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Graded daily on value B+, growth C+, profitability C, momentum C, revisions C+. Sector-relative, identical for every user.
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Key events, in time order
Revenue $6.1B beat, EPS $3.28, FY26 EPS guide raised to $12.25-$12.35
New facility for THAAD boost motor manufacturing and capacity expansion; contract valued at $6B
CEO departure and transition mark significant leadership change; reaffirmed outlook provides some stability
Q2 beat and raised EPS to $12, but rocket IPO delayed to 2027; stock fell ~10%.
DoD announces seven-year agreements to expand missile defense production; LHX named as beneficiary
SDA awards AMDT3 satellite production contract to support Golden Dome space-based capabilities
House Armed Services member buys defense contractor stock, draws scrutiny
Related — this ticker is not the subject
Ad revenue and buybacks padded the beat while operating margins narrowed, and Q4 revenue guidance lands roughly in line with consensus
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Facts and opinions separated · All items sourced · Not investment advice