It’s been a volatile week for the defense and aerospace industry following several missives from President Trump. Some of these proposals, such as limiting defense stock buybacks and capping executive pay, are negative for the industry but seem unlikely to actually make it into law.But the proposed increase of the Pentagon's budget seems much more based in reality, and Trump is calling for $1.5 trillion to be spent in 2027. That’s a 66% increase on the current 2026 defense budget.While the real number is li ...

Key Takeaways LHX announced a DoW partnership with a $1B convertible investment to expand solid rocket motor capacity.LHX plans an IPO of its Missile Solutions unit in the second half of 2026 to form a focused public company.LHX will scale capacity for PAC-3, THAAD, Tomahawk and Standard Missile programs to support long-term demand.L3Harris Technologies, Inc. (LHX) recently announced a first-of-its-kind proposed partnership with the U.S. Department of War (DoW) to significantly expand its capacity to produc ...

Defense deconsolidation is on the table after L3Harris's deal with the Pentagon. ...

Looking for explosive growth? This stock could be better than Joby Aviation.Joby Aviation (JOBY 3.89%) has positioned itself as an early leader in the electric vertical take-off and landing (eVTOL) aircraft space. The eVTOL specialist went public through a merger with a special purpose acquisition company (SPAC) in 2021 and has seen some volatile swings since its public debut. Despite big pricing volatility, the company's share price is up roughly 53% from market close on the day of its post-combination tra ...

European stocks are seen opening broadly lower on Wednesday, though London's FTSE 100 index may benefit from elevated crude oil prices, driven by escalating tensions in Iran and potential U.S. intervention.A cautious undertone may prevail as investors await cues from earnings and a potential U.S. Supreme Court ruling on tariffs the White House has been enforcing.Following JPMorgan's results Tuesday, earnings from rivals Bank of America Corp., Wells Fargo & Co., Citigroup Inc., Goldman Sachs Group Inc. and ...

Group 1: Company Overview - L3Harris Technologies (NYSE:LHX) is a significant player in the defense sector, providing advanced technology solutions including communication systems, electronic warfare, and avionics [1] - The company competes with major defense firms such as Lockheed Martin and Northrop Grumman, focusing on innovation and government contracts [1] Group 2: Market Performance - As of the latest data, LHX is priced at $337.73, reflecting a slight decrease of 0.87% or $2.95, with a trading range today between $337.67 and $361.59 [4] - Over the past year, LHX has seen a high of $361.59 and a low of $193.09, with a current market capitalization of approximately $63.18 billion [4] - Today's trading volume for LHX is 3,416,357 shares, indicating active investor interest [5] Group 3: Analyst Ratings and Future Outlook - Morgan Stanley has maintained an "Overweight" rating for LHX, suggesting a belief that the stock will outperform the average market return [2][6] - The proposed $1.5 trillion defense budget by President Trump is expected to create significant opportunities for L3Harris, benefiting income investors [3][6] - The strategic positioning of L3Harris and its government contracts may offer substantial growth potential in the evolving defense sector [5]

The Boeing Company ( BA ) is one of the world's leading companies, crucial to the aviation market, but also to defense, two giant industries that depend heavily on Boeing.Equity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Disclosure:I/we have no stock, option o ...

The U.S. stock market opened on Tuesday, January 13th, 2026, with major indexes showing a mixed to slightly lower performance as investors digested the latest inflation data and the kickoff of fourth-quarter earnings season. The session is marked by cautious sentiment following a robust Monday that saw both the S&P 500 and Dow Jones Industrial Average hit fresh record highs. Key economic reports and significant corporate announcements are setting the tone for early trading, with particular attention on the ...

Kratos Continues to Demonstrate Commitment to Growing the U.S. Defense Industrial Base with this Announcement of Its Sixth New Facility in a YearSAN DIEGO, Jan. 13, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company in defense, national security, and global markets, announced today the grand opening of its new 55,000-square-foot state-of-the-art hypersonic and “Other” system manufacturing and payload integration facility in Princess Anne, Maryland. The ad ...

Global Aerospace & Defense US Defense: Three posts, an Executive Order, and eleven questions - Where are we headed? Douglas S. Harned, Ph.D. +1 917 344 8430 douglas.harned@bernsteinsg.com Adrien Rabier +44 20 7676 6820 adrien.rabier@bernsteinsg.com Jennifer Ma +1 917 344 8408 jennifer.ma@bernsteinsg.com Specialist Sales Steve Song +1 917 344 8401 steve.song@bernsteinsg.com President Trump made three posts plus an Executive Order yesterday, creating high volatility in defense stocks. We will need much more c ...