U.S. Aerospace & Defense Stock News

In the past quarter ended December 31, 2025, Entergy Corporation reported revenue of US$2,958.94 million and net income of US$235.78 million, with diluted earnings per share from continuing operations of US$0.51, while also issuing full‑year 2026 earnings guidance of US$4.25 to US$4.45 per share. Management highlighted roughly 3.5 gigawatts of new electric service agreements and a US$43.00 billion capital plan through 2029, underlining how rising industrial and data center demand is...

Earlier this month, Transocean Ltd. announced new contract fixtures for two harsh-environment semisubmersibles in Norway, adding approximately US$184 million of firm backlog and extending work on Transocean Encourage and Transocean Enabler through late 2027. This fresh backlog supports higher utilization of some of Transocean's most capable rigs, underscoring the resilience of demand for harsh-environment offshore drilling capacity. We’ll now examine how these new Norwegian harsh-environment...

Fluence Energy (FLNC) is back in focus after Q1 2026 results came in mixed, with wider losses and softer margins, even as revenue, new orders, and full year guidance all pointed in a different direction. See our latest analysis for Fluence Energy. The mixed Q1 update and record backlog came after a sharp pullback, with a 31.83% 1 month share price return decline, even though the 1 year total shareholder return of about 187% still signals strong longer term momentum. If this kind of volatility...

If you are wondering whether Rezolve AI at around US$2.27 is a bargain or a value trap, you are not alone. The stock's recent moves have raised plenty of valuation questions. The share price has seen sharp declines, with a 16.8% drop over the last 7 days and a 50.8% decline over the past month, while the 1 year return sits at a 22.3% loss and the 3 year return at a 77.4% loss. These moves have come as investors search for clearer signals on Rezolve AI's long term prospects and how its AI...

Ranger Investment Management and Patient Capital Management have recently opened substantial new positions in Chime Financial, NasdaqGS:CHYM. The fresh stakes align with strong year over year revenue and sales growth at Chime, along with an increase in active users. These investments come while the company is still reporting operating losses, drawing attention from both current and potential shareholders. Chime Financial operates as a digital focused financial services platform, targeting...

Oracle (ORCL) is back in the spotlight after winning new U.S. government cloud deals, including a US$88 million Air Force contract and a CMS migration, even as investors weigh heavy AI infrastructure spending and client concentration risks. See our latest analysis for Oracle. These wins with the Air Force, CMS, and large public sector clients come after a sharp reset in expectations, with a 30 day share price return of a 16.2% decline and a 90 day share price return of a 27.37% decline, even...

Willis Towers Watson (NasdaqGS:WTW) has upgraded its RiskAgility FM U.S. Library models with new AI tools and support for the VM-22 regulatory framework. The move comes as AI powered insurance quoting platforms raise fresh questions about the role of traditional brokers and consultants. The update is aimed at helping clients handle more complex risk modeling while staying aligned with emerging compliance requirements. For investors watching NasdaqGS:WTW, the timing is important. The stock...

In early February 2026, NetScout Systems reported third-quarter fiscal 2026 results showing slightly lower year-over-year revenue of US$250.68 million but higher net income of US$55.14 million, and it updated investors that its May 2022 share repurchase plan had concluded with 3,478,951 shares bought back for US$73.48 million. The company also raised its full-year fiscal 2026 guidance, tightening revenue expectations to US$835 million–US$870 million and nudging up its GAAP earnings per share...

Honeywell International (NasdaqGS:HON) plans to accelerate the spin off of its Aerospace division into a separate company. The company reports Q4 results that exceed prior expectations, alongside higher orders and a larger backlog. The combination of the faster spin off timeline and strong order activity signals a significant shift in Honeywell's portfolio mix. Honeywell International, known for its mix of aerospace systems, industrial automation and building technologies, is now putting...

In the past week, MSA Safety reported fourth-quarter and full-year 2025 results, with Q4 sales of US$510.91 million and earnings per share slightly above analyst expectations, while also completing a US$109.97 million share repurchase program initiated in May 2024. Management emphasized strong momentum in the higher-growth detection segment, a solid balance sheet, and an active mergers and acquisitions pipeline as it pursues additional inorganic growth opportunities alongside continued...

Why Paylocity Holding (PCTY) is on investors’ radar today Recent trading in Paylocity Holding (PCTY) has drawn attention after a period of pressure on the share price. This has prompted investors to reassess how the company’s current valuation lines up with its fundamentals. See our latest analysis for Paylocity Holding. At a share price of US$107.13, Paylocity’s recent 2.8% 1-day share price gain follows a 30-day share price return of 24% and a 1-year total shareholder return decline of 51%,...

Recent performance snapshot for Nexa Resources Nexa Resources (NEXA) has quietly put up a mixed return profile, with a small gain over the past month, a decline over the past week, and a strong rise over the past 3 months. See our latest analysis for Nexa Resources. With the share price at US$11.93, Nexa Resources is coming off a sharp 1 day share price return of 6.04% and a 90 day share price return of 93.98%, while its 1 year total shareholder return of 119.85% suggests momentum has been...

Napco Security Technologies (NSSC) caught investor attention after a softer Consumer Price Index print fueled expectations for interest rate cuts, which lifted technology shares and pushed the stock up about 5.4% in the latest session. See our latest analysis for Napco Security Technologies. That move sits on top of a stronger trend, with a 30 day share price return of 14.38% and a 1 year total shareholder return of 74.99%. This suggests momentum has been building as investors react to...

Golar LNG (GLNG) has attracted attention after recent trading, with the share price around US$43.44 and total returns over the past month, past 3 months, and year providing a fresh starting point for analysis. See our latest analysis for Golar LNG. Recent trading has added to a solid run, with a 9.70% 1 month share price return and 16.99% 3 month share price return. The 5 year total shareholder return of 319.55% points to a very strong long term result. If you are looking beyond LNG...

General Dynamics recently raised its quarterly dividend by 5.6% to US$1.50 per share and reported a record US$118.00 billion year-end 2025 backlog, extending its 27-year streak of consecutive dividend payments. With institutions holding a large portion of the stock and insiders owning under 1% while selling shares, outside professional investors appear to have substantial influence over how this enhanced dividend and backlog story is reflected in the market. Next, we’ll explore how the...

What Buckle’s latest sales update tells investors Buckle (BKE) is on investors’ radar after releasing pre recorded sales and trading updates covering the latest month, fourth quarter, and full fiscal year, all showing year over year comparable and total net sales growth. See our latest analysis for Buckle. The positive sales updates arrive as Buckle’s share price, now at US$53.45, has seen short term pressure with a 90 day share price return of a 3.9% decline. At the same time, the 1 year...

Why Simply Good Foods is on investors’ radar today Simply Good Foods (SMPL) has been drawing fresh attention after a weak share price stretch, with the stock showing negative returns over the past month and past 3 months despite ongoing profitability. See our latest analysis for Simply Good Foods. At a share price of $15.95, Simply Good Foods has seen a 24% share price decline over the past month and an 18% year to date share price decline, while the 1 year total shareholder return is down...

Recent share performance and business snapshot DXP Enterprises (DXPE) has drawn fresh attention after a recent move in its share price, with the stock showing mixed short term returns but stronger gains over the month and past 3 months. At a last close of US$148.55, the industrial distributor now reflects a 1 day return of about 4.3%, a 7 day return of about 2%, and a month gain near 20%. Over the past 3 months, the stock shows a gain of roughly 74% and about 45% over the past year. See our...

If you are wondering whether Array Digital Infrastructure is still fairly priced after its recent run, or if the market is already ahead of itself, this article is for you. The share price recently closed at US$50.88, with returns of 3.9% over 7 days, a 12.0% decline over 30 days, a 5.8% decline year to date, and a 30.1% return over 1 year. Recent news coverage has focused on Array Digital Infrastructure as part of broader discussions about digital infrastructure and telecom related stocks,...

In early February 2026, ICF International announced it had secured a US$21,000,000 contract over up to five years to lead environmental reviews and related services for the redevelopment of San Jose’s Diridon Station, a major Northern California transit hub. This win deepens ICF’s role in large, complex transportation infrastructure projects, expanding its environmental consulting footprint across project management, technical analysis, and community engagement. Next, we’ll examine how this...

FedEx (FDX) has put a detailed 2029 plan on the table, including a Freight spin off, new high margin focus areas, and firm financial targets, giving investors fresh context for assessing the stock. See our latest analysis for FedEx. FedEx’s 1 day share price return of 1.42% and 7 day share price return of 2.78% sit on top of a strong 30 day share price return of 21.59% and 90 day share price return of 42.44%, while the 1 year total shareholder return of 43.25% and 3 year total shareholder...

TransUnion (TRU) shares moved after the company reported fourth quarter results that topped Wall Street estimates, along with higher dividends, meaningful share repurchases, and 2026 guidance indicating mid single digit to high single digit growth. See our latest analysis for TransUnion. The latest earnings beat, higher dividend and guidance update came after a weak stretch for the shares, with a 30 day share price return of 14.27% decline and a 1 year total shareholder return of 25.49% loss...

PDF Solutions (PDFS) just reported record revenue for the fourth quarter and full year 2025, along with earnings per share that came in ahead of analyst expectations, and paired those results with 2026 revenue guidance. See our latest analysis for PDF Solutions. The market seems to be reacting positively to the earnings beat and 2026 guidance, with a 1 day share price return of 4.92% and 7 day share price return of 15.89% lifting the stock to US$33.69. However, the 1 year total shareholder...

Why RTX’s latest dividend and capital moves matter now RTX (RTX) has just reaffirmed its quarterly dividend at US$0.68 per share and updated investors on buybacks and large shelf registrations, giving you fresh information on capital returns and future funding flexibility. See our latest analysis for RTX. RTX’s latest dividend affirmation and completed US$10,380.8m buyback come after a 13.91% 90 day share price return and a very large 202.15% five year total shareholder return. This suggests...