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02:37

$RTX Corp(RTX)$ $Lockheed Martin(LMT)$  $Northrop Grumman(NOC)$  ๐Ÿ”๐Ÿ“ˆ $RTX's Raytheon just locked in a 7-year Pentagon deal to surge missile output.. Tomahawks ramping toward 1,000/yr, AMRAAM โ‰ฅ1,900/yr, SM-6 >500/yr!! Clear signal DoD is restocking and committing to multiyear demand. Defense upcycle & visibility for $RTX!!

$RTX | ๐‘๐“๐— ๐‚๐จ๐ซ๐ฉ: Wolfe Research reiterates ๐Ž๐ฎ๐ญ๐ฉ๐ž๐ซ๐Ÿ๐จ๐ซ๐ฆ, maintains ๐๐“ ๐š๐ญ $๐Ÿ๐Ÿ‘๐Ÿ“

Analyst sees $7โ€“8B upside from missile build-out, with Raytheon segment growth acceleration and notes improving defense positioning.

$LMT, $NOC, $RTX and other A&D names all catching a bid. WTI crude up almost 1%

Iran talks on Fri are cancelled after ๐Ÿ‡บ๐Ÿ‡ธ US reneged on ๐Ÿ‡ฎ๐Ÿ‡ท Iranian requests for certain changes.

$RTX, Q4-25.

Results:

๐Ÿ“Š Adj. EPS: $1.55 ๐ŸŸข

๐Ÿ’ฐ Revenue: $24.2B ๐ŸŸข

๐Ÿ“ˆ Net Income: $1.6B

๐Ÿ”Ž RTX closed 2025 with $268B backlog and record $3.2B in quarterly free cash flow, setting up strong momentum for 2026.

๐Ÿ“ˆ โ“—โ“โ“Ÿโ“Ÿโ“จ โ“ฃโ“กโ“โ““โ“˜โ“โ“– โ“โ“—โ“”โ“โ““! โ“’โ“—โ“”โ“”โ“กโ“ข, โ“‘โ“’๐Ÿ€๐Ÿ€๐Ÿ€

# ๐Ÿ’ฐStocks to watch today?(5 Feb๏ผ‰

Modify on 2026-02-05 08:44

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Comment๏ผˆ12๏ผ‰

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  • PetS
    ยท08:34
    TOP
    I like how your $RTX Corp(RTX)$ post maps defence momentum into real earnings visibility. Similar structure forming in $Lockheed Martin(LMT)$ with positioning tightening near support as volatility compresses. Watching liquidity pockets and gamma flow as macro regime shifts favour A&D demand.
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  • Cool Cat Winston
    ยท08:41
    TOP
    Really like how your $RTX Corp(RTX)$ call ties earnings strength with regime shift in defence spend. Seeing similar momentum dynamics in $General Dynamics Corp(GD)$ as positioning firms near resistance. Gamma and Vanna flows look active as macro volatility drives sector rotation.
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  • Queengirlypops
    ยท09:53
    TOP
    nah BC your $RTX Corp(RTX)$ post is straight momentum fuel, whole defence space catching flow, liquidity pockets getting scooped, volatility barely shaking structure, regime shift vibes all over this, earnings + backlog + macro tension lining up, positioning flipping risk on, gamma and Vanna energy everywhere, cross asset flows screaming rotation, whoโ€™s fading defence momentum rn honestly this run feels sticky ๐Ÿงƒ
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  • Kiwi Tigress
    ยท09:39
    TOP
    yeah your $RTX Corp(RTX)$ post actually hits different, kinda wild seeing defence flow flip risk on while everything else chops, tbh momentum and positioning here look cleaner than most sectors rn, liquidity keeps showing up on dips, fr macro vibes totally backing this ๐Ÿš€
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  • Hen Solo
    ยท11:14
    Your post nailed how macro tensions are feeding defence earnings visibility. $Boeing(BA)$ also showing interesting structure as positioning stabilises near support zones. Watching liquidity pocket reactions as volatility and cross asset flows rebalance.
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  • Tui Jude
    ยท11:07
    Your breakdown on $RTX Corp(RTX)$ backlog and missile ramp really shows flow turning constructive across defence. Iโ€™m seeing comparable momentum building in $Northrop Grumman(NOC)$ as structure holds above support, positioning improving while cross asset volatility stays elevated.
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  • Hen Solo
    ยท11:11

    Great article, would you like to share it?

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  • Tui Jude
    ยท11:04

    Great article, would you like to share it?

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  • Queengirlypops
    ยท09:53

    Great article, would you like to share it?

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  • Kiwi Tigress
    ยท09:38

    Great article, would you like to share it?

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  • Cool Cat Winston
    ยท08:40

    Great article, would you like to share it?

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  • PetS
    ยท08:33

    Great article, would you like to share it?

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