Investors in defense stocks wary as Trump places new limits on CEO pay and dividends

Investors in defense contractors worry that a White House order restricting CEO pay, dividends and stock buybacks could reduce returns for shareholders and impede the companies' ability to attract the best executives.

Reuters • Feb 6, 2026

These hot S&P 500 stocks show where investors are heading as they run away from tech

The industrials sector has been a big beneficiary of the rotation out of tech, with a number of defense and transportation stocks hitting new highs on Wednesday.

Market Watch • Feb 4, 2026

US defense firms boost spending after Trump calls for expedited arms deliveries

Major U.S. defense contractors are significantly ramping up capital expenditure this year in response to President Donald Trump's threat to limit dividends and share buybacks in his push to speed up weapons deliveries.

Reuters • Feb 2, 2026

Defense Behemoths: Winners and Loser During Q4 Earnings Cycle

A plethora of defense giants just reported their Q4 2025 earnings. The cycle saw some standout performances, as well as others that left investors wanting more.

MarketBeat • Feb 2, 2026

These Analysts Boost Their Forecasts On Northrop Grumman After Better-Than-Expected Q4 Results

Northrop Grumman Corp (NYSE: NOC) reported upbeat fourth-quarter financial results and issued worse-than-expected FY26 outlook on Tuesday.

Benzinga • Jan 28, 2026

Northrop Grumman Flashed a Buy Signal—And the Market Backed It Up

Northrop Grumman NYSE: NOC stock action triggered a Buy signal in early 2026 by breaking out of a consolidation to new highs. It then confirmed the move with a stronger signal following its Q4 2025 earnings release and 2026 guidance update.

MarketBeat • Jan 28, 2026

Quantum's Next Winners? 3 Enablers With 10%+ Projected Growth in 2026

IONQ's $1.8B SkyWater deal signals a shift to vertically integrated quantum, spotlighting three enablers, NOC, NET & ARQQ, set for 10%+ earnings growth in 2026.

Zacks Investment Research • Jan 28, 2026

Northrop Grumman posts higher quarterly profit as geopolitical uncertainty fuels demand

Aerospace and defense supplier Northrop Grumman posted higher fourth-quarter profit and revenue on Tuesday, helped by strong sales in its aeronautics business amid heightened geopolitical uncertainty.

Reuters • Jan 27, 2026

Northrop Grumman Corporation (NOC) Q4 2025 Earnings Call Transcript

Northrop Grumman Corporation (NOC) Q4 2025 Earnings Call Transcript

Seeking Alpha • Jan 27, 2026

Northrop Grumman Releases Fourth Quarter and Full-Year 2025 Financial Results

FALLS CHURCH, Va., Jan. 27, 2026 (GLOBE NEWSWIRE) -- Northrop Grumman Corporation (NYSE: NOC) has released its fourth quarter and full-year 2025 financial results.

GlobeNewsWire • Jan 27, 2026