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Intuitive Machines (NasdaqGM:LUNR) has been selected as a key supplier for L3Harris Technologies’ Accelerated Missile Defense Tranche 3 mission. The company will provide 18 spacecraft platforms that form part of U.S. space-based missile defense infrastructure for homeland defense and hypersonic missile tracking. The contract expands Intuitive Machines’ role within a core national security program and broadens its exposure to the defense market. For readers tracking how specialized space and...

Sycamore Capital Management, a franchise of Victory Capital Management, released its Q2 2026 investor letter for “Sycamore Mid Cap Value Equity Strategy”. A copy of the letter can be downloaded here. Sycamore Capital’s Mid Cap Value investment team focuses on a bottom-up approach to identify undervalued businesses with growth potential. In Q2 2026, the strategy […]

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.

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

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.

The defense launch demand behind Rocket Lab stock's run was visible in the company's own contract announcements months before the market paid for it.

MSI pairs double-digit growth and record backlog with a premium valuation, raising the stakes for sustained earnings execution.

MSI raises its 2026 outlook again as record orders lift backlog to $15.6 billion, with software and public-safety demand driving growth.

Its correlation to the index is only moderate, and the behavior that is genuinely its own runs on defense programs and a rocket that has yet to fly.

In early August 2026, L3Harris Technologies announced it had selected Intuitive Machines to design, build, and deliver 18 IM‑300 spacecraft platforms for the U.S. Space Development Agency’s Accelerated Missile Defense Tranche 3 mission, supporting hypersonic and ballistic missile tracking under the Golden Dome initiative. This defense award highlights how Intuitive Machines is extending its space hardware beyond lunar missions, leveraging its IM‑300 platform across missile tracking, Earth...

Intuitive Machines landed a contract from L3Harris to build 18 Spacecraft for the U.S. Missile Defense Program.

Rocket Lab stock is well off its high again, and its shock record says the most serious damage comes from rate moves rather than from anything on the launch pad.

From laser weapons to color schemes, transporting the president around the world is a study in details.

Recent declines have left several stocks looking attractive, according to Wall Street. But one large defense contractor looks better than the others right now.

L3Harris Technologies (NYSE:LHX) has signed multi year propulsion agreements with the Department of War and Lockheed Martin. The contracts cover missile propulsion production for the PAC 3 MSE and THAAD defense systems. The agreements are described as transformative and are intended to nearly triple and quadruple propulsion output for these programs. L3Harris Technologies sits at the center of key U.S. missile defense programs as a propulsion supplier for PAC 3 MSE and THAAD systems. For...

Lockheed Martin, Raytheon, and L3Harris are leaders in supplying U.S. missile defense systems.

LHX tops Q2 earnings and revenue estimates, delivers growth across all segments and raises its 2026 outlook.

L3Harris just posted a great quarterly report, but the market is reacting negatively to IPO-related news.

The U.S. has fired a lot of missiles lately, leaving the Defense Department motivated to quickly replace and grow its missile stocks. “When you add the $54 billion dollars in this contract modification, you’re pushing $300 billion dollars of backlog for the company,” said CEO Jim Taiclet on Fox Business. Lockheed is tripling production of its PAC-3 missiles.

L3Harris Technologies (NYSE:LHX) reported higher second-quarter revenue, earnings and cash flow, citing broad-based growth across its three business segments and increased international sales. The defense contractor also raised its full-year 2026 revenue and earnings-per-share outlook while maintain

Revenue surges 8% to $5.9 billion, with a record $7.3 billion in orders and raised full-year guidance.

While the top- and bottom-line numbers for L3Harris (LHX) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

L3Harris (LHX) delivered earnings and revenue surprises of +11.79% and +1.50%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

The defense contractor reported second-quarter earnings per share of $3.13. Wall Street was looking for $2.80.

The defense contractor said it now expects full-year earnings between $11.80 and $12.00 a share, up 40 cents from the company’s previous guidance.

General Dynamics, L3Harris and Hexcel enter Q2 earnings with strong demand and production-but costs and supply risks remain.

Boeing (BA) delivered earnings and revenue surprises of -123.53% and +2.11%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Here are four defense stocks that are expected to post an earnings beat this reporting cycle.

L3Harris Technologies recently declared a quarterly dividend of US$1.25 per share and earlier received a U.S. Space Force contract to build 18 Accelerated Missile Defense Tranche 3 satellites equipped with missile-tracking payloads. This combination of continued cash returns to shareholders and expanding missile defense work underscores L3Harris’ role in space-based national security infrastructure. Against this backdrop, we’ll explore how the new U.S. Space Force missile-defense satellite...

Firms like Northrop Grumman are struggling on the market despite record military spending. Investors are now watching Congress—and a new generation of startups.