Notícias

On August 27, RTX Corporation (NYSE:RTX) announced that its Raytheon unit had completed a $50 million expansion of its Forest, Mississippi, manufacturing facility. The project is set to expand the production capacity for vital electronic warfare and radar systems, including the Next Generation Jammer Mid-Band (NGJ-MB) and other airborne radar programs. For investors, the question […]

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

KTOS' $175 million Project Anaconda deal is likely to expand its U.S. Navy radar sustainment role and position it for additional work in later phases.

Goldman Sachs, RTX and Abbott lead Zacks' latest research, with growth drivers balanced by costs, supply-chain and market risks.

Goldman Sachs, RTX and Abbott headline today's research, with growth drivers, risks and strategic moves shaping their outlooks.

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.

GE Aerospace's Defense & Propulsion Technologies unit posts strong revenue, orders and profit growth, backed by defense demand and recent contracts.

LDOS is expanding its hypersonics role as Army and Navy programs move toward production, boosting revenue visibility and supporting long-term growth.

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.

RTX's GTF fleet creates a growing aftermarket opportunity as Pratt & Whitney expands its global support network and advances engine capabilities.

RTX (RTX) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

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

GE Aerospace is acquiring CPP to expand its mission-critical aircraft engine components business and strengthen manufacturing capabilities.

LHX expands its missile-defense role with a $4.7 billion PAC-3 award, supporting propulsion production and manufacturing capacity expansion.

HWM's 26.5% year-to-date rally is backed by aerospace demand and raised 2026 guidance, though rich valuation and SpaceX competition pose risks.

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.

RTX's $472M Chinook contract supports avionics upgrades, fleet readiness and Army modernization, strengthening its defense backlog and growth prospects.

ATI, Astronics, and Ducommun each posted record backlogs amid rising defense spending, but their margins, leverage, and guidance suggest differing abilities to convert orders into profit.

LMT deepens its India presence through Javelin co-production plans aimed at expanding local manufacturing and supply-chain capabilities.

RTX Corporation (NYSE:RTX) is increasingly benefiting from surging demand for missiles, air-defense systems, and other military equipment as geopolitical tensions rise and governments expand defense spending. The stock is already up about 9% year-to-date, as investors increasingly price in the company’s growing defense backlog and stronger long-term demand. Soaring Defense Backlog On September 1, the […]

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

General Dynamics' $194.1M Navy contract strengthens its role in sea-launched cruise missile support and adds visibility into future strategic defense revenues.

Naval modernization contracts from the Navy are boosting GE Aerospace and RTX, whose recent stock pullbacks and large backlogs may offer investors a favorable entry point.

RDW expands its space and defense portfolio as backlog grows, but continued losses and contract execution risks cloud its outlook.

China just restricted 12 minerals that defense contractors need to build the next generation of laser weapons, and Raytheon's $289 billion backlog may be sitting on a supply chain fault line nobody wants to talk about.

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.

RTX stock has delivered a very strong 5 year run, yet current valuation checks send a mixed message, with a Discounted Cash Flow (DCF) view pointing to some undervaluation while market multiples look closer to fair. Recent contract wins in defense and aerospace add fresh context to that gap between price and intrinsic value estimates. Over the past 5 years RTX has returned 169.7%, which puts fresh focus on whether the current share price already embeds most of the good news. RTX’s recent...

EMBJ vs. RTX: Which Stock Is the Better Value Option?