
RTX (NYSE: RTX) and Lockheed Martin (NYSE: LMT) are both high-quality companies that can deliver shareholder value over the long term and drive their share prices ever higher. However, business trends and analysts' sentiment indicate that RTX is a Buy for 2025 and Lockheed Martin for tomorrow. RTX's share price will likely trend higher in 2025 and could gain as much as 25% before it peaks. On the other hand, Lockheed Martin will likely wallow near its early February levels until its market can regain traction later in the year. This is a look at what's driving these defense stocks.