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Defense Industry 27 January 2026 - 2 February 2026

RTX Shares Approach 52-Week Peak as Missile Demand Sets Cash-Conversion Challenge
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 gained 0.5%, reaching $637.50 in afternoon trading Monday, after dipping to a session low of $616 and peaking at $640.84. The broader market moved higher, with the SPDR S&P 500 ETF Trust climbing around 0.5% and the Invesco QQQ Trust up about 0.7%. Defense stocks showed mixed results: the iShares U.S. Aerospace & Defense ETF fell 0.4%, Northrop Grumman lost roughly 1.1%, while RTX edged up slightly.
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 announced it landed a U.S. Navy contract to build Red Wolf vehicles for the Marine Corps’ precision-strike program, aimed at firing long-range missiles capable of striking moving targets over 200 nautical miles away. CEO Christopher Kubasik described the system as a way to deliver “affordable mass” to the Marines’ firepower.
Redwire (RDW) stock jumps nearly 28% after landing $151 billion SHIELD defense contract slot

Redwire (RDW) stock jumps nearly 28% after landing $151 billion SHIELD defense contract slot

Redwire Corporation shares surged nearly 28% to $14.01 in Tuesday afternoon trading, after the Jacksonville, Florida-based space and defense supplier announced it secured a spot on the Missile Defense Agency’s SHIELD contract vehicle, which carries a $151 billion ceiling. The stock hit an intraday high of $14.54 on volume nearing 80 million shares. Redwire said the IDIQ award is multi-vendor and doesn’t guarantee revenue. CEO Peter Cannito highlighted that “Redwire’s proven space and defense technologies … position us to deliver resilient, multi-domain solutions for national security missions.”
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

Taiwan Semiconductor

NYSE: TSM 96 / 100
#2 BUY

AerCap

NYSE: AER 95 / 100
#3 BUY ON PULLBACK

Constellation Energy

NASDAQ: CEG 93 / 100
#4 BUY

Walt Disney

NYSE: DIS 90 / 100
#5 ACCUMULATE

American International Group

NYSE: AIG 87 / 100
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Editorial model selection. Not personalised advice.