Defense Industry 9 January 2026

L3Harris (LHX) stock jumps premarket on Pentagon’s $1 billion Missile Solutions IPO plan

L3Harris Technologies shares surged roughly 10% to $376.04 in premarket trading Tuesday following the announcement of its plan to spin off the Missile Solutions unit, supported by a $1 billion U.S. government investment. The defense contractor said it aims for an initial public offering, or IPO, in the latter half of 2026.

13 January 2026

Defense Industry·IPO News·NYSE:LHX·Stock Market

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

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 1.5%, and General Dynamics rose 1.3%.

12 January 2026

Aerospace·Defense Industry·NYSE:LMT·Stock Market

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

Shares of BAE Systems 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·LSE:BAES.L·Stock Market

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

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.

11 January 2026

Defense Industry·NYSE:RTX·Stock Market

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

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 jumped 2.4% on Friday, the SPDR S&P Aerospace & Defense ETF gained 2.9%, Lockheed Martin surged 4.7%, Northrop Grumman climbed 4.8%, RTX added 0.7%, and L3Harris rose 3.1%.

11 January 2026

Defense Industry·NYSE:LHX·NYSE:LMT·NYSE:NOC·NYSE:RTX·Stock Market

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

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.

11 January 2026

Aerospace·Defense Industry·Earnings Reports·NYSE:GE·NYSE:LMT

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

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.

11 January 2026

Defense Industry·LSE:BA·Stock Market

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

Shares of Kratos Defense & Security Solutions 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.

11 January 2026

Defense Industry·Drones·NASDAQ:KTOS

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

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.

10 January 2026

Defense Industry·NYSE:LMT·Stock Market

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

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.

10 January 2026

Aerospace·Defense Industry·Earnings Reports·NYSE:GE

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

Lockheed Martin 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.

10 January 2026

Defense Industry·NYSE:LMT·Stock Market

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

Northrop Grumman Corp 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.

10 January 2026

Defense Industry·NYSE:NOC·Stock Market

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

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.

10 January 2026

Defense Industry·NYSE:RTX·Stock Market

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

Lockheed Martin Corp shares rose 4.7% to $542.92 on Friday, extending a rebound in U.S. defense stocks after Truist upgraded the company to “Buy.”

10 January 2026

Defense Industry·NYSE:LMT·Stock Market

Why L3Harris stock is up today: Trump’s $1.5T budget push meets buyback crackdown

L3Harris Technologies shares rose 2.8% to $334.84 in afternoon trading on Friday, after touching $337.97 earlier in the session.

9 January 2026

Defense Industry·NYSE:LHX·Stock Market

RTX stock rises as Trump buyback curb clouds defense payouts, $1.5T budget talk lingers

RTX Corp shares rose 0.8% to $188.70 in midday trading on Friday, after moving between $184.51 and $189.16 earlier in the session. The defense and aerospace group has been volatile this week as Washington signaled a tougher line on contractor performance and shareholder payouts.

9 January 2026

Defense Industry·NYSE:RTX·Stock Market

Northrop Grumman stock jumps 4% as Trump payout order shakes defense sector, new contracts land

Northrop Grumman shares rose 4.2% to $615.86 on Friday, reversing much of a steep drop earlier in the week as defense stocks swung on Washington policy signals. The stock traded between $578.00 and $618.66 and opened at $590.72, according to market data.

9 January 2026

Defense Industry·NYSE:NOC·Stock Market

Lockheed Martin stock jumps as Trump order targets defense buybacks and dividends; earnings next

Lockheed Martin shares climbed 4.2% to $539.96 on Friday, bouncing between $523.27 and $543.00 early in New York as defense names stayed volatile on fresh White House pressure over contractor payouts.

9 January 2026

Defense Industry·Earnings Reports·NYSE:LMT·Stock Market

Lockheed Martin stock jumps on Trump defense budget boost, but buyback curbs hang over LMT

Lockheed Martin shares were up 4.5% at $541.92 in late morning trading on Friday.

9 January 2026

Defense Industry·NYSE:LMT·Stock Market

Why Kratos (KTOS) stock is up: Northrop’s Marine Corps Valkyrie drone wingman win

Kratos Defense & Security Solutions shares climbed about 6% in early New York trading on Friday, up $6.27 at $110.31 as of 9:49 a.m. EST. The stock swung between $104.76 and $111.59.

9 January 2026

Aerospace·Defense Industry·NASDAQ:KTOS·Stock Market

Defense Industry 9 January 2026 - 13 January 2026