NYSE · Industrials · Aerospace & Defense · US
Research · Sep 3, 2026
L3Harris FY25 (Jan 3, 2026 FYE) at $21.87B revenue (+3%). NI $1.61B; EPS $8.53 (+8%). Reorganized into 3 segments. Missile Solutions IPO planned 2026. Record order book exit FY25. Total debt cut $2.5B to $10.44B. FY26 guide: $23-$23.5B revenue (+7% organic), GAAP EPS $11.30-$11.50, segment OI margin low 16%, FCF $3B.
Research · Apr 28, 2026
Amazon's $11.6B Kuiper investment highlights the LEO satellite spending boom, benefiting launchers like RKLB and builders like ASTS while pressuring VSAT. We rank six plays by exposure and valuation, favoring pure-plays amid $100B+ capex wave.
Research · Apr 13, 2026
Artemis II's safe return on April 11, 2026, de-risks NASA's lunar program, favoring contractors like LMT and NOC with direct hardware roles. We rank six stocks by exposure, ranking LMT highest for its Orion primacy and steady growth. Risks include delays and competition from private launchers.
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.
Research · Apr 10, 2026
SpaceX's confidential IPO filing spotlights ARK ETFs with private stakes and suppliers like NOC, RTX, LHX, and BA. These positions offer leveraged upside from valuation unlock and ecosystem expansion, ranked by conviction from ARKK top.
