L3Harris Technologies, Inc. provides mission-critical solutions for government and commercial customers worldwide. The company's Integrated Mission Systems segment provides intelligence, surveillance, and reconnaissance (ISR) systems, passive sensing and targeting, electronic attack, autonomy, power and communications, and networks and sensors, as well as advanced combat systems for air, land, and sea sectors. Its Space and Airborne Systems segment offers space payloads, sensors, and full-mission solutions; classified intelligence and cyber; mission avionics; electronic warfare systems; and mission networks systems for air traffic management operations. The company's Communication Systems segment provides broadband communications; tactical radios, software, satellite terminals, and end-to-end battlefield systems for the U.S. Department of Defense, international, federal, and state agency customers; integrated vision solutions, including helmet-mounted integrated night vision goggles with leading-edge image intensifier tubes and weapon-mounted sights, aiming lasers, and range finders; and public safety radios, and system applications and equipment. Its Aerojet Rocketdyne segment provides propulsion technologies and armament systems for strategic defense, missile defense, hypersonic, and tactical systems; and space propulsion and power systems for national security, and space and exploration missions. The company was formerly known as Harris Corporation and changed its name to L3Harris Technologies, Inc. in June 2019. L3Harris Technologies, Inc. was founded in 1895 and is based in Melbourne, Florida.

L3Harris Technologies демонстрирует смешанную картину фундаментальных показателей. С одной стороны, P/E и P/S значительно превышают медианные значения по отрасли, что может указывать на переоцененность акций. С другой стороны, рост выручки и чистой прибыли на протяжении последних лет является положительным знаком. Однако, показатели рентабельности, такие как ROA и ROE, значительно ниже медианных значений, что вызывает беспокойство по поводу эффективности компании. Долговая нагрузка находится на уровне, превышающем медиану, что также может создавать риски для устойчивости бизнеса. Дивиденды отсутствуют, что ограничивает возможности для инвесторов, ориентированных на доходность. В целом, положительные аспекты, такие как рост выручки и прибыли, уравновешиваются негативными факторами высокой оценки и низкой рентабельности, что создает неопределенность в оценке компании.

L3Harris Technologies, Inc.

GE Aerospace GE remains committed to enhancing its growth pipeline through investments in lucrative projects. The company has been on track to invest more than $1 billion in its Maintenance, Repair and Overhaul (MRO) facilities around the world over the next few years. This includes the acquisition of a dedicated LEAP test cell, which will unlock a major constraint in its shop visit output.
In 2025, GE Aerospace announced its plan to invest $1 billion in U.S. manufacturing and technology to boost production capabilities and meet the growing demand for its engines and services. In 2026, the company plans to invest an additional $1 billion in U.S. manufacturing and technology. These investments will allow the company to boost its operational capacities, introduce new technologies to further reduce turnaround time and costs and provide better customer services.
Also, the company plans to invest up to $300 million over five years (2025-2029) to boost engine repair capabilities in Singapore. A strong pipeline of MRO contracts from major customers like Airbus, El Al Israeli Airlines, Royal Jordanian, flydubai and China Airlines sets it apart from its peers.
GE’s continued investment activities, driven by a strong pipeline of projects, are expected to drive its long-term growth. In 2026, the company expects more than 15% growth in LEAP engine deliveries. For 2026, it expects adjusted revenues to increase in the low-double-digit range, including mid-teens growth in the commercial engines and services unit and mid-to-high single-digit growth in the defense and propulsion technologies unit.
Notable Investments of GE’s Peers
Embraer S.A. EMBJ has committed an investment of up to $70 million in new MRO facilities in the United States, with the launch of a new service center at the Perot Field Alliance Airport in Fort Worth, TX. The new facility’s construction is underway and is likely to be completed by 2027.
In January 2026, L3Harris Technologies, Inc. LHX proposed a first-of-its-kind partnership with the U.S. Department of War. The proposed deal will involve the government to invest $1 billion in its Missile Solutions unit through a convertible preferred security to expand solid rocket motor production capacity.
GE's Price Performance, Valuation and Estimates
Shares of GE Aerospace have surged 42% in the past year compared with the industry’s growth of 15.3%.
Image Source: Zacks Investment Research
From a valuation standpoint, GE is trading at a forward price-to-earnings ratio of 36.69X, above the industry’s average of 29.53X. GE Aerospace carries a Value Score of D.
Image Source: Zacks Investment Research
While, the Zacks Consensus Estimate for GE’s 2026 has declined, the same for 2027 has increased over the past 60 days.
Image Source: Zacks Investment Research
The company currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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GE's Investment in Manufacturing Capacity: Is It a Catalyst for Next Growth Phase?

Rocket Lab Corporation RKLB is seeing defense urgency translate into durable demand signals across launch and space systems. That demand is showing up in hypersonic activity, expanding program awards, and a backlog profile built around staged milestones.
The opportunity is paired with execution sensitivity. Supplier gating and regulatory timing can shift milestone pacing, while the company’s push to bring more capability in house is designed to reduce those frictions over time.
RKLB’s HASTE Adds Defense-Driven Momentum
HASTE is becoming a more visible part of Rocket Lab’s launch mix as hypersonic mission demand increases. The company flew three HASTE hypersonic missions in 2025 and signaled additional HASTE missions in 2026.
That setup matters because management expects 2026 Electron and HASTE launches to exceed 2025’s 21, supported by production being directed to significantly more rockets. As cadence scales, HASTE can add defense-driven volume that complements commercial and civil missions, reinforcing launch demand even when the broader market is uneven.
Rocket Lab’s “Golden Dome” Tailwind Signal
Rocket Lab linked its hypersonic activity to “Golden Dome” priorities, signaling that U.S. national security urgency is a meaningful demand driver rather than a one-off tailwind.
The implication is multi-year. Management described defense demand as building durable volume across both launch and space systems, positioning Rocket Lab to participate as government programs scale. That matters for visibility because the company’s growth framework depends on recurring program activity and milestone conversion, not a single contract win.
For investors watching defense spending more broadly, large primes can provide a reference point for sentiment in the group. Lockheed Martin LMT carries a Zacks Rank #3 (Hold). Even so, Rocket Lab’s opportunity set is tied less to prime-level platform cycles and more to mission cadence and program delivery across a staged backlog.
RKLB SDA Wins Expand Program Scale
Rocket Lab’s $816 million SDA Tranche III Tracking Layer award expands its program scale and strengthens multi-year revenue visibility, with backlog reaching about $1.85 billion by the end of 2025. A portion of this backlog is expected to convert steadily over time through milestone-based contracts, supporting a clearer near-term revenue base.
However, the timing of these milestones can create uneven quarterly performance. Revenue and margins may fluctuate as Space Systems programs ramp, with mix dynamics potentially pressuring percentage margins even as overall growth and program progress remain intact.
Rocket Lab Vertical Integration Targets Bottlenecks
Rocket Lab is using vertical integration to improve schedule control and reduce dependency risk in areas that can gate milestones. Management highlighted that SDA revenue pacing is often constrained by subcontractor deliveries, with optical terminal availability cited as an industry bottleneck.
Acquisitions are central to the strategy. GEOST expanded payload capabilities described as critical to SDA wins, while Optical Support, Inc. and Precision Components deepen optics and machining capacity to scale delivery. Mynaric is positioned to add optical terminals and a European foothold.
The operational goal is practical: bringing optics and payload elements in house should accelerate milestones and improve economics, while reducing the risk that third-party delays push revenue recognition into later quarters. L3Harris Technologies LHX, another defense-exposed name, also carries a Zacks Rank #3 (Hold). Rocket Lab’s differentiator is that execution improvements can directly change milestone conversion tempo, which can influence quarterly outcomes.
Rocket Lab Watch List for 2026 Execution
Several signposts help track execution in 2026. First is HASTE mission cadence and whether the additional missions signaled for 2026 translate into higher launch volume.
Second is Electron’s production tempo. Management stated Electron is running internally every 11–13 days, with 2026 Electron and HASTE launches expected to exceed 2025 levels.
Third is SDA milestone conversion, especially where subcontractor deliveries have historically gated pacing. Progress on bringing optics and payload elements in house is central here.
Fourth is Neutron progress, including testing and infrastructure buildout, as capital spending remains elevated for pad activation and recovery infrastructure. Finally, the market will watch for evidence that supplier constraints ease enough to smooth program delivery and reduce quarter-to-quarter variability in results.
Price Performance
In the past six months, shares of the company have risen 22.4% against the industry’s 4.9% decline.
Image Source: Zacks Investment Research
Zacks Rank
RKLB currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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RKLB and Hypersonics: HASTE Missions Point to Defense Upside

Kratos Defense & Security Solutions, Inc. KTOS is enhancing its growth prospects by expanding its Command, Control, Communications, Computers, Combat Systems, Intelligence, Surveillance and Reconnaissance (“C5ISR”) segment, which plays an important role in modern military operations. This business centers on communication networks, satellite systems and data-focused solutions that support better coordination, awareness and overall mission performance.
A major element of this segment is Kratos Defense’s ability to provide secure and reliable communication networks for defense and space applications. These systems enable real-time data transmission, battlefield coordination and intelligence sharing, which are critical for multi-domain operations. The company is also developing ground systems and satellite communication infrastructure to support space-based defense programs and evolving national security needs.
Kratos Defense is benefiting from increasing demand for integrated C5ISR solutions as military forces prioritize network-centric warfare and real-time decision-making. Its focus on cost-efficient and scalable technologies allows it to support a wide range of applications, from tactical operations to large-scale defense networks. The company continues to invest in advanced electronics, software integration and communication platforms to strengthen this segment.
As defense strategies shift toward connected and data-driven operations, demand for C5ISR capabilities is expected to grow steadily. Kratos Defense’s expanding presence in this segment positions it to capitalize on long-term opportunities in both defense and space-based communications.
Other Defense Players Expanding C5ISR Capabilities
The defense industry is witnessing rising demand for C5ISR solutions as modern warfare increasingly depends on real-time data, secure communications and integrated systems. Companies like L3Harris Technologies, Inc. LHX and General Dynamics Corporation GD are strengthening their capabilities to benefit from this trend.
L3Harris Technologies provides advanced communication systems, electronic warfare solutions and intelligence capabilities that support defense and space missions.
General Dynamics develops C5ISR, mission systems and secure communication technologies that support command, control and intelligence-driven defense operations.
Earnings Estimates for KTOS Stock
The Zacks Consensus Estimate for 2026 and 2027 earnings per share suggests year-over-year growth of 40% and 37.30%, respectively.
Image Source: Zacks Investment Research
KTOS Stock Trading at a Discount
Kratos Defense is trading at a discount relative to the industry, with a forward 12-month price-to-sales of 6.96X compared with the industry average of 11.36X.
Image Source: Zacks Investment Research
KTOS Stock Price Performance
In the past year, Kratos Defense shares have soared 122.8% compared with the industry’s 27.6% growth.
Image Source: Zacks Investment Research
KTOS’ Zacks Rank
Kratos currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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How Is Kratos Defense Expanding Its C5ISR Business for Growth?

Advanced aerospace and defense technologies are becoming an increasingly appealing investment area, supported by strong commercial aviation demand and rising global defense spending amid growing geopolitical tensions. In this environment, RTX Corporation RTX and L3Harris Technologies LHX are well positioned to benefit from sustained demand across missile defense, cybersecurity, electronic warfare and space systems.
Both companies offer diversified capabilities. RTX is known for its advanced aircraft engines and auxiliary power systems, along with expertise in missiles, radars, sensors, hypersonic and space technologies. On the other hand, L3Harris focuses on tactical communication systems, advanced intelligence, surveillance and reconnaissance systems, space payloads and propulsion, avionics and missile defense solutions.
Given their strong presence in the aerospace and defense sector, investors looking for stable and long-term opportunities may wonder which stock stands out. Let us take a closer look.
Tailwinds for RTX
In March 2026, RTX continued to strengthen its capabilities across defense and next-generation aviation technologies through multiple developments. RTX’s Raytheon completed a 26,000 square foot expansion of its Redstone Missile Integration Facility, supported by a $115 million investment. This expansion is expected to increase the site’s integration and delivery capacity by more than 50%, enhancing its ability to meet growing missile system demand.
Moreover, RTX’s Collins Aerospace successfully completed the HECATE project under the European Union’s Clean Aviation program, achieving Technology Readiness Level 5. This milestone validated the electrical architecture required for future hybrid electric aircraft in real-world conditions, marking steady progress toward more sustainable aviation solutions.
Additionally, Collins Aerospace initiated testing of electric motor drive systems for the Clean Aviation SWITCH project. These tests, conducted at its advanced electric power systems lab in Rockford, IL, represent an important step toward demonstrating hybrid electric technology on a full-scale Pratt and Whitney GTF engine, further advancing RTX’s position in next-generation propulsion systems.
Tailwinds for LHX
In March 2026, LHX secured a contract from the Defense Innovation Unit to deliver its Torpedo Tube Launch and Recovery system. This system enables the deployment and retrieval of the company’s Iver4 900 autonomous underwater vehicles through submarine torpedo tubes, allowing missions such as intelligence, surveillance, reconnaissance and mine detection to be carried out without surfacing or exposing personnel to risk. The capability has already been validated by the US and allied navies, highlighting its operational relevance.
Moreover, the company began high-volume production of its VAMPIRE counter-unmanned systems at a new facility in Huntsville, AL. The production line has been established to address the growing need to counter drone threats faced by the United States and its allies. Designed with flexible assembly and testing capabilities, the facility can scale output as demand increases, supporting rapid deployment across a range of military platforms.
Challenges for RTX & LHX
Supply-chain and labor challenges continue to pressure RTX and LHX, due to component shortages, inflation, workforce constraints and ongoing logistics bottlenecks across the industry.
Labor shortages remain a key concern. According to the 2025 Workforce Study by the Aerospace Industries Association in collaboration with McKinsey & Company, nearly 25% of the workforce is more than 55, increasing the risk of retirements and loss of critical expertise. At the same time, high attrition among younger employees continues as they shift to better-paying and more flexible roles, which may affect productivity and execution.
How Does the Zacks Consensus Estimate Compare for RTX & LHX?
The Zacks Consensus Estimate for RTX’s 2026 sales and earnings per share (EPS) implies an improvement of 5.4% and 8.3%, respectively, year over year. RTX’s near-term EPS estimates have improved over the past 60 days.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for LHX’s 2026 sales and earnings per share (EPS) implies an improvement of 7.2% and 8.9%, respectively, year over year. The stock’s near-term EPS estimates have shown a downward movement over the past 60 days.
Image Source: Zacks Investment Research
Stock Price Performance: RTX vs. LHX
LHX has outperformed RTX in the past year. Shares of LHX have surged 63.9% compared with RTX’s growth of 43.2%.
Image Source: Zacks Investment Research
RTX’s Valuation More Attractive Than LHX
RTX is trading at a forward earnings (P/E F12M) multiple of 27.19X compared with LHX’s forward earnings multiple of 28.59X, making the former relatively more attractive from a valuation perspective.
Image Source: Zacks Investment Research
Conclusion
In conclusion, both RTX and LHX are well-positioned in the aerospace and defense space, supported by strong demand and ongoing technological developments. RTX is making steady progress in areas like missile systems and next-generation aviation, while LHX continues to expand its defense capabilities and production capacity.
Both companies are expected to grow in 2026. However, RTX stands out with improving earnings estimate trends and a slightly more attractive valuation. While LHX has delivered stronger stock performance over the past year, its estimate revisions have moved lower in the near term.
Overall, RTX appears to have a slight edge as a more balanced long-term investment, while LHX remains a solid defense focused option.
RTX currently carries a Zacks Rank #2 (Buy), while LHX carries a Zacks Rank #3 (Hold).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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RTX vs L3Harris: Which Defense Stock Has Better Growth Prospects?

AeroVironment, Inc. AVAV is working to expand its revenue potential by strengthening its portfolio of tactical uncrewed aircraft systems (“UAS”), which are used for intelligence, surveillance and reconnaissance missions. These systems play an important role in modern defense operations, as military forces increasingly rely on real-time data to support decision-making in the field. With continued defense spending and changing battlefield requirements, demand for such technologies remains steady.
A major contributor to growth is AVAV’s focus on lightweight and portable UAS platforms that can be deployed quickly in different operational settings. These systems are designed to be easy to operate, allowing troops to carry out missions without complex setup or extensive training. Their ability to function across various mission types, including reconnaissance and situational monitoring, helps expand the company’s market reach.
AeroVironment is also seeing benefits from ongoing product upgrades and repeat demand from existing customers. Improvements in areas such as sensor quality, communication systems and software performance are encouraging users to upgrade their current platforms. This not only supports new sales but also creates opportunities for follow-on orders, maintenance and related services.
As global defense forces increase their reliance on unmanned systems for real-time intelligence, demand for tactical UAS is expected to rise. AeroVironment’s focus on expanding and upgrading its UAS portfolio positions it to capture growing opportunities and strengthen its long-term revenue outlook.
Rising UAS Adoption Supports Revenue Opportunities
Rising demand for real-time battlefield intelligence is boosting the adoption of tactical unmanned systems across defense forces, improving situational awareness and mission efficiency. Demand for reliable UAS solutions remains strong, with other companies benefiting from this trend, as discussed below.
Kratos Defense & Security Solutions, Inc. KTOS develops UAS and autonomous platforms used in defense, surveillance and training missions, supporting modern military operations with flexible and scalable solutions.
L3Harris Technologies, Inc. LHX provides advanced intelligence, surveillance, and reconnaissance systems, sensors and communication technologies that enhance unmanned operations and support real-time defense intelligence and mission coordination.
Earnings Estimates for AVAV Stock
The Zacks Consensus Estimate for fiscal 2026 and fiscal 2027 earnings per share suggests a year-over-year decline of 7.62% and growth of 23.34%, respectively.
Image Source: Zacks Investment Research
AVAV Stock Trading at a Discount
AeroVironment is trading at a discount relative to the industry, with a forward 12-month price-to-sales of 4.54X compared with the industry average of 12X.
Image Source: Zacks Investment Research
AVAV Stock Price Performance
In the past year, AVAV shares have surged 56.6% compared with the industry’s 30.3% growth.
Image Source: Zacks Investment Research
AVAV’s Zacks Rank
AeroVironment currently has a Zacks Rank #5 (Strong Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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Can AeroVironment's Tactical UAS Portfolio Drive Revenue Growth?

Explore the exciting world of L3Harris Technologies (NYSE: LHX) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!
*Stock prices used were the prices of Feb. 4, 2026. The video was published on March 19, 2026.
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Anand Chokkavelu has no position in any of the stocks mentioned. Lou Whiteman has positions in L3Harris Technologies. Travis Hoium has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends L3Harris Technologies. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

L3 Harris: A 7.1 Rating in the Competitive Defense Sector

L3Harris Technologies LHX is a leading aerospace and defense company with a strong presence in defense electronics, space systems and intelligence communications. Backed by robust government support, growing international demand and expanding capabilities in missile and space technologies, the company is well-positioned for long-term growth.
However, this Zacks Rank #3 (Hold) stock faces risks related to ongoing geopolitical uncertainties and labor shortages, which may pose challenges to its near-term performance.
LHX’s Tailwinds
L3Harris is set to benefit from rising U.S. defense spending, with military expenditure expected to increase to nearly $1.5 trillion by 2027. This should drive demand for advanced defense systems, supporting companies like L3Harris with strong capabilities in space, intelligence and communications.
The company is also well-positioned in next-generation missile defense programs like Golden Dome, supported by its advanced missile warning sensors. L3Harris is also expanding its missile and propulsion capabilities through investments like its new Arkansas facility and a proposed $1 billion partnership to boost rocket motor production.
Additionally, acquisitions like Aerojet Rocketdyne and Tactical Data Links, along with strategic partnerships and portfolio optimization efforts, are enhancing its capabilities and supporting long-term growth.
LHX’s Headwinds
Despite strong growth drivers, L3Harris faces risks from ongoing geopolitical uncertainties, including conflicts across Eastern Europe, the Middle East and Asia, as well as potential trade restrictions and sanctions that could impact its operations and profitability.
The company is also exposed to persistent labor shortages across the aerospace-defense industry. An aging workforce, rising retirements and high attrition among younger employees may lead to production delays and affect its ability to meet growing demand.
LHX Stock’s Price Performance
Shares of LHX have gained 3.5% in the past month against the industry’s 5.7% decline.
Image Source: Zacks Investment Research
Stocks to Consider
Some better-ranked stocks from the same sector are StandardAero Inc. SARO, GE Aerospace GE and Transdigm Group TDG. Each of these stocks currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
SARO delivered an average earnings surprise of 0.75% in the last four quarters. The Zacks Consensus Estimate for SARO’s 2026 earnings is pinned at $1.41 per share, which indicates year-over-year growth of 18.5%.
GE delivered an average earnings surprise of 14.27% in the last four quarters. The consensus estimate for GE’s 2026 earnings is pegged at $7.44 per share, which implies year-over-year growth of 16.8%.
TDG delivered an average earnings surprise of 2.32% in the last four quarters. The consensus estimate for TDG’s fiscal 2026 earnings stands at $39.46 per share, which suggests year-over-year growth of 5.7%.
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L3Harris Gains From Strong Defense Spending & Global Demand

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Russell Mid-Cap Value ETF (Symbol: IWS) where we have detected an approximate $299.5 million dollar inflow -- that's a 2.1% increase week over week in outstanding units (from 99,100,000 to 101,150,000). Among the largest underlying components of IWS, in trading today Cummins, Inc. (Symbol: CMI) is down about 0.5%, L3Harris Technologies Inc (Symbol: LHX) is off about 1%, and Kinder Morgan Inc. (Symbol: KMI) is higher by about 1.5%. For a complete list of holdings, visit the IWS Holdings page » The chart below shows the one year price performance of IWS, versus its 200 day moving average:
Looking at the chart above, IWS's low point in its 52 week range is $108.85 per share, with $154.7889 as the 52 week high point — that compares with a last trade of $146.71. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
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Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Also see:
Financial Stocks Hedge Funds Are Buying
AGX shares outstanding history
ETFs With Notable Outflows
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

IWS, CMI, LHX, KMI: Large Inflows Detected at ETF

Archer Aviation Inc. ACHR shares have lost 15.5% in the past year, underperforming the Zacks Aerospace-Defense industry’s growth of 35.5% as well as the broader Zacks Aerospace sector’s gain of 38%. It has also lagged the S&P 500’s gain of 24.2% in the same time frame.
Image Source: Zacks Investment Research
However, a stellar performance can be seen in the share price return of other industry players like Lockheed Martin LMT and L3Harris Technologies LHX, which have witnessed a surge of 41.1% and 73.1%, respectively, in the past year.
With ACHR shares declining over the past year, investors may hold different views about the stock. Some may remain cautious, while others might see the pullback as a potential opportunity. Before deciding whether to buy, hold or sell, it is important to assess whether the company’s fundamentals support long-term growth or if near-term challenges could continue. Reviewing ACHR’s growth prospects and risks can help investors make a more informed investment decision.
Risks to Watch
While Archer Aviation shows some near-term potential, its long-term outlook remains uncertain. The eVTOL industry is still at an early stage, and the company’s success will largely depend on its ability to design, certify and scale production as the market develops. The pace of industry growth and the level of demand for eVTOL aircraft will play an important role in shaping future performance. In addition, concerns related to safety, noise levels and affordability could influence public acceptance and may limit broader adoption.
Another concern is that Archer Aviation has only recently started generating revenues, which remain minimal at about $0.3 million in 2025. Until the company begins large-scale commercial operations and builds a strong customer base, its ability to create meaningful long-term value remains uncertain.
Tailwinds for ACHR
Archer Aviation continues to strengthen its position in the eVTOL market through strategic partnerships and initiatives aimed at accelerating the commercialization of electric air taxis.
In March 2026, Archer Aviation announced that the U.S. Department of Transportation and the Federal Aviation Administration selected its partners in Texas, Florida and New York to participate in the White House’s eVTOL Integration Pilot Program (eIPP). The program is designed to support the integration of electric air taxis into the national airspace and marks a major step toward bringing this new category of aircraft to market in the United States.
In February 2026, Archer Aviation announced a collaboration with SpaceX’s Starlink to bring stable and high-speed satellite connectivity to its air taxis. Under this agreement, the company plans to install Starlink’s low Earth orbit satellite Internet system in its Midnight aircraft and conduct testing to support reliable in-flight connectivity during air taxi operations.
Earnings Estimates for ACHR
The Zacks Consensus Estimate for ACHR’s 2026 loss indicates a year-over-year decline.
Image Source: Zacks Investment Research
The consensus estimates for its 2026 and 2027 losses have moved south over the past 60 days.
Image Source: Zacks Investment Research
ACHR Shares Trading at a Discount
ACHR stock is trading at a discount, with its trailing 12-month Price/Book (P/B TTM) being 1.87X compared with its industry average of 7.05X.
Image Source: Zacks Investment Research
Its industry peer, L3Harris Technologies, is also trading at a discount. LHX is trading at a P/B TTM of 3.45X. However, Lockheed Martin is trading at a P/B TTM of 22.29X.
Liquidity Position of ACHR
ACHR has a current ratio of 19.89. The ratio, being more than one, indicates that the company possesses sufficient capital to pay off its short-term debt obligations.
Its industry peers, Lockheed Martin and L3Harris Technologies, also maintain current ratios above one. LMT has a current ratio of 1.09, while LHX holds 1.19.
What Should an Investor Do?
Archer Aviation presents a mixed investment outlook at current levels. While the stock’s relatively low valuation and strong liquidity offer some support, uncertainty remains due to the early stage of the eVTOL industry and execution risks related to certification and production expansion. As a result, investors may avoid the stock at present.
ACHR currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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ACHR Underperforms Industry in the Past Year: What Should You Do?

The S&P 500 Index ($SPX) (SPY) on Friday closed down -1.33%, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.95%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -1.51%. March E-mini S&P futures (ESH26) fell -1.39%, and March E-mini Nasdaq futures (NQH26) fell -1.58%.
Stock indexes fell sharply on Friday, with the Dow Jones Industrial Average posting a 3.5-month low amid concern that the war in the Middle East will keep pushing energy prices higher, sparking inflation. Qatar’s energy minister told the Financial Times on Friday that the war in the Middle East could “bring down the economies of the world,” and predicted that all Gulf energy exporters would shut down production within weeks if the war drags on, driving crude oil prices to $150 a barrel.
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Stock losses accelerated on Friday on comments from President Trump, who said the US doesn’t want to negotiate an end to the war with Iran, and that “there will be no deal with Iran except unconditional surrender,” fueling concerns the US may be girding for an extended conflict.
Stocks also retreated on Friday after US employers unexpectedly cut jobs last month and the unemployment rate rose, raising doubts about the health of the labor market.
US Feb nonfarm payrolls unexpectedly fell by -92,000, weaker than expectations of a +55,000 increase and the biggest decline in four months. The Feb unemployment rate unexpectedly rose +0.1 to 4.4%, showing a weaker labor market than expectations of no change at 4.3%.
US Feb average hourly earnings rose +0.4% m/m and +3.8% y/y, stronger than expectations of +0.3% m/m and +3.7% y/y.
US Jan retail sales fell -0.2% m/m, a smaller decline than expectations of -0.3% m/m, Jan retail sales ex-autos were unchanged m/m, right on expectations.
US Jan consumer credit rose by +$8.05 billion, weaker than expectations of +$12.65 billion.
Fed Governor Christopher Waller said, "Thinking about monetary policy going forward, the Iran war is unlikely to cause sustained inflation. That's one reason the Fed doesn't look at energy prices but looks at core prices, excluding energy, as core is a better predictor of future inflation."
Cleveland Fed President Beth Hammack said, "Under my base case, I think policy should be on hold for quite some time as we see evidence that inflation is coming down and the labor market stabilizes further."
Boston Fed President Susan Collins said, "My baseline features a still-uncertain inflation picture, with continued upside risks. This, combined with recent evidence suggesting a relatively stable labor market, in my view, argues for maintaining policy rates at their current, mildly restrictive levels for some time."
WTI crude (CLJ26) surged by more than +12% Friday to a 2.5-year high, adding to this week’s surge, as the war rages on in the Middle East for a seventh day. Iran fired a barrage of missiles and drones targeting a number of Gulf countries overnight, while the US and Israel maintained airstrikes on Iran. Key energy facilities in the Middle East have been struck by Iranian drones or forced to shut as storage tanks have filled up, as the closure of the Strait of Hormuz has halted energy exports.
The Strait of Hormuz remains closed due to the war against Iran, halting most energy shipments from the Persian Gulf. Iran's Islamic Revolutionary Guard Corps has warned ships not to sail through the passageway, saying that vessels "could be at risk from missiles or rogue drones." The closure of the Strait of Hormuz, which handles a fifth of the world's oil, has curbed exports and forced Gulf producers to stockpile the crude locally in storage tanks. Goldman Sachs estimates the real-time risk premium for crude oil at $18/bbl, corresponding to its estimate of the impact of a six-week full halt to tanker traffic in the Strait of Hormuz.
In addition, damage from an intercepted Iranian drone caused a major fire on Tuesday at the United Arab Emirates' major oil-trading hub, Fujairah, one of the largest oil storage centers in the Middle East. European natural gas prices surged to a 3-year high on Tuesday after Qatar shut its Ras Laffan plant, the world's largest natural gas export facility, after it was targeted by an Iranian drone attack. The Ras Laffan plant accounts for about 20% of the global liquefied natural gas supply. On Thursday, China told its largest refiner to suspend exports of diesel and gasoline due to the escalating conflict in the Persian Gulf, which will tighten global fuel supplies and push fuel prices even higher.
Q4 earnings season is nearing its end, with more than 95% of the S&P 500 companies having reported earnings results. Earnings have been a positive factor for stocks, with 74% of the 492 S&P 500 companies that have reported beating expectations. According to Bloomberg Intelligence, S&P earnings growth is expected to climb by +8.4% in Q4, marking the tenth consecutive quarter of year-over-year growth. Excluding the Magnificent Seven megacap technology stocks, Q4 earnings are expected to increase by +4.6%.
The markets are discounting a 5% chance for a -25 bp rate cut at the next policy meeting on March 17-18.
Overseas stock markets settled mixed on Friday. The Euro Stoxx 50 tumbled to a 3-month low and closed down -1.09%. China’s Shanghai Composite closed up +0.38%. Japan’s Nikkei Stock 225 closed up +0.62%.
Interest Rates
June 10-year T-notes (ZNM6) on Friday closed up by +4 ticks. The 10-year T-note yield fell by -0.5 bp to 4.131%. June T-notes recovered from a 3-week low on Friday and moved higher, and the 10-year T-note yield fell from a 3-week high of 4.175%.
T-notes recovered from early losses on Friday and moved higher after the weaker-than-expected US Feb payroll report bolstered the outlook for the Fed to cut interest rates. T-note prices also found support today on comments from Fed Governor Christopher Waller, who said the Iran war is unlikely to cause sustained inflation. In addition, Friday’s stock slump boosted safe-haven demand for T-notes.
Growing inflation fears initially knocked T-note prices lower on Friday after WTI crude oil surged more than +12% to a 2.5-year high, boosting inflation expectations, as the 10-year breakeven rate climbed to a 5-week high of 2.378%.
European government bond yields moved higher on Friday. The 10-year German bund yield climbed to a 1-month high of 2.880% and finished up +1.9 bp to 2.860%. The 10-year UK gilt yield rose to a 4.75-month high of 4.718% and finished up +8.6 bp to 4.627%.
Eurozone Q4 GDP was revised lower to +0.2% q/q and +1.2% y/y from the previously reported +0.3% q/q and +1.3% y/y.
Swaps are discounting a 3% chance of a -25 bp rate hike by the ECB at its next policy meeting on March 19.
US Stock Movers
The weakness in the Magnificent Seven technology stocks was bearish for the overall market. Meta Platforms (META), Tesla (TSLA), Amazon.com (AMZN), and Nvidia (NVDA) closed down more than -2%. Also, Apple (AAPL) closed down more than -1%, Alphabet (GOOGL) closed down -0.80%, and Microsoft (MSFT) closed down -0.42%.
Chipmakers and AI-infrastructure stocks retreated on Friday, pressuring the broader market. Lam Research (LRCX) closed down more than -7%, and Micron Technology (MU), KLA Corp (KLAC), and Applied Materials (AMAT) closed down more than -6%. Also, ASML Holding NV (ASML), Intel (INTC), ARM Holdings Plc (ARM), and Western Digital (WDC) closed down more than -5%, and Microchip Technology (MCHP), Analog Devices (ADI), and NXP Semiconductors NV (NXPI) closed down more than -4%. In addition, Advanced Micro Devices (AMD), Seagate Technology Holdings Plc (STX), and Texas Instruments (TXN) closed down more than -3%.
Airline stocks tumbled on Friday as crude oil prices surged more than +12% to a 2.5-year high, boosting jet fuel prices and potentially cutting into airlines’ profits. American Airlines Group (AAL) and Southwest Airlines (LUV) closed down more than -5%, and Delta Air Lines (DAL), United Airlines Holdings (UAL), and Alaska Air Group (ALK) closed down more than -3%.
Cryptocurrency-exposed stocks fell on Friday as Bitcoin (^BTCUSD) dropped more than +4%. Riot Platforms (RIOT) and Galaxy Digital Holdings (GLXY) closed down by more than -9%, and MARA Holdings (MARA) closed down more than -8%. Also, Coinbase Global (COIN) and Strategy (MSTR) closed down more than -4%.
Homebuilders moved lower on Friday as the 10-year T-note yield climbed to a 3-week high, which will boost mortgage rates and weigh on housing demand. Lennar (LEN) closed down more than -3%, and Toll Brothers (TOL), PulteGroup (PHM), DR Horton (DHI), and KB Home (KBH) closed down more than -1%.
Defense stocks moved higher on Friday on speculation that the ongoing Iran war may bolster the US defense funding budget. AeroVironment (AVAV) closed up more than +3%, and Lockheed Martin (LMT), RTX Crop (RTX), Northrop Grumman (NOC), and L3Harris Technologies (LHX) closed up more than +2%. Also, Huntington Ingalls Industries (HII) closed up more than +1%, and General Dynamics (GD) closed up +0.75%.
The Gap (GAP) closed down more than -15% after reporting Q4 total comparable sales rose +3.00%, weaker than the consensus of +3.43%.
Nutex Health (NUTX) closed down more than -14% after reporting an unexpected decline in Q4 diluted EPS of -$1.18, well below the consensus of a $3.19 gain.
Blackrock (BLK) closed down more than -7% to lead asset managers lower after it curbed withdrawals from its $26 billion HPS Corporate Lending Fund after client requests for redemptions spiked. Also, Ares Management (ARES) closed down more than -6%, and KKR & Co (KKR) closed down more than -4%.
Cooper Cos. (COO) closed down more than -5% after reporting Q1 net sales of $1.02 billion, below the consensus of $1.03 billion.
Trade Desk (TTD) closed down more than -1% after Wedbush downgraded the stock to underperform from neutral with a price target of $23.
Marvell Technology (MRVL) closed up more than +18% to lead gainers in the Nasdaq 100 after saying its year-over-year revenue growth rate will accelerate each quarter throughout fiscal 2027.
Samsara (IOT) closed up more than +18% after reporting Q4 revenue of $444.3 million, stronger than the consensus of $422.3 million.
CF Industries Holdings (CF) closed up more than +4% to lead gainers in the S&P 500, and fertilizer stocks higher on concern that the war in Iran could disrupt supplies as the Gulf region is home to some of the world’s largest fertilizer plants, and the Strait of Hormuz handles about one-third of the global trade for fertilizer.
Boeing (BA) closed up more than +4% to lead gainers in the Dow Jones Industrials after China was said to be in talks to acquire 500 of Boeing’s 737 Max jets.
Costco Wholesale (COST) closed up more than +1% after reporting Q2 total company comparable sales, including gas and currency, rose 7.4%, stronger than expectations of 6.72%.
Earnings Reports(3/9/2026)
Casey's General Stores Inc (CASY), Hewlett Packard Enterprise Co (HPE), Vail Resorts Inc (MTN).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.