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Kratos Defense expands US manufacturing and supply-chain capabilities to pursue larger defense contracts as military modernization drives demand.

The company is reporting record sales and a large order book, yet the stock has stumbled, forcing a hard look at whether you are buying proven execution or a high-stakes bet on a rocket that has not yet flown.

Defense stocks are supposed to surge when conflict breaks out, yet Lockheed Martin investors who bought in on the first day of the Iran war got a painful education in why geopolitics rarely works as a stock thesis.

The company's most important production line appears stable, but the real test for investors is still to come, and it hinges on one critical figure.

Expectations for defense earnings are low. That isn’t the case for commercial aerospace earnings, though.

GE heads into Q2 earnings with strong aerospace demand, upbeat estimates and solid momentum, but can its premium valuation hold up?

NATO allies just converted a years-old spending pledge into a wave of purchase orders, and one defense analyst has a specific test for separating the stocks that will actually see the cash from those chasing headlines.

Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.

Investing.com -- Republican Senator Lindsey Graham of South Carolina died on Saturday at the age of 71 following what his office described as a "brief and sudden illness," ending more than two decades in the U.S. Senate.

Investing.com -- President Donald Trump warned Iran that the United States is prepared to launch a devastating military response if Tehran attempts to assassinate him, as Washington intensified pressure on the Islamic Republic while diplomatic efforts to preserve a fragile ceasefire continued.

NATO allies unveiled over $57B in new defense deals, fueling demand for aerospace and defense ETFs positioned to benefit from rising military spending.

Northrop Grumman (NOC) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Record Pentagon budgets are climbing toward $1.45 trillion, yet America's biggest defense contractors keep falling. One investor says the winners are hiding somewhere most portfolios have never looked.

AEVEX Corp. (NYSE:AVEX) is one of the best IPO stocks with huge upside potential. On July 6, AEVEX announced a $17.5 million follow-on contract to provide mission-focused, data-driven services in support of US national security objectives. The award reinforces the company’s role in delivering specialized expertise and integrating multi-domain solutions to transform complex data into […]

GE's defense business is gaining from strong orders, major contracts and rising military demand, supporting growth expectations for 2026.

This jet engine giant is in a clear uptrend, but after such a powerful run, investors must ask if the price of admission already accounts for the quality of the flight.

NATO plans to acquire up to five MQ-4C Triton maritime surveillance drones from Northrop Grumman. Norway, Finland, Germany, and Denmark are among the countries joining the alliance-wide procurement. The Triton drones are intended to support NATO's Intelligence, Surveillance, and Reconnaissance Force and maritime security in Europe. Northrop Grumman, traded as NYSE:NOC, is in focus as NATO members move to expand their use of the company's MQ-4C Triton platform. The stock most recently closed...

What Recent Analyst Moves Mean For Northrop Grumman Stock Northrop Grumman (NOC) is back in focus after billionaire Jeffrey Talpins reportedly listed the company among his 10 preferred stocks, while June analyst updates highlighted cost and capital spending pressures. For everyday investors, this combination of high profile interest and flagged expense headwinds raises practical questions about how Northrop Grumman’s current valuation, cash generation and long term defense programs fit into a...

Northrop Grumman’s share price has delivered a 62.4% gain over the past 5 years, yet its valuation checks and intrinsic value estimate now suggest the stock is closer to fairly priced than outright cheap. A 62.4% return over 5 years points to a stock that has already rewarded patient holders, so any new upside case leans more on valuation discipline than on a simple rerating story. Multi year defense programs and recent contract wins can support cash flow expectations, while any shift in...

The company landed a new government contract, so why did the stock suffer one of its worst days of the year.

Bank of America’s aerospace desk put a first-ever number on the most closely watched private company in the space economy. Ron Epstein, senior aerospace analyst at Bank of America Securities, initiated coverage of SpaceX (NASDAQ: SPCX) with a $235 base case price target derived from a 2045 discounted cash flow model. The call reframes the ... BofA Initiates SpaceX Coverage at $235 Price Target, Sees Multiple Billion-Dollar Businesses

Lockheed Martin lands billions in new defense contracts across missiles, space and naval systems as expanding backlog meets ongoing program execution challenges.

Space is the hot new sector on Wall Street, and market optimism has sent Jeff Bezos’ Blue Origin valuation to the moon. Wednesday, CNBC reported that Blue Origin raised $10 billion, valuing the rocket company at $130 billion. Blue Origin didn’t immediately return a request for comment.

President Donald Trump said the ceasefire with Iran might be over. “To me, I think it’s over, I don’t want to deal with them anymore,” Trump told reporters at a NATO summit in Ankara on Wednesday, according to the Wall Street Journal. U.S. Central Command said American forces hit more than 80 targets in a new round of strikes against Iran Tuesday.

President Donald Trump said the ceasefire with Iran might be over. “To me, I think it’s over, I don’t want to deal with them anymore,” Trump told reporters at a NATO summit in Ankara on Wednesday, according to the Wall Street Journal. U.S. Central Command said American forces hit more than 80 targets in a new round of strikes against Iran Tuesday.

Record contracts and mission successes paint a strong picture, but the stock's behavior during market shocks reveals a much steeper risk profile.

Buried inside President Trump’s Fiscal Year 2027 defense budget request sits a line item that dwarfs almost every other increase in the document. The Defense Autonomous Warfare Group (DAWG), a Pentagon office that stood up quietly late last year with an initial budget of roughly $225 to $226 million, is slated to receive $54.6 billion ... Trump Just Made An Obscure Pentagon Office Bigger Than The Marine Corps. Here Are 5 Stocks For This $1.5 Trillion Defense Opportunity

Trump weighs F-35 sale to Turkey as NATO summit commences. NATO details defense deals. Lockheed Martin to boost European production.

BA outpaces its industry as defense wins, liquidity and earnings growth support its long-term outlook despite a sizable debt burden.

July 7 (Reuters) - Defence companies from NATO member states gathered in Ankara on Tuesday for an industry forum held alongside the alliance's annual summit, where several defence cooperation and