A record $340 billion backlog gives this business years of booked work, and management raised full-year guidance for the third time. Collins Aerospace margins expanded 560 basis points to 21.3%, with all three segments growing double digits.
Latest Activity
A 38-quarter EPS beat streak goes on the line at 5:55 AM ET, with consensus at $1.78 EPS on $24.11 billion in revenue. The last four quarters all landed above estimates, so anything merely in line would be the surprise here.
Mad Money w/ Jim Cramer 10/5/26
- Cramer flags a broken pattern: oil fell while the 30-year yield climbed to 5.66%, near 6%
- Nasdaq's record close carried by Microsoft on Copilot, Meta's small-business ad shift, and Nvidia's all-time high
- Saudis discounting crude $5 below the Oman/Dubai benchmark is market share defense, not a fading war premium
- Caller questions on Intuitive Surgical as a broken stock, plus KLA, Domino's and SoFi
Cramer's warning: strip out Microsoft, Nvidia and Meta and the safety names were hit, meaning three stocks are carrying the index. He says the bond market tells the truth longer term, and the 30-year at 5.66% caps any broad rally. Owning the hyperscalers has been the only trade that worked.
RTX Coverage
4 Defense Stocks Paying Dividends Backed by Pentagon Contracts
Pentagon contracts lock in cash flows years before a dividend check ever gets cut, and four defense giants are sitting on backlogs that stretch well into the next decade. The question is…
Defense Stocks Are Tumbling as Wall Street Bets on a Democratic Sweep
Wall Street is pricing in a Democratic sweep of Congress, and aerospace and defense stocks are paying the price, but the damage is hitting some contractors far harder than others in ways…
GE Aerospace Falls 4% Despite Earnings Beat and Raised Outlook as Costs Climb; RTX Edges Higher, Boeing Barely Moves
A beat-and-raise quarter from GE Aerospace (NYSE:GE | GE Price Prediction) is running into a jump in engine-related costs. GE Aerospace stock fell 4%, landing at $299.59 during the morning session, even…
GE Aerospace and RTX Earnings Preview: What to Watch as Aerospace and Defense Report
GE Aerospace and RTX both beat estimates last quarter and raised guidance, but Wall Street already prices in another raise before either company says a word. Find out what the earnings releases…
Lockheed Martin or RTX? The Dividend Difference Investors Shouldn’t Ignore
Lockheed Martin and RTX both raised full-year guidance on the same July morning, but their balance sheets and business mixes tell two very different stories about which dividend survives a budget freeze…
Here Are Tuesday’s Top Wall Street Analyst Research Calls: AT&T, Adobe, Albemarle, American Electric Power, Pershing Square, RTX, SoFi Technologies, Technip FMC, YETI Holdings, and More
Pre-Market Stock Futures: Futures are trading mixed after a slow start to the week, ahead of the 3rd-quarter earnings season, which kicks off today with four large-cap financial stocks reporting, and for…
RTX vs. GD: Which Pentagon-Backed Dividend Will Outperform Over the Next Decade?
Both RTX and GD just dropped on the same Pentagon spending surge, but the stock you buy depends entirely on where you are in life. One of these defense giants is built…
Lockheed Martin Keeps Raising Its Dividend as Pentagon Money Keeps Flowing
Lockheed Martin has raised its dividend for 23 straight years on the strength of a single customer, but two recent quarters exposed just how quickly that cash cushion can vanish when fixed-price…
The Pentagon Keeps Spending. These 4 Defense Stocks Keep Raising Their Dividends
Defense contractors win contracts that stretch across multiple budget cycles, which means their dividend programs rest on a very different foundation than most industrial companies. Four of the largest primes have raised…
LMT vs. RTX: Which Defense Dividend Actually Has the Staying Power?
Lockheed pays nearly double the yield, trades at a cheaper multiple, and holds 23 straight years of dividend increases. So why does the stronger dividend case belong to RTX?
Boeing Drops 3% as 737 MAX Landing Software Glitch Draws Regulator Review; GE Aerospace Eases, RTX Treads Water
A newly reported software defect on the 737 MAX is pulling Boeing (NYSE:BA | BA Price Prediction) lower, and the pressure is landing almost entirely on one name. Boeing stock is down…
US Running Low on the 2 Weapons It Would Need Most
A defense analyst warned that China may be watching gleefully as the Pentagon scrambles to restock two weapons classes critical to any future great-power fight. Four defense contractors sit at the center…
Defense Stocks Fall While Oil Slides on Hormuz Reopening Report: Lockheed Martin and RTX Drop 3%, Boeing Dips
Aerospace and defense shares are trading lower Tuesday morning after a Reuters report that Iran has offered to reopen the Strait of Hormuz within seven days if the U.S. takes initial steps…
Lockheed Martin vs. RTX: Which Defense Dividend Is the Better Income Buy
Both Lockheed Martin and RTX raised their dividends in 2026, both carry massive backlogs, and both generate serious free cash flow, but only one of them belongs in a retirement income portfolio…
Boeing Crashes Again: One Prominent Analyst Reiterated His Call for 55% Gains Within a Year
Boeing's CEO just admitted the 737 MAX ramp is taking longer than promised, sending shares sliding again, yet one prominent analyst refuses to budge on a price target that dwarfs anything else…