U.S. Aerospace & Defense Stock News

If you have been wondering whether Tradeweb Markets is priced fairly at its recent levels, this article walks through what the current market price might be telling you about its value. The stock last closed at US$125.61, with returns of 3.7% over the past week, 21.9% over the past month, 18.3% year to date, but a 5.5% decline over the past year, alongside gains of 76.9% over three years and 74.6% over five years. These mixed returns give you a snapshot of shifting sentiment toward Tradeweb...

Rockwell Automation (ROK) is back in focus after its latest quarterly results paired stronger than expected revenue and operating income with the most cautious full year guidance among peer industrial automation names. See our latest analysis for Rockwell Automation. At a share price of US$398.50, Rockwell Automation has seen a 5.49% 1 month share price decline and a slightly softer 7 day move, yet its 1 year total shareholder return of 51.05% points to momentum that has built over a longer...

Globalstar, Inc. has already reported its fourth-quarter and full-year 2025 results, showing revenue of US$71.96 million for the quarter and US$272.99 million for the year, alongside a sharply reduced annual net loss and smaller loss per share versus the prior year. The company also issued 2026 revenue guidance of US$280 million to US$305 million and highlighted new two-way satellite IoT services and government collaborations that may reshape how investors view its growth profile. Next,...

If you are wondering whether New Oriental Education & Technology Group is attractively priced at its current level, you are not alone, the stock often raises questions about what you are really paying for. The share price closed at US$52.55, with returns of a 12.6% decline over 7 days, a 13.0% decline over 30 days, a 9.1% decline year to date, but a 15.4% gain over 1 year, a 34.4% gain over 3 years and a 71.1% decline over 5 years, a mix that can signal shifting views on growth and...

Tidewater FY 2025 earnings snapshot Tidewater (TDW) closed FY 2025 with Q4 revenue of US$336.8 million and basic EPS of US$4.44, with trailing twelve month revenue at about US$1.4 billion and EPS of US$6.69 setting the backdrop for this earnings season. The company reported quarterly revenue in the US$333 million to US$341 million range over FY 2025. Basic EPS moved from US$0.83 in Q1 to US$1.47 in Q2, then a small loss in Q3 and US$4.44 in Q4. Together with a higher trailing net margin, this...

In recent weeks, Walmart reported past-year results showing revenue of US$713.16 billion and net income of US$21.89 billion, while unveiling a new US$30 billion share repurchase authorization, a 5% dividend increase to US$0.99 per share for fiscal 2027, and ongoing expansion of higher-margin e-commerce, advertising, and membership businesses. These developments, alongside insider share sales by the Walton Family Holdings Trust and continued roll-out of new “clean” and wellness-focused brands...

Gilat Satellite Networks (GILT) recently reported a multimillion dollar order for its Wavestream AeroStream Ka band wideband amplifiers, a commercial aviation contract with deliveries spread over the next two years that has sharpened attention on its in flight connectivity business. See our latest analysis for Gilat Satellite Networks. Against this backdrop of new aviation and defense contracts, Gilat’s 90 day share price return of 45.31% and 1 year total shareholder return of 153.37% suggest...

Credit agreement amendment reshapes Gold.com’s funding capacity Gold.com (GOLD) has amended its revolving credit agreement, lifting total commitments to $427.5 million and raising several financing and inventory limits, a move that directly affects the company’s balance sheet flexibility. See our latest analysis for Gold.com. That credit agreement update lands after a strong run in the shares, with a 30 day share price return of 8.7%, a 90 day gain of 79.7%, and a 1 year total shareholder...

nLIGHT (NasdaqGS:LASR) is exiting its cutting and welding business to focus resources on defense applications. The company has introduced a 70kW class Laser Weapon System aimed at high-priority defense programs. nLIGHT is positioning itself as a key supplier for laser-based defense systems amid increased geopolitical tensions. The new system was recently showcased at a major defense industry conference, highlighting its role in directed energy solutions. nLIGHT, known for its high power...

Royalty Pharma (RPRX) has been in focus after reporting 2025 financial results that included 16% growth in total portfolio receipts, an 18% jump in Q4, and $4.7b in transactions. See our latest analysis for Royalty Pharma. The recent 13.9% 1 month share price return, building on a 19.9% 3 month gain and 22.2% year to date rise to US$47.48, suggests momentum has picked up as investors react to the 2025 results, the upcoming TD Cowen conference appearance and the planned expansion of the...

Wondering if Daktronics at around US$24.88 is priced for what it is today or for a story that has already played out? This article is all about helping you frame that question through a clear valuation lens. The stock has been volatile recently, with a 9.0% decline over the last week, a 7.5% gain over the last month, a 25.4% return year to date, and a 73.6% return over the past year, on top of a very large 3-year gain of more than 5x. These moves sit against a backdrop of ongoing investor...

LCI Industries recently approved a regular quarterly cash dividend of US$1.15 per share, following the release of its fourth-quarter and full-year 2025 results and new 2026 guidance, including expected revenue of US$4.20 billion to US$4.30 billion and operating profit margins of 7.5% to 8.0%. Together with an active acquisition pipeline and ongoing share repurchases totaling 1,060,916 shares since May 2025, these actions highlight the company’s focus on capital returns and growth through...

Weatherford International recently reported stronger quarterly results with improved margins and raised its dividend distribution, while institutional ownership of its shares increased in line with broader Nasdaq trends. This combination of better profitability, higher cash returns to shareholders, and deeper institutional participation may influence how investors assess Weatherford’s risk and reward profile. Next, we’ll examine how Weatherford’s margin improvement and dividend increase...

What recent performance suggests about VinFast Auto (NasdaqGS:VFS) VinFast Auto (NasdaqGS:VFS) has been trading under pressure recently, with the stock down over the past month and past 3 months, and showing a negative 1 year total return. For investors tracking returns, the stock is down 2.17% over the past day, 4.26% over the past week, about 4.55% over the past month, and 6.25% over the past 3 months, with a year to date decline of 6.80%. See our latest analysis for VinFast Auto. With the...

Citigroup, NYSE:C, is expanding its digital asset payment capabilities, including new tokenized liquidity and payment solutions in Europe. The bank is working with Coinbase to help clients test stablecoin based payment and liquidity use cases. At the same time, Citi is unwinding certain positions and trimming exposure to credit and geopolitical risk. For investors watching global banks, Citi’s push into tokenized payments and stablecoin experimentation sits alongside a share price of...

Tandem Diabetes Care completed a $265 million convertible bond offering, following a prior announcement of the transaction. The offering represents a significant capital markets move that directly affects the company’s financing profile and balance sheet. This funding event is separate from routine earnings or guidance updates and comes as the shares trade at $23.74 on NasdaqGM:TNDM. For you as an investor, the completed bond deal sits against a mixed share price backdrop for NasdaqGM:TNDM...

Fitch upgrade puts fresh focus on Flagstar Bank National Association (FLG) Fitch Ratings has lifted Flagstar Bank National Association’s Long-Term and Short-Term Deposit ratings to investment grade, citing business transformation, improved asset quality, stronger capital, and a more robust funding profile as key drivers. See our latest analysis for Flagstar Bank National Association. The Fitch upgrade arrives after a mixed stretch for investors, with a 7 day share price return of 5.22%...

Navios Maritime Partners (NMM) has drawn fresh attention after fourth quarter 2025 results exceeded expectations, along with a 20% increase in the quarterly distribution and confirmation of continued common unit repurchases. See our latest analysis for Navios Maritime Partners. The share price has pulled back slightly in the last day, with a 1-day share price return decline of 2.08%, but recent momentum has been strong, including a 30-day share price return of 18.86% and a 1-year total...

Why Bristol-Myers Squibb (BMY) Is On Investors’ Radar Today Bristol-Myers Squibb (BMY) has drawn fresh attention after recent trading left the shares at $61.22, with performance figures that differ over the past week, month, past 3 months, and year. See our latest analysis for Bristol-Myers Squibb. After a softer 1-day share price return of 1.80% and a modest 7-day decline, Bristol-Myers Squibb’s 30-day and 90-day share price returns of 11.21% and 20.13% respectively point to building short...

Fresh contract win puts Air Force work in focus Tetra Tech (TTEK) recently announced a US$100 million, five year multiple award contract to provide planning and assessment services for Air Force Civil Engineer Center projects, highlighting its role in environmental and infrastructure consulting. See our latest analysis for Tetra Tech. The Air Force contract arrives as the share price sits at US$36.45, with a 7 day share price return of 10.86% and a 1 year total shareholder return of 26.02%...

Thermo Fisher Scientific (NYSE:TMO) has launched new chromogenic culture media for faster detection and differentiation of clinically important Candida species. The media are designed to help laboratories identify drug resistant Candida auris, a growing global health concern linked to difficult to treat fungal infections. This launch is positioned as a tool to support infection control efforts and improve the management of fungal outbreaks in healthcare settings. Thermo Fisher Scientific,...

If you are wondering whether TechnipFMC at US$66.13 is still offering value or if most of the upside is already reflected in the price, you are in the right place. The stock has recently shown strong momentum, with returns of 1.1% over the last 7 days, 18.7% over the past month, 39.8% year to date, 146.6% over 1 year, 344.1% over 3 years and a very large gain over 5 years that is close to 7x. Recent coverage around TechnipFMC has focused on its position in the energy sector and how investors...

If you are wondering whether Associated Banc-Corp is offering fair value right now, it helps to start by looking at what the recent share price is telling you about expectations and risk. The stock last closed at US$26.36, with returns of a 3.2% decline over 7 days, a 3.3% decline over 30 days, a 2.3% gain year to date, 16.5% over 1 year, 34.9% over 3 years and 46.5% over 5 years. This gives you a sense of how sentiment has shifted over different time frames. Recent news coverage has focused...

Medtronic has recently begun the commercial rollout across Europe of its MiniMed Go Smart MDI system, which combines data from the InPen smart insulin pen and Simplera continuous glucose sensor into a single mobile app for people managing diabetes with multiple daily injections. This integrated solution marks a meaningful step in connecting insulin delivery and glucose monitoring data, potentially improving day-to-day decision support for European diabetes patients who are not using insulin...