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Rev beat 122.7% to $6.48B, EPS $0.46 vs $0.70 est, stock +9.9%
Trump signs 'America First' arms export strategy; RTX poised to benefit
FDA targets unapproved GLP-1 marketing, threatens growth strategy
USW adopts 4-year pact: 15% wage increase, covers 30K workers
Increased revolving credit to $4B, added $8B term facility
FDA to restrict copycat drugs, LLY up 3.7%, NVO up 9.9%
ITC rules Voltage LLC infringed on BLA patents
Dividend raised 24% to $0.31 quarterly
Beat Q4 rev 29.3% at $1.4M, reaffirms 90% YoY growth
Partners with Crypto.com to add NFL/NBA player-specific contracts
Market Performance
Market Recap
Full ArticleMarket Recaps: Saturday, February 7, 2026
Industrials & Defense
- Caterpillar Corporation (CAT): Q4 EPS $5.16 vs $4.67 est (+10.5%), revenue $19.13B vs $17.81B est (+17.9% YoY), record backlog $51B (+71% YoY)
- RTX Corporation (RTX): Benefits from Trump's "America First Arms Transfer Strategy" with framework agreements to expand production of 1,000+ Tomahawks, 1,900 AMRAAMs, 500+ SM-6 interceptors annually
- Eaton Corporation plc (ETN): Increased revolving credit facility 33% to $4B, entered new $8B term credit agreement
- Wabtec Corporation (WAB): Quarterly dividend increased 24% to $0.31 from $0.25
Healthcare & Pharmaceuticals
- FDA restrictions on compounded GLP-1 drugs benefit patent holders: Eli Lilly (LLY) +3.66%, Novo Nordisk (NVO) +9.92%
- Hims & Hers Health, Inc. (HIMS): FDA taking "swift action" against mass-marketing of unapproved compounded GLP-1 weight loss drugs
Energy
- Marathon Petroleum Corporation (MPC): United Steelworkers ratified 4-year agreement covering 30,000 workers across 26 refineries, 15% total wage increase, $2,500 signing bonus
Technology & AI
- NVIDIA Corporation (NVDA): CEO Jensen Huang affirms $660B AI infrastructure capex sustainable, stock up 7.6% to $184.88
M&A
- SunOpta Inc. (STKL): Refresco to acquire for $6.50/share in cash (34.6% premium), $785M total, closing Q2 2026
WATCHLIST
RTX Corporation (RTX) - Arms export policy boost Eli Lilly (LLY) - FDA protects GLP-1 patents Caterpillar Corp (CAT) - Record backlog, AI demand NVIDIA Corp (NVDA) - AI capex sustainability Marathon Petroleum (MPC) - Labor deal, supply benefit Novo Nordisk (NVO) - FDA compounded drug ban Eaton Corp plc (ETN) - Credit facility expansion