Lockheed Martin, RTX Jump After Earnings Beat. One Is Breaking Out.

Lockheed Martin's stock has best day in 25 years as push to build more missiles faster pays off

Lockheed Martin's Q2 earnings surged 437% on a $35B THAAD contract, raising guidance with order backlog hitting record $230B. Sustained defense capex signals geopolitical spending rebalancing, with supply chain strain and margin impacts for aerospace and tech vendors in regulated markets.