U.S. Aerospace & Defense Stock News

Shelf registration puts potential capital raise in focus Critical Metals (CRML) has filed a shelf registration for up to US$25.165056 million in ordinary shares, covering 2,777,600 securities. This filing highlights potential future funding plans and possible dilution on investors' radar. See our latest analysis for Critical Metals. The shelf registration lands after a sharp 25.6% 30 day share price decline and an 8.7% 7 day share price pullback. However, the year to date share price return...

Moog stock snapshot after recent performance shift Moog (MOG.A) has seen mixed short term moves, with a 1.4% decline over the past day and 2.7% over the past week, while the share price remains higher over the past month and over the past 3 months. See our latest analysis for Moog. While the 1-day and 7-day share price returns are negative, Moog’s 30-day and 90-day share price returns of 11.45% and 44.81%, together with a 1-year total shareholder return of 110.74%, point to strong momentum...

UiPath (PATH) has put healthcare automation in focus after unveiling new agentic AI tools at the ViVE 2026 conference, targeting medical records summarization, claim denial prevention, and faster prior authorizations. See our latest analysis for UiPath. The ViVE 2026 launch and the recent WorkFusion acquisition arrive after a mixed stretch for investors, with a 1-day share price return of 3.18% and a 7-day share price return of 9.31%, set against a 30-day share price return decline of 12.31%...

Sun Communities, Inc. recently reported its fourth-quarter and full-year 2025 results, showing higher sales and revenue than a year earlier, a move from a net loss to net income of US$121.9 million in the quarter, and confirmed earnings guidance for the first quarter and full year 2026. The company also completed a US$596.37 million share repurchase program, reduced debt, secured a US$2.00 billion undrawn credit facility, and increased distributions, signaling a sharpened focus on balance...

In recent weeks, Equinix, Inc. outlined record 2025 bookings, stronger AI-driven demand, and guidance for double-digit 2026 revenue growth with EBITDA margin expansion, while also announcing the retirement of Chief Sales Officer Mike Campbell and his transition to a Special Advisor role through March 2027. Equinix and CPP Investments also agreed to acquire Nordic data center operator atNorth, a move that immediately boosts adjusted funds from operations per share and further extends...

F5 (FFIV) is in focus after rolling out its Comprehensive AI Security Index and Agentic Resistance Score leaderboards, tools that let enterprises compare AI model security and resilience using standardized, monthly updated benchmarks. See our latest analysis for F5. F5’s recent AI security launches and partnerships have come alongside a 17% 90 day share price return and a 9.7% year to date share price return. Over the longer term, the 3 year total shareholder return of 94.6% contrasts with a...

Why Wells Fargo’s downgrade has refocused attention on AZZ (AZZ) Wells Fargo’s move to cut AZZ to Equal Weight after strong share gains, tempered long term projections, and growing competitive pressures has put a spotlight on how much optimism is already reflected in the stock. See our latest analysis for AZZ. After a sharp run that has helped deliver a 19.55% year to date share price return and a 48.12% total shareholder return over 1 year, AZZ’s recent 1 day and 7 day pullback suggests some...

Why Korn Ferry is on investors’ radar today Korn Ferry (KFY) has drawn fresh attention after recent share price moves left the stock showing mixed performance, with a 0.4% gain over the past day but a 10% decline over the past month. Over the past 3 months, the share price reflected a 6% decline, while the 1 year total return sits close to flat. Against that backdrop, investors are weighing the company’s US$2.8b in annual revenue, US$258.5m in net income, and a value score of 6 as they assess...

PepsiCo (PEP) has been back in focus after reporting quarterly revenue of US$29.34b with a 5.6% year-on-year increase, along with a dividend raise that marks its 54th consecutive annual increase. See our latest analysis for PepsiCo. At a share price of US$164.91, PepsiCo has given investors a 7.34% 1 month share price return and an 11.38% 3 month share price return, while the 1 year total shareholder return sits at 11.23%, signalling firm but not runaway momentum around the recent earnings...

In late February 2026, Elastic reported third-quarter results showing revenue of US$449.88 million and net income of US$7.75 million, and issued fourth-quarter and full-year fiscal 2026 revenue guidance of about US$445–447 million and US$1.73–1.74 billion respectively. Alongside raising its full-year outlook, Elastic highlighted accelerating adoption of its Search AI platform, new offerings like Agent Builder and Elastic Workflows, and progress on its US$500 million share repurchase program...

If you are wondering whether Cullen/Frost Bankers is good value at around US$140 per share, the key question is how that price compares with what the business might be worth. The stock has seen mixed recent moves, with a 1% decline over the last 7 days, a 1.9% gain over the last 30 days, and returns of 9.6% year to date and 10.6% over the last year, while the 3 year and 5 year returns sit at 21.2% and 44.4% respectively. Recent coverage of regional banks and interest rate expectations has...

Why POET Technologies Is Back On Traders’ Radar POET Technologies (NasdaqCM:POET) is drawing fresh attention after a substantial securities purchase agreement, a hedge fund disclosing a 9.99% stake, and a burst of unusually active options trading around its shares. See our latest analysis for POET Technologies. The recent capital raise, new hedge fund stake and burst of call option activity have come alongside strong short term momentum, with a 7 day share price return of 15.22% and a 30 day...

Diversified Energy (NYSE:DEC) has agreed to acquire high working interest natural gas assets in East Texas, expanding its existing footprint in the region. The new properties sit near the company’s current operations, which may support operational synergies across production and infrastructure. Alongside the acquisition, Diversified Energy announced a fresh share buyback program and confirmed the completion of a prior repurchase tranche. Diversified Energy, trading at $14.52, is adding to...

Dividend and earnings update for Icahn Enterprises Icahn Enterprises (IEP) recently combined a fresh quarterly distribution declaration with its fourth quarter and full year 2025 results. This gives income focused investors and unitholders new information to weigh. On February 23, 2026, the board of the general partner declared a quarterly distribution of $0.50 per depositary unit, payable on or about April 15, 2026. Depositary unitholders of record at the close of business on March 9, 2026,...

Grand Canyon Education, Inc. reported past fourth-quarter 2025 net income of US$86.73 million, up from US$81.88 million a year earlier, while full-year 2025 net income eased to US$216.17 million from US$226.23 million, alongside slightly lower full-year earnings per share. On the same day, the company issued detailed 2026 guidance projecting service revenue between US$1.17 billion and US$1.19 billion and diluted EPS between US$9.55 and US$10.16, giving investors a clearer view of anticipated...

International Seaways, Inc. has already reported its fourth-quarter and full-year 2025 results, showing higher fourth-quarter sales of US$58.49 million and net income of US$127.5 million, and declared a combined dividend of US$2.15 per share to be paid on March 30 2026. The company’s inclusion on the Zacks Rank #1 (Strong Buy) List, alongside a large supplemental dividend, highlights how earnings expectations and capital returns are shaping investor attention. Now, we’ll examine how the...

Automatic Data Processing (NasdaqGS:ADP) has introduced a new AI agent ecosystem within ADP Marketplace. The launch focuses on automating HR workflows, including talent acquisition, compliance tasks, and operational insights. The AI agents are designed to integrate across ADP’s digital HR platform and support responsible AI use in workforce management. Automatic Data Processing, trading at $216.27, is adding this AI agent ecosystem at a time when many HR teams are looking to streamline...

First Capital Bancshares (FCPB) has just posted another quarter of solid top and bottom line numbers, with Q4 FY 2025 revenue at US$9.6 million and basic EPS of US$0.30. This contributes to trailing twelve month revenue of US$34.1 million and EPS of US$0.96. The company has seen quarterly revenue move from US$7.1 million in Q4 FY 2024 to US$9.6 million in Q4 FY 2025, while basic EPS has gone from US$0.17 to US$0.30 over the same period. This gives investors a clear view of how the income...

Cheniere Energy (LNG) is back in focus after drone attacks disrupted LNG production in Qatar, pushing European gas futures higher. At the same time, U.S. regulators cleared a 12% export increase from the company’s Corpus Christi terminal. See our latest analysis for Cheniere Energy. Those Qatar disruptions and fresh U.S. export approvals come on top of a strong run in Cheniere’s shares, with a 16.3% 30 day share price return and a 24.4% year to date share price return, while the 5 year total...

In February 2026, National Health Investors, Inc. appointed senior housing veteran Lilly H. Donohue to its board and reshaped its director terms as part of completing the declassification of its board, while CEO D. Eric Mendelsohn briefly resigned and was immediately reappointed to align his term with the new annual election cycle. By adding a director with deep operating experience in senior living and finalizing annual board elections, NHI is sharpening both its operational expertise and...

Director Thomas T. Edman recently sold a significant block of TTM Technologies (NasdaqGS:TTMI) shares under a pre-established Rule 10b5-1 trading plan. The sale was disclosed in regulatory filings, giving investors fresh insight into insider transactions at the printed circuit board and electronics manufacturing company. For you as an investor, this kind of insider activity sits alongside fundamentals, valuation metrics, and your own risk tolerance. TTM Technologies focuses on advanced...

Chemours (NYSE:CC) and 2CRSi have entered into a joint development agreement focused on advanced cooling technologies for high-density IT and AI infrastructure. The partnership targets immersion and direct to chip cooling solutions tailored to data centers and AI driven environments. The agreement is positioned to support next generation chip applications and growing thermal management needs in digital infrastructure markets. Chemours, known for its specialty materials and chemistries, is...

AAON has reported that its Alpha Class EXTREME SERIES rooftop HVAC unit exceeded U.S. Department of Energy challenge standards. The unit delivered true simultaneous dual fuel operation while maintaining efficient performance at temperatures below typical industry requirements. The product is aimed at commercial buildings where retrofit friendly, high performance heating and cooling solutions are in demand. For investors watching NasdaqGS:AAON, this product news adds a fresh data point...

Marriott Vacations Worldwide (NYSE:VAC) recorded about $546 million in non-cash impairments tied to asset write downs and goodwill linked to earlier acquisitions. The company is reshaping its priorities toward profitability and free cash flow, including deferred or cancelled projects in Asia and fewer Asia Pacific tours planned for 2026. Leadership changes include Matt Avril stepping in as CEO and Mike Flaskey as President, signaling a new direction for the vacation ownership business. For...