RTX shares have gained approximately 4.3% over the past 30 days, reflecting steady investor confidence driven by new defense contracts and European production expansion. Raytheon secured a $1.1 billion U.S. Navy contract for AIM-9X Block II missiles in late June and announced plans to double Stinger missile output through European partnerships.

SPCX plunged -10.28% during Wednesday's regular session, falling to $112.44 from Tuesday's close of $125.33, as investors reacted to the company's first-ever quarterly earnings as a public company. The sell-off was driven by SpaceX's Q2 results released after Tuesday's close: despite a revenue beat ($78B vs. $68.1B consensus), operating metrics disappointed — only 38 rocket launches versus 43 expected and payload mass well below Street estimates.

FTAI Aviation shares have pulled back roughly 9% over the past 30 days, retreating from approximately $248 to the $225 area, following a second-quarter earnings report that missed consensus EPS estimates despite record quarterly revenue. The company reported Q2 2026 revenue of $953 million, up 40.9% year-over-year, while adjusted EPS of $1.13 came in below the $1.32 analyst consensus, triggering post-earnings selling pressure.

Rocket Lab Corporation (RKLB) closed at $70.43 on August 3, 2026, down approximately 53% from its May 2026 all-time high of $151.00, meaning the stock would need to more than double to reclaim the $150 level. The strongest bullish case rests on a record $2.2 billion backlog, accelerating revenue growth above 60% year-over-year, the upcoming Neutron medium-lift rocket, and the transformative $8 billion acquisition of IRDM (Iridium Communications).

SpaceX (SPCX) shares have declined approximately 34% over the past 30 days, falling from $162.00 on July 2 to around $106.33 as of early August, and are now trading well below the June IPO price of $135. The stock's all-time high of $225.64, reached on June 16, has given way to a sustained sell-off that has erased over $1 trillion in market capitalization from peak levels.

Space Exploration Technologies Corp. (SPCX) closed at $108.37 on July 31, 2026, roughly 28% below the $150 level that marked its Nasdaq opening trade on June 12. The stock has fallen approximately 52% from its all-time high of $225.64 and now trades about 20% below its IPO price of $135.

Price target in focus: $300 per share, representing roughly 45% upside from the latest close near $207 and aligning with RBC Capital's Street-high analyst target. Strongest bullish factors: A "develop once, deploy everywhere" business model that sustains industry-leading margins, a defense and space segment contributing approximately 41% of revenue, and the potential for spinoff-related value unlocking as an independent pure-play aerospace company.

LHX shares tumbled -8.31% during Thursday's regular session to $272.81, extending a post-earnings selloff that began after the company reported Q2 2026 results following Wednesday's close. The decline comes despite strong Q2 results: revenue rose +8% to $5.9 billion, GAAP EPS of $3.13 beat consensus by nearly +12%, and full-year revenue and EPS guidance were both raised.

Planet Labs PBC (PL) shares have fallen approximately 38% over the last 30 days, dropping from $31.28 on June 29 to roughly $19.47 as of July 29, 2026. The stock's decline was driven by a combination of dilution fears tied to a $1.5 billion at-the-market equity offering, post-SpaceX IPO capital rotation, and multiple insider stock sales throughout July.

Revenue beat expectations: Boeing reported Q2 revenue of $24.6 billion, exceeding the Bloomberg consensus estimate of $24.26 billion and rising 8% year-over-year. Loss wider than anticipated: Core (non-GAAP) loss per share came in at $0.76, well above the $0.28 consensus loss estimate, driven by ongoing profitability challenges.

Boeing is scheduled to report Q2 2026 results on Tuesday, July 28, before the market opens, with a conference call at 10:30 a.m. ET. Wall Street consensus estimates point to a loss of approximately $0.27 to $0.28 per share, a sharp improvement from the $1.24 loss reported in Q2 2025.

SPCX fell -5.05% during Monday's regular session, sliding to a fresh all-time low near $109, well below its $135 IPO price and now down roughly -48% from its June peak of $225.64. The selloff marks a "sell the news" reaction after Friday evening's largely successful Starship 13th test flight, which deployed 20 Starlink V3 satellites but failed to generate any after-hours or Monday buying interest.

Price target in focus: The $15 level represents the approximate Wall Street consensus analyst price target for Redwire Corporation (NYSE: RDW ), implying roughly 73% upside from the latest closing price of $8.69. Strongest bullish factors: A record $498 million contracted backlog, a 1.92 book-to-bill ratio, the transformative Edge Autonomy acquisition, and growing NATO and U.S. Department of Defense contract momentum.

Rocket Lab shares closed at $63.91 on July 24, 2026, meaning the stock would need to climb approximately 56% to reclaim the psychologically significant $100 level. The strongest bullish catalyst is Neutron, the company's medium-lift reusable rocket targeting a debut launch in the fourth quarter of 2026, which could unlock a $5.6 billion national security launch program and dramatically expand the revenue base.

Top and bottom line beat: Lockheed Martin reported Q2 2026 sales of $20.1 billion and earnings per share (EPS) of $7.94, exceeding consensus estimates of approximately $19.37 billion and $7.23, respectively. Record $230 billion backlog: The company booked $65 billion in new orders during the quarter, achieving a book-to-bill ratio of 3.2 to 1, driven by major multi-year defense contracts including a $35 billion THAAD interceptor agreement.

RTX Corporation reported Q2 2026 adjusted earnings per share (EPS) of $1.89 , handily beating the Wall Street consensus estimate of $1.66 by $0.23, a 13.9% positive surprise. Revenue reached $24.7 billion, up 14% year-over-year and 16% organically , exceeding analyst expectations of approximately $22.88 billion by nearly $1.8 billion.

AIR shares plunged -10.30% during Wednesday's regular session, extending a -5.94% after-hours drop following the company's Q4 FY2026 earnings release on July 21 after market close. The sell-off came despite AAR beating Wall Street estimates, reporting adjusted EPS of $1.53 (vs. $1.38 consensus) and record quarterly revenue of $928 million, up +26% year-over-year.

FTAI Aviation shares declined approximately 22.7% over the last 30 days, falling from $272.05 on June 22 to $210.25 on July 21, 2026. The selloff was driven by a combination of forced passive selling after the stock's removal from the Russell 2500 Index, elevated insider selling activity, and broader sector rotation out of high-momentum industrial names.

Rocket Lab (RKLB) shares dropped approximately 31% over the last 30 days, falling from around $100 in late June to $69.12 by July 21, 2026. A $1 billion at-the-market equity offering announced June 22 triggered dilution fears, compounding pressure from a planned $8 billion acquisition of Iridium Communications.

Axon Enterprise (AXON) surged approximately 28% over the last 30 days, climbing from a June 17 close of $423.01 to $541.75 as of July 16, 2026. A Needham price target upgrade from $600 to $750 on July 6, driven by strong bookings checks and a major Los Angeles Police Department contract expansion, served as the primary catalyst for the rally.