Bernstein Favors Defense Stocks Amid Earnings Upgrades

By EC Assets · Published 16 July 2026

Bernstein has indicated a preference for defense stocks. This positioning is based on anticipated earnings upgrades and growth catalysts within the sector. GE Aerospace stock saw a decline after its recent earnings report. This occurred as its order, book growth experienced a slowdown. UnitedHealth reported results that surpassed estimates. The company also increased its earnings outlook after reining in costs. United’s earnings exceeded projections, but the airline anticipates an additional $6 billion in fuel costs. This article is intended for informational purposes only. It does not constitute investment advice.