Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
GE Aerospace (GE) earns the widest operating margin in a group of six peer companies, and it grows revenue faster than all but one of them. The market already charges for that lead. Yet over the past twelve months the stock has returned far less than RTX, a slower-growing rival. The quality is real. The question is how much of it you are already paying for.
NOC's APN-241 avionics award highlights sustainment opportunities tied to aging Air Force aircraft systems.
LMT's MFC segment is gaining momentum as higher PAC-3, THAAD and PrSM volumes lift sales, profit and backlog.
Rocket Lab (RKLB) booked $0.8 billion of revenue over the last twelve months. The market values it at $45.3 billion. That price appears to assume something large is still ahead. Two things must both be true for it to pay off. It has to work. It has to be big enough to matter. So what has not flown yet.
A defense analyst warned that China may be watching gleefully as the Pentagon scrambles to restock two weapons classes critical to any future great-power fight. Four defense contractors sit at the center of a procurement surge that may arrive too slowly to matter.
Even if they go mostly unnoticed, industrial businesses are the backbone of our country. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the industry’s six-month return of 4.9% has fallen short of the S&P 500’s 18% rise.
RDW's autonomous docking system supports rendezvous, docking and resource transfer, opening another path in future space infrastructure.
BA's Kuwait Super Hornet support deal highlights international demand for military aircraft and long-term lifecycle services.
If you own Boeing (BA), the worry is whether its commercial airplane business can earn money on the jets it sells. In the second quarter of fiscal 2026, that business lost money. Its operating margin was negative 2.7%, meaning costs ran above sales. The jet business brought in nearly half of Boeing's revenue for the quarter. That makes its margin the number that matters most for Boeing's profits.
Firefly trades at a fraction of Rocket Lab's valuation multiple, but both face steep cash burn and profitability hurdles in 2026.
Palantir is in the AI defense spotlight, but a pair of hardware-focused rivals may offer a steadier way to play the same trend.
Will one great product make AeroVironment stock a great investment?
Investing.com -- The U.S. State Department has approved a potential $2.7 billion military sale to Ukraine covering air defense upgrades, weapons, and related equipment and services, according to a congressional notification late Friday.
Boeing (BA) stock is down about 8% over the past year and trades about 22% below its 52-week high. Inside the factories the picture reads differently: the company is delivering airplanes at a pace it has not managed since 2018, against a record order book. The upside case rests on a clear assumption: translating that delivery pace into positive free cash flow.
Rocket Lab (RKLB) has gained 9.5% over the last five trading days, while the S&P 500 added 0.6%. A week like that pulls money in. The stock is still about 55% below its 52-week high. The run is not the question. What matters for your money is what this stock does to your portfolio when the market moves, because it travels about four times as far as the index in both directions.
LMT is ramping JATM production as U.S. and allied demand grows, supporting faster deliveries and potential long-term program expansion.
Fresh from the Federal Reserve’s latest 25 bps rate hike to 3.75% to 4.00%, investors are again reminded that cash flows and balance sheet strength matter more than headlines. Higher yields can reward patient holders of solid dividend stocks, but they can also expose weaker businesses. This article walks through three large-cap value stocks from our screener that look meaningfully exposed to this new rate backdrop, and why that matters for your portfolio decisions. The three stocks covered in...
Northrop Grumman (NYSE:NOC) Chairman and CEO Kathy Warden said the defense contractor is operating in what she described as a robust demand environment, supported by U.S. national-security spending, international demand and growth across its four operating segments. Speaking at a Morgan Stanley aer
Epsilon3 CEO Laura Crabtree joins Ashley Mastronardi on NYSE Live to discuss We Help Industries Where Failure Isn't an Option
GM has started making Patriot missile parts for Lockheed Martin as the Pentagon seeks to restock its inventory.
KTOS scales its manufacturing footprint across propulsion, hypersonics and unmanned systems to support affordable defense production.
GE Aerospace (GE) has more engine work booked than it can currently perform, and that visibility is much of why people own the shares. The option chain does not treat the stock as settled. At about $307, contracts running twelve months out carry a band from near $216.93 to near $434.6, with roughly a two-in-three chance the stock finishes inside it.
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.
Defense contractors sell to a customer whose budget is written into law years in advance, and that single fact changes everything about how their dividends behave. Five names are quietly turning trillion-dollar Pentagon commitments into income streams most investors overlook.
RKLB expands its spacecraft component business with avionics, radios and batteries, extending its role across the space supply chain.
Rocket Lab (RKLB) stock has traded between $39.48 and $150.23 over the past 52 weeks. It now sits about 58% below its 52-week high, and anyone who bought twelve months ago is still up about 19%. None of that tells you what you would be buying today. Rocket Lab sells two quite different things, and the one its name points at is the smaller of them.
Northrop Grumman has had a mixed run, with the stock up 66.9% over the past 5 years but down so far this year, so investors are asking whether the current US$531.25 share price still lines up with the cash the business is expected to generate. Recent defense project milestones and contract decisions keep reshaping expectations for those future cash flows, which puts the valuation question front and center. A 66.9% gain over 5 years means anyone buying or holding Northrop Grumman today is...