Browsing Tag
RTX
18 posts
RTX raises 2026 outlook after Q2 sales hit $24.7bn and backlog reaches $289bn
RTX (NYSE: RTX) raises 2026 sales, EPS, and free cash flow guides after 14 percent Q2 EPS beat; $289 billion backlog now meets a slower H2 growth guide.
Lockheed Martin (LMT) wins $514m Space Force contract for GPS IIIF satellites SV23 and SV24
Lockheed Martin (LMT) wins a $514M Space Force contract for GPS IIIF satellites SV23 and SV24, deepening its navigation franchise. Read the full analysis.
Lockheed (NYSE: LMT) races to triple Patriot output, but demand still outstrips supply
Patriot interceptor demand is outpacing supply and could stay tight for years as the Iran and Ukraine wars drain stockpiles, driving a multi-year defense supercycle.
Global defense spending hits record $2.9T as satellite and drone names join the primes
Global defense spending hit a record $2.9T and is broadening beyond the primes. Planet Labs' record quarter, with defense revenue up 65%, shows the new defense-tech track.
Why firing a $2 laser might be worth more than a $12.7m interceptor
A 12.7 million dollar interceptor against a 30,000 dollar drone is unsustainable math, and it is quietly rewiring the thesis for Lockheed Martin and RTX. Read more.
Lockheed Martin (LMT) breaks ground on Alabama THAAD interceptor plant as missile demand surges
Lockheed Martin (LMT) breaks ground on a new Alabama THAAD plant as wartime demand strips US stockpiles, yet the stock sits near a 52-week low. Read more.
L3Harris wins US Air Force ABMS digital backbone role as LHX trades 21% off 52-week high
The Air Force just gave L3Harris the ABMS backbone. The harder question is whether LHX, down 21% from highs, can convert this into multi-year backlog.
RTX stock in focus as Pratt & Whitney opens Casablanca facility and Q1 2026 momentum lifts guidance
RTX opens a new Pratt & Whitney Canada plant in Morocco as Q1 2026 results lift outlook. Read what this means for supply chains, margins, and growth.
US strikes 9,000 Iran targets, Pentagon now scrambles to refill missiles
The Pentagon signed framework agreements with Lockheed Martin, BAE Systems and Honeywell Aerospace on 25 March 2026 to expand United States munitions production.
Leonardo DRS wins position on $25.3bn Pentagon microelectronics contract, reinforcing defence electronics push
Leonardo DRS (Nasdaq: DRS) secures a position on the Pentagon's $25.3B ATSP5 microelectronics contract. What it means for investors and the defence sector. Read more.