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What is Constellation Energy’s (CEG) Economic Moat, and is it Widening or Narrowing?
Constellation Energy Corporation (NASDAQ:CEG) traded at around $300 on October 7, down 0.27% on the day and 21.61% lower over twelve months. The company signed a 3,590 megawatt power agreement with Google, and the shares jumped roughly 12%…
Why Hypersonic Programs Are Running Out of Test Time
CAPE CANAVERAL, Fla., Oct. 8, 2026 /PRNewswire/ -- Wall Street Investor News Commentary - The global hypersonic flight market is projected to grow from $782 million in 2023 to $1,154 million by 2030, a compound annual growth rate of 5.7%,…
Can L3Harris' Propulsion Capacity Expansion Unlock New Growth?
L3Harris Technologies, Inc. LHX is expanding its missile propulsion production capabilities as demand for critical defense systems increases. The company's Aerojet Rocketdyne (AR) segment provides propulsion technologies for strategic defe…
Can Kratos' Space-Cyber Expansion Unlock New Growth Opportunities?
Kratos Defense & Security Solutions, Inc. KTOS is expanding its space and cyber capabilities as demand grows for technologies that convert radio-frequency (RF) data into actionable intelligence. In October 2026, the company announced multi…
Space Propulsion Market to Reach US$14.41 Billion by 2031 at 12.5% CAGR, Driven by Rising Launch Rates and Lunar Missions
Company Logo Up from US$8.00 billion in 2026, led by commercial demand, with thrusters and the Middle East growing fastest. Key players include SpaceX, Northrop Grumman, Safran and ArianeGroup. Dublin, Oct. 08, 2026 (GLOBE NEWSWIRE) -- "Sp…
Lockheed Martin (LMT) vs General Dynamics (GD): Which is a Better Stock to Buy?
Lockheed Martin Corporation (NYSE:LMT) traded at around $509 on October 6, little changed on the day and 26.46% below its 52-week high of $692. General Dynamics Corporation (NYSE:GD) traded near $332 over the same session, down 3.41% acros…
Boeing (BA) Has Negative EBITDA and Positive Net Income. Which One Is Real?
The Boeing Company (NYSE:BA) was trading at around $193 on October 5, down 11.91% over twelve months. Boeing reported net income of $2.09 billion over the past twelve months. Its EBITDA over the same period was negative $2.9 billion. Those…
L3Harris (LHX) Stock Gets Fair Value Trim As Analysts Turn More Cautious
The fair value estimate for L3Harris Technologies has eased from US$342.36 to US$335.33, which points to a slightly lower price target embedded in current models. Recent Street research links this shift to a more cautious tone that balance…
Howmet Rises 21.4% in Past Year: Should You Buy the Stock?
Howmet Aerospace Inc.'s HWM shares have gained 21.4% in the past year, outpacing the S&P 500's gain of 15.4% and the industry's 18.1% decline. The leading provider of jet engine components and fastening systems for the aerospace and transp…
Vertical Aerospace Appoints Former Leonardo Helicopters U.S. CEO and U.S. Military Leader Clyde Woltman to Board of Directors
Appointment further strengthens Vertical's Board with U.S. defence, government and aerospace commercialisation expertise as the Company advances its commercial, hybrid-electric, autonomous and defence strategy LONDON & NEW YORK, October 05…
Is Delta’s (DAL) Cash Flow Keeping Pace With Its Earnings?
Delta Air Lines, Inc. (NYSE:DAL) closed at $84.09 on October 2 after a strong twelve months for the shares. The airline reported net income of $3.95 billion over the past twelve months. Its free cash flow was more than a billion dollars lo…
Here is Why RTX (RTX) is a Bad Investment at Today’s Price
RTX Corporation (NYSE:RTX) closed at $184.68 on October 2, up 9.41% over twelve months. Almost everything about the business is going well. Defense budgets are rising, the order book is filling, and the engines and missiles RTX builds are…
L3Harris Technologies (LHX) Lands $6b THAAD Work, Is It 31% Below Fair Value?
Contract win puts L3Harris in the THAAD propulsion spotlight L3Harris Technologies (LHX) just secured an undefinitized contract from Lockheed Martin worth more than US$6b over seven years to expand propulsion output for the THAAD missile d…
RTX Secures a $511.5M Contract to Support AN/SPY-6(V) Family of Radars
RTX Corporation's RTX business segment, Raytheon, recently secured a $511.5 million modification contract to exercise options and purchase spares for hardware production of the AN/SPY-6(V) family of radars and associated hardware. The awar…
SpaceX gets the headlines, and since its June 2026 IPO you can finally own a piece of it under the ticker SPCX. The bigger story, though, is where all those rockets are headed. The U.S. and China are now racing to build the first permanent…
SpaceX Gets the Headlines, But These Three Companies Get the Contracts
Imagine building a house where there are no roads, no hardware stores, and no power lines. Now imagine that every gallon of fuel, every part needed to build that house or replace a part of the house, has to travel nearly 1,000 miles across…
SpaceX gets the headlines, and since its June 2026 IPO you can finally own a piece of it under the ticker SPCX. The bigger story, though, is where all those rockets are headed. The U.S. and China are now racing to build the first permanent…
SpaceX Gets the Headlines, But These Three Companies Get the Contracts
Three publicly traded companies are competing to build the first base on the moon. I'll show you why these names matter more than SpaceX and Blue Origin — and how smart investors can position early.
* L3Harris Technologies (LHX [https://seekingalpha.com/symbol/LHX]) won a $461.9M firm-fixed-price contract [https://www.war.gov/News/Contracts/Contract/Article/4615442/contracts-for-sept-30-2026/] to provide commercial satellite communica…
Can L3Harris' FAA Air Traffic Modernization Support Growth?
L3Harris Technologies, Inc. LHX is positioned to benefit from increased spending on air traffic control modernization through its Mission Networks business. The company provides communications and networking solutions for air traffic manag…
Can Electronic Warfare Demand Support RTX's Defense Growth?
RTX Corporation RTX continues to benefit from demand for advanced electronic warfare capabilities as the U.S. Navy works to strengthen the survivability and effectiveness of its aircraft fleet. Its Raytheon business recently received a $50…
L3Harris Receives THAAD Propulsion Contract Valued at $6 Billion
MELBOURNE, Fla., September 29, 2026--(BUSINESS WIRE)--L3Harris Technologies (NYSE: LHX) has received an undefinitized contract from Lockheed Martin, valued at more than $6 billion (excluding escalations) over seven years, to significantly…
Can Archer's Golden Manufacturing Line Improve Production Ramp-Up?
Archer Aviation Inc. ACHR is using a "golden manufacturing line" approach to improve the transition from early Midnight builds to high-volume production. The strategy allows Archer to use its Silicon Valley facility for final assembly duri…
Can Rocket Lab's Rapid Prototyping Support Faster Production Growth?
Rocket Lab Corporation RKLB is using in-house rapid prototyping and integrated manufacturing capabilities to accelerate the development and production of its space products. The company's vertically integrated design and manufacturing stru…
Space On-Board Computing Platform Market Report 2026: Capitalize on the $1.86B-to-$3.11B Surge by 2030 as AI Edge Processing and LEO Constellations Disrupt Revenue—Benchmark BAE Systems, Thales, L3Harris, Lockheed Martin and Honeywell
Company Logo Boost ROI through strategic partnerships, acquisitions, AI-enabled edge computing, modular platforms, and domestic sourcing to cut tariff exposure and expand market reach Dublin, Sept. 28, 2026 (GLOBE NEWSWIRE) -- "Space on-bo…
L3Harris (LHX) Stock May Be 45% Undervalued On Fraud Investigation News
L3Harris Technologies has retreated sharply this year, yet over a longer stretch the stock still reflects a meaningful gain, which puts the focus squarely on what its cash flows can support. With fresh scrutiny on the business after recent…
Can L3Harris' Contract Cost Control Support Future Margin Growth?
L3Harris Technologies, Inc. LHX uses a structured process to monitor the cost and performance of its long-term contracts. The company establishes an estimated total cost at completion based on contract complexity and perceived risks, and r…
LMT vs. LHX: Which Defense Company Has Stronger Growth Drivers?
Lockheed Martin LMT and L3Harris Technologies LHX are two major U.S. defense companies, but they have different business profiles and exposure across the defense industry. Lockheed Martin is the larger and more diversified of the two, with…
Software Defined Radio Market Forecasts Growth from $23.52B (2026) to $36.80B by 2033, Profiling L3Harris, RTX, Northrop Grumman & Thales
Company Logo The global software defined radio (SDR) market is projected to grow from USD 23.52 billion in 2026 to USD 36.80 billion by 2033, at a 6.6% CAGR. Growth is driven by military communications modernization, satellite and space mi…
US Running Low on the 2 Weapons It Would Need Most
Quick Read The U.S. is critically short on air defense interceptors and long-range standoff missiles, the two weapons most needed in a hypothetical conflict with China. RTX booked over $5 billion in Patriot effectors and $1.8 billion in AM…
Defense stocks fall as Trump raises prospect of Iran peace deal at UN
[World Leaders Gather For United Nations General Assembly] Michael M. Santiago/Getty Images News Aerospace and defense stocks fell broadly Tuesday as President Donald Trump raised the prospect of a negotiated end to the U.S. conflict with…
Intuitive Machines (NASDAQ: LUNR) stock soared more than 12% in late morning trading. With just half an hour till markets close, the stock is holding onto this gain. And you can thank investment bank Cantor Fitzgerald for that. Missed AI's…
General Electric vs. Joby Aviation: Which Industrials Stock Is a Better Buy in 2026?
The aviation landscape is shifting as decarbonization and urban mobility take flight. Should you back the legacy power of GE Aerospace (NYSE:GE) or the disruptive potential of Joby Aviation (NYSE:JOBY)? GE Aerospace has reinvented itself a…
Can Rocket Lab's Optical Systems Boost Its Growth Opportunities?
Rocket Lab Corporation RKLB is expanding its space systems portfolio into optical technologies through its Optical Systems business. The company develops advanced electro-optical and infrared (EO/IR) sensor payloads for national security s…