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Defense Industry News 10 January 2026 - 12 January 2026

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

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%. (Investing.com) The UK defence group remains on a strong streak heading into mid-January. Its shares have jumped about 20% since closing on Dec. 31, as investors favor contractors tied to government spending over those dependent on consumer demand. (Investing.com) Sweden gave the budget narrative a push this weekend, announcing a 15 billion Swedish crown ($1.6 billion) investment in air-defence systems.
12 January 2026
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RTX Corporation stock: Trump buyback clampdown hangs over defense shares ahead of Monday trade

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 Monday, traders will be weighing the potential impact of these moves. (markets.businessinsider.com) Defense contractors like RTX have been reaching out to lawyers after President Donald Trump signed an executive order tying share buybacks, dividends, and executive pay to weapons delivery timelines, three sources told Reuters. White House spokeswoman Anna Kelly declared, “the days of defense contractors prioritizing investor returns over
11 January 2026
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Trump’s payout curb keeps space and defense stocks in play ahead of Monday

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 the issue said. The sector handed back around $8 billion in dividends and about $10 billion in buybacks over the past year, according to Morgan Stanley data. Despite the move, aerospace-and-defense stocks ended the week higher: the iShares U.S. Aerospace & Defense ETF (ITA) jumped 2.4% on Friday, the SPDR S&P Aerospace & Defense ETF (XAR) gained 2.9%, Lockheed Martin
11 January 2026
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GE Aerospace stock: $1.42 billion Navy engine deal hits tape as earnings near

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 heavy-lift helicopter. (U.S. Department of War) Timing is key here. The award lands as investors gear up for GE’s quarterly report later this month, where questions will focus on growth in its defense segment and how quickly engine deliveries and services are ramping up. The contract is firm-fixed-price, so GE takes on more cost risk if expenses climb. It extends
11 January 2026
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BAE Systems stock ends near 52-week high as Trump payout order sharpens focus on buybacks

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 military budgets. The stock’s recent surge places it in a range where even minor policy tweaks and changes in cash returns can sharply sway sentiment. BAE, which sells extensively in the United States, has seen capital returns play a key role in its story. London’s market is closed Sunday, setting the stage for Monday’s open to deliver a fresh take
11 January 2026
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Kratos Defense stock (KTOS) jumps again on Valkyrie drone deal, Trump budget push and fresh target hikes

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. 2, with about 6 million shares changing hands Friday. (Nasdaq) The recent surge came after a defense-sector rally sparked by President Donald Trump’s proposal to boost the 2027 U.S. military budget to $1.5 trillion — well above the $901 billion set for 2026 — and his suggestion to cap dividends and buybacks unless contractors accelerate production. Lockheed Martin climbed 4.3%,
11 January 2026
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Lockheed Martin stock jumps on defense-budget headlines and a Truist upgrade — what matters next

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 Washington. President Donald Trump proposed a $1.5 trillion U.S. military budget for 2027, sending Lockheed’s stock higher after it had dipped earlier in the week on worries over limits on shareholder payouts. RBC Capital Markets analysts, led by Ken Herbert, said that the budget boost might “offset” the potential blow from tighter capital return rules, though they warned of “significant
10 January 2026
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GE Aerospace stock jumps on $1.42 billion Navy engine deal as earnings loom

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 277 T408-GE-400 turboshaft engines and extends through September 2032, according to a U.S. government contracts list. (U.S. Department of War) The contract is minor compared to GE Aerospace’s market value, yet it arrives as investors demand clearer order visibility. Defense programs usually lag behind commercial aviation cycles, offering a cushion for earnings when aircraft deliveries falter. The headline win arrives
10 January 2026
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Lockheed Martin stock jumps near a 52-week high as Truist upgrades LMT and Trump targets defense payouts

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) The jump comes after U.S. President Donald Trump called for a $1.5 trillion U.S. military budget in fiscal 2027, far above the $901 billion Congress approved for 2026, a move that would still need lawmakers to sign off. Lockheed was up 6.2% in after-hours trade after the post, with peers General Dynamics and RTX also higher, Reuters reported. (Reuters) Defense
10 January 2026
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Northrop Grumman stock jumps nearly 5% as Trump’s $1.5 trillion defense-budget talk reshapes the trade

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 volatile week for big defense contractors after U.S. President Donald Trump said the 2027 U.S. military budget should be $1.5 trillion, well above the $901 billion Congress approved for 2026. RBC Capital Markets analysts led by Ken Herbert said that could “offset negative investor sentiment” but “there is significant uncertainty” around the final defense budget. (Reuters) Policy risk is the
10 January 2026
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RTX stock alert: Trump’s buyback clampdown hangs over defense names as $130 mini-tender deadline nears

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 defense contractors. (Reuters) The order matters because cash returns are a big part of the defense-stock pitch. Lockheed Martin, Northrop Grumman, General Dynamics, L3Harris and RTX paid roughly $8 billion in dividends over the last 12 months and bought back about $10 billion of stock, Morgan Stanley data compiled by Reuters showed. Buybacks are when a company repurchases its own
10 January 2026
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Lockheed Martin stock jumps on Truist upgrade as Trump payout order keeps defense names volatile

Lockheed Martin stock jumps on Truist upgrade as Trump payout order keeps defense names volatile

New York, January 9, 2026, 18:50 (EST) — After-hours Lockheed Martin Corp (LMT) shares rose 4.7% to $542.92 on Friday, extending a rebound in U.S. defense stocks after Truist upgraded the company to “Buy.” (Wall Street Journal) The move matters now because Washington has put shareholder payouts in the firing line. President Donald Trump has pledged to block dividends and share buybacks — where companies repurchase their own stock — at defense contractors until they speed up weapons production, a stance that can reshape how investors value the group. (Reuters) Defense names have swung sharply as traders try to net
10 January 2026
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Stock Market Today

Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

7 February 2026
Nvidia surged 7.8% Friday, leading a chip stock rally that pushed the Dow above 50,000 for the first time. The PHLX semiconductor index gained 5.7% as Advanced Micro Devices rose 8.3% and Broadcom 7.1%. Amazon fell 5.6% after projecting $200 billion in 2026 capital spending. Investors weighed a $600 billion AI infrastructure outlay against sharp losses in software shares.
Glencore share price steadies after Rio Tinto walks away — what to watch next week

Glencore share price steadies after Rio Tinto walks away — what to watch next week

7 February 2026
Glencore shares closed up 0.6% at 478.1 pence Friday, rebounding after a 7% drop following the collapse of merger talks with Rio Tinto. The company is expected to announce the sale of its Kazzinc stake soon and has signed a non-binding agreement with Orion for a potential $9 billion deal in the DRC. Investors await Glencore’s full-year results on Feb. 18 for further guidance.
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