Core Insights - The space and defense industry is dominated by major players like Lockheed Martin and RTX, but emerging companies like Kratos and Voyager are gaining attention for their innovative technologies and partnerships [1] Group 1: Kratos Defense & Security Solutions - Kratos is developing next-generation technologies such as autonomous jet fighters and hypersonic missile systems, with a significant contract for a hypersonic missile test bed worth up to $1.45 billion awarded in early 2025 [2][6] - The company emphasizes being "first to market" and affordability, which enhances its technological reputation and commercial viability [3] - Kratos has a record opportunity pipeline valued at $12.6 billion, nearly 10 times its expected revenues for 2025, indicating strong potential for revenue growth [5] - The company reported a non-adjusted net income per share of $0.03 last quarter, and its forward price-to-earnings ratio stands at 86x, reflecting high growth expectations despite current production limitations [6] Group 2: Voyager Technologies - Voyager generates equal revenue from space and defense solutions, with significant contributions from NASA (26%) and Lockheed (17%) [8] - The company is leading the development of Starlab, a NASA-backed space station project, with an initial award of $217 million, but faces competition and funding uncertainties for future phases [9] - Voyager's stock has seen volatility since going public, with shares dropping from an initial high of $73.95 to $39 as of June 30 [7] Group 3: Comparative Analysis - Both Kratos and Voyager are smaller defense companies with significant long-term potential, with Kratos being viewed as the safer investment due to its established backlog, while Voyager presents a more speculative opportunity in the space sector [10]

>> Israeli military says that it has completed a series of strikes against Iran's surface to surface missile systems. NBC's Keir Simmons is in Dubai and he joins us now with more Keir. Hi.>> Hey, Becky. This is a major strike and actually a continuing campaign. You can see from that spike in the price of oil, which continues this morning, that there are there are more strikes likely.There was a fresh wave of Israeli strikes underway this morning. Iran responding with more than 100 drones. Many shot down, Is ...

RTX Corporation’s (RTX) business unit, Raytheon, won a modification contract to aid the AIM-9X Sidewinder Missile Systems. The award has been offered by the Naval Air Systems Command, Patuxent River, MD.Details of RTX’s DealValued at $13.3 million, the contract is expected to be completed by June 2027. Per the terms of the deal, RTX will continue developing electronic and guidance units, spare circuit boards and software engineering stations to support upgrades and risk reduction efforts for the AIM-9X Syst ...

Amid escalating global tensions and renewed geopolitical flashpoints — ranging from Eastern Europe to the Indo-Pacific — defense spending is currently under a bright spotlight. For investors, this presents a compelling opportunity in the defense sector, where industry giants like Lockheed Martin (LMT) and General Dynamics (GD) stand to benefit. Lockheed, known for its fighter jets and missile systems, is the largest U.S. defense contractor with a broad portfolio. General Dynamics, with exposure to both comm ...

Earnings for Q1 2025 are rolling out. Some companies in an unexpected industry posted strong results. In turn, Wall Street analysts are upgrading these stocks. While investors wouldn’t generally think manufacturing-heavy stocks would perform well during a period of tariff uncertainty, that is exactly what has happened in the aerospace and defense industry. Demonstrating this is that the return of the iShares U.S. Aerospace & Defense ETF BATS: ITA is the inverse of the overall market in 2025. As of the April ...