U.S. Aerospace & Defense Stock News

In May 2026, Roper Technologies reported strong first-quarter results with 11% revenue growth, increased share repurchase authorization, and higher full-year adjusted EPS guidance supported by AI-integrated products. On the same day, the company also affirmed its quarterly dividend, filed a US$4.68 billion ESOP-related shelf registration, and saw Illumia appoint a new COO to drive operational unification and generative AI adoption. Next, we’ll examine how stronger guidance, expanded...

Exelixis (EXEL) has put fresh attention on its oncology pipeline after announcing extensive CABOMETYX and zanzalintinib data presentations at the 2026 ASCO meeting, along with a new colorectal cancer trial collaboration with Merck. See our latest analysis for Exelixis. The recent ASCO spotlight and Merck collaboration come after a strong run in the stock, with a 30 day share price return of 12.05% and a 3 year total shareholder return of 159.49%. This suggests that momentum has been building...

Why ConocoPhillips (COP) is on investors’ radar today ConocoPhillips (COP) has been drawing attention after recent share price moves, with the stock down 5.9% over the past week and 5.4% over the past month, while still up 4% over the past 3 months. For investors tracking large US energy producers, those mixed returns sit alongside revenue of US$59,378 million and net income of US$7,298 million. This combination is prompting fresh interest in how the company’s global oil and gas portfolio is...

EPAM Systems (NYSE:EPAM) shareholders approved amendments to the Certificate of Incorporation that allow stockholders to call a special meeting. A separate shareholder proposal on special meeting rights did not pass at the recent annual general meeting. The outcome adjusts how investors can engage with the company on governance and corporate decision making. For EPAM Systems, the governance change comes at a time when the stock has faced pressure, with the share price at $101.68 and returns...

If you are trying to work out whether UiPath stock is attractively priced or not, the starting point is to separate short term share price noise from what the current valuation actually implies. UiPath closed at US$11.16 most recently, with the share price up 3.6% over the past week and 6.7% over the past month, although the stock is still down 29.7% year to date and 13.8% over the past year. Those mixed returns sit alongside a longer term share price decline of 37.6% over three years and...

Genworth Financial (GNW) is back on investors’ radar after recent share price swings, with the stock closing at US$8.84. The move has prompted fresh interest in how its long-term returns compare. See our latest analysis for Genworth Financial. The recent 1-day share price decline of 2.10% and 7-day share price drop of 5.05% come after a relatively steady 90-day share price gain of 2.20%. The 1-year total shareholder return of 28.49% points to stronger longer term momentum than the short term...

Forgent Power Solutions (NYSE:FPS) has launched a major follow on equity offering, aiming to raise fresh capital for the business. The company has also repriced its senior credit facilities, which is expected to materially reduce annual interest expenses. Together, these moves mark a clear shift in Forgent Power Solutions capital structure and financial flexibility. Forgent Power Solutions comes into this financing reset with the stock at $47.3 and strong recent momentum, up 5.7% over the...

PayPal Holdings (NasdaqGS:PYPL) and Tencent have agreed a major partnership that lets U.S. PayPal users pay in person and online across China via WeChat Pay's merchant network. The rollout is planned ahead of the APEC 2026 summit and includes fee waivers and expanded cross-border payment features. This is the first time PayPal users gain such broad access to WeChat Pay QR-code merchants in China. PayPal operates a global digital payments platform, connecting consumers and merchants for...

Wondering whether Netflix at US$87.35 is a bargain or a trap? This article breaks down what the current price actually implies about the stock's value. The stock is down 0.8% over the past week, 4.4% over the past month, and 4.0% year to date, while the 1-year return shows a decline of 27.7%, and the 3-year and 5-year returns stand at 121.0% and 75.0% respectively. Recent headlines around Netflix have focused on its push into new content formats, partnerships, and ongoing shifts in...

Earlier this month, Rocket Lab Corporation completed its ninth dedicated Electron mission for Japan-based Synspective’s StriX synthetic aperture radar constellation and separately secured a new US$90 million U.S. Space Force contract to design, build, and operate two Heimdall space domain awareness satellites in geostationary orbit. These developments highlight Rocket Lab’s progression from a pure launch provider toward an integrated space infrastructure partner, spanning tailored...

Webco Industries (OTCPK:WEBC) has put up a punchy Q3 2026 print, with revenue of US$179.6 million, basic EPS of US$12.28 and trailing 12 month EPS of US$30.18 helping to lift trailing net profit margin to 3.1% from 1.2% a year earlier and earnings up 177.9% over the last year. The company has seen quarterly revenue move from US$155.4 million in Q3 2025 to US$179.6 million in Q3 2026, while quarterly EPS shifted from US$7.54 to US$12.28 over the same period. This sets up a results season in...

ASML Holding (NasdaqGS:ASML) signed a Memorandum of Understanding with Tata Electronics to support advanced lithography solutions for India’s emerging semiconductor fab ecosystem. The agreement signals a planned role for ASML in upcoming Indian chip manufacturing projects centered around Tata Electronics. Separately, ASML is ramping up hiring in Taiwan in response to strong client demand for its lithography technology. ASML, a key supplier of advanced lithography equipment to global...

In recent months, Coca-Cola has reinforced its brand strength with new products like Coca-Cola Cherry Float and Coca-Cola Zero Zero, while launching a limited-edition America250 packaging campaign featuring collectible mini-cans for all 50 states, Puerto Rico, and Washington, D.C. By pairing ongoing volume growth and value share gains with scarcity-driven promotions and rewards-based engagement, Coca-Cola is using product innovation and marketing experiments to deepen consumer loyalty...

Latest FY 2026 earnings snapshot Mesa Laboratories (MLAB) just closed FY 2026 with fourth quarter revenue of US$63.7 million and a loss per share of US$0.75, as net income excluding extra items came in at a loss of US$4.1 million. Over the past year the company has seen quarterly revenue move from US$62.1 million in FY 2025 Q4 to US$63.7 million in FY 2026 Q4, while quarterly EPS has swung between a loss of US$1.31 and a profit of up to US$0.87. This combination of improving trailing...

TransMedics Group stock: recent performance snapshot TransMedics Group (TMDX) has drawn fresh attention after a steep pullback, with the stock down about 35% over the past month and roughly 48% over the past 3 months based on recent total returns. See our latest analysis for TransMedics Group. At a share price of $70.15, TransMedics Group’s short term momentum has cooled, with the 30 day share price return declining about 35% and the 90 day share price return down around 48%, even though the...

Mondelez International (NasdaqGS:MDLZ) is launching a global Limited-Edition BTS-themed OREO cookie in partnership with music group BTS. The collaboration spans more than 80 markets and is coordinated around the band's anniversary, introducing special cookie flavors and designs. Mondelez International, the company behind OREO, operates across biscuits, chocolate and other snacks. This BTS partnership sits squarely in its core snacking franchise. The move connects a major global consumer...

Berkshire Hathaway (NYSE:BRK.B) now has over one-third of its equity portfolio in companies closely tied to AI adoption, including Alphabet, Coca-Cola, and Apple. Berkshire Hathaway Energy continues to provide a strong earnings contribution and is expanding to support power needs linked to AI data centers. Under CEO Greg Abel, these shifts highlight how Berkshire is aligning its portfolio with technology and energy themes following Warren Buffett's transition. For shareholders, the mix of...

Recent stock move sets the stage NXP Semiconductors (NXPI) has drawn fresh attention after a strong run, with the stock up about 39% over the past month and 42% over the past 3 months, prompting investors to reassess its current pricing. See our latest analysis for NXP Semiconductors. That recent surge comes on top of a strong run over the past year, with the share price showing firm upward momentum and a 1-year total shareholder return of 71%, reinforcing how quickly sentiment has shifted...

Innovative Industrial Properties (IIPR) has just cleared a key financing hurdle by fully repaying its $282 million 5.50% senior notes due May 2026 using cash, revolving credit facilities, and recent term loan proceeds. See our latest analysis for Innovative Industrial Properties. The refinancing steps around the senior notes sit alongside a steady share price recovery, with a 90 day share price return of 5.75% and a year to date share price return of 16.76%. The 1 year total shareholder...

Movado Group (MOV) just posted Q1 2027 results with revenue of US$142.4 million and basic EPS of US$0.30, compared with trailing twelve month revenue of US$681.9 million and EPS of US$1.44 that delivered year-over-year earnings growth of 80.4%. Over the last year, revenue has been broadly steady at 0.4% growth while net profit margin moved from 2.7% to 4.7%. This sets up this quarter as part of a wider shift in the earnings profile. For investors, that margin progression, combined with the...

Northrop Grumman (NOC) is back in focus after the company, working with Raytheon, secured a phase two DARPA Burn n’ Go contract to advance a thrust adjustable solid rocket motor. See our latest analysis for Northrop Grumman. Despite the DARPA contract and other recent milestones such as the dividend increase and upcoming investor conference appearance, the stock’s short term share price return is under pressure. The 90 day share price return is down 22.44%, while the 1 year total shareholder...

Abercrombie & Fitch (ANF) opened Q1 2027 with revenue of US$1.1b and basic EPS of US$1.49, alongside net income of US$67.1m for the quarter. The company recorded quarterly revenue of US$1.10b in Q1 2026 and US$1.11b in Q1 2027, while basic EPS moved from US$1.63 to US$1.49 over the same period. This presents a picture in which investors are weighing solid top line scale against more mixed per share outcomes. With trailing net margin coming in lower than the prior year in the provided data,...

Earlier this week, Jabil was part of a broader move in U.S. equities as easing Treasury yields and progress on Iran‑US peace discussions lifted corporate confidence and demand for cyclically exposed manufacturers. This macro‑driven sentiment shift comes shortly after concerns about Jabil’s valuation and recent insider share sales, highlighting a tension between optimism and perceived risk. Next, we’ll examine how improving risk appetite tied to lower Treasury yields may influence Jabil’s...

Wondering if Wells Fargo at around US$76 per share still offers value, or if most of the opportunity has already been priced in? This article breaks that question down using several valuation tools. The stock is close to its recent last close of US$76.11, with a modest 0.4% gain over the past week but a decline of 5.5% over the past month and a larger fall of 20.1% year to date, set against a 5.5% return over the last year and 106.0% over three years. Recent coverage has focused on Wells...