What’s News in Earnings: Soaring Backlogs for Defense Companies

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  Hey, listeners.

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  It's July 27th.

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  I'm Marcus Weisgerber, national security reporter for The Wall Street Journal.

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  And this is What's News in Earnings, our look at some of the biggest themes standing out this earnings season.

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  As the war in Iran nears the start of its sixth month, the manufacturing capacity of U.S.

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  Defense companies is in the spotlight.

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  The Pentagon's top leaders have pressed companies like Lockheed Martin

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  and RTX to expand their production lines, especially for munitions.

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