MarketPulse

defense contractor

37 articles
The Motley FoolThe Motley Fool··Josh Kohn-Lindquist

Roubaix Capital's $8.5M York Space Bet Signals Confidence in Satellite Boom

Roubaix Capital acquires 382,906 York Space Systems shares for $9.29M, making YSS its largest holding amid 52% sales growth and $500M backlog.
PKESAROYSSspace technologyinstitutional investment
BenzingaBenzinga··Lekha Gupta

Defense Contractor OSS Surges 57% on Strong Q1 Earnings, Navy Contract Win

One Stop Systems ($OSS) jumped 57% to 52-week high after beating Q1 earnings with $8.1M revenue and securing $10.5M Navy contract.
OSSrevenue growthdefense contractor
The Motley FoolThe Motley Fool··Rich Smith

Polaris Pivots to Defense Drones Amid Flat Growth Forecast

Polaris beats Q1 earnings but guides flat 2026 sales. Defense partnership to build autonomous trucks could unlock new growth avenue.
GDPIIBAESYOSKsales growthearnings beat
The Motley FoolThe Motley Fool··Rich Smith

Why RTX Beats Vertical Aerospace for Long-Term Defense Investors

RTX Corp.'s profitable, cash-generative model outweighs Vertical Aerospace's eVTOL upside amid $112M annual burn and 50% dilution risk.
RTXEVTLshareholder dilutioncash burn
BenzingaBenzinga··Prnewswire

RTX Raises Quarterly Dividend 7.4% to $0.73 Per Share

RTX Corporation raises quarterly dividend to $0.73 per share, a 7.4% increase, maintaining continuous payouts since 1936.
RTXdividend increaseshareholder returns
BenzingaBenzinga··Not Specified

HII Boosts Shareholder Returns With $1.38 Quarterly Dividend

HII declares $1.38 quarterly dividend payable June 12, 2026, reflecting strong financial position as America's largest shipbuilder.
HIIdividendshareholder returns
GlobeNewswire Inc.GlobeNewswire Inc.··Na

KBR Lands $510M Pentagon Data Analytics Contract to Support DoD Decision-Making

KBR wins $510M Pentagon data analytics contract over five years, strengthening its government solutions positioning and providing stable revenue visibility.
KBRdefense contractorKBR
The Motley FoolThe Motley Fool··Rich Smith

Pentagon's $74B Drone Push Ignites Red Cat Stock Rally

Red Cat stock rallies 6.4% following U.S. Air Force's $338.8B fiscal 2027 funding request featuring up to $74B for drone systems, signaling major growth opportunity for the specialized defense contractor.
RCATBABApALMTrevenue growthdefense contractor
The Motley FoolThe Motley Fool··Rich Smith

Space Budget Surge Lifts Intuitive Machines Stock on Defense Spending Boom

Intuitive Machines stock jumped 6.2% after U.S. Air Force announced $338.8B fiscal 2027 budget with 124% Space Force spending increase.
LUNRdefense contractorsatellite communications
Investing.comInvesting.com··Thomas Hughes

RTX Targets 20% Upside Despite Buyback Headwinds from Trump Order

RTX faces Trump buyback restrictions but analysts see 20% upside through 2026, supported by $271B backlog and strong Q1 earnings growth.
RTXvaluationinstitutional buying
BenzingaBenzinga··Akanksha Bakshi

BWXT Expands Nuclear Manufacturing Footprint, But Stock Slides 3.3% on Deal News

BWXT acquires Precision Components Group to expand nuclear manufacturing capacity by 500,000 sq ft and 400+ employees. Despite strategic logic, stock fell 3.3% to $228.
BWXTNLRacquisitiondefense contractor
BenzingaBenzinga··Erica Kollmann

Defense Tech Darling Aevex Soars 65% in IPO Debut as Investors Flock to 'War Unicorns'

Aevex Corp surges 65% across IPO debut and Monday trading, raising $320M at $20/share. Strong demand reflects investor appetite for defense-tech and autonomous systems.
AVEXIPOdefense contractor
The Motley FoolThe Motley Fool··Rich Smith

Saronic Raises $1.75B to Build Autonomous Navy Fleet as Defense Demand Surges

Defense tech startup Saronic raises $1.75B at $9.25B valuation with $392M Navy contract, planning scaled production of autonomous 180-foot warships.
LHXGDHIILDOSdefense contractorprivate funding
The Motley FoolThe Motley Fool··Parkev Tatevosian, Cfa

Northrop Grumman Positioned for Major Backlog Growth Amid Defense Spending Surge

Defense contractor $NOC faces investor update with anticipated significant backlog increase, driven by U.S. military replenishment needs from Middle East operations.
RTXNOCdefense contractordefense stocks
BenzingaBenzinga··Mohd Haider

Iron Dome Supplier Slides Despite Strong Contracts: DFNS Faces Investor Skepticism

T3 Defense shares dropped 3.29% pre-market despite $4.2M Q1 revenue and $4.1M new defense contracts, amid 95% annual decline.
DFNSDFNSWdefense contractorbacklog
BenzingaBenzinga··Lekha Gupta

$LMT Treads Water as Defense Wins Clash With Sector Rotation

Lockheed Martin shares fell 1.46% despite landing a $1.9B Pentagon contract and expanding its venture capital fund to $1B, as investors rotated into higher-performing sectors.
LMTSHLDITAPPAsector rotationtechnical analysis
BenzingaBenzinga··Lekha Gupta

Lockheed Martin Wins $4.7B Pentagon Contract to Ramp Up Missile Production

Lockheed Martin wins $4.7 billion Pentagon contract to accelerate PAC-3 missile interceptor production, following January framework agreement to rebuild munitions stockpiles.
LMTSHLDITAPPAaerospace and defensedefense contractor
The Motley FoolThe Motley Fool··Howard Smith

Kratos Defense Plunges 7.8% Despite $446.8M Space Force Win

Kratos Defense stock fell 7.8% after winning a major $446.8M Space Force contract, as premium valuation already priced in positive expectations.
KTOSdefense contractorvaluation concerns
The Motley FoolThe Motley Fool··Justin Pope

Defense and Waste Management Stocks Offer Compelling Dividend Appeal Over Tech

RTX and WM present attractive dividend yields with strong earnings growth, offering defensive alternatives to technology-heavy portfolios amid favorable market conditions.
RTXWMearnings growthportfolio diversification
The Motley FoolThe Motley Fool··Rich Smith

Trump Orders Navy's First Railgun Battleship: A Decade-Long Defense Windfall Begins

President Trump orders USS Defiant battleship equipped with electromagnetic railguns. Pentagon revives railgun development with BAE Systems and General Atomics leading competition.
HIIBAESYdefense contractorrailgun