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Despite record revenue, GE Aerospace is falling further behind on orders. Spare parts delinquencies, a measure of shipments delayed by material shortages, grew last quarter. This is not a sign of weakness, but of demand so intense the company's industrial base cannot keep pace.
BA's fighter jet business stands to gain from rising defense spending, fleet modernization and demand for aircraft upgrades and sustainment.
On August 3, the Pentagon inked a more than $3 billion deal with Lockheed Martin Corporation (NYSE:LMT) and Northrop Grumman Corporation (NYSE:NOC) to boost the production of Patriot and THAAD interceptor missile parts. The development comes as the conflict in Iran intensifies and the Ukraine war rages on, straining stockpiles. The Centre for Strategic and […]
SpaceX, RTX and 10 other defense contractors passed the first space-based interceptor test for the Golden Dome program. Citi hikes aerospace targets.
LMT expands its missile-defense footprint as rising demand drives Space sales and boosts opportunities across next-generation defense programs.
In the second quarter of 2026, Firefly Aerospace reported record sales of US$117.68 million but widened its net loss to US$92.32 million, alongside a two-year extension of its multi-launch agreement with Lockheed Martin for up to 25 Alpha Block II rocket missions through 2031 and a US$93.7 million U.S. Space Force radar contract. These results highlight a business rapidly scaling revenue and securing long-horizon government and defense contracts, while still contending with substantial...
Verizon will utilize its existing 5G infrastructure alongside an AI-enabled system to identify, track, and monitor unmanned aircraft systems for a new Lockheed Martin drone detection system.
Missile shortages and a Pentagon production push could boost Lockheed Martin, RTX and defense ETFs as replenishment drives new orders.
Cash burn and a softer gross-margin guide have added to a slide that leaves the stock well below its high, yet its operating loss per dollar of revenue has narrowed in each of the last three years.
Applied Aerospace & Defense fell about 10% on Wednesday after its first earnings report since going public in June.
BA's rising deliveries, defense milestones and record backlog support growth, but production delays and 777X issues cloud its outlook.
Moby summary of Firefly Aerospace Inc.'s Q2 2026 earnings call
The defense spending supercycle has only just begun.
Lockheed Martin (NYSE:LMT), Verizon (NYSE:VZ), Keysight Technologies (NYSE:KEYS), ODC and Astris AI completed a live demonstration of the NetSense Airspace Awareness-as-a-Service platform in the Miami area in July, showcasing technology designed to detect and monitor drones using existing 5G infrastructure. The system combines Verizon’s 5G network spectrum with ODC’s AI-native Radio Access Network software, Nvidia’s AI Aerial platform and Keysight’s radio-frequency simulation technology to ident
Firefly Aerospace CEO Jason Kim sees traction for its Alpha and larger Eclipse launch vehicles amid a surge in demand for satellite launches.
CEO Jason Kim said on Tuesday that demand for launch capacity is “getting amplified.”
Lockheed Martin (NYSE:LMT) has launched its Strigo Product Center to speed up development of modular missile technology solutions. The company is backing the new center with a US$250 million investment focused on radio frequency sensors and missile seekers. Strigo is designed to move concepts to tested capabilities in months instead of years, aiming to accelerate deployment of advanced defense systems. This push to compress development timelines in defense technology sits alongside a wider...
Lockheed Martin (NYSE:LMT) just landed one of the largest single contract awards in its history. On July 29, the Department of War handed the defense giant a seven-year, up to $53.86 billion undefinitized contract action for PAC-3 Missile Segment Enhancement interceptors, pushing the total multiyear deal to $58.62 billion once the $4.7 billion awarded back […]
Ondas is rapidly expanding its defense and infrastructure business, but with short interest near 40%, investors are betting it won't be able to turn its massive backlog into revenue fast enough.
The defense contractor said itis making a multimillion-dollar investment to develop a modular system for delivering different payloads on hypersonic weapons, as the U.S. military seeks to accelerate development of the technology.
RTX's recent rally is supported by defense contract wins, technology milestones and rising 2026 estimates, despite its premium industry valuation.
Elbit Systems fell solidly after beating earnings. Iran war disruption fears and declining aerospace sales were possible reasons.
Joby Aviation is buying defense contractor Resonant Sciences in a $500 million deal.
The Iran war has highlighted a requirement for a lot more Patriot air defense missiles, both high- and low-end.
During the lightning round of the August 6 episode of Mad Money, a caller inquired about the long-term outlook for Lockheed Martin Corporation (NYSE:LMT), highlighting its prominent position as a major defense contractor and pointing out its steady dividend payout of $3.45 per share. Host Jim Cramer responded with strong enthusiasm: I think it’s sensational. […]
Palantir Technologies Inc. (NASDAQ:PLTR) has helped the Pentagon dramatically accelerate the process of finding targets in Iran, but a defense analyst says America’s ability to build the missiles needed to hit them hasn’t kept pace. Speaking to LBC on Sunday,...
Investing.com -- The Pentagon has asked major U.S. defence contractors to accelerate production and delivery of critical weapons systems as the Iran war places increased pressure on military stockpiles, Bloomberg reported.
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