RTX US - Hold If >$170; New All Time Highs In View
A little nag in backlog growth, otherwise, new ATHs ahead in my view.
Defense
LMT US - Hold >$534. Accumulate $485-$534, STP < $485. Q2 Very Strong Indeed.
Blowout quarter. Tourist defense investors incoming.
NOC US - Accumulate - PT $640 / STP <$490 - Fundamentals Good, Stock Selling Off.
Strong Q2 earnings; B-21 Raider program in good shape, Sentinel program delayed but federal spending levels elevated.
Defense Sector Review
Is it time to start accumulating defense stocks?
Boeing (BA) Q1 FY26 Earnings Analysis
Focus appears to have shifted from survivability to delivering on operational improvements.
Ondas Systems (ONDS) Q1 FY12/26 Earnings Review - No Paywall
A Baby Anduril That You Can Trade Today
One Stop Systems ( OSS ) Q1 FY12/26 Earnings Review
May Yet Become A Real Boy!
Northrop Grumman (NOC) Q1 FY12/26 Earnings Analysis
Below The Hard Deck
Raytheon ( RTX ) | Q1 FY12/26 | Earnings Review
The Way Of The Exploding Monolith
The Future Of War, Part Deux - One Stop Systems (OSS) Q4 FY12/25 Earnings Review
One Stop Systems, The Ruggedized Combat Leader