Notícias

The US Army has awarded Northrop Grumman Corporation (NYSE:NOC) a $4.8 billion contract for the Common Infrared Countermeasure (CIRCM) system. The contract, which is scheduled to run through September 2035, expands Northrop’s long-term opportunity pipeline, although the full $4.8 billion ceiling does not immediately enter backlog. The CIRCM award strengthens Northrop’s position in the defense […]

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.

GE Aerospace (GE) trades near $318, up 13.4% over the past twelve months. Behind that price sits a commercial services backlog of roughly $170 billion, work on engines already flying. The easy read is that the good news is in the price, and the coming three years just work that backlog off. A three-year scenario on the company's own numbers puts a size on what is left.

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

BA's KC-46 contract ceiling jumps to $19.1B, expanding foreign sales and strengthening long-term defense revenue visibility through 2035.

Pre-Market Stock Futures: Futures are trading lower as we count down to the Federal Reserve meeting and a likely 25-basis-point increase in the Fed funds rate on Wednesday. The same suspects drove today’s selling, and although all the major indices finished the day lower, they all closed well off the lows printed earlier in the […]

As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the defense contractors industry, including Northrop Grumman (NYSE:NOC) and its peers.

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

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

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

Rocket Lab (RKLB) stock fell 39% between mid-June and September 10, while the S&P 500 gained 2.4%. The stock fell 39%—about twice as far as L3Harris Technologies, down 18.9%, and far more than Lockheed Martin, down 1.3%, and Northrop Grumman, down 5.3%—suggesting company-specific headwinds compounded broader sector softness. Yet the company just posted record revenue, and the CEO counts more than $1 billion of new contracts since Q2 2026 began. None of that changed the Neutron rocket's calendar.

NOC's European expansion spans IBCS, weapons and surveillance as NATO allies boost defense investment and local industrial capacity.

The Navy will soon announce whether Boeing or Northrop Grumman will build the sixth-generation fighter jet.

Boeing (BA) stock trades near $206, down 11.3% over the past month and 10.6% over the past year, while the S&P 500 returned 18.5% over the same twelve months. The question is how far a company still posting a twelve-month operating loss could fall, and for how long.

The Navy will soon announce whether Boeing or Northrop Grumman will build the sixth-generation fighter jet.

AeroVironment (AVAV) shares rose early Thursday after its fiscal first-quarter earnings and revenue

Wall Street has bid up defense contractors on geopolitical tensions alongside expanded missile-defense funding, but Northrop Grumman Corporation (NYSE:NOC) remains an outlier. On September 4, 2026, the company secured a $508.5 million Missile Defense Agency contract for ICBM and IRBM target flight-test support running through 2035. The non-competitive contract follows the $3 billion (approx.) in […]

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.

Rocket Lab (RKLB) trades near $64, about 57% below the high it set inside the last year, though it is still up 49.5% over twelve months against 19.7% for the S&P 500. The business did not break along the way. What changed is the wait: how long before Neutron flies, and how much cash goes out first.

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.

RDW invests in next-generation phased-array technology to expand military communications across LEO, MEO and GEO.

Despite pressures galore, August was another positive month. Plus: A Financial Flashback to 25 years ago, when markets shut down after 9/11.

Investing.com -- The White House has reviewed candidates who could potentially replace U.S. Deputy Secretary of Defense Steve Feinberg, Reuters reported exclusively on Friday, citing three people familiar with the discussions.

Northrop Grumman has underperformed the S&P 500 over the past year, but analysts are cautiously optimistic about the stock’s prospects.

BA's defense growth and valuation discount offer appeal, but production delays, cancellations and 777X challenges cloud its outlook.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

GE Aerospace (GE) stock trades at about $329.50, about 14% below the $381.22 high it set inside the past year, and most of the decline is recent. It has fallen 12.7% over the past month. In July the company raised its 2026 guidance across the board.

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.

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.