U.S. Aerospace & Defense Stock News

In recent days, GATX’s business update highlighted slower-than-hoped adoption of its railcar solutions, rising cash burn, and a tight liquidity position that could require fresh equity financing. At the same time, the company has attracted strong institutional interest and AI-driven trading support, with market participants emphasizing operational momentum and long-term leasing fundamentals despite these financial pressures. We’ll now examine how this mix of robust institutional support and...

Sterling Infrastructure (STRL) is back in focus after quarterly earnings topped analyst expectations and the company approved a new $400 million share repurchase program, prompting investors to reassess the stock’s recent outperformance. See our latest analysis for Sterling Infrastructure. The recent 1-month share price return of 24.73% and 90-day share price return of 31.53% have pushed Sterling Infrastructure to a US$437.77 share price, building on very large 1-year and multi year total...

Why Bio-Techne Is Back on Investor Radar Bio-Techne (TECH) has drawn fresh attention after quarterly results topped Wall Street expectations, supported by large pharmaceutical customers, tighter cost control and new product momentum in 3D stem cell and organoid research tools. See our latest analysis for Bio-Techne. Those earnings and product updates have landed against a mixed share price backdrop, with a 12.73% 1 month share price decline and an 8.58% 1 year total shareholder return...

Earlier this month, Valley National Bancorp appointed Rodrigo Suarez, Stephen Schroth, and Ed Montesdeoca to senior roles overseeing partner banking, digital channels, and customer care, signaling a push into fintech partnerships and enhanced digital service capabilities. This leadership shift places digital transformation and embedded banking at the center of Valley’s operating model, potentially reshaping how it pursues growth and customer engagement. We’ll now examine how Valley’s new...

India’s antitrust regulator fined Intel for a discriminatory warranty policy, highlighting regulatory scrutiny of the chipmaker’s practices. Intel, ticker NasdaqGS:INTC, plans a major investment in AI firm SambaNova Systems as part of its push into advanced artificial intelligence computing. The company recently hired a high profile GPU architect, signaling a significant shift in its graphics and data center technology roadmap. Intel is a core player in global semiconductors, supplying CPUs...

WEX (WEX) has just wrapped up FY 2025 with Q4 revenue of US$672.9 million and basic EPS of US$2.45, while full year trailing twelve month revenue came in at about US$2.7 billion and EPS at US$8.57. Over recent quarters the company has seen revenue move from US$636.5 million in Q4 2024 to US$672.9 million in Q4 2025, with basic EPS shifting from US$1.62 to US$2.45 over the same period, giving investors a clear view of how the top and bottom lines have tracked into this latest print. With a...

If you are wondering whether Hanover Insurance Group's share price still reflects its underlying worth, this article walks through the key numbers that matter before you commit fresh capital. The stock closed at US$171.80, with returns of 1.1% over 30 days, 7.8% over 1 year, 29.3% over 3 years and 70.4% over 5 years. This recent price history gives useful context for judging current value and risk. Recent coverage has focused on Hanover Insurance Group's position in the US insurance sector...

Trimble (TRMB) is back in focus after reporting 2025 results that topped revenue and earnings expectations, alongside guidance for 2026 that points to further growth in recurring revenue and operating margins. See our latest analysis for Trimble. Despite the upbeat 2025 results and 2026 outlook, Trimble’s recent share price performance has been softer. The 30 day share price return is 10.14% and the year to date share price return is 15.23%, while the 3 year total shareholder return of 20.29%...

Solstice Advanced Materials (SOLS) is in focus after its fourth quarter 2025 earnings, its first quarterly dividend declaration, and a planned 20% output increase at its Metropolis Works nuclear conversion facility. See our latest analysis for Solstice Advanced Materials. The recent Q4 update, dividend initiation and the planned UF6 capacity increase have coincided with a sharp acceleration in momentum, with Solstice’s 90 day share price return of 88.12% and year to date share price return of...

For investors wondering whether Encompass Health at around US$110 a share still offers value, or if the easy money has already been made, this article explains what the current price reflects. The stock has returned 4.5% over the last 7 days, 9.6% over 30 days, 3.5% year to date, 9.9% over 1 year, 79.3% over 3 years and 81.5% over 5 years. These figures naturally raise questions about what is now priced in. Recent attention on Encompass Health has focused on its position within US healthcare...

What the latest earnings mean for Baxter International (BAX) Baxter International (BAX) is back in focus after its fourth quarter 2025 update combined higher sales with weaker profitability, cautious 2026 guidance, and a sharp market reaction to the softer earnings outlook. See our latest analysis for Baxter International. The earnings-driven sell off has come on top of a longer slump, with the share price at US$19.79 after a 1 day share price return of 5.77% but a 1 year total shareholder...

Pulmovant, a Roivant Sciences company, has completed patient enrollment in the Phase 2 PHocus trial of mosliciguat for pulmonary hypertension associated with interstitial lung disease. Enrollment finished ahead of schedule, marking a key clinical milestone for this potential first in class inhaled therapy. For investors watching Roivant Sciences (NasdaqGS:ROIV), this clinical update adds fresh context to a stock that has seen a very large 1 year return and a 20.6% gain year to date. Shares...

In early February 2026, Fortive Corporation reported fourth-quarter 2025 sales of US$1,122.5 million with continuing operations EPS edging higher year on year, even as full-year net income fell to US$579.2 million on modestly higher sales of US$4,159.1 million. Alongside these results, Fortive completed a multi-year buyback program totaling 43,483,303 shares for US$2,734.24 million, while management highlighted expanding recurring revenue and strong demand in its Fluke and international...

What Nabors Industries’ Recent Returns Signal for Investors Nabors Industries (NBR) has drawn fresh attention after a recent move in its share price, with a 6.6% gain over the past day and double digit returns over the past month and past 3 months. At a last close of US$68.10, the stock reflects a year to date return of 22.9% and a 1 year total return of 44.3%. Over longer periods, the 3 year total return stands at a 56.2% decline and the 5 year total return shows a 22.1% decline. Alongside...

Why Sysco’s new $1.25b in senior notes matters for stock watchers Sysco (SYY) has just issued $1.25b of new senior notes, mainly to refinance commercial paper and support general corporate uses. This gives stock investors fresh information about its capital structure and debt profile. See our latest analysis for Sysco. The new senior notes come as Sysco’s share price has gained 14.9% over the past month and 20.5% over the last 90 days, with a 1 year total shareholder return of 30.9%. This...

Investors may be wondering whether Enpro is still fairly priced after a strong run, or if the current level is starting to look stretched for new money going in. The stock last closed at US$272.63, with returns of 1.9% over 7 days, 12.0% over 30 days, 24.4% year to date, 42.2% over 1 year, 133.4% over 3 years and 265.3% over 5 years. This naturally raises questions about what is already reflected in the price. Recent coverage of Enpro has focused on its position in the capital goods space...

LGI Homes (LGIH) has put its Terrata Homes luxury brand on the map in California with the grand opening of Murieta Hills, a premium, guard gated community near Sacramento. See our latest analysis for LGI Homes. The Murieta Hills launch and January update on 218 home closings arrive as LGI Homes’ share price has gained 13.07% over the past month and 45.84% year to date, yet its 1 year total shareholder return of 28.53% decline and 5 year total shareholder return of 48.88% decline suggest...

Extreme Networks (EXTR) is in focus after announcing E-Rate eligible networking solutions for K-12 schools and libraries, centered on its new AI powered Extreme Platform ONE and supporting Wi-Fi, switching, and fabric products. See our latest analysis for Extreme Networks. At a share price of US$14.46, Extreme Networks has seen a 2.26% 1 day share price return. The 30 day and year to date share price returns of 9.40% and 12.58% suggest momentum has been fading despite the new K 12 focused AI...

If you are wondering whether e.l.f. Beauty's share price still lines up with its underlying worth, this article will walk through what the current numbers are actually telling you. The stock most recently closed at US$81.50, with a 0.7% decline over 7 days, a 9.4% decline over 30 days, a 4.7% gain year to date, an 11.6% gain over 1 year and a very large gain over 5 years. Recent news flow around e.l.f. Beauty has focused on its position as a mass market cosmetics brand that aims to compete...

CleanSpark (CLSK) is back in focus after reporting a first quarter net loss of US$378.71 million, compared with net income of US$246.79 million a year earlier. The company also released new Bitcoin production figures. See our latest analysis for CleanSpark. CleanSpark’s recent results and Bitcoin production update sit against a choppy trading backdrop, with a 1-day share price return of 5.8% at US$9.85 but a 30-day share price return showing a 26.33% decline. The 3-year total shareholder...

Arlo Technologies (NYSE:ARLO) reported an insider share sale in a recent SEC filing. The transaction involved an internal company figure disposing of a meaningful block of shares. The filing brings a fresh data point for investors watching insider sentiment around Arlo. Arlo Technologies focuses on connected security cameras and smart home monitoring products, an area that continues to attract interest from consumers and enterprises. For investors, insider activity at NYSE:ARLO sits...

Eagle Materials’ board has declared a quarterly cash dividend of $0.25 per share, payable on April 13, 2026, to shareholders of record as of March 16, 2026, while Black Creek Investment Management Inc. recently acquired 502,120 shares valued at about $104 million. The combination of solid cement and aggregates volume growth, active share repurchases, and fresh institutional interest highlights how Eagle Materials is deploying capital to support operations and shareholders. We’ll now examine...

In February 2026, Gilead Sciences reported higher fourth-quarter and full-year 2025 revenue and earnings, raised its quarterly dividend to US$0.82 per share, completed a multi-year US$4.15 billion buyback program, and received FDA approval to remove key prescribing limitations for its Yescarta CAR T-cell therapy in certain lymphoma patients. Together, these moves highlight Gilead’s emphasis on returning cash to shareholders while trying to widen its oncology footprint alongside its...

Planet partnership puts Goosehead’s customer-first model in focus Goosehead Insurance (GSHD) is back on investors’ radar after Planet Insurance Agency announced a franchise partnership aimed at simplifying home insurance decisions through a tech-enabled, customer-first platform. See our latest analysis for Goosehead Insurance. The Planet partnership has arrived at a time when momentum in Goosehead Insurance’s share price has been weak. The 7-day share price return shows a 26.42% decline and...