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GE Aerospace (GE) earns the widest operating margin in a group of six peer companies, and it grows revenue faster than all but one of them. The market already charges for that lead. Yet over the past twelve months the stock has returned far less than RTX, a slower-growing rival. The quality is real. The question is how much of it you are already paying for.
AeroVironment and RTX compete across advanced defense markets, with contrasting growth, valuation, ROE and recent share-price trends.
GE's margin slips despite higher profit as rising costs weighed, while stronger guidance and LEAP demand support the 2026 outlook.
RTX Corporation (NYSE:RTX) stock was little changed Thursday as fresh Pratt & Whitney and Collins Aerospace developments competed with a price-forecast cut from Bernstein for investor attention.Pratt & Whitney Marks GTF Advantage MilestoneRTX subsidiary Pratt & Whitney delivered the first aircraft powered by its new GTF Advantage engine to United Airlines Holdings Inc. (NASDAQ:UAL), marking the engine standard’s commercial debut.United received an Airbus A321XLR equipped with GTF Advantage engin
Pratt & Whitney, a division of RTX (NYSE:RTX), has delivered the first aircraft powered by its GTF Advantage engine to United Airlines (NASDAQ:UAL), introducing the new engine variant into commercial service. The aircraft is an Airbus A321XLR and represents the first delivery to an airline using the GTF Advantage configuration, according to Pratt & Whitney.
NOC's APN-241 avionics award highlights sustainment opportunities tied to aging Air Force aircraft systems.
GD's Stryker contract modification lifts cumulative value to $278.9M, supporting Land Systems demand through December 2028.
LMT's MFC segment is gaining momentum as higher PAC-3, THAAD and PrSM volumes lift sales, profit and backlog.
RTX (NYSE:RTX) formed a new alliance with Xcimer Energy to apply advanced pulsed laser and fusion concepts to defense uses. The partnership focuses on exploring fusion based laser architectures that could be integrated into future directed energy weapon systems. RTX confirmed leadership changes at Pratt & Whitney, with Jill Albertelli named as incoming president following long serving executive leadership. The RTX and Xcimer Energy fusion laser project and Jill Albertelli's appointment at...
Zacks.com users have recently been watching RTX (RTX) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
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.
A Reuters report on Iran's Hormuz offer sent defense primes tumbling Tuesday morning, but the selloff in Lockheed Martin and RTX started long before today's headline, raising a harder question about what the market is actually pricing in.
There's a strong possibility the defense and aerospace giant's backlog will grow even more in the near future.
If you own Boeing (BA), the worry is whether its commercial airplane business can earn money on the jets it sells. In the second quarter of fiscal 2026, that business lost money. Its operating margin was negative 2.7%, meaning costs ran above sales. The jet business brought in nearly half of Boeing's revenue for the quarter. That makes its margin the number that matters most for Boeing's profits.
EMBJ vs. RTX: Which Stock Is the Better Value Option?
LMT is positioned to benefit from long-term ballistic missile modernization as Trident II upgrades support sustained strategic defense demand.
According to the average brokerage recommendation (ABR), one should invest in RTX (RTX). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
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.
Boeing (BA) stock is down about 8% over the past year and trades about 22% below its 52-week high. Inside the factories the picture reads differently: the company is delivering airplanes at a pace it has not managed since 2018, against a record order book. The upside case rests on a clear assumption: translating that delivery pace into positive free cash flow.
Domestic radar production supports delivery, but federal cost inflation can reshape procurement economics.
RTX has ridden a powerful multi year run, yet with the stock around US$193.54 after a recent pullback, the real question is whether that price is still anchored to the cash the business can generate over time. Over the past 3 years the share price has climbed 182.9%, which puts a lot of past optimism and current expectations on the line for anyone asking what cash flows can reasonably support. Fresh contracts and investments at Pratt & Whitney and Raytheon, from the F135 Engine Core Upgrade...
LHX is broadening its global customer base, with international operations and regional presence creating avenues for continued growth.
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A caller asked what was going on with RTX Corporation (NYSE:RTX) during the September 16 episode of Mad Money. In response, Jim Cramer said: Okay, here’s what’s happening. We’ve been looking at companies that have high price-to-earnings multiples, and we’ve been shrinking them. As the Fed raises rates, the multiple that people pay for earnings […]
Boeing's CEO just admitted the 737 MAX ramp is taking longer than promised, sending shares sliding again, yet one prominent analyst refuses to budge on a price target that dwarfs anything else in US aerospace.