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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 +0.28%
Defense/bizav tape is balanced; watch awards, margins, budget headlines, Gulfstream/bizjet demand, and program execution. Leader: RTX; 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 Corporation
Pratt & Whitney, Collins, Raytheon+0.57%
Pratt & Whitney, Collins, Raytheon+0.57%
LMTLockheed Martin Corporation
Defense prime, space, missiles+0.27%
Defense prime, space, missiles+0.27%
NOCNorthrop Grumman Corporation
Defense prime, space, systems+0.01%
Defense prime, space, systems+0.01%
GDGeneral Dynamics Corporation
Defense systems and Gulfstream+0.41%
Defense systems and Gulfstream+0.41%
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+2.20%
Cessna, Beechcraft, Bell+2.20%
Source-linked reads
Current signal flow
Simple FlyingBoeing Completes 737 MAX 7 & MAX 10 Flight Testing, Clearing Path For 2027 DeliveriesSource →Leeham NewsBoeing CEO: Max 7 and Max 10 deliveries in 2027, low margins until 2030Source →Simple FlyingHow United Airlines' Lie-Flat Boeing 757 Ruled Premium Transcon & What's About To Replace ItSource →Simple FlyingHow Delta Air Lines Quietly Built A Backup Plan For Its Longest Airbus A350 RouteSource →Leeham NewsAirbus walks line between shareholder returns and clean-sheet ambitionsSource →