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Exclusive Article from MarketBeat.com Defense Behemoths: Winners and Loser During Q4 Earnings CycleSubmitted by Leo Miller. Article Published: 1/30/2026. A plethora of defense giants just reported their Q4 2025 earnings. The cycle saw some standout performances, as well as others that left investors wanting more. Here are the most notable winners and losers from the latest round of defense earnings. All data is as of the Jan. 30 close unless otherwise indicated. Winner: Northrop Grumman Sees Growth Accelerating in 2026 U.S. defense behemoth Northrop Grumman (NYSE: NOC) was a clear winner in its latest earnings report. Northrop is particularly known for building stealth bombers like the B-2 Spirit. The company posted strong Q4 2025 earnings, released before the market's open on Jan. 27. Revenue came in at $11.7 billion, up nearly 10% and topping estimates by more than $100 million. Adjusted earnings per share (EPS) rose about 13% to $7.23, comfortably beating estimates of $6.97. In a positive sign for its outlook, Northrop expects revenue to grow in the mid-single-digit range in 2026. That would be a notable acceleration from 2025, when sales rose by only about 2% for the full year. We've found The Next Elon Musk… and what we believe to be the next Tesla.
It's already racked up $26 billion in government contracts.
Peter Thiel just bet $1 Billion on it. 👉 Unlock the ticker now and get it completely free. At a Glance - Defense stocks soared in 2025, and many of the industry's biggest players just reported their year-end results.
- Northrop Grumman and RTX gained positive reactions from their releases, with shares and price targets rising.
- Despite shares falling, analysts are still optimistic on General Dynamics.
Northrop's results prompted optimism among investors and Wall Street analysts. Shares rose 2.7% on Jan. 27, and several analysts substantially raised their forecasts. The MarketBeat consensus price target on Northrop sits close to $689, near its Jan. 30 close. Price targets released after the earnings report average roughly $762, implying meaningful upside of about 10%. Winner: RTX Gains, Backlog Hits Record High RTX (NYSE: RTX) also performed well in Q4 2025. Sales rose 12% to $24.2 billion, exceeding estimates by approximately $1.6 billion. The company's adjusted EPS was essentially flat at $1.55, up less than 1%. Still, that topped the $1.47 analysts expected, which had implied a decline of nearly 5%. RTX expects sales growth to moderate in 2026 but anticipates solid free cash flow growth of around 8% at the midpoint of guidance. Its record backlog of $268 billion also supports the outlook, providing strong revenue visibility for the coming years — roughly three times its 2025 sales. While RTX is a major defense contractor, it also competes in commercial aerospace. The company expects commercial aircraft production to continue growing in 2026, supporting both Collins Aerospace and Pratt & Whitney. RTX shares rose about 3.7% on the day of its Jan. 27 pre-market release. The MarketBeat consensus price target near $199 implies roughly 1% downside. However, several analysts issued aggressive price targets after earnings, averaging $223 and implying about 11% upside. Loser: General Dynamics Falls on Guidance, But Analysts Still See Solid Upside On the other side of the coin, markets were not particularly impressed by General Dynamics' (NYSE: GD) Q4 2025 earnings. Shares closed down 2.7% on the day of the company's Jan. 28 release, which was posted during market hours. General Dynamics has business lines that many other aerospace and defense companies do not, including making and servicing high-end Gulfstream private jets as well as building nuclear submarines. The company's revenue grew 8% in the quarter to $14.4 billion, beating estimates near $13.8 billion. EPS rose less than 1% to $4.17, topping expectations of $4.11 (which had implied roughly a 1% decline). The company's guidance implies about 4% growth in 2026, a significant deceleration from the roughly 10% growth seen in 2025. It also sees EPS rising near 4%, versus 13% last year. That said, General Dynamics exited the year with a record backlog of $118 billion — more than double its 2025 revenue. The company guided for Aerospace operating margins near 14% in 2026, below its longer-term "high teens" target. Overall, the somewhat disappointing guidance was the primary driver of the market's reaction. The MarketBeat consensus price target on General Dynamics sits near $372, implying about 6% upside. Despite the stock decline, analysts issued stronger price targets after the results, averaging $403 and suggesting roughly 15% upside. Defense Industry Eyes Catalyst in Potential Gov't Spending Boost Looking forward, the defense industry could gain a significant tailwind from the U.S. government's next defense budget. President Trump has proposed boosting defense spending to $1.5 trillion in the government's next fiscal year, which would represent a 66% increase over the prior budget. That outcome is far from certain, however, because it requires congressional approval.
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