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…
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…
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?
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…
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…
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…
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'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…
On the night the Federal Reserve delivered a quarter-point rate hike, a caller from Florida asked Jim Cramer what was going on with Raytheon parent RTX (NYSE:RTX | RTX Price Prediction). Cramer’s…
AJ Tiarsmith Shares of SpaceX (NASDAQ:SPCX | SPCX Price Prediction) are up 5.1% in mid-morning trading Wednesday, changing hands at $151 after opening near $143. The move pushes the stock back above the $150…
Defense contractors sell to a customer whose budget is written into law years in advance, and that single fact changes everything about how their dividends behave. Five names are quietly turning trillion-dollar…
China just restricted 12 minerals that defense contractors need to build the next generation of laser weapons, and Raytheon's $289 billion backlog may be sitting on a supply chain fault line nobody…
Three aerospace and defense giants have moved in sharply different directions this year, and the gap between the best and worst performer has grown wide enough to matter for anyone who assumed…
Appaloosa Management just walked away from 12 stocks, and the pattern hiding beneath the list suggests David Tepper is betting everything on a very short list of survivors.
Trump just signed a proclamation slapping steep tariffs on imported drones, and the winners inside the sector are not who most investors expected. Here is why the reaction splits so sharply across…
