U.S. Aerospace & Defense Stock News

OneSpaWorld Holdings reported past fourth-quarter 2025 revenue of US$242.13 million, up from US$217.21 million a year earlier, while quarterly net income eased to US$12.06 million and long-lived asset impairment charges rose to US$2.97 million. Despite slightly lower profitability, the company reaffirmed its 2026 revenue outlook, maintained a quarterly US$0.05 dividend, and completed a US$37.5 million share repurchase, signaling continued commitment to returning cash to shareholders. Against...

If you are wondering whether Badger Meter is still worth a place on your watchlist after its recent swings, the key question is how its current share price lines up against underlying value. The stock closed at US$152.20 most recently, with returns of 3.8% over 30 days, a 2.6% decline over 7 days, and longer term moves of a 13.7% decline year to date, a 26.8% decline over 1 year, 29.9% over 3 years, and 57.3% over 5 years that may leave investors reassessing risk and return. Recent coverage...

Super Micro Computer (NasdaqGS:SMCI) reported industry validation for its AI optimized server platforms in large scale, automated AI cloud environments. The company highlighted new collaborations with global telecom providers, Mirantis, and energy market operators tied to sovereign AI data center deployments. In a separate grid focused pilot, Supermicro’s AI infrastructure participated in an energy flexibility demonstration that linked data center workloads to real time grid signals. Super...

Northern Trust agreed a new asset servicing mandate with CK Capital Partners, supporting its European fund servicing franchise. The firm is integrating Berenberg's AI based currency hedging models into its offering for asset servicing clients. Northern Trust expanded its collateralized loan obligation middle office services to meet changing institutional client needs in structured credit. Northern Trust, traded as NasdaqGS:NTRS, is moving to widen its role as a global asset servicer, while...

In February 2026, Allegion reported fourth quarter 2025 results showing higher year-over-year sales and net income, and issued full-year 2026 guidance calling for 5% to 7% reported revenue growth, 2% to 4% organic revenue growth, and reported EPS of US$8.00 to US$8.20 (US$8.70 to US$8.90 adjusted). The combination of continued revenue and earnings growth in 2025 alongside higher projected adjusted EPS for 2026 highlights how Allegion is leaning on its mix of security products and solutions...

If you are looking at Clarivate and wondering whether the current price reflects its true worth, this article focuses squarely on what the numbers say about value. The stock last closed at US$2.31, with a 37.5% gain over the past 7 days, but returns sit at a 12.8% decline over 30 days and a 45.1% decline over 1 year, with even larger falls over 3 and 5 years. Recent coverage around Clarivate has largely centered on its position as an information and analytics provider and how investors are...

Quarterly earnings beat sets fresh context for Atkore (ATKR) Atkore (ATKR) recently reported quarterly results that came in ahead of analyst expectations for both earnings per share and EBITDA, with revenue of US$655.5 million modestly above forecasts and roughly in line with last year. See our latest analysis for Atkore. The share price has been relatively muted around US$65.41, with a 1 day share price return of 1.08% and a 1 year total shareholder return of 13.38%. However, the 3 year...

If you are wondering whether Jazz Pharmaceuticals at around US$190 a share is priced attractively or already baking in a lot of expectations, you are in the right place. The stock has shown strong momentum recently, with returns of 9.9% over 7 days, 15.8% over 30 days, 10.0% year to date and 35.8% over the last year, on top of 33.4% and 18.0% over the past 3 and 5 years respectively. Recent news around Jazz Pharmaceuticals has focused on the company as a specialty pharma player and its...

Dana Incorporated has reported past full-year 2025 results showing sales of US$7,500 million, a move from a net loss of US$57 million to net income of US$85 million, and earnings per share turning positive even as revenue eased slightly year over year. Alongside this return to profitability, Dana completed a large share repurchase program that retired 25.38% of its shares for US$653.3 million, meaning recent earnings are being spread across a much smaller shareholder base. We will now...

Ryerson Holding Corporation recently reported fourth-quarter 2025 sales of US$1,104.8 million and a net loss of US$37.9 million, alongside full-year 2025 sales of US$4,571.3 million and a net loss of US$56.4 million, all compared with the prior year. Despite relatively steady annual sales, the company’s loss per share from continuing operations widened materially for both the quarter and full year, while it also completed a share repurchase program that retired 5,847,014 shares since its...

Dole (NYSE:DOLE) just packed several updates into its latest quarter, combining earnings that aligned with expectations, the sale of Ecuador port assets, share buybacks, and its first domestic Form 10-K filing. See our latest analysis for Dole. At a share price of $15.80, Dole’s recent 1-day share price return of a 1.5% decline contrasts with an 8.97% 90 day share price gain and a 3 year total shareholder return of 40.75%, hinting at momentum gradually building as investors weigh earnings,...

Cushman & Wakefield (NYSE:CWK) is expanding in Florida by adding brokerage and valuation teams to grow its presence in key regional markets. The company has launched an AI Impact Barometer to help clients assess how artificial intelligence affects real estate and the broader built environment. Cushman & Wakefield is a global commercial real estate services firm, and Florida is a major market for offices, industrial properties, housing and logistics. By bringing in new brokerage and...

Sprouts Farmers Market (SFM) drew fresh attention after reporting its fourth quarter and full year 2025 results along with 2026 guidance, unveiling a large share repurchase plan and updates on its loyalty program. See our latest analysis for Sprouts Farmers Market. At a share price of US$73.99, Sprouts has seen a 7 day share price return of 3.48% and a 30 day share price return of 4.34%. The 90 day share price return of 12.76% and 1 year total shareholder return of 49.66% point to fading...

Southern (SO) is back in focus after its fourth quarter earnings, where revenue topped analyst forecasts even as net income softened, and a larger five year capital plan caught investors’ attention. See our latest analysis for Southern. The fourth quarter update and the expanded US$81b five year capital plan have come alongside a 30 day share price return of 8.87% and a 90 day share price return of 9.20%. At the same time, the 1 year total shareholder return of 10.53% and 5 year total...

SentinelOne (S) has expanded its Singularity platform with new identity products that monitor both human and non-human access across endpoints, browsers, and AI workflows, directly targeting rising identity-driven cyber risks. See our latest analysis for SentinelOne. Despite industry recognition for its AI security platform and fresh government wins, SentinelOne’s 1-year total shareholder return of 34.8% and year to date share price return of a 10.31% decline show that momentum has cooled...

On February 26, 2026, Graphic Packaging Holding amended its Fifth Amended and Restated Credit Agreement, temporarily lifting its maximum leverage covenant to as high as 5.00 to 1.00, while also adding a higher pricing tier, capping annual share repurchases at US$65,000,000, and tightening acquisition and investment limits through late 2027. Alongside this balance sheet adjustment, the board affirmed a quarterly cash dividend of US$0.11 per share, signaling an ongoing commitment to returning...

Ciena (CIEN) has put its Vesta 200 6.4T CPX co packaged optics solution in front of investors, highlighting ultra high density, lower power use and an open ecosystem aimed at AI heavy data center networking. See our latest analysis for Ciena. The Vesta 200 6.4T CPX launch comes at a time when Ciena’s 30 day share price return of 40.48% and 90 day return of 74.68% point to strong near term momentum. A very large 1 year total shareholder return suggests long term investors have already seen...

Dave Inc. (NasdaqGM:DAVE) has increased its share repurchase authorization, signaling a new phase in how it plans to return capital to shareholders. The company reported robust quarterly and full year earnings growth, alongside an optimistic revenue outlook for 2026. The stock last closed at $199.01, with a value score of 3 based on the provided data. Dave has been on a strong run over the past year, with the share price up 109.4% and a very large 3 year return that is roughly 24x. Recent...

Why On Holding’s new guidance matters now On Holding (NYSE:ONON) just paired its latest earnings release with fresh 2026 guidance, telling investors it expects net sales to grow at least 23% year over year on a constant currency basis. This update comes alongside fourth quarter and full year 2025 figures. Together, they give you a clearer snapshot of how current sales and profit trends line up with the company’s revenue ambitions for the year ahead. See our latest analysis for On Holding. At...

Wayfair co founder Steven Conine recently sold shares of NYSE:W. The company plans to open its second large format retail store in Atlanta as part of its expansion into physical locations. Wayfair also outlined plans to increase its use of AI technology to improve operations. Wayfair, trading at $73.77, has had mixed share performance, with a 30.8% decline year to date alongside a 101.4% gain over the past year. The stock is also down 28.7% over the past 30 days, which may shape how...

Genco Shipping & Trading (GNK) shares were in focus after the company released fourth quarter 2025 results, reporting higher quarterly revenue and net income. The company also reported a full year net loss and declared a cash dividend. See our latest analysis for Genco Shipping & Trading. Genco Shipping & Trading’s recent earnings and dividend update comes after a strong run in the market, with a 30 day share price return of 16.99% and a 1 year total shareholder return of 84.56%. This...

Recent performance snapshot DICK'S Sporting Goods (DKS) has traded around $204.04 recently, with a mixed return profile, including a small gain over the past month and a modest decline across the past 3 months and year. See our latest analysis for DICK'S Sporting Goods. While the recent 1-day share price return of 0.20% and 30-day share price return of 1.01% point to steady near term interest, the 1-year total shareholder return of a 2.62% decline contrasts with a strong 66.26% total...

If you are wondering whether Summit Therapeutics is priced attractively or already expensive, you will want to understand how its current share price compares with different measures of underlying value. The stock recently closed at US$16.19, with returns of 0.6% over 7 days, 11.8% over 30 days, a 7.6% decline year to date, a 15.4% decline over 1 year, and a very large gain over 3 years and 189.1% over 5 years. Taken together, these figures point to a mix of past momentum and more recent...

Americold Realty Trust (NYSE:COLD) has agreed to acquire a temperature controlled facility in Houston, expanding its global footprint. The deal adds capacity in a key logistics hub that serves both domestic and international food supply chains. The company is integrating new technology across its network while working through operational challenges tied to customer contracts and concentration. Americold Realty Trust, listed as NYSE:COLD, focuses on temperature controlled warehouses and...