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Defense companies are meeting Trump today. Here's what he'll ask for after demanding Iran's surrender.
Published: March 06, 2026 by: Market Watch
Sentiment: Neutral
President Donald Trump is expected to ask defense companies to speed up production when he meets with them Friday amid his call for an unconditional surrender by Iran.
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3 Defense Stocks to Watch Amid Rising Middle East Tensions
Published: March 06, 2026 by: Zacks Investment Research
Sentiment: Neutral
Rising Middle East tensions boost demand for fighter jets, missile defense and drones, strengthening LMT, RTX and BA's growth prospects.
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5 Best Dividend Stocks To Combine Growth, Income, And Defense In 2026
Published: March 05, 2026 by: Seeking Alpha
Sentiment: Positive
Periods of persistent inflation, higher interest rates, and geopolitical tension can create a challenging environment for investors. Companies that can provide a defensive and diversified mix in this macro backdrop, including hard assets, resilient consumer demand, income-generating real estate, and tech infrastructure. By combining reliable dividends backed by outstanding profitability, five companies illustrate how investors can build portfolios that can withstand volatility while maintaining exposure to potential upside in 2026.
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Missile ‘megatrend' still underestimated despite Iran conflict, says Citi
Published: March 03, 2026 by: Proactive Investors
Sentiment: Positive
Recent events in the Middle East have only reinforced an armaments megatrend, analysts at Citi believe, arguing growth expectations across the sector still look too conservative. The bank flagged RTX Corp (NYSE:RTX, XETRA:5UR), L3Harris Technologies Inc (NYSE:LHX, XETRA:HRS), Lockheed Martin Corp (NYSE:LMT), Karman Holdings Inc (NYSE:KRMN), and Ducommun Inc (NYSE:DCO) as particularly sensitive to the theme, given their exposure to missile and interceptor systems.
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Top 10 Defense Stocks As Mideast Conflict Escalates
Published: March 03, 2026 by: Seeking Alpha
Sentiment: Positive
Defense stocks have surged as the Middle East war escalates. Despite a pullback, they have outperformed in the last year on rising military budgets. The U.S.-Israeli operation in Iran and its ramifications have investors mulling increased military spending and contract awards. Defense stocks are also riding long-term structural factors, including AI-enabled systems and faster product cycles, that have led to tech-style valuations.
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Defiance ETFs CIO Sylvia Jablonski on finding opportunities amid Iran conflict
Published: March 03, 2026 by: CNBC Television
Sentiment: Neutral
Sylvia Jablonski, Defiance ETFs co-founder and CIO, joins 'Squawk Box' to discuss the latest market trends, impact of the ongoing U.S.-Iran conflict, state of the economy, and more.
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Defense Stocks: Rockets, Radars, and Record Backlogs
Published: March 03, 2026 by: MarketBeat
Sentiment: Positive
Shares of industry leaders Lockheed Martin NYSE: LMT, RTX Corporation NYSE: RTX, and Northrop Grumman NYSE: NOC have surged, with some reaching new highs on a significant increase in trading volume.
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The Middle East War: Let's Talk About U.S. Defense Stocks
Published: March 03, 2026 by: Seeking Alpha
Sentiment: Positive
Defense sector stocks surged following the escaltion in the Middle East, with General Dynamics (GD) and RTX (RTX) offering the most compelling upside. RTX stands out for accelerating double-digit growth, successful crisis management, and attractive PEG valuation relative to peers. General Dynamics is positioned for margin expansion as submarine programs scale, with a $118B backlog and underappreciated growth.
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Northrop Grumman, Axon and RTX lifted most as defense stocks gain on Iran war
Published: March 02, 2026 by: Proactive Investors
Sentiment: Positive
US defence stocks were in demand on Monday as Wall Street reacted to the US and Israel's war on Iran and the retaliatory strikes on regional allies including Saudi Arabia, Qatar and UAE. Shares in Northrop Grumman Corp (NYSE:NOC, XETRA:NTH) rose 4.9%, with Axon Enterprise Inc (NASDAQ:AXON) and RTX Corp (NYSE:RTX, XETRA:5UR) also both climbing over 4%.
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Dow plunges 300 points while oil prices, Lockheed Martin jump amid Iran attacks, ‘uncertainty in the air'
Published: March 02, 2026 by: New York Post
Sentiment: Negative
US stock futures plunged Monday morning as oil prices spiked and investor uncertainty shook markets amid US-Israeli air strikes on Iran, while defense stocks like Lockheed Martin jumped.
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Palantir, Lockheed and these other defense stocks are rising on heels of Iran conflict
Published: March 02, 2026 by: Market Watch
Sentiment: Positive
Defense spending is due to get “more urgent and less controversial,” an analyst notes, and numerous stocks could benefit.
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Tuttle: "Wouldn't Panic" in Iran Sell-Off, Defense Stocks to Soar
Published: March 02, 2026 by: Schwab Network
Sentiment: Positive
Stocks dip, oil rips — it's the pattern Matt Tuttle sees in the Iranian conflict, and Matt tells investors to not go long oil. He sees defense stocks as the favorable play in the weeks and months ahead, specifically in evolving tech like drones and photonics.
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Lockheed Martin: Robust, Predictable Growth With Geopolitical Hedge Built-In
Published: February 27, 2026 by: Seeking Alpha
Sentiment: Positive
Lockheed Martin surged 44% in three months, outperforming the sector and S&P 500, driven by robust fundamentals and geopolitical demand. LMT posted 9.1% Y/Y revenue growth in 4Q25, with strong segment performance and a record $194B backlog fueling management's bullish 2026 outlook. Management guides for 5% sales growth and 25% operating profit growth in 2026, supported by increased defense spending and major production ramp-ups.
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LMT vs. KTOS: Which Defense Stock Is Better Positioned for 2026?
Published: February 25, 2026 by: Zacks Investment Research
Sentiment: Positive
Rising U.S. defense spending and modernization plans boost prospects for Lockheed Martin and Kratos Defense amid surging demand for advanced military tech.
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Lockheed Martin Corporation (LMT) Is a Trending Stock: Facts to Know Before Betting on It
Published: February 24, 2026 by: Zacks Investment Research
Sentiment: Positive
Recently, Zacks.com users have been paying close attention to Lockheed (LMT). This makes it worthwhile to examine what the stock has in store.
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Why Lockheed Martin (LMT) is a Top Momentum Stock for the Long-Term
Published: February 20, 2026 by: Zacks Investment Research
Sentiment: Positive
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
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Here's Why Lockheed Martin (LMT) is a Strong Value Stock
Published: February 19, 2026 by: Zacks Investment Research
Sentiment: Positive
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
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Tech Boom & Defense Backlogs: 2 Sectors Poised to Outperform in 2026
Published: February 13, 2026 by: Zacks Investment Research
Sentiment: Positive
AI-fueled semiconductor surge and record defense backlogs position sectors like technology and defense for potential outperformance in 2026.
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Investors Heavily Search Lockheed Martin Corporation (LMT): Here is What You Need to Know
Published: February 13, 2026 by: Zacks Investment Research
Sentiment: Positive
Lockheed (LMT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
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A Near-Perfect Buy-And-Hold Dividend Growth Portfolio For Retirement
Published: February 04, 2026 by: Seeking Alpha
Sentiment: Positive
Most investors think they must choose between dividend growth and mega-cap tech, but this setup breaks that rule. One overlooked ETF combination quietly solves a major retirement problem. The balance hiding here could change how you think about income investing.
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Why Lockheed Martin (LMT) is a Top Value Stock for the Long-Term
Published: February 03, 2026 by: Zacks Investment Research
Sentiment: Positive
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
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Here is What to Know Beyond Why Lockheed Martin Corporation (LMT) is a Trending Stock
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Positive
Recently, Zacks.com users have been paying close attention to Lockheed (LMT). This makes it worthwhile to examine what the stock has in store.
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Lockheed's Q4 Earnings Miss Estimates, Sales Increase Year Over Year
Published: January 29, 2026 by: Zacks Investment Research
Sentiment: Neutral
LMT reports solid Q4 sales growth and a higher backlog, supported by improved performance across its major business segments.
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Unit Labor Costs Remain Negative
Published: January 29, 2026 by: Zacks Investment Research
Sentiment: Neutral
It's a busy morning for data today, with Q4 earnings season continuing to heat up and Thursday Weekly Jobless Claims leading a train of economic data. Pre-market futures are currently in the green: the Dow +50 points, the S&P 500 +20, the Nasdaq +57 and the small-cap Russell 2000 +7 points at this hour.
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Lockheed Martin Corporation (LMT) Q4 2025 Earnings Call Transcript
Published: January 29, 2026 by: Seeking Alpha
Sentiment: Neutral
Lockheed Martin Corporation (LMT) Q4 2025 Earnings Call Transcript
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Lockheed Martin shares jump as defense buildup outlook overshadows mixed earnings
Published: January 29, 2026 by: Proactive Investors
Sentiment: Positive
Lockheed Martin Corp (NYSE:LMT) shares jumped more than 5% on Thursday after the US defense contractor posted mixed quarterly results but pointed to a swelling order backlog and a major ramp-up in missile production that investors see as driving growth in the years ahead. The company reported fourth-quarter earnings per share of $5.80, while revenue rose 9.1% from a year earlier to $20.3 billion, helped by record deliveries of its F-35 fighter jet.
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Lockheed Martin (LMT) Q4 Earnings Beat Estimates (Revised)
Published: January 29, 2026 by: Zacks Investment Research
Sentiment: Positive
Lockheed Martin (LMT) came out with quarterly earnings of $7.43 per share, beating the Zacks Consensus Estimate of $6.24 per share. This compares to earnings of $7.67 per share a year ago.
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Here's What Key Metrics Tell Us About Lockheed (LMT) Q4 Earnings
Published: January 29, 2026 by: Zacks Investment Research
Sentiment: Positive
Although the revenue and EPS for Lockheed (LMT) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
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Lockheed Martin (LMT) Q4 Earnings Lag Estimates
Published: January 29, 2026 by: Zacks Investment Research
Sentiment: Negative
Lockheed Martin (LMT) came out with quarterly earnings of $5.8 per share, missing the Zacks Consensus Estimate of $6.24 per share. This compares to earnings of $7.67 per share a year ago.
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Lockheed Martin to Quadruple Thaad Missile-Defense Output
Published: January 29, 2026 by: WSJ
Sentiment: Positive
Lockheed Martin said it will quadruple its Thaad missile-defense system output, to roughly 400 interceptors a year, in response to demand from Pentagon officials gearing up for conflicts on multiple fronts.
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About Lockheed Martin Corporation (LMT)
- IPO Date 1977-01-03
- Website https://www.lockheedmartin.com
- Industry Aerospace & Defense
- CEO James D. Taiclet Jr.
- Employees 121000