Volatility is flashing a Blue Light Special in markets. Fear is high, but history says these moments often reward long-term investors the most. I see this uncertainty as an opportunity. When panic strikes, I lean into quality. Two dividend growth stocks just handed us compelling entry points. These aren't random buys. They're high-conviction investments I've followed for years, now trading at d...
Defense stocks are pulling back following Q1 reports from Lockheed Martin NYSE: LMT, Northrop Grumman NYSE: NOC, and RTX NYSE: RTX. The primary cause is uncertainty, followed by tepid guidance.
RTX Corporation delivered a strong Q1: sales up 5% YoY ($20.3B), EPS rose 10% ($1.47), FCF at $792M; backlog secure at $217B (Commercial: $125B, Defense: $92B), ensuring revenue visibility. Tariffs could hit 2025 pretax profits by ~$850M (7-8% of operating profit); RTX proactively invested $2B in U.S. manufacturing, optimizing supply chain flexibility and pricing strategies to mitigate risk. Cu...
RTX's Q1 sales grew 8% organically to $20.3 billion, beating analyst expectations with adjusted EPS up 10% to $1.47. Despite strong results, RTX's stock fell 10% due to tariff impacts, with an estimated $850 million hit to operating profit for the year. RTX maintained its guidance, projecting $83-$84 billion in sales and $6-$6.15 EPS, but investors are disappointed by the lack of upward revision.
RTX Corporation shares fell by more than 10% in an initial reaction to the Q1 2025 results published today. The article provides an update on the company's fundamentals and also in light of the tariffs. I explain why my investment thesis remains intact, but why I will not be adding to my RTX stock position following the post-earnings drop.
Major U.S. defense contractors are mostly maintaining their financial forecasts for 2025, saying it is too soon to understand the impact of U.S. President Donald Trump's tariffs.
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