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defense

Everything tagged "defense" across research, earnings, and macro.

14 articles

GE Aerospace (GE): Aftermarket Moat Drives Earnings

GE Aerospace combines a powerful installed base with sticky, high-margin aftermarket revenue and clear earnings visibility. Strong CES growth and a large backlog support the bull case, though the stock trades at a premium valuation.

Apr 21, 2026·25 MIN

Industrials Aerospace & Defense Aerospace

Research ReportRKLB

Rocket Lab USA (RKLB): Premium Growth, Expensive Stock

Rocket Lab is scaling revenue fast, deepening its defense backlog, and building a broader space infrastructure franchise. But the stock already prices in a lot of future success, making it a Buy only on pullbacks.

Apr 16, 2026·21 MIN

Industrials Aerospace & Defense Growth

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