Notícias

Boeing's growth is flying higher than its rivals, but its stock price is already in the stratosphere. Is the premium justified.

RTX won a $22.9 billion Navy contract aimed at dramatically increasing Tomahawk missile production. L3Harris, General Dynamics, and other defense companies could benefit from the ramp-up.

Investing.com -- The US admiral overseeing the war with Iran visited the USS Abraham Lincoln on Saturday as the aircraft carrier prepared to return home following a nine-month deployment, the Wall Street Journal reported.

Whether you see them or not, industrials businesses play a crucial part in our daily activities. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the industry’s six-month return of 2.9% has fallen short of the S&P 500’s 13.5% rise.

SpaceX, RTX and 10 other defense contractors passed the first space-based interceptor test for the Golden Dome program. Citi hikes aerospace targets.

BETA Technologies Inc (BETA) reports record Q2 revenue and nearly hits $4B backlog target, while navigating certification progress and significant cash burn.

Missile shortages and a Pentagon production push could boost Lockheed Martin, RTX and defense ETFs as replenishment drives new orders.

The defense spending supercycle has only just begun.

For Lockheed Martin shareholders, here is a trade that pays you a real income today, which you keep no matter what, in exchange for agreeing to sell your stock at a higher price if it gets there.

GD vs. GE: Which Stock Is the Better Value Option?

RTX's recent rally is supported by defense contract wins, technology milestones and rising 2026 estimates, despite its premium industry valuation.

GD vs. GE: Which Stock Is the Better Value Option?

Here is how General Dynamics (GD) and RTX (RTX) have performed compared to their sector so far this year.

General Dynamics recently reported past second-quarter 2026 results showing revenue of US$14.09 billion and net income of US$1.16 billion, while its board elected long-time executive and current president Danny Deep to the board of directors and affirmed a regular quarterly dividend of US$1.59 per share. These results were accompanied by a record backlog of US$136.50 billion and higher full-year 2026 guidance, underscoring strong demand across all four business segments. With this backdrop...

General Dynamics (NYSE:GD) unit GDIT has been awarded a US$1.3b multi year contract to provide network operations and cybersecurity support for the Army National Guard. The award expands GDIT's role in defense IT and cybersecurity services for a key federal customer. The contract highlights growing demand for advanced technologies and AI capabilities in US national defense infrastructure. Consider using this news as a starting point to review other defense focused AI and infrastructure...

General Dynamics (GD) has drawn investor attention after reporting Q2 2026 results that exceeded consensus expectations, supported by revenue and earnings growth across all four segments and a record company backlog. See our latest analysis for General Dynamics. The Q2 beat, record US$136.5b backlog and recent contract win for General Dynamics Information Technology have coincided with a 90 day share price return of 13.14%, while the 5 year total shareholder return of 119.50% shows strong...

Investing.com -- The U.S. Senate approved a short-term spending bill intended to prevent a government shutdown before November’s midterm elections, leaving out President Donald Trump’s requests for Iran war funding and new voter identification measures, Bloomberg reported.

Investing.com -- The Trump administration plans to provide $1 billion in security assistance to the government of Colombia’s newly inaugurated President Abelardo De La Espriella, Reuters reported on Friday, citing the U.S. State Department.

Record backlog hits $136.5 billion as all four segments post growth.

CNC, DAR, GD, FCEL and CC stocks show how women-led companies are redefining growth with discipline, agility and results.

Lockheed Martin climbs 15.5% in three months as a record backlog, major missile defense contracts and expanding production reinforce its long-term growth outlook.

Lockheed Martin just delivered a blowout quarter with a record-breaking backlog, yet the stock sits near a six-month low while one Wall Street analyst sees nearly 30% upside. The real question is whether a single ugly quarter buried a defense giant or exposed something deeper.

Monday's approval was already telegraphed, the rare double upgrade beside it was not, and the finished flight test frees engineering capacity for a different program entirely.

Cybersecurity stocks have shrugged off AI fears. The Amplify Cybersecurity ETF is a diversified way to play the sector.

Boeing is delivering airplanes at a pace it has not managed in years, and almost none of the profit those airplanes will carry has shown up yet.

Recent declines have left several stocks looking attractive, according to Wall Street. But one large defense contractor looks better than the others right now.

Aerospace and defense company General Dynamics (NYSE:GD) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 8.1% year on year to $14.09 billion. Its non-GAAP profit of $4.24 per share was 6.6% above analysts’ consensus estimates.

Investing.com -- The U.S. and its allies conducted their largest Rim of the Pacific maritime exercise to date, demonstrating deepening military cooperation amid concerns about China and North Korea, the Wall Street Journal reported.

Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.

General Dynamics stock has delivered a strong 116.0% return over the past 5 years, and current valuation checks suggest the shares may still trade below an estimate of intrinsic value based on a Discounted Cash Flow (DCF) model. Over 5 years, General Dynamics has returned 116.0%, which puts current investors in the position of asking whether the recent share price now reflects most of that progress. The record US$76.6b Pentagon submarine contracts can support long term cash flow...