Lockheed Martin (NY:LMT)

Firefly scales fast with a $1.4B backlog but burns cash heavily; Redwire trades cheaper but faces integration risks and internal control weaknesses.

Firefly Aerospace vs. Redwire: Which U.S. Space Stock Is a Better Buy in 2026? ↗

October 01, 2026

U.S. weapons spending could reach $1.5 trillion next year, and two defense contractors are positioned to benefit.

Topics Economy

Soaring Defense Spending Means Great News for These 2 Stocks ↗

October 01, 2026

L3Harris secured a $6 billion THAAD propulsion contract from Lockheed Martin amid a CEO transition, stock pullback, and a planned Missile Solutions unit IPO backed by Pentagon capital.

L3Harris’ $6 Billion THAAD Win Comes at a Crucial Moment for the Stock ↗

October 01, 2026

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifi...

Topics Initial Public Offering

2 Profitable Stocks for Long-Term Investors and 1 We Brush Off

October 01, 2026

GE Aerospace trades at a steep valuation premium despite stronger margins, while Lockheed Martin's defense dominance comes with heavy government concentration risk.

GE Aerospace vs. Lockheed Martin: Which Industrials Stock Is a Better Buy in 2026? ↗

September 30, 2026

Firefly is burning cash but boasts a $1.4B backlog; GE Aerospace generates $7.3B in free cash flow annually. Growth versus stability, which fits your risk tolerance?

Firefly Aerospace vs. GE Aerospace: Which Industrials Stock Is a Better Buy in 2026? ↗

September 30, 2026

Boeing won a $131 billion F-15 order, but it may also be good news for rival Lockheed Martin.

Topics Economy

Boeing Landed a $131 Billion F-15 Order. Here's What It Means for Lockheed Martin. ↗

September 30, 2026

Now is the right time to begin reallocating your portfolio to be less reliant on growth and more driven by income.

3 Monster Dividend Stocks to Buy Now and Hold for Decades ↗

September 29, 2026

Stability is great, but low-volatility stocks may struggle to deliver market-beating returns over time as they sometimes underperform during bull markets. Fi...

1 Safe-and-Steady Stock with Competitive Advantages and 2 We Ignore

September 28, 2026

Arianespace was Amazon's last chance to keep its Leo satellite constellation growing this year. No longer.

Houston, Amazon.com Has a Problem -- and It's in Europe! ↗

September 27, 2026

By 2032, the Air Force wants to have 1,000 cheap CCA and MMA combat drones flying.

Anduril Isn't the Only Private Defense Contractor Building Advanced Air Force Drones ↗

September 27, 2026

Archer's defense strategy could give it an edge over Joby.

The Pentagon Is Buying eVTOLs. Here's Which Stock Wins the Defense Money. ↗

September 26, 2026

A weekly roundup of MarketBeat analysis on volatile markets, oil, bond rates, AI stocks, dividend picks, and earnings outlooks, covering companies from NVIDIA to Tesla and Qualcomm.

MarketBeat Week in Review – 09/21 - 09/25 ↗

September 26, 2026

Firefly Aerospace vs. Intuitive Machines: Which Space Infrastructure Stock Is a Better Buy in 2026? ↗

Topics Artificial Intelligence Bonds Economy

September 25, 2026

One trades at a steep valuation premium despite deeper losses, while the other boasts a stronger balance sheet but faces government contract concentration.

Boeing vs. Lockheed Martin: Which Essential U.S. Aerospace Stock Is a Better Buy in 2026? ↗

Topics Economy

September 24, 2026

Boeing trades at a 49.7x forward P/E versus Lockheed's 17.3x, but one carries turnaround upside while the other offers fortress-like stability.

TTM Technologies and Amphenol have seen their shares soar so far this year.

Soaring Defense Spending Means Great News for These 2 Stocks ↗

September 24, 2026

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at ...

Topics Artificial Intelligence Economy

Defense Contractors Stocks Q2 Highlights: Lockheed Martin (NYSE:LMT)

September 23, 2026

Boeing won a $562 million Navy drone contract and Lockheed Martin secured over $1.3 billion in awards, yet both stocks saw little market reaction due to differing valuation concerns.

Lockheed's Stock Hasn't Priced In Its Own Backlog—Boeing's Might Already Have ↗

September 23, 2026

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand. Not...

1 Cash-Producing Stock on Our Buy List and 2 We Brush Off

September 23, 2026

Firefly Aerospace vs. SpaceX: Which Space Stock Can Put Your Portfolio Into Orbit in 2026? ↗

September 22, 2026

Firefly's $1.4B backlog and government ties offer a cheaper entry point, but SpaceX's Starlink dominance and scale present a different growth thesis.

Detroit Automakers Turn Back the Clock on the Arsenal of Democracy -- Investors Should Cheer ↗

September 22, 2026

The move to go after more incremental revenue through the defense business is encouraging, but there's more for investors to cheer about.

There's a strong possibility the defense and aerospace giant's backlog will grow even more in the near future.

Topics Government

Great News for RTX Investors (Hint: It Relates to Its Record $289 Billion Backlog) ↗

September 22, 2026

Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new are...

2 Large-Cap Stocks to Keep an Eye On and 1 Facing Headwinds

September 22, 2026

Firefly trades at a fraction of Rocket Lab's valuation multiple, but both face steep cash burn and profitability hurdles in 2026.

Firefly Aerospace vs. Rocket Lab: Which Space Stock Is a Better Buy in 2026? ↗

September 21, 2026

The Air Force Doesn't Want Lockheed Martin's New Stealth Drone -- but Lockheed Is Building 5 of Them Anyway ↗

Topics Economy

September 21, 2026

More than a decade ago, Textron made a big mistake building a Scorpion fighter jet on spec. Is Lockheed Martin making the same mistake?

The defense industry environment is changing, and it's putting pressure on traditional ways of doing business.

Topics Artificial Intelligence

RTX Beats Lockheed Martin on Risk -- Here's Why It's the Better Buy Long-Term ↗

September 19, 2026

Will one great product make AeroVironment stock a great investment?

Topics Government

Laser Weapons Are Real Now -- and You Can Invest in Them With AeroVironment Stock ↗

September 19, 2026

Lockheed Martin (NYSE:LMT) Chief Executive Officer Jim Taiclet outlined the defense contractor’s strategy to combine high-end weapons platforms with lower-cost autonomous and counter-drone systems,...

Lockheed Martin Targets Drone Defense, Missile Output Surge With AI-Powered Strategy ↗

September 17, 2026

LightPath Technologies posted 73% YOY revenue growth and a swelling backlog as it pivots to defense optics, earning a Moderate Buy consensus despite wider net losses.

LightPath’s Defense Pivot Could Send Shares Higher ↗

September 15, 2026