This public company is a leading global aerospace and defense corporation, specializing in the design and manufacture of advanced technologies and systems for both military and commercial applications. It provides a broad range of services, including aircraft engines, missile systems, and various aerospace components, catering to governmental and industrial clients worldwide. The company is committed to innovation, focusing on developing cutting-edge solutions that enhance safety, efficiency, and performance in the aviation and defense sectors. Through its diverse portfolio, it plays a critical role in supporting national security and advancing the future of flight. Read More
Aerospace and defense company Raytheon (NYSE:RTX) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 9% year on year to $21.58 billion. The company’s full-year revenue guidance of $85.13 billion at the midpoint came in 1% above analysts’ estimates. Its non-GAAP profit of $1.56 per share was 9.1% above analysts’ consensus estimates.
Shares of aerospace and defense company Raytheon (NYSE:RTX)
fell 3.2% in the morning session after the company reported its second-quarter financial results, which included a lower full-year earnings forecast due to the expected impact of tariffs and tax law changes.
Defense stocks are well-positioned to benefit from increased spending globally, but Q2 results set them apart; this is a look at the winners and losers for Q3.
Datavault AI (NASDAQ: DVLT), a leader in data visualization and monetization, announced a strategic partnership with Burke Products, a minority-owned Tier 1 defense supplier to Lockheed Martin (NYSE: LMT), Raytheon Technologies (NYSE: RTX), and other major defense entities. The alliance includes subcontracted 2025 revenues from Burke’s existing contracts and aims to scale into productized offerings in 2026. Datavault AI will integrate its proprietary ADIO(R) tone technology, acoustic sciences, digital twin modeling, and blockchain-based supply chain tools with Burke’s engineering and manufacturing capabilities. Executives cited shared innovation goals, defense modernization trends, and mutual strategic vision as key drivers. The collaboration marks Datavault AI’s entry into military-grade solution deployment across multiple defense verticals.
Aerospace and defense company Raytheon (NYSE:RTX) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 9% year on year to $21.58 billion. The company’s full-year revenue guidance of $85.13 billion at the midpoint came in 1% above analysts’ estimates. Its non-GAAP profit of $1.56 per share was 9.1% above analysts’ consensus estimates.
Defense titans Lockheed Martin, RTX Corp, and Northrop Grumman Corp report earnings. RTX has strong momentum but high valuations, LMT is struggling, and NOC is a steady performer.
Wall Street opened the week on a risk-on footing, with the S&P 500 and the Nasdaq 100 extending record highs as strong earnings reinforced confidence in corporate America and investors continued to shrug off trade tensions.
Three ETFs with unique focuses on domestic defense, manufacturing, and energy could be positioned to benefit as the One Big Beautiful Bill takes effect.
