Thursday, October 15, 2026

Aerospace / Contractors

Defense

Defense contractors, aerospace primes, shipbuilders, intelligence vendors, and companies tied to national security spending.

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Lockheed Martin points to fresh defense awards, keeping “undervaluation” narrative intact for investors

Lockheed Martin secured nearly $10 billion in new defense awards, including additional F-35 and helicopter support and the opening of a missile assembly facility, according to market coverage. The development reinforces the idea that demand for military platforms and sustainment work remains resilient, even as investors watch program execution and costs.

The Apex Times / Jun 13, 5:40 PM EDT / 1 min read

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Lockheed Martin points to fresh defense awards, keeping “undervaluation” narrative intact for investors

The Apex Times / Jun 13, 9:24 AM EDT

Boeing’s turnaround narrative is getting ahead of the data, but cash-flow momentum is the real focus

The Apex Times / Jun 13, 4:40 AM EDT

General Dynamics’ GD shares have surged for years, but investors are now asking what cash flow says about valuation

The Apex Times / Jun 12, 9:24 PM EDT

Leonardo DRS analysts probe radar demand, infrared sensing and power-and-propulsion growth after Q1 beat

The Apex Times / Jun 12, 9:24 PM EDT

Leonardo DRS shares draw investor attention as Yahoo Finance compares year-to-date performance with aerospace peers

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Leonardo DRS unveils Tenum 640 Orbit uncooled thermal camera module for drones and other unmanned platforms at SOF Week

The Apex Times

THE APEX TIMES

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Leonardo DRS unveils Tenum 640 Orbit uncooled thermal camera module for drones and other unmanned platforms at SOF Week

The defense electronics supplier introduced an uncooled long-wave infrared (LWIR) thermal imaging module designed to fit unmanned air, ground, and maritime platforms, targeting intelligence, surveillance, and reconnaissance missions.

Jun 12, 9:24 PM EDT

Leonardo DRS faces West Plains labor dispute as investors weigh production resilience

The Apex Times

THE APEX TIMES

Business / The Apex Times

Leonardo DRS faces West Plains labor dispute as investors weigh production resilience

A labor confrontation at the company’s West Plains facility, involving more than 285 union members and a company-initiated lockout alongside a strike, is drawing attention to how smoothly Leonardo DRS can keep defense output on schedule.

Jun 12, 9:24 PM EDT

Northrop Grumman’s Jackal missile test points to technical progress, but growth outlook remains the key debate

The Apex Times

THE APEX TIMES

Business / The Apex Times

Northrop Grumman’s Jackal missile test points to technical progress, but growth outlook remains the key debate

A recent reported flight-test success for Northrop Grumman’s Jackal precision-strike missile highlighted maturity in autonomy and propulsion. Still, investor focus appears to be shifting to whether softer growth expectations can align with the program’s timeline.

Jun 12, 9:24 PM EDT

Leonardo DRS stock draws renewed attention after a run of multi-year gains

The Apex Times

THE APEX TIMES

Business / The Apex Times

Leonardo DRS stock draws renewed attention after a run of multi-year gains

Leonardo DRS shares closed at $48.53 as trading showed mixed near-term momentum, renewing investor focus on how the defense contractor is valued after several years of strong performance.

Jun 12, 7:54 PM EDT

Lockheed Martin shares fall even as broader market rises, closing at $540.33

The Apex Times

THE APEX TIMES

Business / The Apex Times

Lockheed Martin shares fall even as broader market rises, closing at $540.33

Lockheed Martin (LMT) ended the latest session down 1.52% to $540.33, despite gains in the broader market, according to market pricing reported by Yahoo Finance.

Jun 12, 7:24 PM EDT

Boeing says it will not bid on the Navy’s Undergraduate Jet Training System, citing a mismatch with requirements

The Apex Times

THE APEX TIMES

Business / The Apex Times

Boeing says it will not bid on the Navy’s Undergraduate Jet Training System, citing a mismatch with requirements

In a new statement, Boeing said the T-7A jet trainer does not meet U.S. Navy Undergraduate Jet Training System requirements and that it has informed the service it will not submit an offer for the current request for proposals.

Jun 12, 2:10 PM EDT

Madison Small Cap Fund highlights Leonardo DRS gains tied to E-Drive and “Golden Dome” efforts

The Apex Times

THE APEX TIMES

Business / The Apex Times

Madison Small Cap Fund highlights Leonardo DRS gains tied to E-Drive and “Golden Dome” efforts

In its Q1 2026 investor letter, Madison Funds’ Madison Small Cap Fund pointed to Leonardo DRS as a position that benefited during the quarter, citing the company’s E-Drive work and its participation in the Golden Dome initiative.

Jun 12, 11:24 AM EDT

Lockheed Martin (LMT) draws renewed investor attention as traders track defense names

The Apex Times

THE APEX TIMES

Business / The Apex Times

Lockheed Martin (LMT) draws renewed investor attention as traders track defense names

A Yahoo Finance summary flagged Lockheed Martin as a “trending” stock, pointing to heightened retail and market attention rather than a specific new contract or earnings event in the post.

Jun 12, 10:25 AM EDT