U.S. Aerospace & Defense Stock News

American Homes 4 Rent reported second quarter 2025 results, with sales of US$457.5 million and net income of US$109.04 million, both rising from the prior year; the company also raised its full-year 2025 guidance for core revenues and net operating income growth. Management's decision not to repurchase additional shares last quarter, despite completing over 11.65 million shares under its ongoing buyback program, highlights a more cautious capital deployment approach even amid profit...

EnerSys recently announced a 9% increase to its quarterly dividend, payable September 26, 2025, alongside its first-quarter fiscal 2026 results reporting revenue of US$893.02 million and net income of US$57.46 million, as well as the completion of a sizable US$228.79 million share buyback program. This combination of a rising dividend, ongoing capital returns, and higher sales but lower earnings year-over-year highlights the company's efforts to balance shareholder rewards with operating...

Ameren Corporation recently announced its second quarter 2025 results, posting sales of US$2.22 billion and net income of US$275 million, both higher than the previous year, and reaffirming full-year diluted earnings per share guidance of US$4.85 to US$5.05. Ameren highlighted its strong year-to-date performance and indicated it is well positioned to achieve earnings at the higher end of its guidance range for 2025. We'll examine how Ameren's improved earnings outlook and guidance...

Hilltop Holdings recently reported a 1% return on average assets for the second quarter of 2025 and returned US$47 million to shareholders through dividends and share repurchases, while PlainsCapital Bank improved its net interest margin and PrimeLending recognized a one-time pre-tax benefit of US$9.5 million from prior legal settlements. An interesting insight is that Hilltop’s dividend payout ratio remains modest at just 31% of profit, supporting ongoing capital returns even with generally...

In August 2025, Atmos Energy reported third quarter earnings showing year-over-year growth, raised its full-year 2025 earnings guidance to US$7.35–US$7.45 per diluted share, and announced a quarterly dividend of US$0.87 per share payable in September. The company’s ability to increase guidance and deliver consistent dividend payments for 167 consecutive quarters hints at stable operations and management confidence in future performance. We’ll examine how Atmos Energy’s raised earnings...

Eversource Energy recently reported its second-quarter 2025 results, showing year-over-year increases in both revenue and net income, and reaffirmed its full-year 2025 earnings guidance with an EPS range of $4.67 to $4.82 along with a long-term EPS growth projection of 5% to 7% through 2029. These announcements highlight the company's focus on earnings predictability and underline management's confidence in achieving its previously outlined growth targets. We'll explore how Eversource's...

On August 7, 2025, Starwood Property Trust announced its second-quarter 2025 results, highlighting an increase in net income to US$129.81 million and basic earnings per share from continuing operations to US$0.38, despite reporting lower overall revenue at US$444.28 million compared to the previous year. An important development was the company's acquisition of Fundamental Income Properties, establishing a new net lease real estate platform that management expects will contribute to future...

Civitas Resources recently announced a CEO transition, reported declines in revenue and net income for the second quarter and first half of 2025, expanded its share buyback program by US$250 million to a total of US$750 million, and reaffirmed its quarterly dividend at US$0.50 per share. Alongside executive changes and softer operational results, the increased buyback authorization signals the company's commitment to capital returns during a period of leadership transition and shifting...

Spyre Therapeutics recently announced its second quarter 2025 earnings, reporting a reduced net loss of US$36.72 million and a lower basic loss per share of US$0.49 compared to the same period last year. The company also filed a US$12.12 million shelf registration for potential common stock offerings tied to its employee stock ownership plan, highlighting ongoing capital management initiatives. With the earnings improvement and new capital raising plans, we’ll explore how Spyre’s financial...

Evergy's Board of Directors declared a quarterly dividend of US$0.6675 per share, payable on September 19, 2025, to shareholders of record as of August 22, 2025, and reported second-quarter 2025 earnings below the prior year, with net income of US$171.3 million on US$1.44 billion in sales. This combination of lower earnings and a reaffirmed dividend highlights the company's ongoing commitment to shareholder returns amid softer recent performance. We’ll explore how Evergy’s lower quarterly...

The Carlyle Group reported its second quarter 2025 earnings, revealing revenue of US$1.57 billion and net income of US$319.7 million, both higher than the prior year. This substantial year-over-year growth in both revenue and net income demonstrates enhanced earnings power and operational momentum for the company. We'll explore how Carlyle’s strong quarterly performance and profit growth shape its broader investment narrative and future expectations. Outshine the giants: these 18 early-stage...

Global Net Lease, Inc. recently announced the successful refinancing of its US$1.8 billion revolving credit facility, extending its maturity to August 2030 and securing lower interest costs, alongside the completion of a share buyback and second-quarter earnings results reporting US$124.91 million in sales and a net loss of US$24.14 million. The refinancing extends the company's debt maturity profile, reduces annual interest expenses, and enhances liquidity, marking a significant improvement...

Healthcare Realty Trust recently reported financial results for the first half of 2025, highlighting a revenue decline to US$287.07 million and a net loss of US$157.85 million, alongside higher impairments on real estate assets and a reduced dividend of US$0.24 per share to be paid later this month. The company also lowered its full-year earnings guidance and extended the maturity of its US$1.5 billion revolving credit facility, aiming to improve financial flexibility as leadership changes...

Kennametal Inc. recently reported its full-year results for the period ended June 30, 2025, showing a decline in both sales and net income compared to the previous year, and also issued sales guidance for the first quarter and full fiscal year of 2026. An important development is the company's completion of its previously announced share buyback program, repurchasing nearly 2.5 million shares for a total of US$59.93 million. We'll explore how management's cautious sales outlook for the...

Exelon Corporation recently reported its second-quarter 2025 results, revealing revenue of US$5.43 billion and net income of US$391 million, with earnings per share from continuing operations at US$0.39. A noteworthy aspect is that Exelon reaffirmed its multi-year guidance, maintaining its target for 5% to 7% compounded annual growth in operating earnings per share through 2028. Given the company's reaffirmed multi-year earnings growth targets in the latest update, we'll examine the...

Marcus & Millichap, Inc. reported second quarter 2025 earnings showing revenue of US$172.28 million alongside an increased net loss of US$11.04 million, while management reiterated an active search for acquisitions and announced the completion of its multi-year buyback program and a regular semi-annual dividend of US$0.25 per share. Leadership highlighted ongoing discussions with boutique firms and potential team integrations, signaling the company's intent to expand into new business areas...

Otter Tail Corporation recently reported its second-quarter and six-month 2025 earnings, with sales and net income showing year-over-year changes and the company affirming a quarterly dividend of US$0.525 per share. Alongside these results, Otter Tail raised its full-year diluted earnings per share guidance for 2025, signaling management's increased confidence in the company’s operating outlook. We’ll explore how Otter Tail’s improved earnings guidance for 2025 could influence its investment...

Vital Farms, Inc. recently announced its earnings for the second quarter and first half of 2025, highlighting a year-over-year quarterly sales increase to US$184.77 million and an updated full-year revenue outlook now at no less than US$770 million. While quarterly sales grew substantially compared to the prior year, net income and basic earnings per share remained largely flat, spotlighting differing trends between top-line growth and bottom-line results. We'll examine how the upgraded...

STERIS plc recently reported first quarter results for the period ended June 30, 2025, showing year-over-year growth in sales to US$1.39 billion and net income to US$177.4 million, while also announcing a leadership transition with Karen L. Burton succeeding Michael J. Tokich as CFO effective August 18, 2025. Alongside these results, STERIS raised its fiscal 2026 revenue growth guidance due to favorable foreign currency impacts, keeping its organic revenue expectations unchanged. We'll...

Genesis Energy, L.P. recently reported its second-quarter 2025 results, revealing revenue of US$377.35 million and a net loss of US$406,000, with additional presentations at Citi’s Natural Resources Conference in Las Vegas. An interesting highlight is that while quarterly net losses narrowed compared to last year, the first half of 2025 saw a significant shift from profit to a substantial loss on sharply lower revenues. With quarterly losses improving but a wider loss for the first half,...

National Storage Affiliates Trust recently reported its second quarter and first half 2025 results, highlighting US$188.84 million in revenue for the quarter and a quarterly net income increase to US$19.47 million, despite a year-over-year sales decline. The company also revised its full-year 2025 outlook, projecting a 2% to 3% decline in total revenue growth but raising its expected range for diluted earnings per share as compared to its previous guidance. We'll examine how National Storage...

Nexstar Media Group recently reported its second-quarter 2025 earnings, announcing sales of US$1.23 billion and net income of US$97 million, alongside a new quarterly dividend of US$1.86 per share and continued share buybacks. This sustained focus on returning value to shareholders, through both dividends and substantial share repurchases, highlights Nexstar’s commitment to robust capital allocation amid fluctuating earnings performance. We’ll look at how Nexstar’s ongoing buybacks and...

STAG Industrial announced the promotion of Steven T. Kimball to Chief Operating Officer, effective August 1, 2025, following his leadership roles at PGIM Real Estate and Prologis. This appointment brings significant industry expertise to the executive team at a time when operational strategy and efficiency are in sharp focus for the company. We'll now explore how this leadership transition may shape STAG Industrial's outlook in the context of evolving industry conditions. Find companies with...

Peloton Interactive reported its fourth-quarter and full-year 2025 results, posting quarterly revenue of US$606.9 million and a swing to net income of US$21.6 million, while annual revenue declined to US$2.49 billion amid a narrower annual net loss of US$118.9 million. The company also filed a US$172.4 million shelf registration for an ESOP-related offering, reflecting continued efforts to improve balance sheet flexibility and employee ownership. We’ll look at how Peloton’s return to...