Marcus Weisgerber
speaker
25 appearances
1 recordings
1 series
first heard Jul 2026
last heard 27 Jul
Marcus Weisgerber’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
WSJ What’s News · What’s News in Earnings: Soaring Backlogs for Defense Companies · 27 Jul 2026
podcast
Hey, listeners.
It's July 27th.
I'm Marcus Weisgerber, national security reporter for The Wall Street Journal.
And this is What's News in Earnings, our look at some of the biggest themes standing out this earnings season.
As the war in Iran nears the start of its sixth month, the manufacturing capacity of U.S.
defense companies is in the spotlight.
The Pentagon's top leaders have pressed companies like Lockheed Martin and RTX to expand their production lines, especially for munitions.
They've promised lucrative multi-year deals, but Congress still needs to prove a lot of the funding.
The money is still coming through, though.
Lockheed just reported a record $230 billion order backlog.
To break this all down for us today, we're joined by Wall Street Journal aerospace and defense reporter Drew Fitzgerald.
Drew, three of the top six defense companies, Lockheed, RTX, and Northrop Grumman, have already reported.
Shares of Lockheed Martin and RTX are surging after both companies reported swelling order books driven by strong demand for military hardware.
What's the sentiment among these companies right now?
We've seen President Trump threaten to limit defense companies' ability to buy back their own stock, pay dividends, and pay executives if their performance doesn't meet the Pentagon standards.
But so far, we haven't seen any teeth to those threats, have we?
Not really.
So looking forward, Boeing, General Dynamics, and L3 Harris all report this week.
What were you going to be looking for?
And that's What's News in Earnings.
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