Aerospace 6 February 2026

Redwire Stock Jumps 22% as Drone Showcase Draws Attention to Record Backlog

Redwire shares surged 22.08% to $13.99 Thursday, with no clear single catalyst. First-quarter revenue jumped 57.9% to $97 million, but the company posted a wider net loss and announced a $350 million at-the-market share program. Redwire plans to showcase uncrewed aircraft and camera payloads at SOF Week in Tampa next week. Defense Tech revenue rose to $44.3 million from $9.3 million a year earlier.

15 May 2026

Aerospace·Drones·NASDAQ:RDW

Redwire Stock Jumps as $498 Million Backlog Puts Defense Orders Back in Focus

Redwire shares jumped about 10% to $12.19 in early Monday trading, with volume topping 30 million shares. Investors bought 46,592 call options, 41% above average, after the company reported record backlog and reaffirmed its 2026 revenue forecast. First-quarter revenue rose 58% to $97 million, but net loss widened to $76.5 million. Backlog reached $498.1 million, including a $1.8 billion Andromeda contract.

11 May 2026

Aerospace·Defense Industry·NYSE:RDW·Stock Market

Firefly Aerospace Stock Jumps After Q1 Revenue Beat and Golden Dome Defense Deal

Firefly Aerospace shares jumped 10% in after-hours trading Monday after reporting record first-quarter revenue of $80.9 million, up 40% from the prior quarter. The company kept its 2026 revenue outlook and said its SciTec unit won a U.S. Space Force contract for the Space-Based Interceptor program. Firefly’s net loss widened to $96.7 million, but its adjusted loss beat analyst estimates.

5 May 2026

Aerospace·Defense Contracts·Space Industry·Stock Market

General Dynamics Corporation Stock Jumps After Submarine Orders, Gulfstream Jets Lift 2026 Outlook

General Dynamics raised its 2026 profit outlook after first-quarter earnings and revenue topped estimates, sending shares up 10.9% to $347.72. The company reported $1.4 billion in operating earnings and $13.5 billion in revenue, with Marine Systems revenue up 21% on submarine programs. Orders reached $26.6 billion, pushing backlog to $130.8 billion. General Dynamics ended the quarter with $3.7 billion in cash.

29 April 2026

Aerospace·Defense Industry·NYSE:GD·Stock Market

Boeing Stock’s Next Big Test: Q1 Beat, Cash Burn And A 737 Ramp Investors Can’t Ignore

Boeing narrowed its first-quarter net loss to $7 million from $31 million a year earlier and reported $22.2 billion in revenue, up 14%. The company delivered 143 commercial jets, outpacing Airbus for the quarter, but used $1.5 billion in free cash flow. Boeing’s backlog hit a record $695 billion. Shares traded near $231.54 early Monday in New York.

27 April 2026

Aerospace·Earnings Reports·NYSE:BA·Stock Market

Lockheed Martin Gets Golden Dome Opening as Profit Worries Bite

Lockheed Martin was named among firms awarded up to $3.2 billion for President Trump’s Golden Dome space-based missile interceptor plan, Space Systems Command said. The company reported weaker first-quarter results, with $18 billion in sales and negative free cash flow. Space Force aims to show initial interceptor capability in 2028. Golden Dome’s total cost is projected at $185 billion.

26 April 2026

Aerospace·Defense Industry·NYSE:LMT·Stock Market

RTX Raises 2026 Outlook on Missile Demand and Jet-Service Strength, but Stock Slides Again

RTX raised its 2026 adjusted EPS guidance to $6.70-$6.90 and sales outlook to $92.5-$93.5 billion after first-quarter revenue rose 9% and adjusted EPS climbed 21%. Raytheon missile programs and Pratt & Whitney’s aftermarket work drove gains; backlog reached $271 billion. Shares fell about 2.5% Wednesday morning after a 4.4% drop Tuesday. First-quarter sales totaled $22.08 billion, up from $20.31 billion a year ago.

22 April 2026

Aerospace·Defense Industry·NYSE:RTX·Stock Market·Technology

Boeing Targets 26 Satellite Deliveries in 2026 With New Resolute Platform

Boeing and Millennium Space Systems unveiled the Resolute mid-class satellite platform and announced plans to deliver 26 satellites in 2026. The move follows pressure from military buyers to accelerate production and comes as Amazon agreed to buy Globalstar for $11.57 billion to compete with SpaceX’s Starlink. Boeing shares fell about 2.5% in midday New York trading.

16 April 2026

Aerospace·Innovation·NYSE:BA·Satellites·Technology

India F-35 Deal Hits Pause: Lockheed Martin Says No Direct Talks, U.S. Door Still Open

Lockheed Martin said it is not in direct talks with India over the F-35, clarifying that any approach must go through official U.S. and Indian channels under the Foreign Military Sales process. Indian officials confirmed no formal discussions on acquiring the F-35 have begun. India recently approved a $40 billion military upgrade, including other fighter jets, while Lockheed’s F-21 remains in a separate competition.

11 April 2026

Aerospace·NYSE:LMT

Ondas Inc. Closes World View Acquisition, Adds High-Altitude Surveillance as Stock Rises

Ondas Inc. completed its acquisition of World View Enterprises, issuing up to 12.8 million shares and $7.3 million in cash. Shares rose 2% after the deal, which adds high-altitude surveillance platforms to Ondas’ defense business. Ondas reported a $101 million Q4 net loss as acquisition costs rose. World View will operate under Ondas Autonomous Systems.

1 April 2026

Aerospace·NASDAQ:ONDS·Stock Market·Technology

Rocket Lab’s $190 Million Hypersonic Contract Swells Backlog as Stock-Sale Plan Keeps Shares in Focus. (Rocket Lab Corporation)

Rocket Lab shares fell 6.5% premarket Monday after securing a record $190 million U.S. military hypersonic-test contract and announcing a plan to sell up to $1 billion in stock. The company’s backlog rose above $2 billion, boosted by defense orders and a new 20-mission HASTE deal. Rocket Lab launched its 84th Electron flight Friday for Synspective. First-quarter revenue is projected at $185 million to $200 million.

23 March 2026

Aerospace·Defense Industry·NASDAQ:RKLB·Stock Market

Rocket Lab Stock Slides After $1 Billion Share-Sale Plan Cuts Into Neutron-Fueled Rally

Rocket Lab shares dropped 8.8% to $71.65 by midday Wednesday after the company filed to sell up to $1 billion in common stock through an at-the-market offering. The move follows a 10.2% rally Tuesday on Neutron rocket progress and defense contract gains. Rocket Lab reported $180 million in Q4 revenue and ended 2025 with $828.7 million in cash. The company warned the share sale could dilute existing shareholders.

18 March 2026

Aerospace·NASDAQ:RKLB·Stock Market·Technology

Ondas Inc completes Rotron Aerospace acquisition, tightens grip on 4M Defense

Ondas Inc acquired Britain’s Rotron Aerospace for $6.7 million in cash and 3.33 million shares, and bought the remaining 30% of its Israeli unit’s parent for shares and up to $1.4 million. The company reported preliminary 2025 revenue above guidance but projected a net loss of about $53 million. Ondas also completed recent deals for BIRD Aerosystems and U.S. contractor Mistral.

17 March 2026

Aerospace·NASDAQ:ONDS·Technology

Ondas Stock Rises After Palantir and World View Unveil AI-Driven Stratollite ISR Deal

Palantir, Ondas, and World View announced plans to build an AI-enabled surveillance network linking stratospheric balloons, drones, and ground systems. Ondas shares rose over 2% in premarket trading before settling up 1.1% at $9.94. The project centers on World View’s Stratollite balloon and will use Palantir’s AI for mission operations, with integration expected by late 2026. Ondas reaffirmed 2026 revenue guidance at $170 million to $180 million.

12 March 2026

Aerospace·Artificial Intelligence·NASDAQ:ONDS·NASDAQ:PLTR·Technology

AeroVironment stock slides as drone maker cuts 2026 outlook after SCAR setback

AeroVironment lowered its full-year revenue and adjusted earnings forecast after the U.S. government moved to end the BADGER agreement linked to the Space Force’s SCAR program. Shares fell in after-hours trading following a revenue miss and a $151.3 million goodwill impairment, which led to a net loss of $156.6 million for the fiscal third quarter. The company now expects fiscal 2026 revenue below Wall Street estimates.

10 March 2026

Aerospace·Drones·Earnings·NASDAQ:AVNT·Technology

Rolls-Royce share price: buyback talk and UltraFan subsidy push set up a big week for RR.L

Rolls-Royce shares closed at 1,336 pence Friday, up 0.9%, after reports the company may announce a buyback of up to £1.5 billion with its results this week. The Financial Times said Rolls-Royce is also seeking UK government backing for a £3 billion engine development project. The company declined to comment on both reports.

23 February 2026

Aerospace·LSE:RR.L·Stock Market

ST Engineering stock holds near record S$10 as Airshow deals fade and Feb 27 earnings loom

ST Engineering shares climbed 0.3% to S$10.14 Tuesday, holding near record highs after a surge driven by Singapore Airshow announcements. The company unveiled a passenger hovercraft, new satellite projects, and its largest cargo drone, and signed MRO deals with Delta and Xiamen Airlines. Investors await full-year results on Feb 27.

10 February 2026

Aerospace·Earnings Reports·SGX:S63

Boeing stock ticks up after Air Force C-17 upgrade award, with BA in focus ahead of jobs, CPI

Boeing shares rose 0.4% to $243.98 Monday after announcing a U.S. Air Force contract to modernize the C-17A flight deck. Curtiss-Wright said Boeing picked it to supply mission computers for the upgrade, valuing its contract at over $400 million. The Pentagon listed Boeing’s deal at $266.6 million, with work through 2031. Traders are watching U.S. jobs and inflation data later this week.

9 February 2026

Aerospace·NYSE:BA

GE stock slips after Saudi defense pact as GE Aerospace maps $300 million Singapore push

GE Aerospace shares fell 0.8% to $318.54 Monday after the company announced a Saudi pact to expand F110 engine repairs and explore local manufacturing. GE also unveiled a $300 million repair investment plan and new engine research at the Singapore Airshow. Honeywell shares rose 0.8%, RTX slipped 0.4%. U.S. stocks traded higher ahead of key economic data.

9 February 2026

Aerospace·Defense Industry·NYSE:GE

Rolls-Royce share price slips in London as buybacks and engine upgrades stay in focus

Rolls-Royce shares slipped 0.7% to 1,199.5 pence in early London trading Friday, about 8% below January’s peak. China Airlines signed TotalCare service deals for 36 Trent XWB engines. Rolls-Royce continued its £200 million buyback, repurchasing 458,596 shares on Feb. 5. Investors are watching Boeing’s 787 engine upgrades and share buybacks ahead of earnings.

6 February 2026