Lockheed Vs. RTX: The Cheaper Defense Giant Is The Clear Value Win Lockheed Martin vs. RTX: LMT is cheaper (18x vs. 25x forward earnings) and yields 2.5% vs. 1.5%. Here’s where I'm leaning. Barchart · Oct 23
Lockheed Martin’s Record $292 Billion Backlog Comes With a Delivery Test Lockheed Martin beat Q3 estimates and raised 2026 guidance, with its backlog hitting a record $292 billion, driven mainly by Missiles and Fire Control orders like PAC-3 and THAAD. MarketBeat · Oct 23
Are RTX Corporation and Northrop Grumman Ready to Break Out? RTX and Northrop Grumman posted record Q3 backlogs, raised guidance, and strengthened balance sheets, pointing to long-term growth despite margin pressures and paused buybacks. MarketBeat · Oct 22
Stocks Rebound on Strong Earnings and Lower Bond Yields The S&P 500 Index ($SPX ) (SPY ) is up by +0.60% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +1.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.12%. December E-mini S&P futures (ESZ26 ) are up +0.60%, and December E-mini... Barchart · Oct 20
Aerospace and military contractors raise 2026 profit forecasts Northrop Grumman and RTX have raised their annual profit forecasts due to strong military demand. The companies reported record backlogs of $109.6 billion and $340 billion respectively. Sustained commercial aerospace services demand has also contributed to their growth. GE Aerospace, while performing well, has warned about potential declines in demand… The Economic Times · Oct 20
Stocks Pressured by Tech Stock Weakness and Higher Crude Oil Prices The S&P 500 Index ($SPX ) (SPY ) is down by -0.15% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.57%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.82%. December E-mini S&P futures (ESZ26 ) are down -0.10%, and December E-mini... Barchart · Oct 20
Nasdaq Futures Slip as AI Stocks Resume Slide, Oil Jumps; SpaceX Earnings on Tap December Nasdaq 100 E-Mini futures (NQZ26) are down -0.55% this morning as chipmakers and other AI-related stocks came under renewed selling pressure. Barchart · Oct 20
Stocks Settle Higher as Chipmakers and AI-Infrastructure Stocks Rebound The S&P 500 Index ($SPX ) (SPY ) closed up by +0.41% on Monday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down by -0.07%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.17%. December E-mini S&P futures (ESZ26 ) rose +0.43%, and December E-mini... Barchart · Oct 19
U.S. Stock Futures Climb as Chipmakers Rebound; Corporate Earnings in Focus December S&P 500 E-Mini futures (ESZ26) are up +0.52%, and December Nasdaq 100 E-Mini futures (NQZ26) are up +1.11% this morning as investors cautiously snapped up beaten-down chipmakers and other AI-related stocks, setting a positive tone for a busy week of corporate earnings. Barchart · Oct 19
AI Sector Pressure, Earnings and Other Key Things to Watch this Week Markets enter a heavy earnings week with Meta Platforms, Tesla, Netflix and Texas Instruments reporting alongside Wednesday’s crude oil inventories. Semiconductor pressure and AI spending doubts remain front and center. Barchart · Oct 18
Stock Indexes Finish Sharply Lower as Tech Stocks Plunge The S&P 500 Index ($SPX ) (SPY ) closed down by -1.09% on Friday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down by -0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -2.50%. December E-mini S&P futures (ESZ26 ) fell -1.14%, and December E-mini... Barchart · Oct 16
Stock Indexes Mostly Lower as Chipmaker Weakness Persists The S&P 500 Index ($SPX ) (SPY ) is down by -0.06% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.44%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.96%. December E-mini S&P futures (ESZ26 ) are down -0.10%, and December E-mini... Barchart · Oct 16
RTX Locks In a Decade of Defense Dominance RTX's Raytheon unit won an $8 billion nuclear command-and-control contract and a $729 million counter-drone export deal, bolstering long-term revenue visibility as its stock trades below recent highs. MarketBeat · Oct 16
5 Oversold Corners of the Market That Could Bounce If Breadth Finally Improves Amid narrow market breadth and a tentative bond bounce, Bank of America, NextEra Energy, XLU, RTX, and IWM stand out as oversold names poised to benefit if rotation beyond tech broadens. MarketBeat · Oct 5
Barchart · Sep 30 What to Expect From RTX Corporation’s Next Quarterly Earnings Report While RTX Corporation is gearing up to report its Q3 earnings numbers next month, analysts anticipate the company’s EPS to surge.
The Economic Times · Sep 29 US awards $21 billion missile contract to RTX’s Raytheon as it looks to replenish stocks amid ongoing conflict with Iran The US has moved to significantly increase production of AMRAAM missiles after awarding Raytheon a multiyear agreement valued at $20.7 billion. The weapon is used by fighter jets for air-to-air engagements and by NASAMS for ground-based air defence. The planned expansion includes higher annual output, but the full contract value…
Barchart · Sep 17 A $289 Billion Reason to Buy RTX Stock Speaking at Morgan Stanley’s Laguna Conference, RTX CEO Chris Calio highlighted a $289 billion backlog that could support the company’s growth for years.
Barchart · Sep 1 RTX Corporation Stock: Is RTX Outperforming the Industrial Sector? RTX Corporation has outperformed the Industrial sector over the past year, and analysts are cautiously optimistic about the stock’s prospects.
The Economic Times · Aug 23 Donald Trump revealed 1,000 stock trades in June: Here is what he bought and sold US President Donald Trump disclosed over 1,000 financial transactions in June, worth between $78.1 million and $263.1 million, revealing significant portfolio reshuffling. Key transactions included liquidating Vanguard ETF holdings while picking up shares in Berkshire Hathaway, Visa, Mastercard, and defense stocks.
Salon · Aug 20 The $1 trillion black box The U.S. military budget is vast and opaque. Projects end up facing delays and ballooning costs
MarketBeat · Aug 18 RTX Stock Gets a Radar Lock on a $23B Navy Win RTX Corporation secured a $22.9 billion Navy Tomahawk contract and topped Q2 2026 earnings estimates, prompting raised full-year guidance and continued dividend growth.
Benzinga · Aug 18 Elizabeth Warren Targets Defense Contractors’ $100 Billion Shareholder Payouts: ‘This Needs to Stop’ Sen. Elizabeth Warren (D-Mass) said defense contractors should stop buybacks and dividends, after the five largest U.S. defense firms spent more than $100 billion on shareholder payouts since 2020.
Benzinga · Aug 18 RTX’s Raytheon Lands $22.9 Billion Tomahawk Deal as US Rushes to Rebuild Missile Stockpiles Depleted by Iran War The U.S. Navy on Monday awarded RTX Corp.’s (NYSE:RTX) Raytheon a $22.9 billion, seven-year contract to dramatically expand Tomahawk missile production as the Pentagon races to rebuild precision-weapon stockpiles depleted by the Iran war and other global commitments.
Barchart · Aug 17 RTX Stock Alert: What to Know as Raytheon Nabs $23 Billion Navy Contract RTX stock inches higher on a $22.9 billion U.S. Navy contract. Here’s why RTX shares are worth buying at current levels.
Benzinga · Aug 10 Boeing and Airbus Need More Engines. GE and RTX Are Racing to Supply Them Boeing Co (NYSE:BA) and Airbus SE (OTC:EADSY) have no shortage of customers waiting for new planes. The harder part is building enough of them.