Defense Industry News 10 January 2026

Lockheed Martin stock today: LMT edges up as defense names catch a safety bid

New York, Jan 12, 2026, 13:40 EST — Regular session Lockheed Martin Corp shares climbed $2.70, roughly 0.5%, to $545.62 on Monday, tracking gains across major defense contractors as broader markets showed volatility. RTX advanced around 1.6%, Northrop Grumman added

12 January 2026

Aerospace·Defense Industry·Financial Analysis·Investment News·Stock Market

BAE Systems stock jumps toward 2,100p as Sweden flags new air-defence spending

London, 12 January 2026, 08:10 GMT — Regular session Shares of BAE Systems (BAES.L) climbed in early London trading on Monday, briefly hitting 2,098 pence—their 52-week peak. By 0810 GMT, the stock was trading around 2,095 pence, up roughly 2%.

12 January 2026

Aerospace·Defense Industry·Investment News·Stock Market

RTX Corporation stock: Trump buyback clampdown hangs over defense shares ahead of Monday trade

New York, Jan 11, 2026, 14:32 EST — The market has closed. RTX shares closed Friday up 0.7% at $188.50. Over the weekend, attention shifted to a White House effort aimed at limiting defense contractor profits. When U.S. markets open

11 January 2026

Defense Industry·Investment Analysis·Stock Market

Trump’s payout curb keeps space and defense stocks in play ahead of Monday

New York, Jan 11, 2026, 12:55 EST — Market closed Defense contractors are scrambling for legal counsel after President Donald Trump signed an executive order tying share buybacks, dividends, and executive pay to weapons delivery timelines, three sources familiar with

11 January 2026

Defense Industry·Investment·Politics·Space Technology·Stock Market

GE Aerospace stock: $1.42 billion Navy engine deal hits tape as earnings near

New York, Jan 11, 2026, 10:27 EST — Market closed. GE Aerospace shares are set to draw attention once U.S. markets reopen, following the Pentagon’s announcement of a $1.42 billion contract modification for engines powering the U.S. Marine Corps’ CH-53K

11 January 2026

Aerospace·Defense Industry·Earnings Reports·Market News·Stocks

BAE Systems stock ends near 52-week high as Trump payout order sharpens focus on buybacks

London, Jan 11, 2026, 0806 GMT — The market has closed. BAE Systems plc shares closed Friday 1.5% higher at 2,053 pence, holding close to a 52-week peak. Investors balanced fresh U.S. scrutiny over contractor payments with discussions of expanded

11 January 2026

Corporate Finance·Defense Industry·Investment News·Stock Market

Kratos Defense stock (KTOS) jumps again on Valkyrie drone deal, Trump budget push and fresh target hikes

New York, Jan 10, 2026, 21:10 EST — Market closed. Shares of Kratos Defense & Security Solutions (KTOS) ended Friday at $113.70, gaining 9.3% after fluctuating between $104.65 and $115.45. The stock has surged roughly 43% since closing on Jan.

11 January 2026

Defense Industry·Drones·Investing·Market News·Stocks

Lockheed Martin stock jumps on defense-budget headlines and a Truist upgrade — what matters next

NEW YORK, Jan 10, 2026, 13:34 EST — Market closed Lockheed Martin shares closed Friday up 4.72% at $542.92, reclaiming their spot at the top of the industrials sector after a volatile start to 2026. (MarketWatch) The trigger came from

10 January 2026

Company News·Defense Industry·Financial Analysis·Investing·Stock Market

GE Aerospace stock jumps on $1.42 billion Navy engine deal as earnings loom

New York, January 10, 2026, 12:02 EST — Market closed Shares of GE Aerospace climbed 2.3%, closing at $321.59 on Friday, following the U.S. Navy’s $1.42 billion contract modification linked to the Marine Corps’ CH-53K heavy-lift helicopter. The deal includes

10 January 2026

Aerospace·Defense Industry·Earnings Reports·Stocks

Lockheed Martin stock jumps near a 52-week high as Truist upgrades LMT and Trump targets defense payouts

NEW YORK, January 10, 2026, 06:38 (ET) — Market closed Lockheed Martin (LMT.N) closed up 4.7% on Friday at $542.92 after Truist analyst Michael Ciarmoli upgraded the stock to “buy” and raised his price target to $605 from $500. (Barron’s)

10 January 2026

Defense Industry·Financial Analysis·Investment News·Stock Market

Northrop Grumman stock jumps nearly 5% as Trump’s $1.5 trillion defense-budget talk reshapes the trade

New York, Jan 10, 2026, 05:48 EST — Market closed Northrop Grumman Corp (NOC) shares ended Friday up 4.7% at $618.82, after swinging between $578.00 and $619.60 on the day. U.S. markets are closed on Saturday. The jump capped a

10 January 2026

Defense Industry·Economy·Investment News·Stock Market

RTX stock alert: Trump’s buyback clampdown hangs over defense names as $130 mini-tender deadline nears

New York, January 9, 2026, 19:15 ET — After-hours RTX Corp shares rose about 0.7% to $188.50 in after-hours trade on Friday as investors kept sorting through a Trump administration order that could curb dividends and share buybacks at major

10 January 2026

Buybacks·Defense Industry·Investment News·Stock Market

Defense Industry News 10 January 2026 - 12 January 2026