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Domestic radar production supports delivery, but federal cost inflation can reshape procurement economics.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

US equity futures were slightly higher pre-bell Friday as the major stock averages posted a rebound

The Pentagon just confirmed on-orbit space weapons, and SpaceX sits at the center of a multibillion-dollar architecture that transforms that announcement into hard contracts. Here is what the move means for the stock and the sector names getting pulled along with it.

Soaring oil prices are hurting shares of once high-flying aviation suppliers, with engine maker GE Aerospace suffering the brunt of the selloff. Its shares were down about 3% midday at $308.50, extending a nearly weeklong slump for the manufacturer.

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.

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.

Defense company RTX is working with fusion energy startup Xcimer, using technology that harks back to the Cold War era.

TDG is expanding its proprietary aerospace portfolio through disciplined acquisitions that bolster aftermarket capabilities and long-term growth.

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.

The defense contractor Lyntris sold 17 million shares in its IPO. The stock will begin trading on Wednesday.

The Department of Defense has been pushing contractors to ramp up production of critical munitions. RTX stock rose about 1% on Monday.

Elbit Systems fell solidly after beating earnings. Iran war disruption fears and declining aerospace sales were possible reasons.

KTOS delivers sharp Q2 earnings and revenue growth as government solutions, organic gains and strong bookings support performance.

The DOD tapped Lockheed Martin, Northrop Grumman to accelerate Patriot, THAAD production. Anduril looks to build unmanned boats.

A weekly roundup covering Magnificent Seven earnings, Fed rate pauses, U.S.-Iran tensions, and MarketBeat analysts' takes on stocks including Microsoft, Alphabet, Broadcom, Tesla, and UnitedHealth.

Besides this second quarter, I had the chance to cover Morgan Stanley's note on RTX in April after their impressive Q1. Morgan Stanley cut RTX's price target to $220 but maintained an Overweight rating, viewing the post-earnings dip as a "buying opportunity."Fast forward to this Q2 coverage: RTX ...

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

RTX and Lockheed Martin topped Q2 earnings estimates and grew their backlogs to record levels, sending both defense stocks higher as the Iran conflict reignites investor interest.

Lockheed Martin, Northrop Grumman, and RTX posted record backlogs and raised guidance this week, driven by both near-term missile defense demand and long-term military modernization programs.

RTX tops Q2 earnings estimates and boosts full-year 2026 outlook as commercial aerospace, defense demand, and a record backlog fuel strong growth.

Record $289B backlog and raised guidance signal strong defense and commercial momentum.

RTX Corp (RTX) reports robust financial performance with significant sales and EPS growth, while navigating supply chain constraints and strategic investments.

Moby summary of RTX Corporation's Q2 2026 earnings call

All three major US stock indexes were down in late-morning trading Thursday, as Alphabet (GOOG) and

RTX Corp (NYSE:RTX, XETRA:5UR) shares rose about 8% in early trading Thursday after the aerospace and defense company reported better-than-expected second quarter results and raised its full-year 2026 outlook. The company reported adjusted earnings per share of $1.89 on revenue of $24.7...

The headline numbers for RTX (RTX) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

RTX beats Q2 estimates as commercial aftermarket and defense demand drive revenue growth, lift backlog to $289B and prompt a higher 2026 outlook.

RTX (NYSE:RTX) raised its full-year outlook after reporting stronger second-quarter 2026 sales, profit and cash flow, citing broad demand across its commercial aerospace and defense businesses and continued progress on operational execution. Chairman and Chief Executive Officer Chris Calio said the

Amid war and rising oil prices, RTX delivered the kind of quarters investors craved: A beat-and-raise. Financial guidance was raised, too. For 2026, RTX now expects sales of about $95.5 billion, up from prior guidance of $93 billion.