U.S. Aerospace & Defense Stock News

Upcoming earnings put Astrana Health in focus Astrana Health (ASTH) is back on investors’ radar ahead of its March 2, 2026 quarterly earnings report, with attention on whether results and guidance align with the company’s recent revenue and earnings profile. See our latest analysis for Astrana Health. At a share price of US$20.33, Astrana Health has seen recent momentum soften, with a 30 day share price return of 10.6% decline and a 1 year total shareholder return of 19.9% loss, even as its...

CIBC and BMO Capital have both highlighted Brookfield Business Partners (NYSE:BBU) with fresh Outperform ratings, drawing attention to its track record, ties to the broader Brookfield group, and current valuation. See our latest analysis for Brookfield Business Partners. At around US$34.08, Brookfield Business Partners has seen short term share price pressure, with a 1-day share price return of 1.70% decline and a year to date share price return of 4.88% decline. However, its 1-year total...

United Rentals (NYSE:URI) and Procore Technologies launched a new telematics integration that brings rental equipment data directly into Procore's Resource Management solution. The collaboration connects jobsite equipment usage and location data with project planning tools to support more precise resource allocation. The integration is designed to help contractors address equipment inefficiencies and improve coordination across construction projects. For you as an investor, this move sits...

In February 2026, CRH plc reported fourth‑quarter 2025 revenue of US$9,416 million and net income of US$1,025 million, delivering record full‑year 2025 results with revenue of US$37,447 million and net income of US$3,753 million, alongside a 5% increase in its quarterly dividend to US$0.39 per share and continued share buybacks. CRH also issued 2026 guidance for net income of US$3.90–US$4.10 billion and diluted EPS of US$5.60–US$6.05, which, together with sustained margin expansion, higher...

Deere (DE) is back in focus after raising its full-year 2026 earnings guidance, reporting first quarter results, and expanding its precision agriculture connectivity through a new Bayer partnership. See our latest analysis for Deere. The raised guidance, stronger first quarter sales and the new Bayer connectivity feature have arrived alongside a 34.9% year to date share price return and a 92.14% five year total shareholder return. This suggests momentum has recently strengthened after a...

Cipher Digital, formerly focused on Bitcoin mining, has completed a full pivot to high performance computing infrastructure under the ticker NasdaqGS:CIFR. The company has rebranded, exited its legacy mining stakes, and repositioned itself as an operator of HPC data centers. Cipher Digital has secured long term data center agreements with major cloud providers including AWS, Fluidstack, and Google. The company has raised capital through bond offerings to support its shift toward hyperscale...

Sharplink, Inc. recently appointed veteran cryptocurrency journalist Steven Ehrlich as Head of Research and Communications to strengthen its outreach to retail and institutional investors around the long term Ethereum opportunity. This hire brings a high-profile crypto media voice in-house, potentially sharpening how Sharplink explains and positions its large Ethereum treasury platform to the market. With Ehrlich’s communications experience now in place, we’ll explore how this leadership...

Cytokinetics (CYTK) has been drawing investor attention after a period of mixed share performance, with a roughly 1.5% decline over the past month and about a 5.8% decline over the past 3 months. See our latest analysis for Cytokinetics. At a share price of US$62.22, Cytokinetics has given up some near term momentum with a 7 day share price return of negative 8.42%. However, its 1 year total shareholder return of 35.26% and 5 year total shareholder return of 216.16% show that longer term...

Universal Health Services, Inc. recently reported its fourth-quarter and full-year 2025 results, with quarterly net revenues of US$4,486.05 million and net income of US$445.94 million, alongside full-year net revenues of US$17,364.83 million and net income of US$1,488.8 million. At the same time, management issued 2026 guidance calling for net revenues of about US$18.42–US$18.79 billion and diluted EPS of US$22.64–US$24.52, highlighting expectations for continued growth despite recent...

JetBlue Airways (JBLU) drew fresh investor attention after reporting a wider-than-expected fourth quarter loss and issuing guidance that highlights expected capacity growth, cost trends excluding fuel, and potential revenue per seat improvements. See our latest analysis for JetBlue Airways. JetBlue's latest quarter and guidance arrive after a choppy year, with a 90 day share price return of 23.94% and a 1 year total shareholder return of 15.03% decline. This suggests that short term momentum...

In February 2026, Genuine Parts Company reported fourth-quarter and full-year 2025 results showing higher sales but a net loss in the quarter, issued 2026 guidance, raised its annual dividend to US$4.25 per share, outlined continued M&A spending of US$300 million to US$350 million, and advanced plans to separate its automotive and industrial businesses by early 2027. An interesting angle is that Genuine Parts is pairing a 70th consecutive year of dividend increases with a planned business...

If you are wondering whether EZCORP is attractively priced after its recent run, this article will walk through how the current share price stacks up against several valuation checks. EZCORP last closed at US$26.53, with returns of 4.6% over the past 7 days, 23.7% over 30 days, 32.3% year to date and 92.8% over 1 year. The 3 year and 5 year returns sit at 192.8% and 410.2% respectively. Recent news coverage around EZCORP has focused on its role in the diversified financials space and...

If you are wondering whether Napco Security Technologies' current share price reflects its true worth, you are not alone. Many investors are trying to work out if the recent run still leaves room for value. The stock closed at US$46.61, with returns of 1.6% over the last 7 days, 26.3% over 30 days, 12.6% year to date and 92.9% over 1 year. The 3 year and 5 year returns stand at 47.4% and 182.8% respectively. Recent news coverage has largely focused on Napco Security Technologies as a...

American Superconductor (AMSC) is back in focus after reporting fiscal third quarter earnings per share of $2.81 on revenue that was 20% higher than a year earlier, far above prior expectations. See our latest analysis for American Superconductor. Despite the earnings surprise, American Superconductor’s share price has recently cooled, with a 1-day share price return of a 6% decline and a 7-day share price return of a 4% decline, following a 30-day share price return of 8.9% and a 1-year...

In late February 2026, Assurant reported its fourth quarter and full-year 2025 results, marking a ninth consecutive year of profitable growth and announcing a US$250 million to US$350 million share repurchase range for 2026. Positive coverage from major firms, including reiterated Hold and Buy ratings, underscored how earnings resilience and capital return plans are shaping investor perceptions of Assurant’s business quality. Next, we’ll examine how Assurant’s sustained profitable growth and...

L3Harris Technologies (NYSE:LHX) secured its largest full rate production contract for submarine communications shipsets, tied to critical naval platforms. The company won a new contract to supply components for the THAAD missile defense system, reinforcing its role in U.S. missile defense infrastructure. L3Harris announced a major manufacturing expansion, with billions earmarked to increase solid rocket motor output across U.S. facilities. The company plans an IPO for its Missile Solutions...

Why Indivior Pharmaceuticals (INDV) is on investors’ radar today Indivior Pharmaceuticals (INDV) focuses on treatments for opioid use disorder and overdose, and recent share performance may have prompted investors to reassess how its current valuation lines up with its fundamentals. See our latest analysis for Indivior Pharmaceuticals. At a share price of $32.72, Indivior Pharmaceuticals has seen recent share price pressure, with a 1 month share price return of 7.52% and a year to date share...

If you are wondering whether BlackLine is starting to look interesting at today’s price, this article will walk through what that current market value might be implying about the business. BlackLine’s share price recently closed at US$35.25, with returns of 2.5% decline over 7 days, 24.1% decline over 30 days, 34.5% decline year to date, 27.0% decline over 1 year, 50.0% decline over 3 years, and 68.4% decline over 5 years that may have reshaped how the market views its potential and...

Iowa Attorney General Brenna Bird has sued General Motors and its OnStar unit, alleging they collected and sold detailed driving data from Iowans without consent since 2015, in violation of the Iowa Consumer Fraud Act. The case spotlights how GM’s push to monetize connected-vehicle data through services like OnStar can collide with evolving expectations around privacy and transparency. We’ll now examine how this alleged misuse of OnStar driving data could affect GM’s investment narrative...

If you are looking at NovoCure and wondering whether the recent share price makes sense, this article will walk through what that price might be implying about the stock's value. The shares last closed at US$13.67, with returns of 20.3% over the past 7 days and 10.2% over 30 days, set against a 4.2% return year to date and a 28.3% decline over 1 year, and an 82.5% and 89.4% decline over 3 and 5 years respectively. Recent news coverage around NovoCure has focused on the company as a Nasdaq...

ZoomInfo Technologies (GTM) moved back into focus after Nvidia CEO Jensen Huang argued that artificial intelligence is more likely to support, not threaten, enterprise software providers such as ZoomInfo. See our latest analysis for ZoomInfo Technologies. Even after reacting positively to Jensen Huang’s comments, ZoomInfo’s share price remains under pressure, with a 30 day share price return of 22.86% and a 1 year total shareholder return of 46.74%. This indicates that recent momentum has...

In February 2026, Armstrong World Industries reported Q4 2025 results showing higher year-on-year sales and earnings, but both revenue and EPS came in below analyst expectations, and the company issued 2026 earnings guidance that was softer than the market had anticipated. At the same time, Armstrong outlined 2026 targets for net sales of US$1.75–US$1.79 billion and net earnings of US$340–US$349 million, giving investors clearer insight into how management sees demand, margins, and capital...

Carnival Corporation & (CCL) is back in focus after rolling out its fleetwide Carnival Millions digital lottery, while simultaneously rerouting ships away from Puerto Vallarta and canceling some Mexico excursions in response to cartel related violence. See our latest analysis for Carnival Corporation &. Recent news on Carnival Millions and route adjustments sits against a share price of US$31.55, with a 30 day share price return of 5.1% and a 90 day share price return of 21.7%. The 1 year...

If you are wondering whether Qnity Electronics at around US$126.76 is still a fair deal or already priced for perfection, you are in the right place. The stock has been active recently, with returns of 11.7% over 7 days, 31.8% over 30 days and 49.2% year to date, which can change how the market is thinking about both its potential and its risks. Recent coverage of Qnity Electronics has focused on its position within the semiconductor space and how investors are reacting to its current...