U.S. Aerospace & Defense Stock News

CBIZ, Inc. recently appointed Jennifer Hutchins as Chief Investment Officer of CBIZ Investment Advisory Services, LLC, effective August 18, 2025, leveraging her over 20 years of experience in financial planning and investment strategy to oversee key investment functions. This leadership change comes as broader market optimism is supported by Federal Reserve signals of potential interest rate cuts, which can influence demand for business services by affecting borrowing costs and client...

Kaspi.kz (NasdaqGS:KSPI) just made a move that could mean a lot for its growth story. The company has teamed up with Alipay+, letting users of a dozen major payment apps make QR payments at shops, restaurants, and even smaller merchants all across Kazakhstan. For investors, this partnership grabs attention, given how it taps into the flow of international visitors and expands the reach of Kaspi’s payment platform far beyond its local roots. Over the past year, Kaspi.kz’s share price has been...

Expeditors International of Washington recently reported robust second quarter 2025 results, with revenue rising 9% year-over-year and earnings per share up 8%, surpassing market expectations. Growth in air and ocean freight volumes, alongside a jump in customs brokerage revenue, played a significant role in supporting the company's strong financial performance. We’ll explore how expanding freight volumes and strong operational execution add new depth to Expeditors International’s investment...

If you’re following Futu Holdings (NasdaqGM:FUTU), this week’s second quarter earnings report is probably on your radar for good reason. The company delivered a huge year-over-year jump in revenue and net income, outperforming even the most optimistic expectations. Much of this momentum comes from a sharp increase in new customers, growing assets under management, and the rollout of new features, particularly the launch of crypto trading for U.S. clients. These moves appear aimed squarely at...

Applied Materials (AMAT) just wrapped up its latest earnings report, and the aftermath has sparked debate among investors weighing their next move. On one hand, revenue cleared expectations and new display technology is gaining traction with consumer device makers. On the other hand, a downgrade from Daiwa Securities quickly followed as the market digested lower earnings, cautious guidance for the next quarter, and the ongoing drag from weaker semiconductor equipment demand at major companies...

If you have been following Credo Technology Group Holding (CRDO), the latest corporate update might have piqued your interest. The company’s substantial revenue growth and healthy cash reserves were front and center in management’s latest outlook. Along with optimistic forward guidance and expectations for demand from data centers and AI-linked clients, Credo is signaling its intentions to continue expanding, even as competition intensifies in the high-speed connectivity space. This momentum...

Earlier this month, Floor & Decor Holdings opened new warehouse-format stores and design centers in both the Greater Phoenix area and for the first time in the Myrtle Beach region, adding dozens of full-time and part-time jobs at each location. This dual expansion underscores Floor & Decor's commitment to rapidly increasing its physical footprint and capitalizing on demand for hard-surface flooring in growing metropolitan and coastal markets. We'll explore how the company's new presence in...

Earlier this week, shares of The Cheesecake Factory moved higher as renewed hopes for lower interest rates lifted investor sentiment across consumer-focused companies. An added point of interest, The Cheesecake Factory continues to receive national recognition for its workplace culture and community programs, reinforcing its brand reputation among employees and customers alike. We'll explore how heightened market optimism about lower interest rates could influence the company's earnings...

IHS Holding Limited recently reported a swing to net income for the second quarter and first half of 2025, alongside raising its full-year revenue guidance to between US$1.70 billion and US$1.73 billion, up from previous projections. This shift highlights management’s improved outlook as well as operational advancements, with the company moving from a substantial net loss a year earlier to positive earnings in the latest results. We'll examine how the combination of higher earnings and...

On August 13, 2025, Old National Bancorp's Board of Directors declared a quarterly cash dividend of US$0.14 per share for common stockholders and a US$17.50 quarterly dividend per share for holders of its 7.0% Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series A and Series C. This announcement came shortly after dovish comments from Federal Reserve Chair Jerome Powell eased concerns about prolonged high interest rates, prompting increased optimism toward regional banks like Old...

Concentra Group Holdings Parent recently opened a new medical center at 6851 Shannon Parkway, Suite 5, in Union City, Georgia, offering work injury care, physical therapy, drug testing, employer health services, and telemedicine through its Concentra Telemed® platform. This expansion deepens Concentra's presence in a region with significant employer and workforce needs, highlighting the company's ongoing efforts to grow its national footprint and range of services. We'll examine how the...

Recently, Hologic received a wave of positive analyst sentiment as six analysts revised their earnings estimates higher, reflecting increased confidence in the company’s operating outlook. This analyst momentum is underpinned by Hologic’s strong Value and VGM scores, which highlight its potential within the women’s health diagnostics and medical imaging sector. We'll assess how a series of upward earnings estimate revisions could influence Hologic's longer-term investment narrative and...

Sea Limited recently agreed to pay US$46 million to settle claims that it misled investors about the financial health and growth prospects of its Garena and Shopee business segments, affecting those who bought shares between November 2022 and August 2023. This settlement addresses significant investor concerns over past disclosures and signals Sea's intent to resolve legal matters related to transparency in key segments. We’ll explore how resolving allegations related to disclosures in...

In recent days, a stark divergence emerged for M/I Homes as most Wall Street analysts maintained upbeat recommendations, while the Zacks Rank assigned a Strong Sell rating due to declining earnings estimates and increased analyst caution. This split in sentiment highlights real uncertainty about M/I Homes’ future performance and may prompt investors to reconsider prior optimism about the company. We'll review how the clash between bullish brokerage views and deteriorating earnings...

Earlier this month, Atlassian Corporation filed a shelf registration for up to US$1.36 billion in Class A common stock, offering 8,297,459 shares in a transaction related to its Employee Stock Ownership Plan (ESOP). This ESOP-related stock offering highlights Atlassian's ongoing commitment to employee engagement and incentivization, potentially impacting dilution and future capital flexibility. We'll explore how Atlassian's planned ESOP-related stock issuance could shape its investment...

Brookfield Business Partners L.P. announced that its Board of Directors has authorized a share repurchase program, allowing the company to buy back up to 4,441,425 units, equivalent to 5% of its issued and outstanding units, by August 18, 2026, with all repurchased units to be cancelled. This move is often interpreted as a reflection of management’s confidence in the partnership’s long-term prospects and commitment to enhancing unitholder value. With buyback authorization highlighting...

Kaiser Aluminum Corporation recently reported that its second quarter of 2025 saw a 1% increase in net sales over the same period in 2024, with all segments benefiting from increased realized prices and shipments totaling 288.4 million pounds. CEO Keith A. Harvey raised the company's full-year adjusted EBITDA outlook, highlighting strengthened operational fundamentals, favorable metal pricing, and ongoing investments as drivers for the improved forecast. We’ll explore how the raised EBITDA...

On August 18, 2025, Paycom Software announced expanded leadership changes, including Shane Hadlock becoming both chief client officer and chief technology officer, and the promotion of Rachael Gannon to chief automation officer, while Brad Smith was named senior technical strategist. These shifts place seasoned veterans at the helm of technology, automation, and strategy as Paycom prepares for a high-profile presentation at Citi’s 2025 Global TMT Conference. We'll now examine how Paycom's...

In the past week, Visteon attracted analyst upgrades and attention for its attractive valuation metrics, including favorable P/E and P/B ratios relative to industry averages, and achieved a top industry ranking from Zacks. This renewed analyst support highlights investor perception that the company may be undervalued based on traditional value metrics. The increased visibility and strong analyst backing for Visteon's valuation position prompts a closer look at how these signals could...

In August 2025, United Parcel Service reached several labor settlements with the International Brotherhood of Teamsters after credible strike threats at major hubs including Louisville's Worldport and Chicago, prompting the company to resolve long-standing worker grievances and finalize new contracts for administrative and specialist staff. This labor resolution not only addressed workplace and seniority grievances but also secured UPS’s compliance with union agreements, highlighting the...

Bright Horizons Family Solutions recently amended its credit agreement to add a new US$450 million term B loan facility and announced an update to its equity buyback plan that was initially introduced in June 2025. This combination of securing additional funding and modifying its capital return approach reflects evolving financial strategies that may affect the company's ability to invest in growth and shareholder returns. To understand the wider impact, we'll explore how securing a...

Earlier in August 2025, Bank of America Securities reiterated its positive outlook on Playtika Holding Corp. as the company faces ongoing declines in its legacy games, particularly Slotomania, and works to stabilize its core portfolio. The report also highlighted Playtika's focus on expanding direct-to-consumer business operations and shareholder returns, which could prove meaningful for its long-term margin trajectory. We'll explore how Playtika's commitment to reviving its flagship titles...

Delek US Holdings recently announced that the U.S. Environmental Protection Agency granted more than half of its pending small refinery exemptions for compliance years 2019 through 2024, resolving a longstanding regulatory uncertainty for the company. This regulatory decision has the potential to reduce compliance expenses and support operational continuity, addressing a key challenge for Delek's business model. We will examine how regulatory relief from the EPA's refinery exemptions could...

NIO recently unveiled its next-generation ES8 SUV and achieved impressive early delivery figures for the new Onvo L90, drawing heightened attention from analysts and institutional investors. BlackRock's increase in stake and bullish analyst sentiment center on NIO’s unique battery swapping technology, competitive pricing, and international expansion, pointing to shifting industry dynamics. We’ll explore how strong initial Onvo L90 sales could shape NIO’s investment narrative and future...