MSI's $1.5B D-Fend deal adds counter-drone technology and a broad customer base, creating new airspace security and cross-selling opportunities.

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

A brisk rally in industrial stocks this year has defied higher oil prices, rising bond yields and restrictive trade policies, as investors bet on big gains from the artificial intelligence boom. Now signs are emerging the optimism may have gone too far.

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.

AIR's $35 million Aircraft Reconfig Technologies acquisition expands in-house certification and engineering capabilities for higher-value MRO services.

Earlier this month, RTX Corporation’s Raytheon unit secured a US$22.90 billion, seven-year Tomahawk cruise missile contract with the U.S. Navy and reported Q2 2026 results that exceeded expectations alongside higher full-year guidance and continued dividend growth. This combination of a large, long-duration defense award and stronger-than-expected quarterly performance underlines RTX’s ability to convert its sizeable backlog into contracted, cash-generating programs. We’ll now explore how...

Get paid a real income now on your TransDigm shares, which you keep no matter what the stock does, in exchange for capping your gains above a higher price.

Morgan Stanley analyst Kristine Liwag on Wednesday upgraded shares of Honeywell Aerospace to Buy from Hold.

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

RTX is strong, but its shares are near their highs. Here are two industrial stocks tied to AI infrastructure spending that I'd buy first.

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.

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

RTX trades at $222.00 and has moved in lockstep with the market. Its shares have returned 8.4% over the last six months while the S&P 500 has gained 13.1%.

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.

The 30-year Treasury yield hits highest level since 2007, Micron stock retakes key level, SpaceX makes $60 billion AI acquisition, and more news to start your day.

The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.

RTX (NYSE:RTX) unit Raytheon has secured a US$22.9b Tomahawk cruise missile contract with the U.S. Navy spanning seven years. The agreement calls for a production ramp to more than 1,000 Tomahawk missiles per year and coordination with hundreds of suppliers. The contract is structured as a long term deal that provides visibility on Raytheon’s missile manufacturing pipeline for the Navy. For readers tracking how large defense deals can influence demand for key materials and suppliers, it can...

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.

Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.

Raytheon will lift annual Tomahawk production from roughly 60 missiles to more than 1,000 under the seven-year agreement.

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

LHX expands undersea defense capabilities with a new Rhode Island facility, supporting advanced training systems for U.S. and allied fleets.

Raytheon, an RTX (NYSE:RTX) business, has secured a $22. 9 billion, seven-year contract from the U.

Appaloosa Management just walked away from 12 stocks, and the pattern hiding beneath the list suggests David Tepper is betting everything on a very short list of survivors.

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

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

The Pentagon reached an agreement with Boeing and RTX to increase production of components used for advanced interceptor missiles. Boeing and RTX both rose about 1%.

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

RTX stock has almost tripled over the past five years, yet current valuation checks suggest it now sits closer to fair value than to a clear bargain, with the Discounted Cash Flow (DCF) intrinsic value estimate broadly in line with the market price. RTX has delivered a 190.9% total return over five years, which puts extra focus on whether the current share price still offers an attractive risk reward profile. Recent contracts in engines, missile defense and avionics modernization can support...

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.

HWM's commercial aerospace revenues jump 28% as air travel, aircraft demand and engine spares drive growth.

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 […]

According to the average brokerage recommendation (ABR), one should invest in RTX (RTX). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

LMT expands its missile-defense footprint as rising demand drives Space sales and boosts opportunities across next-generation defense programs.

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

LHX expands defense opportunities through its platform-agnostic model, broad technology portfolio and flexible program participation.

BA's rising deliveries, defense milestones and record backlog support growth, but production delays and 777X issues cloud its outlook.

“You get what you pay for” often applies to expensive stocks with best-in-class business models and execution. While their quality can sometimes justify the premium, they typically experience elevated volatility during market downturns when expectations change.

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.

HWM beats Q2 estimates as commercial and defense demand surged, prompting higher 2026 revenue, EBITDA and earnings guidance.

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

Why RTX stock is back in focus after fresh missile defense contract RTX (RTX) is drawing renewed investor attention after its Raytheon business secured a US$745 million Missile Defense Agency contract for Standard Missile-3 Block IIA interceptors, along with expanded U.S. production capacity. See our latest analysis for RTX. The fresh missile defense contract arrives at a time when RTX's share price has shown firm momentum, with a 30 day share price return of 14.39% and a year to date share...

Elbit Systems fell solidly after beating earnings. Iran war disruption fears and declining aerospace sales were possible reasons.

This jet engine powerhouse is flying high on real business strength, forcing investors to ask a disciplined question: is the engine's power already reflected in the ticket price.

EMBJ beats Q2 earnings and revenue estimates as deliveries and backlog climb, while stronger margins and cash flow drive a higher 2026 outlook.

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