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Defense Industry News 30 January 2026 - 7 February 2026

RTX stock faces Pentagon payout curb list next week as dividend stays in play

RTX stock faces Pentagon payout curb list next week as dividend stays in play

RTX closed at $198.66 Friday, up 1.4%, after declaring a 68-cent quarterly dividend payable March 19. The Pentagon is expected to name defense contractors early next week that could face limits on dividends and buybacks under a Trump order. RTX’s Raytheon unit has been singled out as “least responsive.” Companies named would have 15 days to submit remediation plans.
7 February 2026
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Defense and space stocks rally, but Trump’s buyback-dividend squeeze is the next test

Defense and space stocks rally, but Trump’s buyback-dividend squeeze is the next test

U.S. space and defense stocks rose Friday, with sector ETFs gaining up to 4.8% and Lockheed Martin up 2.4%. Investors are awaiting a Pentagon list that could restrict buybacks and dividends at underperforming contractors under a Trump executive order. Companies named would have 15 days to submit remediation plans. Lockheed’s board approved a $3.45 per share dividend for Q1 2026.
7 February 2026
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Kongsberg Gruppen ASA stock price jumps 14% as Q4 backlog hits record and €140m weapons order lands

Kongsberg Gruppen ASA stock price jumps 14% as Q4 backlog hits record and €140m weapons order lands

Kongsberg shares jumped 14% to 367.15 crowns after reporting record Q4 results and a €140 million weapons contract. The company set a regular 2.20 crowns and special 3.50 crowns dividend, pending April 13 approval. Order backlog reached 157.4 billion crowns. Kongsberg confirmed plans to spin off its maritime unit with a separate listing targeted for April 23.
6 February 2026
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BAE Systems share price slides as buyback update lands and investors eye Feb 18 results

BAE Systems share price slides as buyback update lands and investors eye Feb 18 results

BAE Systems shares fell about 1.5% in early London trading Thursday, extending a two-day slide and closing near 1,847 pence. The company disclosed the purchase of 110,861 shares for cancellation as part of its buyback. Investors are watching a $195 million U.S. Marine Corps vehicle order and ongoing UK strike action ahead of full-year results due February 18.
5 February 2026
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RTX stock slides after Raytheon’s Pentagon missile deal as investors eye the next checkpoint

RTX stock slides after Raytheon’s Pentagon missile deal as investors eye the next checkpoint

RTX shares fell 3.4% to $196.74 Wednesday and were flat after hours, following Raytheon’s announcement of seven-year Pentagon contracts to sharply increase missile production. The company said Tomahawk output will rise from 60 to over 1,000 annually, with similar boosts for AMRAAM and SM-6 missiles. RTX also reported new commercial aerospace deals and set an investor event for Feb. 18.
5 February 2026
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RTX stock slips despite Pentagon missile ramp-up deal — what investors watch next

RTX stock slips despite Pentagon missile ramp-up deal — what investors watch next

RTX Corp shares fell about 3% to $197.33 Wednesday after announcing a seven-year Pentagon deal to sharply boost missile production. The drop followed four days of gains and came amid heavy trading. Vietjet Air ordered Pratt & Whitney engines for 44 more Airbus jets, with deliveries starting in July. RTX also committed over $139 million to expand manufacturing and maintenance in Singapore.
4 February 2026
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Lockheed Martin stock price slips on DZ Bank downgrade despite fresh Taiwan deal and Fujitsu pact

Lockheed Martin stock price slips on DZ Bank downgrade despite fresh Taiwan deal and Fujitsu pact

Lockheed Martin shares fell 1.1% to $628.94 Tuesday after DZ Bank downgraded the stock, bucking gains in other major defense names. The move followed Lockheed’s announcement of a $328.5 million U.S. contract for sensor systems to Taiwan and a new radar delivery to the Army. DZ Bank raised its price target to $665. Investors await Lockheed’s Q1 earnings on April 21.
3 February 2026
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Palantir stock jumps on defense-led sales surge as AI trade wobbles

Palantir stock jumps on defense-led sales surge as AI trade wobbles

Palantir shares rose 6.4% to $157.27 Tuesday after reporting a 66% jump in U.S. government revenue for the fourth quarter, reaching $570 million. Total sales hit $1.41 billion, beating forecasts, as the company raised its 2026 outlook. The gains came as the Nasdaq and S&P 500 fell on broader tech weakness. Investors now await Alphabet and Amazon earnings later this week.
3 February 2026
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Ondas (ONDS) stock price jumps before the bell on Asia-Pacific defense contract, Rotron Aero deal

Ondas (ONDS) stock price jumps before the bell on Asia-Pacific defense contract, Rotron Aero deal

Ondas shares rose 2.7% to $10.64 premarket Tuesday after Airobotics, its subsidiary, won a new defense contract in the Asia-Pacific region. The company also announced a deal to acquire UK-based Rotron Aero, which makes advanced unmanned aerial systems. Ondas plans phased deliveries for the new contract starting this year. Financial terms were not disclosed.
3 February 2026
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BAE Systems share price rebounds on buyback update as strike risk hangs over factories

BAE Systems share price rebounds on buyback update as strike risk hangs over factories

BAE Systems shares rose 1.17% to 1,944.5 pence in early London trading after the company announced new buybacks, repurchasing 110,861 shares on Feb. 2. Workers at Warton and Samlesbury began strikes over pay on Feb. 2, set to last through at least Feb. 20. The company says production lines remain operational. Investors await updates on negotiations and full-year results due Feb. 18.
3 February 2026
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RTX stock price hovers near $201 after BofA boosts target; Raytheon posts fresh defense updates

RTX stock price hovers near $201 after BofA boosts target; Raytheon posts fresh defense updates

RTX shares edged up 0.1% to $201.09 in after-hours trading Monday after Raytheon announced new DARPA contracts and a successful U.S. Army missile test. BofA Securities raised its price target to $230, citing strong demand. Supply-chain issues continue to affect aerospace deliveries and repairs. Investors remain alert to possible U.S. policy changes on defense contractor payouts.
2 February 2026
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Lockheed Martin stock price today: LMT edges higher after Taiwan contract and Fujitsu tech pact

Lockheed Martin stock price today: LMT edges higher after Taiwan contract and Fujitsu tech pact

Lockheed Martin shares rose 0.5% to $637.50 Monday after announcing a $328.5 million U.S. contract to supply IRST21 Legion-ES sensors to Taiwan’s Air Force. The company also delivered its first Sentinel A4 radar to the U.S. Army and signed a tech partnership with Fujitsu. Broader defense stocks were mixed as investors weighed Washington’s push for faster weapons production.
2 February 2026
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L3Harris stock slips despite Navy Red Wolf win — what to watch in space and defense shares this week

L3Harris stock slips despite Navy Red Wolf win — what to watch in space and defense shares this week

L3Harris shares fell 3.7% to $342.85 Friday, underperforming defense peers after missing quarterly revenue estimates. The company announced a U.S. Navy contract for its Red Wolf long-range missile, but withheld financial details. Trading volume spiked above the 50-day average. Markets reopen Monday as investors watch contract flow and budget signals.
1 February 2026
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L3Harris Navy “Red Wolf” win and Lockheed missile push: defense and space stock prices to watch Monday

L3Harris Navy “Red Wolf” win and Lockheed missile push: defense and space stock prices to watch Monday

L3Harris shares fell 3.7% after announcing a U.S. Navy contract for Marine Corps precision-strike vehicles. Lockheed Martin rose 1.88% as it detailed plans to boost missile production and projected $6.5–$6.8 billion in 2026 free cash flow. Redwire dropped to $11.75 following insider sales. Markets closed Friday with defense and space stocks mixed.
31 January 2026
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Oracle stock price drops again as AI fears weigh; Air Force cloud order lands

Oracle stock price drops again as AI fears weigh; Air Force cloud order lands

Oracle shares fell 2.6% to $164.58 Friday, extending losses in software stocks despite the company winning an $88.1 million U.S. Air Force cloud contract. Investors remain cautious as concerns grow over AI-driven disruption and rising capital spending. The stock showed little movement after hours. Oracle’s next earnings report is set for March 9.
30 January 2026
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Stock Market Today

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
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