Tech Is Slipping. These 3 Defense Stocks Are Soaring On Earnings. Hosted by Bridget BennettJuly 24, 2026 ShareLink copied to clipboard. Play video for Tech Is Slipping. These 3 Defense Stocks Are Soaring On Earnings.DetailsGuestsWhile tech stocks keep sliding, one sector just had its best week of the year... defense. This week's earnings reports from three of the biggest names in the industry all came in strong, sending stocks up double digits and proving this sector isn't just riding short-term headlines from the conflict with Iran, but a much longer modernization story.Joining me today is MarketBeat's Chris Markoch to break down the earnings from Lockheed Martin, Northrop Grumman, and RTX... what their record backlogs actually mean, why the market reacted so differently to these reports than it did to big tech, and which of these three names still has the most upside left according to analysts.We also talk about how this earnings strength could trickle down to some of the smaller defense and drone names investors have been watching, and what catalyst still needs to happen before those stocks can really take off.Get the Offer Stocks Mentioned in This EpisodeCompanyMarketRank™Current PriceDividend YieldP/E RatioNOCNorthrop Grumman4.7993 of 5 stars$547.05+0.9%1.81%17.36LMTLockheed Martin4.8151 of 5 stars$580.17-0.4%2.38%21.37RTXRTX3.7885 of 5 stars$219.16+3.0%1.33%38.59 Compare These Stocks Add These Stocks to My Watchlist Bridget Bennett, HostDigital Media Producer, MarketBeatAlways the talker, Bridget Bennett turned her passion for people and sharing stories into a career in communications. She started working as a journalist in high school at her local county paper in Ellendale, North Dakota. After moving to Dallas for college at Southern Methodist University, she quickly fell in love with visual storytelling and started her career as a news anchor and reporter.Bridget brings her 12 years of experience in broadcast writing and video production to the MarketBeat content team. She's also an energetic, creative thinker and lifelong learner, so she's always bringing new ideas. Bridget is thrilled to be part of an innovative team that is constantly looking to create useful content people can connect with.When she's not working, Bridget is a busy mom of three and can be found at just about every activity or outing in town. She is also an adoption and foster care advocate and helps support foster children and families through her nonprofit volunteer work. She and her husband, Jason, grew up together and have spent their lives exploring the world through travel, hiking and ministry.Chris Markoch, GuestMarketBeat Contributor, MarketBeatChris Markoch is a freelance financial copywriter with over five years of experience covering various aspects of the financial markets. You may find his writing a little different than other stock articles you’ve read. And that’s OK with him. Chris doesn’t have a traditional finance background. What he does bring to the table is a strong business and marketing background having worked for agencies that serviced Fortune 500 companies. With that in mind, he isn’t overly impressed with what companies say, and more focused on what they do. And because buyer behavior dictates so much of what happens with a stock, Chris always keeps the end consumer close in mind. Chris has been writing for MarketBeat since 2018.Previous VideoAll VideosNext Video Subscribe on YouTube Don't Miss a Video Subscribe to watch the latest stock market videos from MarketBeat. We empower investors to make better trading decisions by providing real-time financial data and objective market analysis. Subscribe on YouTube Listen to MarketBeat Other Platforms 3 Stocks You'll Wish You Bought. 2 You'll Regret Owning.MarketBeat TV | June 23, 2026Watch VideoRecent Videos3 Stocks To Buy As Big Tech Sells Off (And 2 To Avoid)MarketBeat TV | July 26, 2026Watch VideoTech Is Slipping. 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Hosted by Bridget BennettJuly 24, 2026 ShareLink copied to clipboard. Play video for Tech Is Slipping. These 3 Defense Stocks Are Soaring On Earnings.DetailsGuestsWhile tech stocks keep sliding, one sector just had its best week of the year... defense. This week's earnings reports from three of the biggest names in the industry all came in strong, sending stocks up double digits and proving this sector isn't just riding short-term headlines from the conflict with Iran, but a much longer modernization story.Joining me today is MarketBeat's Chris Markoch to break down the earnings from Lockheed Martin, Northrop Grumman, and RTX... what their record backlogs actually mean, why the market reacted so differently to these reports than it did to big tech, and which of these three names still has the most upside left according to analysts.We also talk about how this earnings strength could trickle down to some of the smaller defense and drone names investors have been watching, and what catalyst still needs to happen before those stocks can really take off.Get the Offer Stocks Mentioned in This EpisodeCompanyMarketRank™Current PriceDividend YieldP/E RatioNOCNorthrop Grumman4.7993 of 5 stars$547.05+0.9%1.81%17.36LMTLockheed Martin4.8151 of 5 stars$580.17-0.4%2.38%21.37RTXRTX3.7885 of 5 stars$219.16+3.0%1.33%38.59 Compare These Stocks Add These Stocks to My Watchlist Bridget Bennett, HostDigital Media Producer, MarketBeatAlways the talker, Bridget Bennett turned her passion for people and sharing stories into a career in communications. She started working as a journalist in high school at her local county paper in Ellendale, North Dakota. After moving to Dallas for college at Southern Methodist University, she quickly fell in love with visual storytelling and started her career as a news anchor and reporter.Bridget brings her 12 years of experience in broadcast writing and video production to the MarketBeat content team. She's also an energetic, creative thinker and lifelong learner, so she's always bringing new ideas. Bridget is thrilled to be part of an innovative team that is constantly looking to create useful content people can connect with.When she's not working, Bridget is a busy mom of three and can be found at just about every activity or outing in town. She is also an adoption and foster care advocate and helps support foster children and families through her nonprofit volunteer work. She and her husband, Jason, grew up together and have spent their lives exploring the world through travel, hiking and ministry.Chris Markoch, GuestMarketBeat Contributor, MarketBeatChris Markoch is a freelance financial copywriter with over five years of experience covering various aspects of the financial markets. You may find his writing a little different than other stock articles you’ve read. And that’s OK with him. Chris doesn’t have a traditional finance background. What he does bring to the table is a strong business and marketing background having worked for agencies that serviced Fortune 500 companies. With that in mind, he isn’t overly impressed with what companies say, and more focused on what they do. And because buyer behavior dictates so much of what happens with a stock, Chris always keeps the end consumer close in mind. Chris has been writing for MarketBeat since 2018.Previous VideoAll VideosNext Video Subscribe on YouTube Don't Miss a Video Subscribe to watch the latest stock market videos from MarketBeat. We empower investors to make better trading decisions by providing real-time financial data and objective market analysis. Subscribe on YouTube
