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Applied Aerospace & Defense fell about 10% on Wednesday after its first earnings report since going public in June.

Moby summary of Firefly Aerospace Inc.'s Q2 2026 earnings call

The defense spending supercycle has only just begun.

The defense contractor said itis making a multimillion-dollar investment to develop a modular system for delivering different payloads on hypersonic weapons, as the U.S. military seeks to accelerate development of the technology.

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

Forget the usual Wall Street qualifiers. Jim Cramer went straight for the superlatives on Lockheed Martin (LMT). During the August 6 episode of CNBC's Mad Money Lightning Round, he called the stock "sensational" and its CEO "fantastic." Two words that leave little doubt about where he stands. ...

Investing.com -- The Trump administration plans to provide $1 billion in security assistance to the government of Colombia’s newly inaugurated President Abelardo De La Espriella, Reuters reported on Friday, citing the U.S. State Department.

Loar stock sets up a new buy point amid the recent market strength. The aerospace and defense giant is looking for support at a key level.

(Bloomberg) -- The Pentagon aims to conduct the first tests for its futuristic space-based missile defense program by yearend, with flight demonstrations of the unproven technology slated for 2027, people familiar with the matter said.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and Vaccine

D-Wave Quantum posts lower-than-expected revenue in its latest quarter, even as the number of revenue-generating customer orders soars.

Kratos reported second-quarter earnings per share of 21 cents, up from 11 cents a year ago. Wall Street was looking for 14 cents.

(Bloomberg) -- Last summer, about 80 government officials and industry executives gathered in Washington to answer a key question: How would the US aluminum supply chain hold up in the event of a major global conflict?Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallSpaceX’s AI Splur

The DOD tapped Lockheed Martin, Northrop Grumman to accelerate Patriot, THAAD production. Anduril looks to build unmanned boats.

Northrop Grumman signed two agreements totaling $3 billion to speed up production of missile interceptors.

A weekly roundup covering Magnificent Seven earnings, Fed rate pauses, U.S.-Iran tensions, and MarketBeat analysts' takes on stocks including Microsoft, Alphabet, Broadcom, Tesla, and UnitedHealth.

(Bloomberg) -- The Pentagon is accelerating defense production with multiyear mega contracts as the Trump administration seeks to enhance the armed forces and the Iran war intensifies demands on a dwindling US weapons stockpile.Most Read from BloombergStocks Fall as 30-Year Bond Yields Surge After Fed: Markets WrapWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionTrump Says US Will Strike Iran Hard as War Escalates AgainUS Intercepts Iran Attack on Bases, Puncturing Days of CalmAppl

The Army modified its contract with Lockheed Martin to step-up production; the final cost will depend on congressional funding.

General Dynamics (GD) reported fiscal second-quarter results ahead of Wall Street estimates and incr

General Dynamics has managed to avoid much of the defense stock pain that came after fighting began in Iran. Wall Street was looking for earnings per share of $3.96 from sales of $13.5 billion. Operating profit margin was 10.4%, up 0.4 percentage point year-over-year.

RTX and Lockheed Martin topped Q2 earnings estimates and grew their backlogs to record levels, sending both defense stocks higher as the Iran conflict reignites investor interest.

Lockheed Martin, Northrop Grumman, and RTX posted record backlogs and raised guidance this week, driven by both near-term missile defense demand and long-term military modernization programs.

Lockheed Martin highlights record backlog, munitions growth and defense technology investments as it raises 2026 guidance.

NEW YORK, July 24 (Reuters) - Defense tech firm Anduril is in discussions with investors for a new funding round that could see ‌it valued at roughly $100 billion, rivaling companies such as Northrop Grumman and Lockheed Martin, ‌two sources familiar with the matter told Reuters. The funding round and the valuations, reported here for the first time, ​are still fluid, the sources said.

By Cassell Bryan-Low LONDON, July 24 (Reuters) - As U.S. defence companies descended on Britain's Farnborough Airshow this week hoping to tap Europe's military spending boom, they encountered

Moby summary of Lockheed Martin Corporation's Q2 2026 earnings call

Lockheed Martin (NYSE:LMT) reported what executives described as a strong second quarter of 2026, citing a record backlog, higher sales, improved earnings and a significant rebound in free cash flow. The defense contractor also raised its full-year outlook across key financial metrics, pointing to a

Lockheed Martin Corp (LMT) reports a record $230 billion backlog and significant financial growth, raising its 2026 guidance amid strong demand and strategic investments.

Lockheed Martin stock rallies on blockbuster Q2 earnings and raised full-year guidance. Options pricing suggests continued gains ahead in LMT shares.

WASHINGTON, July 23 (Reuters) - The world's two biggest defense contractors, Lockheed Martin and RTX, said on Thursday they expect strong profits going forward because a wave of global conflicts from Iran to Ukraine has depleted Pentagon ‌stockpiles that will need replenishing. Investors cheered the news, pushing shares of Lockheed up 10.

While Q2 earnings are mostly robust and Jobless Claims tick near 60-year lows, pre-markets are tumbling on hostilities in the Middle East.