3 posts
Defense
Results Review - RTX, another strong defense player, another 2Q2026 beat
Following a similar pattern RTX's 2Q2026 results, like its peer Lockheed Martin, beat market expectations. Geopolitical uncertainties raise demand, while international orderbook build up is a tailwind. Engines/products issue are reported to be turning for better. Full-year outlook is raised.
Results Review - Lockheed Martin registered solid outcomes; raised outlook
Geopolitical demand shock, strategic positioning towards technology, and increased operating efficiency drove up Lockheed Martin 2Q2026 results; outlook also uplifted.
Defense Backlog Growth Looks Bullish. Manufacturing Capacity Says Otherwise
Defense contractors keep winning, but the industrial base keeps losing time. A look at the budget data and what the market isn't pricing in on defense.
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