the ticker, with the 30-day share price return down 9.93% and the 90-day move down 14.95%. Even though the 3-year total shareholder return of 52.08% still points to a much stronger longer-run outcome, the...

Defense contractors sell to a customer whose budget is written into law years in advance, and that single fact changes everything about how their dividends behave. Five names are quietly turning trillion-dollar Pentagon commitments into income streams most investors overlook.

RTX broadens its defense communications portfolio with satellite, a Very Low Frequency communication subsystem, and command-and-control capabilities.

RKLB expands its spacecraft component business with avionics, radios and batteries, extending its role across the space supply chain.

On Monday, the U.S. Space Force confirmed the existence of space-based weapons, though what exactly is in space is classified. The news represents a milestone in military technology. Space is the new strategic high ground.

Star Wars is no longer science fiction. On Monday, the U.S. Space Force confirmed the existence of space-based weapons, though what is in space is classified. The Pentagon didn’t immediately respond to a request for comment.

Palantir Technologies' (PLTR) AIPCon 11 highlighted growing demand for data sovereignty, with custom

GD's $184.3M Navy contract for next-gen electronic attack systems extends through 2032, supporting production and sustainment demand.

Investing.com -- U.S. officials have linked high-resolution satellite imagery supplied to Iran by Chinese entities to a July missile strike on a U.S. base in Jordan that killed three American troops, the Wall Street Journal reported exclusively on Friday.

L3Harris Technologies is underperforming its industry peers, but analysts remain moderately bullish about the stock’s prospects.

Palantir announced expanded partnerships with Nvidia and Fujitsu at AIPCon 11 and touted its "sovereign AI" strategy.

AST SpaceMobile's shares have come back to Earth. Is it now a better buy than L3Harris Technologies?

RDW's phased-array investment could expand its Defense Tech reach into resilient space communications, but funded programs and returns remain unproven.

Rocket Lab (RKLB) has fallen about 49% over the past three months, while signing the biggest launch contract in its history. The risk sits in the gap between those two facts. The threat is not on the demand side. It is that the company spends far ahead of Neutron, the rocket meant to turn its cash around, and Neutron has not flown.

L3Harris Technologies (NYSE:LHX) awarded Marotta Controls a contract to support the U.S. Navy's Next Generation Jammer, Low Band program for airborne electronic warfare. The agreement centers on critical hardware for the NGJ-LB pod that will equip Navy aircraft with advanced jamming capability. The contract adds to L3Harris Technologies' role as prime contractor on NGJ-LB and contributes to its long-term government project pipeline. Defense related electronic systems are drawing wider...

L3Harris Technologies (LHX) is in focus after law firm Bronstein, Gewirtz & Grossman began investigating potential securities claims following CEO Christopher Kubasik’s August 17 resignation for conduct inconsistent with company values. L3Harris Technologies’ share price has softened recently, with a 30-day share price return down 4.87% and a year to date share price return down 13.44%, even though the 3-year total shareholder return of 61.12% points to stronger long term compounding. Scan...

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the “Artisan Global Opportunities Strategy”. The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent […]

Space is recapturing Americans’ imagination, mainly thanks to SpaceX Elon Musk, and his trillion-dollar dreams to make humans a multi-planetary species. There’s more to space than just SpaceX, which will benefit other shares beyond Musk’s rocket and AI company. On Sunday, NASA is scheduled to launch the Nancy Grace Roman Space Telescope.

L3Harris (LHX) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

LHX's Viper Shield gains international traction, strengthening its electronic warfare portfolio for F-16 aircraft.