Pentagon says it will ramp up war supplies with defense companies

The Pentagon said on ​Wednesday it had reached ‌framework agreements with BAE , Lockheed and Honeywell to boost production of ​defense systems and munitions as ​part of its shift to "wartime ⁠footing."

Reuters • Mar 25, 2026

What Trump's 15-Point Iran Plan Means For Defense Stocks

Defense stocks are mostly lower since the conflict began.

Barrons • Mar 25, 2026

Thomas Global Systems Participates in Northrop Grumman 2026 IBCS Supplier Summit

IRVINE, Calif., March 20, 2026 (GLOBE NEWSWIRE) -- Thomas Global Systems participated in the Northrop Grumman 2026 Integrated Battle Command System (IBCS) Supplier Summit held March 16–17, 2026, on Capitol Hill in Washington, DC. The summit brought together Northrop Grumman leadership, key industry partners, U.S. Army representatives, and Members of Congress to discuss the modernization of Integrated Air and Missile Defense capabilities.

GlobeNewsWire • Mar 20, 2026

Lockheed Martin vs. Northrop Grumman: Who's Currently the Better Play?

LMT and NOC face off as rising defense demand, massive backlogs, and new contracts shape their growth outlook.

Zacks Investment Research • Mar 20, 2026

Northrop Grumman Announces Date for First Quarter 2026 Financial Results and Webcast

FALLS CHURCH, Va., March 19, 2026 (GLOBE NEWSWIRE) -- Northrop Grumman Corporation (NYSE: NOC) announced today that its first quarter 2026 financial results will be released on Tuesday, April 21, 2026, prior to the market opening. The earnings announcement, and accompanying earnings presentation, will be available on the company's website at http://investor.northropgrumman.com .

GlobeNewsWire • Mar 19, 2026

Pentagon Seeks $200 Billion for Iran War. Here's What It Means for Defense Stocks.

A proposed $200 billion Pentagon request tied to the Iran conflict could reshape defense spending in 2026 and 2027—and influence stocks like Lockheed Martin.

Barrons • Mar 19, 2026

Northrop Grumman Is Up 29% in 2026 With a $95.7 Billion Backlog and One Big Program Still in Limbo

One of the world's foremost defense and aerospace names, Northrop Grumman ( NYSE:NOC ) has been one of the strongest-performing large-cap defense stocks of 2026, with shares up 29.07% year to date to around $735.

24/7 Wall Street • Mar 18, 2026

Why Europe may be the best place to bet on defense stocks

As the conflict in the Middle East escalates and European countries increase budgets, demand for weaponry has continued to boom.

Market Watch • Mar 18, 2026

Why Defense-Contractor Stocks Aren't Rallying

War should result in higher military spending, but things aren't so simple for the biggest weapons makers.

WSJ • Mar 17, 2026

Northrop Grumman Shares Up 28% YTD With Its Biggest Upside Not Yet in Guidance

With three consecutive earnings beats after a $477M B-21 loss provision shook investor confidence, and now Northrop Grumman (NYSE:NOC) has a signed Air Force contract to back up what had been an earnings-call promise.

24/7 Wall Street • Mar 12, 2026