U.S. Aerospace & Defense Stock News

NASA has delayed Boeing's Starliner program again and shifted its commercial crew contract to limit Starliner to cargo-only missions for now. This move represents a setback for Boeing's crewed spaceflight ambitions and introduces fresh execution questions around its space portfolio. Separately, Boeing is rolling out upgrades to its JDAM LR munitions line, adding new capabilities for long range precision weapons. For investors watching Boeing (NYSE:BA), these announcements come alongside a...

JPMorgan Chase (NYSE:JPM) has appointed Guy Halamish as its new Chief Operating Officer to lead the bank's expansion in artificial intelligence. The bank is integrating its Kinexys Liink blockchain network with Nacha's Phixius platform to support secure, real-time payment account validation. These moves highlight the bank's focus on AI, data and secure payments infrastructure across its core operations. For you as an investor, this combination of a new AI focused COO and a blockchain based...

Vertiv Holdings Co recently reported fourth-quarter and full-year 2025 results, with revenue rising to US$2.88 billion for the quarter and US$10.23 billion for the year, alongside a sharp increase in net income and earnings per share. Management also issued 2026 guidance calling for US$13.25 billion to US$13.75 billion in net sales and GAAP diluted EPS of about US$5.32, underpinned by a very large backlog driven by AI and data center demand. Next, we’ll examine how this backlog-fueled 2026...

Global-E Online recently reported that gross merchandise volume climbed 33% and revenue rose 25%, with net profit turning positive and full-year 2025 revenue guidance raised alongside an adjusted EBITDA outlook of US$185.6 million to US$200 million. Analysts have also lifted their revenue estimates for 2025 and 2026, with 2026 revenue now projected at US$1.18 billion, reflecting growing confidence in Global-E’s cross-border e-commerce model and execution. Next, we’ll examine how Global-E’s...

Recent commentary around Lemonade (LMND) has focused on upbeat projections for premiums, revenue and customer growth, as the insurer leans on AI driven expansion ahead of an earnings report that is drawing investor attention. See our latest analysis for Lemonade. The upbeat expectations around premiums and customer growth are playing out against a mixed price backdrop. A recent 2.91% 1 day share price gain to $63.76 follows a 30 day share price return of negative 19.71% and a much stronger 1...

TSMC (NYSE:TSM) reports its highest monthly sales on record, supported by strong demand for AI chips. The company increases capital spending on advanced packaging capacity, including technologies such as co-packaged optics. These moves highlight a shift in focus toward packaging and system-level design, alongside traditional transistor scaling. As the largest dedicated contract chipmaker, TSMC sits at the center of AI processor manufacturing for leading chip designers. Growing interest in...

If you are wondering whether Church & Dwight is fairly priced at its recent levels, you are not alone. This article is aimed at helping you judge what you might really be paying for the stock. The share price recently closed at US$101.45, with returns of 2.5% over 7 days, 12.0% over 30 days, 22.8% year to date, and a 1.1% decline over the past year, alongside 25.1% over 3 years and 32.8% over 5 years. Recent news around household and personal care companies has focused on how brands with...

Visa stock: recent performance and business snapshot Visa (V) has drawn fresh attention after a period of weaker share performance, with the stock showing negative returns over the past week, month, past 3 months, year to date, and past year. At a recent close of US$314.08, Visa continues to operate a large global payments network through VisaNet. The company generates annual revenue of US$41.391b and net income of US$20.592b from its payment processing and related services. See our latest...

SiteOne Landscape Supply (SITE) is back in focus after reporting fourth quarter and full year 2025 results, with higher sales and net income, followed by fresh analyst commentary and increased insider selling activity. See our latest analysis for SiteOne Landscape Supply. The recent earnings update, buyback progress and a pick up in analyst coverage have come alongside a 90 day share price return of 24.21% and a 1 year total shareholder return of 9.51%. This suggests strong short term...

Crown Castle Inc. recently reported its fourth quarter and full-year 2025 results, with full-year revenue of US$4,264 million and net income of US$444 million, compared with a very large net loss in the prior year. At the same time, management issued 2026 guidance calling for a projected net loss of US$780 million, highlighting a sharp contrast between the return to profitability in 2025 and expectations for renewed losses ahead. We’ll now examine how the shift from 2025 profitability to an...

Avis Budget Group (NasdaqGS:CAR) is expanding its presence in the growing wedding car rental market with new luxury-focused services. The company is leaning into event-driven travel demand by tailoring premium offerings for weddings and related celebrations. Digital booking tools are being used to make it easier for customers to plan and reserve wedding transportation. Avis Budget Group, known for its global rental brands, is moving further into higher end, event centric services as...

Casey's General Stores (CASY) is back in focus after reporting 14% earnings growth in Q2 fiscal 2026, alongside a 9% rise in store count, with management reiterating expectations for mid teen EBITDA growth. See our latest analysis for Casey's General Stores. The recent Q2 update, dividend payment of US$0.57 per share, and February share price move that saw Casey's touch an intraday high near its 52 week peak all sit against a strong backdrop. A 90 day share price return of 19.61% and a 1 year...

If you are wondering whether Fiserv's current share price reflects its true value, this article walks through the key numbers so you can judge for yourself. The stock last closed at US$59.36, after returns of a 5.2% decline over 7 days, a 10.5% decline over 30 days, a 9.5% decline year to date, a 74.9% decline over 1 year, a 47.8% decline over 3 years and a 48.7% decline over 5 years. Recent coverage has focused on Fiserv as a major player in payments and financial technology, including its...

Why Global Business Travel Group’s 2026 outlook matters Global Business Travel Group (GBTG) issued full year 2026 guidance, targeting 19% to 21% revenue growth to US$3.235b to US$3.295b. This represents a sharp contrast with its slower sales trends in recent years. See our latest analysis for Global Business Travel Group. Despite the upbeat 2026 revenue outlook, Global Business Travel Group’s recent share price performance has been weak. The 30 day share price return shows a 33.77% decline,...

MGM Resorts International (NYSE:MGM) recorded a goodwill impairment related to Q4 2025, reflecting an adjustment to certain acquired asset values. The company also reported progress on its capital return program, including the completion of two large share buyback tranches. These moves affect how the balance sheet is presented and reduce the company’s share count, which can influence key per share metrics. MGM Resorts International comes into this update with its stock at $34.14, with...

Carpenter Technology (CRS) is entering a leadership transition that investors will be watching closely, as President and Chief Operating Officer Brian Malloy is set to become Chief Executive Officer on July 1, 2026. See our latest analysis for Carpenter Technology. The upcoming CEO change comes after a period of strong momentum, with a 30 day share price return of 13.22% and a very large 5 year total shareholder return. This suggests investors have already been reassessing Carpenter...

Mastercard (NYSE:MA) and Cloudflare announced a new partnership to provide real-time risk insights and automated cyber defense tools. The collaboration focuses on small businesses and critical infrastructure operators, aiming to support protection against rising cyber threats. The joint offering combines Mastercard's risk assessment capabilities with Cloudflare's security products in a unified solution for cyber defense. For you as an investor watching Mastercard, this move broadens the...

Accenture (NYSE:ACN) has appointed Rachel Frey as its first Chief Communications Officer. Frey will report directly to the CEO and join Accenture's Global Management Committee. The new role is intended to sharpen the company's global communications focus, including on AI and external engagement. Accenture is trading at $224.23, with the share price showing a 6.9% decline over the past week and a 21.7% decline over the past month. Returns have also been weaker over longer periods, with the...

In early February 2026, Mid-America Apartment Communities reported fourth-quarter and full-year 2025 results showing slightly higher revenue of US$555.56 million for the quarter and US$2.21 billion for the year, but materially lower net income and diluted EPS compared with 2024. At the same time, the company issued 2026 diluted EPS guidance of US$4.11 to US$4.47 and disclosed a completed share repurchase of 206,916 shares for US$27.23 million, highlighting management’s view on earnings...

Salesforce and Asymbl have expanded a multi year partnership to accelerate adoption of hybrid human digital workforces using Salesforce's Agentforce AI platform. The collaboration focuses on integrating AI agents as core team members within Salesforce powered workflows, affecting how human and digital labor are coordinated. In parallel, Salesforce has announced job cuts tied to AI driven automation, signaling deeper operational changes across its workforce. For investors watching NYSE:CRM,...

What ZIM Integrated Shipping Services (ZIM) offers and where it stands today ZIM Integrated Shipping Services (NYSE:ZIM) sits in a complex spot for investors, with share price returns and recent financial metrics pointing in different directions over the past few years. On the market side, ZIM’s stock shows a 4.8% move over the past day, 7.1% over the past week, and a month return of 3.9%. Over the past 3 months the stock return is 32.5%, with a 1 year total return of 44.9%. Looking longer...

Cadence Design Systems (NasdaqGS:CDNS) launched its ChipStack AI Super Agent, described as the world's first agentic AI workflow for semiconductor design and verification. The ChipStack AI Super Agent introduces autonomous, multi agent orchestration aimed at automating complex chip design, verification, and debugging tasks. The launch marks a new phase in Cadence's Intelligent System Design vision, with a focus on AI driven chip development workflows for semiconductor clients. Cadence is a...

In early February 2026, EZCORP, Inc. reported first-quarter fiscal 2026 results showing revenue of US$382.02 million and net income of US$44.3 million, and also authorized a US$50 million, three-year share repurchase program funded from cash on hand and operating cash flows. Management also highlighted an active merger and acquisition pipeline, particularly across Mexico and other Latin American markets, supported by ample liquidity and no near-term debt repayments, underscoring a focus on...

Recent commentary on Teekay Tankers (TNK) centers on its free cash flow, balance sheet repair efforts, and rising capital returns via dividends and buybacks, all supported by current tanker market conditions. See our latest analysis for Teekay Tankers. Teekay Tankers’ share price has climbed to $70.55, with a 30 day share price return of 17.31% and a year to date share price return of 36.99%. The 1 year total shareholder return of 80.11% and very large 5 year total shareholder return suggest...