NYSE · Industrials · Aerospace & Defense · US
Research · Sep 3, 2026
General Dynamics FY25 (Dec 31, 2025) at $52.55B revenue (+10%). NI $4.21B; EPS $15.46. Aerospace +16.5% to $13.1B with EBIT $1.75B (+19%); Combat +2.8% to $9.2B; Marine + Tech in growth pipeline. FY26 segment guide: Aero $13.6B, Combat $9.6-9.7B, Marine $17.3-17.7B, Tech $13.6-13.9B. Gulfstream 160 deliveries.
Research · Apr 13, 2026
Policy rifts between Trump and Netanyahu over Iran elevate US defense spending and oil risks, benefiting LMT, NOC, RTX, GD, XOM, and CVX. Defense firms show record backlogs and production ramps; energy majors leverage low-cost assets amid supply threats. NOC and LMT top the conviction list.
Research · Apr 10, 2026
As Australia prepares for a significant defense buildout in response to rising geopolitical tensions, US defense contractors are poised to benefit. Companies like Lockheed Martin and Raytheon Technologies are well-positioned to capture substantial contracts, while others like Northrop Grumman and General Dynamics also stand to gain from increased spending. This article explores the potential winners in this evolving landscape.
Research · Apr 10, 2026
Trump's NATO withdrawal threat over Iran forces Europe's rearming, boosting US defense primes while commercial aerospace surges. RTX and LMT lead with massive backlogs and F-35/missile exposure; all six analyzed with FY2025 financials show tailwinds.
Research · Apr 10, 2026
Trump's NATO exit threats are forcing Europe to invest billions in defense manufacturing, creating export bonanzas for US primes like RTX and LMT. With backlogs surging and guidance upbeat, these firms offer compelling tailwinds—ranked by exposure and value.
