U.S. Aerospace & Defense Stock News

Arhaus (NasdaqGS:ARHS) has announced a special cash dividend to shareholders, an uncommon one off payout separate from any regular dividend. This decision highlights management’s current view of the company’s financial position and capital needs. The move directly affects shareholder cash returns and offers fresh insight into Arhaus’s capital allocation approach. Arhaus, trading at around $8.0 per share, has seen a 21.4% decline over the past month, a 29.6% decline year to date, and a 13.6%...

In February 2026, Evolution Well Services announced an agreement with Expand Energy Corporation to deploy its 100% electric hydraulic fracturing fleet, including integrated gas conditioning, power generation, and digital monitoring, for Expand’s upcoming completions program in Northeast Appalachia. This move ties operational safety, environmental impact, and real-time digital transparency directly to completion performance, potentially reshaping how investors assess Expand Energy’s execution...

In February 2026, ORIC Pharmaceuticals, Inc. reported fourth-quarter 2025 results showing a net loss of US$30.51 million, narrower than the prior year, while full-year 2025 net loss edged up to US$129.47 million alongside reduced loss per share. On the same day, the company also filed a US$35.07 million shelf registration for 3,156,500 common shares tied to its employee stock ownership plan, highlighting its use of equity-based incentives as it advances a clinical-stage oncology pipeline...

Schafer Cullen Capital Management’s decision to exit Kenvue (KVUE) after the fourth quarter put a fresh spotlight on the stock, as institutional selling followed concerns about persistent operational headwinds and valuation. See our latest analysis for Kenvue. At a share price of US$18.15, Kenvue has recently been weak in the short term, with a 1 day share price return of a 3.92% decline and a 7 day share price return of a 4.52% decline. However, the 30 day and 90 day share price returns of...

SFL (SFL) recently hit a 52 week high shortly after reporting quarterly results that exceeded revenue forecasts, while still posting a net loss driven by non recurring items and extending its 23 year dividend streak. See our latest analysis for SFL. The recent 52 week high and strong reaction to SFL’s earnings sit against a share price that has risen 24.27% over the past month and 39.54% year to date, while the 5 year total shareholder return of 126.01% points to momentum that has built over...

Freshpet earnings and guidance in focus Freshpet (FRPT) is back on investor radars after reporting fourth quarter and full year 2025 results, alongside new 2026 net sales growth guidance in the 7% to 10% range versus 2025. See our latest analysis for Freshpet. Freshpet’s latest earnings and 2026 guidance arrive after a strong run, with a 30 day share price return of 20.67% and a 90 day gain of 35.27%, even though the 1 year total shareholder return is still down 11.14% and the 5 year total...

Bath & Body Works launched an official Amazon store, expanding its products to a major third party marketplace. The company introduced a refreshed brand identity aimed at updating its look and feel for shoppers. Bath & Body Works also rolled out a spring collaboration with PEEPS, adding seasonal items to its assortment. Bath & Body Works, ticker NYSE:BBWI, is making these moves with its shares recently trading around $22.43. The stock shows mixed performance, with an 8.1% return year to...

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%...