'The Pentagon And The Small Business Administration Signed A New Agreement On Monday That Will Expand Access To Strategic Capital For Small Businesses In The U.S. Defense Industrial Base' - The Hill

Reuters Reported Federal Aviation Administration Set To Approve Boeing 737 MAX 10 As Soon As Next Week

The Defense ETF Duel: Old Guard Aerospace or Next-Gen Tech?

Invesco Aerospace & Defense ETF (PPA) and First Trust Indxx Aerospace & Defense ETF (MISL) offer different approaches to defense sector investing. PPA, the larger and more established fund with $7.4B in AUM, delivers higher dividends (0.4% yield) and lower volatility with traditional aerospace exposure. MISL, launched in 2022 with a more concentrated 39-holding portfolio, emphasizes next-gen defense tech including Palantir and SpaceX. Since 2022, PPA has outperformed with 117% total return (21.6% CAGR) versus MISL's 105% (19.8% CAGR), though both have slightly elevated expense ratios around 0.58-0.60%.

GE Aerospace vs. Lockheed Martin: Which Stock Is a Better Buy in 2026?

GE Aerospace and Lockheed Martin represent two distinct aerospace investment strategies. GE Aerospace benefits from a commercial aviation boom with strong revenue growth (18.5% YoY), high margins (19%), and a $210B+ backlog. Lockheed Martin offers stability through defense contracts with 72% U.S. Government revenue, though slower growth (5.7% YoY) and higher leverage (3.2x debt-to-equity). The article recommends GE Aerospace for growth-focused investors seeking rapid cash generation, while Lockheed Martin suits those preferring steady, predictable dividend returns.

Boeing Fell Back Below $200 Ahead of a Strike Deadline. Here's Why I'd Buy the Fear After New Contracts Were Signed

Boeing stock has declined 11.3% over the past month and 26.7% from its 52-week high, but the author sees buying opportunity. The company averted a labor strike with 17,000 engineers and recently secured major defense contracts including development of next-generation carrier-based fighter jets and the F-47 to replace the F-15. Despite commercial aircraft challenges, the defense segment and government contract wins present potential upside.

Macquarie Initiates Coverage On CACI International with Outperform Rating, Announces Price Target of $780

Macquarie analyst Marni Lysaght initiates coverage on CACI International (NYSE:CACI) with a Outperform rating and announces Price Target of $780.

Global Cyber Warfare Market Size and Forecast to 2031 | AI-Driven Defense, Space Security, and Cloud Adoption Fuel 14.1% CAGR and a USD 28.75 Billion Opportunity

The global cyber warfare market is projected to grow from USD 14.99 billion in 2026 to USD 28.75 billion by 2031, with a CAGR of 14.1%. Growth is driven by increasing cyber threats to military networks, AI-driven defense solutions, space-based security demands, and defensive cyber operations. The Middle East is positioned for the second-highest regional growth rate.