24/7 Wall Street
13 Jun 2026, 12:30 UTC · 3h ago
3 High Backlog Defense Stocks to Buy in June
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
24/7 Wall Street
13 Jun 2026, 12:30 UTC · 3h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
6 claims · each scored for market impact
RTX raised its full-year 2026 guidance following a Q1 adjusted EPS beat of 17% over consensus. — Positive guidance revisions and consecutive earnings beats typically trigger immediate upward price momentum for a specific ticker.
+0.60Northrop Grumman's B-21 program transitioned from a $183 million operating loss in Q1 2025 to $305 million in operating income in Q1 2026. — The removal of a major financial drag and the shift to profitability for a key strategic program significantly improves the company's valuation profile.
+0.50The FY 2027 Department of War budget request allocates approximately $60 billion toward munitions development and procurement. — Significant government spending commitments provide a high baseline of guaranteed revenue for the defense sector at large.
+0.40Continue reading
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Lockheed Martin signed multi-year framework agreements for Patriot, THAAD, and PrSM that are expected to increase production rates by three to four times. — Substantial increases in production volume secure long-term revenue growth, though execution risks remain.
+0.30Which stocks this story touches
Raised 2026 guidance, beat Q1 EPS consensus by 17%, and possesses the largest, most diversified backlog.
Strong shift of B-21 from a loss to a profit and record backlog, despite working capital timing issues.
Positive record backlog and new framework agreements, though tempered by an EPS miss and negative free cash flow.
[mutual] Both are described as defense primes competing for munitions contracts and leadership in the defense sector.
[mutual] Both are described as defense primes competing for munitions contracts and leadership in the defense sector.
[mutual] Both are described as defense primes competing for munitions contracts and leadership in the defense sector.
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