15:I[66739,["/_next/static/chunks/0_jglizaxuvid.js?dpl=dpl_96p2jy1Fyr8N3fWUZLs6xBBY8YZw","/_next/static/chunks/00yc4h63rurg4.js?dpl=dpl_96p2jy1Fyr8N3fWUZLs6xBBY8YZw","/_next/static/chunks/01b21njbdx~~m.js?dpl=dpl_96p2jy1Fyr8N3fWUZLs6xBBY8YZw","/_next/static/chunks/14s118kzsmuz9.js?dpl=dpl_96p2jy1Fyr8N3fWUZLs6xBBY8YZw","/_next/static/chunks/0dc6byhwaywc_.js?dpl=dpl_96p2jy1Fyr8N3fWUZLs6xBBY8YZw","/_next/static/chunks/0g9_wl34k-6l4.js?dpl=dpl_96p2jy1Fyr8N3fWUZLs6xBBY8YZw","/_next/static/chunks/0~r4f.cjjsl~b.js?dpl=dpl_96p2jy1Fyr8N3fWUZLs6xBBY8YZw"],"default"] 17:I[38632,["/_next/static/chunks/0qqtp3r0h7kah.js?dpl=dpl_96p2jy1Fyr8N3fWUZLs6xBBY8YZw","/_next/static/chunks/0iukvycbd42rl.js?dpl=dpl_96p2jy1Fyr8N3fWUZLs6xBBY8YZw"],"IconMark"] 16:T51d,

Christopher P. Davis covers defense stock earnings. Northrup Grumman (NOC) hit an all-time high after earnings, which Christopher attributes to its free cash flow and guidance. On the other hand, Lockheed Martin (LMT) fell after a big profit miss, which he blames on its narrow product focus. RTX (RTX) beat quarterly expectations but lowered full-year guidance due to tariffs; Chris emphasizes their enormous size. He particularly likes Amentum (AMTM) in the space.

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NOC, LMT, RTX Defense Earnings Reaction – With Bonus Pick

Schwab Network

NOC, LMT, RTX Defense Earnings Reaction – With Bonus Pick