KTOS is ramping production as defense demand grows, with a $2.08B backlog and plans for major capacity expansion through 2028.

U.S. manufacturing could be headed for an AI-fueled revival. Our roundtable pros size up the trend and offer 10 promising stocks.

Lockheed Martin just found a new entry point into the military naval market.

The engines it is shipping to build tomorrow's service revenue are costing margin today, and the shares carry almost no cushion if that bill runs long.

RTX expands Tomahawk production with a $22.9 billion contract, supporting higher output and strengthening its precision-strike capabilities.

Lockheed Martin (NYSE:LMT) has completed the first fully integrated Aegis System Equipped Vessel for Japan, marking a new milestone for Indo Pacific missile defense. The ASEV program is designed to strengthen Japan's maritime air and missile defense capabilities and support cooperation with allied forces. The delivery marks a new phase for Lockheed Martin's role in supplying advanced integrated defense systems across the region. Readers looking for more ways to research companies linked to...

Lockheed Martin stock has nearly doubled over the past five years, yet the current checks still point to a discount, with both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples suggesting the shares trade below what the underlying cash flows may justify. Lockheed Martin has returned 87.9% over five years, which puts recent gains in context for anyone asking whether the current price already reflects the company’s long run of shareholder returns. Recent contract...

In August 2026, Lockheed Martin and partners including Verizon, NVIDIA, Keysight Technologies, ODC and Astris AI showcased the NetSense Airspace Awareness-as-a-Service system, advanced NGI Stage 2 testing, expanded its Strigo modular defense solutions, and supported Firefly Aerospace’s extended launch agreement to enhance responsive space access. Together with over US$152 million in recent Department of Defense contracts and inclusion in a US$920 million Air Force award pool, these moves...

Recent contract wins from the Department of Defense, including more than US$152 million in awards and participation in a US$920 million Air Force program, have put fresh attention on Lockheed Martin (LMT) stock. See our latest analysis for Lockheed Martin. Lockheed Martin’s recent contract wins and technology announcements, including progress in missile defense and AI-enabled airspace awareness, come as the stock trades at US$589.15, with a 30 day share price return of 15.62% and a 1 year...

Consider investing in Lockheed for the long haul rather than playing a timing game with a stock split.

LDOS is expanding AI across defense, cybersecurity and logistics, while its OpenAI partnership supports adoption across government workflows.

The defense contractor Lyntris sold 17 million shares in its IPO. The stock will begin trading on Wednesday.

Boeing and Lockheed's ULA Expands Debt Deal to $1.5 Billion

Investing.com -- United Launch Alliance has completed a $1.5 billion private bond offering, three times larger than the company's initial target of $500 million, according to a Bloomberg report Tuesday.

Coming into Tuesday trading, shares of 10 major defense contractors Barron’s looked at—including Lockheed Martin Northrop Grumman Huntington-Ingalls Industries and others—were down an average of 17% since fighting started in Iran. Only RTX and General Dynamics were up. U.S. defense spending is at a record high, European defense spending is growing, and the Iran war is teaching the American military how to build more autonomous weapons systems and smart munitions.

NOC is expanding its military training footprint with LVC, immersive and electromagnetic simulation tools for complex missions.

The Department of Defense awarded Lockheed Martin multiple contracts worth over $152 million. The Air Force taps 24 companies for a $920 million award.

RTX Corporation secured a $22.9 billion Navy Tomahawk contract and topped Q2 2026 earnings estimates, prompting raised full-year guidance and continued dividend growth.

Power Metals is advancing the Case Lake project as a potential new North American source of cesium as governments seek secure supplies of strategic critical minerals.

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

Longtime United Launch Alliance President and CEO Tory Bruno jumped ship right before Christmas last year, moving on to work with Blue Origin. After eight months of interim leadership, ULA has named Mark Peller as his replacement. ULA was founded in 2006 as a joint venture between Lockheed Martin and Boeing. “This is an exciting time in the launch industry where there is unprecedented demand ...

Rocket Lab's backlog is expected to convert into revenue faster than it was, and the vehicle that would compound that has not yet left the ground.

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.

The Department of Defense has been pushing contractors to ramp up production of critical munitions. RTX stock rose about 1% on Monday.

Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.

Investing.com -- Iran called on Qatar to admit an investigative team examining the fate of military pilots Tehran says were captured by Qatari forces, Reuters reported on Sunday, adding another dispute between Iran and its Gulf neighbours during the continuing war.

Verizon Communications (NYSE: VZ) and Lockheed Martin are collaborating on NetSense Airspace Awareness-as-a-Service, using AI and 5G to support unmanned aircraft systems detection and critical infrastructure protection. The partners are working with additional technology providers to connect sensor data over Verizon's 5G network for real-time monitoring of UAS activity. The initiative includes planned pilot deployments and potential future commercialization aimed at enterprise and government...

Stocks eye a third winning week as strong earnings from SoundHound, Albemarle and CAVA offset mixed results, with MarketBeat analysts covering NVIDIA, Lockheed Martin, GE Vernova and more.

Investing.com -- Russian President Vladimir Putin told North Korean leader Kim Jong Un that Moscow and Pyongyang were actively cooperating across all areas and coordinating efforts to support regional security and stability, state media reported on Saturday.

Agreement with the Pentagon and Raytheon covers avionics and ejector assemblies

Unusual Machines (NYSE:UMAC) stock is soaring 22% to $33.24 midday Friday, leading a scattered rally in domestic drone names. The catalyst was President Trump signing a proclamation Thursday imposing tariffs on imported drones and unmanned aircraft parts, citing national security. Red Cat Holdings (NASDAQ:RCAT) shares are climbing 8% to $11.02, while Ondas Holdings (NASDAQ:ONDS) stock ... Unusual Machines Soars 22%, Red Cat Climbs 8%, Ondas Gains 4% on Trump’s 100% Drone Tariff

Space Force taps Rocket Lab, Amazon, Lockheed Martin and more for communications contracts. SpaceX closes $60 billion Cursor deal.

RTX is expanding missile production and investing in advanced defense technologies as U.S. and allied demand for precision weapons grows.

Northrop Grumman is expanding its JADC2 presence with secure communications, networking and battle management technologies supporting multi-domain operations.

RKLB expands its launch portfolio through HASTE, supporting hypersonic testing and broadening opportunities in defense missions.

Investors need to pay close attention to LMT stock based on the movements in the options market lately.

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