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Defense Industry 2 February 2026 - 11 February 2026

BAE Systems share price slips after $137m U.S. Army deal as earnings loom

BAE Systems share price slips after $137m U.S. Army deal as earnings loom

BAE Systems shares fell 0.7% to 1,930.0 pence in early London trading Tuesday after announcing a $137 million U.S. Army contract for missile-warning systems. The drop followed a 3.43% gain on Monday. Investors are awaiting BAE’s annual results on Feb. 18 for updates on guidance and cash returns. The company also repurchased 114,829 shares for cancellation on Feb. 6.
10 February 2026
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RTX stock in focus: Dividend declared as Pentagon readies Trump-order list that could curb payouts

RTX stock in focus: Dividend declared as Pentagon readies Trump-order list that could curb payouts

RTX closed at $198.66, up 1.4% Friday, after declaring a 68-cent quarterly dividend payable March 19. Investors await a Pentagon list of “underperforming” contractors that could face limits on dividends and buybacks under a Trump executive order. RTX’s annual report flagged the order as a market risk. About 4.35 million RTX shares changed hands in the session.
8 February 2026
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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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Stock Market Today

  • Jerome Powell's Fed Years Mark One of the Strongest Cross-Asset Rallies
    May 2, 2026, 3:03 PM EDT. Jerome Powell's eight-year tenure as Federal Reserve chair saw one of the strongest market rallies despite major shocks like COVID, soaring inflation, and rapid rate hikes. The S&P 500 delivered a 14.7% annualized return, ranking third-best since 1970. Broad market gains spanned commodities, gold, and bonds, even after historic volatility in fixed income. The Nasdaq Composite surged nearly 250%, powered by AI investment and robust corporate earnings. Powell's era was marked by multiple market drivers rather than a single trade or policy, underscoring his tenure as an era of persistent market resilience and evolving bullish trends.

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ON Semiconductor Stock Hits 52-Week High Before May 4 Earnings: Why ON Shares Are in Focus

ON Semiconductor Stock Hits 52-Week High Before May 4 Earnings: Why ON Shares Are in Focus

2 May 2026
ON Semiconductor shares closed at a 52-week high of $103.03 on May 1, up 2.2% ahead of first-quarter earnings due May 4. The stock’s rise follows new electric-vehicle partnerships with Geely and NIO, spotlighting its silicon-carbide power chips. Analysts expect adjusted earnings of about $0.62 a share on $1.49 billion revenue. Trading volume exceeded the 50-day average.
RTX Stock Watch: Patriot Missile Work Mounts as U.S. Fast-Tracks $8.6 Billion Arms Sales

RTX Stock Watch: Patriot Missile Work Mounts as U.S. Fast-Tracks $8.6 Billion Arms Sales

2 May 2026
RTX Corporation was named a principal contractor in two U.S.-approved Middle East arms deals, part of over $8.6 billion in sales to Qatar, Kuwait, Israel, and the UAE. Raytheon RTX also received a $441.6 million Army contract modification for Patriot GEM-T missiles and an $833 million Navy contract for SeaSparrow missiles. RTX raised its sales outlook and dividend, but faces tariff costs and uncertain contract timing. RTX shares closed Friday at $173.99.
Lumen Technologies (LUMN) Stock Faces May 5 Earnings Test as AI Network Bet Meets Loss Forecast

Lumen Technologies (LUMN) Stock Faces May 5 Earnings Test as AI Network Bet Meets Loss Forecast

2 May 2026
Lumen Technologies is expected to report a first-quarter loss of 14 cents per share on May 5, with revenue projected at $2.84 billion, down 10.7% from a year ago. The quarter marks Lumen’s first results after selling its consumer fiber business to AT&T for $5.75 billion. Shares closed Friday at $9.32, up $0.475. The company will debut a new revenue reporting framework and discuss results at 5 p.m. ET.
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