Pomegra
Markets
MAJOR
Nov 56 min read
Lockheed Martin (LMT) Falls 7% as Defense Stocks Sell Off
Defense stocks sold off after Democrats swept Congress, with Lockheed Martin down about 7% and Kratos off 8-12% on fears of a tighter 2027 Pentagon budget.
Company hub
RTX stock news & analysis
Everything Pomegra has published on RTX: 30 news articles and 4 market briefs, newest first.
Market briefs on RTX
- Lockheed Martin Stock Falls 6.9% as Iran War Funding Fight Looms
Lockheed Martin (LMT) fell to $595.04 as Democrats eye the Dec. 11 funding deadline to cut Iran war money.
3d ago
- Northrop Grumman Stock Jumps 6% After Earnings Beat
Northrop Grumman (NOC) lifted its 2026 profit outlook and reported a record $110B order backlog.
Oct 20
- GE Aerospace Stock Awaits Q3 Earnings With $2.01 EPS Expected
GE Aerospace (GE) reports before the open; analysts expect $12.9B in sales, about 14% above a year ago.
Oct 20
- Taiwan's $14B Arms Deal Threatens Xi's White House Visit
Trump's call on a $14B Taiwan arms package could cancel Xi's Sept. 24 visit and boost Lockheed Martin (LMT).
Sep 21
RTX news
Business & Earnings
MAJOR
Oct 265 min read
Lockheed Martin Q3 2026: Stock Jumps 9% on Record Backlog
Lockheed Martin (LMT) beat third-quarter estimates, reached a record $292 billion backlog and raised its 2026 outlook, sending shares up about 9% and lifting defense peers.
Business & Earnings
MAJOR
Oct 225 min read
Lockheed Martin Q3 2026: Stock Jumps on $292B Backlog
Lockheed Martin (LMT) beat third-quarter 2026 estimates with $7.97 EPS on $20.7B revenue and raised its full-year outlook. A record $292B backlog, built on missile demand, supports the guidance.
Business & Earnings
NOTABLE
Oct 206 min read
GE, RTX, GM, United Earnings Tuesday: Margins in Focus
GE Aerospace, RTX, GM and United Airlines report Q3 results Tuesday, opening a 70-company earnings week that tests tariff and oil-price pressure on margins.
Markets
MAJOR
Sep 186 min read
Stock Market Today: Election Polls Drive Healthcare Surge
Democratic polling gains trigger a sector shift into healthcare and utilities while defense and energy sell off on a volatile triple-witching Friday.
Geopolitics
SEISMIC
Sep 186 min read
Strait of Hormuz Crisis Sends Brent to $100
US forces struck three Iranian tankers overnight as Iran fired a ballistic missile at American warships, collapsing 95% of strait traffic and driving Brent crude to $100 in the worst oil supply…
Geopolitics
MAJOR
Sep 157 min read
Defense Stocks Surge on Iran Campaign
RTX, NOC, and LMT surged as Iran campaign combat deployments spotlight hardware demand with US defense spending on track to exceed $1.5 trillion by 2027.
Geopolitics
SEISMIC
Sep 116 min read
U.S.-Iran Gulf War Sends Brent Crude Near $108
U.S. and Iranian forces are exchanging direct missile strikes in the Persian Gulf, threatening Strait of Hormuz transit and pushing Brent crude near $108 as a second oil-shock front opens in the…
Geopolitics
SEISMIC
Sep 86 min read
Saudi Aramco Under Fire: Houthi Salvo Sends Brent $8.61 Higher
Houthi drone-missile strikes hit Saudi Aramco installations across four southern Saudi cities, wounded 73 workers, and pushed Brent crude $8.61 higher, fueling a second consecutive oil-driven Wall…
Markets
MAJOR
Sep 67 min read
ITA ETF Hits All-Time High on $1.5T Defense Budget
The ITA ETF hit all-time highs as Trump's $1.5 trillion FY2027 defense budget and Iran conflict transform geopolitical risk into contractor revenue.
Geopolitics
MAJOR
Sep 16 min read
Defense Stocks Surge as Iran Strikes U.S. Bases
Iran's retaliatory ballistic-missile strikes on U.S. installations in Jordan and the UAE sent LMT, RTX, NOC, and LHX each 3-5% higher Monday, accelerating Pentagon missile-defense procurement urgency.
Geopolitics
SEISMIC
Aug 317 min read
Iran Missiles Target U.S. Bases in Jordan, UAE
Iran's IRGC strikes U.S. military facilities in Jordan and the UAE with ballistic missiles and drones, marking the sharpest direct U.S.-Iran confrontation in seven months as crude oil prices surge…
Geopolitics
Aug 18 min read
Senate Again Blocks Iran War Powers Limit
The U.S. Senate narrowly voted down a war powers resolution that would have constrained President Trump's military authority over Iran, as the six-month-old conflict shows no signs of diplomatic…
Business & Earnings
Jul 285 min read
RTX Q2 2026 Beat Lifts Shares, Raises Outlook
RTX beat Q2 2026 EPS by 14% and raised its full-year revenue guidance to $95–$96B as jet engine and missile defense segments drove double-digit growth.
Economy
Jul 287 min read
U.S. June Durable Goods Orders Miss by Wide Margin
June durable goods orders rose just 0.3%, sharply below the 2.5% consensus forecast, signaling broad softness on the American factory assembly line and raising fresh doubts about second-half…
Geopolitics
Jul 267 min read
US Middle East War Costs 2026 Hit Fiscal Health Hard
A 108-day military campaign against Iran has added more than $113 billion to a US balance sheet already groaning under a $39 trillion national debt, forcing painful trade-offs between war-fighting…
Business & Earnings
Jul 255 min read
RTX Backlog Hits $268B Record on Defense Surge
RTX Corporation posted a record $268 billion backlog for full-year 2025 and raised its 2026 outlook, fueled by a sustained surge in global defense spending not seen in more than a decade.
Geopolitics
Jul 237 min read
US Strikes Iran for 12th Night as Red Sea War Expands
US Central Command completed a twelfth consecutive night of strikes against Iranian military targets on July 22, 2026, as the conflict spread to Red Sea shipping lanes and Strait of Hormuz transit…
Geopolitics
Jul 197 min read
US-Iran War Kills 2 Troops, Shatters Peace Deal
An Iranian ballistic missile and drone barrage on a Jordan air base kills two American service members and collapses the June 17 peace accord, pushing the five-month conflict into its most…
Geopolitics
Jul 187 min read
Bandar Khamir Bridge Strike Severs Iran's Hormuz Lifeline
U.S. forces destroyed highway and rail bridges at Bandar Khamir in a seventh consecutive night of Iran infrastructure strikes, physically cutting Bandar Abbas from its overland supply routes to…
Geopolitics
Jul 157 min read
Iran Under Fire: US Launches Fourth Night of Strikes, Trump Eyes Power Plants
The United States conducted its fourth consecutive night of airstrikes against Iran on July 14–15, 2026, while reinstating a naval blockade and threatening to target the country's civilian power…
Geopolitics
Jul 137 min read
US Claims 9,000 Iran Targets Hit Over Weekend
American air and naval forces struck approximately 9,000 Iranian military targets over the weekend in the latest escalation of the 2026 Middle East war, pushing Brent crude back toward $108 a…
Geopolitics
Jul 136 min read
US-Iran Ceasefire Collapses as Gulf Strikes Widen
The US-Iran ceasefire has collapsed as Washington and Tehran trade Middle East missile strikes across Gulf states, driving Brent crude back toward $80.
Geopolitics
Jul 117 min read
US-Iran Military Pause Revives Islamabad Talks After Week of Intense Strikes
Washington and Tehran have stepped back from active hostilities, with mediators in Islamabad and Doha racing to convert a fragile operational pause into a durable Middle East truce before the…
Geopolitics
Jul 117 min read
US F-22 Deployment: Deterring Iran After Strikes
The United States Air Force has repositioned F-22 Raptor stealth fighters across the Middle East as renewed Iranian attacks on Strait of Hormuz shipping and U.S. bases threaten to collapse a…
Geopolitics
Jul 98 min read
Ukraine Patriot Missile Production License: Trump's NATO Summit Move
Ukraine gains rights to manufacture PAC-3 interceptors under a U.S. production license announced at the Ankara NATO summit, addressing a critical gap of 2,000 missiles per year.
Geopolitics
Jul 97 min read
Iran Strikes Qatar Satellite Site as Ceasefire Collapses
Iran targeted a U.S. satellite communications antenna in Qatar with drone strikes on July 9, intensifying the Middle East war after President Trump declared the April ceasefire "over" and U.S.…
Markets
Jul 97 min read
Defense Stocks Surge on AI and Autonomous Weapons Boom
Defense stocks and the ITA ETF rally on the Pentagon's $54.6 billion autonomous weapons request as global military spending hits a record $2.9 trillion.
Geopolitics
Jul 97 min read
Taiwan Hardens Defenses as China Pressure Mounts in 2026
Taiwan has approved a landmark NT$780 billion arms budget and deployed first-of-kind suicide drones as Beijing's military incursions hit record frequency, reshaping Indo-Pacific security calculations.
Geopolitics
Jul 86 min read
Trump Declares Iran Ceasefire 'Over' After U.S. Strikes
President Trump declared the U.S.-Iran ceasefire finished in Ankara after American forces struck more than 80 Iranian targets following Strait of Hormuz tanker attacks.