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Sector intelligence
Defense + Bizav Intelligence
Defense primes, Gulfstream/Textron/Bombardier/Embraer exposure, budget headlines, awards, mission systems, and business aviation demand.
Track this sectorCurrent tape
Constructive +0.55%
Defense/bizav tape is risk-on; watch awards, margins, budget headlines, Gulfstream/bizjet demand, and program execution. Leader: LMT; pressure: NOC.
- Award flow and backlog
- Budget headlines
- Program execution
- Bizav backlog/preowned pricing
- Margin and supply-chain commentary
Public aviation names
Tracked companies
RTXRTX CORP
Pratt & Whitney, Collins, Raytheon+0.88%
Pratt & Whitney, Collins, Raytheon+0.88%
LMTLOCKHEED MARTIN CORP
Defense prime, space, missiles+0.91%
Defense prime, space, missiles+0.91%
NOCNORTHROP GRUMMAN CORP
Defense prime, space, systems-0.14%
Defense prime, space, systems-0.14%
GDGENERAL DYNAMICS CORP
Defense systems and Gulfstream+1.45%
Defense systems and Gulfstream+1.45%
ERJEmbraer S.A.
Regional jets, E-Jets, executive jets, defense-1.06%
Regional jets, E-Jets, executive jets, defense-1.06%
TXTTEXTRON INC
Cessna, Beechcraft, Bell-0.01%
Cessna, Beechcraft, Bell-0.01%
Source-linked reads
Current signal flow
Simple FlyingConfirmed: Virgin Australia Expecting 1st Boeing 737 MAX 10 Delivery In Late 2027Source →Leeham NewsAirbus’ Next New Airplane Part 6: The SWOT for AirbusSource →Simple FlyingWhy Delta Air Lines' Brand-New Airbus A321neos Are Sitting In The Desert While It Flies 44 Recliners InsteadSource →Simple FlyingHere's Who Still Flies Free On United Airlines After Its Checked Bag Fee OverhaulSource →Simple FlyingHere's How The Boeing 787 Dreamliner Permanently Rewrote Long-Haul EconomicsSource →