Defense contractors, aerospace primes, shipbuilders, intelligence vendors, and companies tied to national security spending.
The company said second-quarter momentum supported a recovery plan that includes $1 billion to $3 billion of expected cash flow in the second half of 2026 and as many as 600 commercial airplane deliveries by year-end.
THE APEX TIMES
THE APEX TIMES
A recent market take points to a Pentagon push to replace and expand missile inventories after high recent launch activity, a theme investors often connect to Lockheed Martin’s missile-related backlog.
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The aerospace giants and their 50-50 venture partner IBM have started the regulatory review process for the proposed sale of HRL Laboratories, with financial terms not disclosed.
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The defense contractor reported a quarter ended June 2026 in which earnings rose more than expected and revenue also came in above forecast, according to a market update published July 30.
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A market-focused earnings recap centered on how Leonardo DRS performed in the quarter ended June 2026, highlighting reported results alongside key measures expected by analysts.
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The Reston, Virginia defense contractor says the collaboration is aimed at delivering secure artificial intelligence capabilities for U.S. Intelligence Community and Department of War-related missions, without disclosing program details or timelines.
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For the quarter ended June 2026, the U.S. shipbuilder reported results that exceeded Wall Street expectations, with earnings up sharply versus estimates and revenue also coming in ahead.
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The defense and aerospace contractor reported second-quarter 2026 sales of $913 million, up 10.1% from the same period a year earlier, and said results exceeded the market’s revenue expectations, according to a market report published July 30.
THE APEX TIMES
The defense and aerospace contractor reported Q2 CY2026 results with sales up 10.9% year over year and GAAP earnings of $5.27 per share, a beat that helped shares jump about 12% in early trading.
