U.S. Aerospace & Defense Stock News

Earlier this month, ABM Industries amended its main credit agreement to add a new US$255.0 million incremental term loan and ease restrictions on restricted payments, allowing higher annual cash dividends of up to US$72.0 million or US$1.16 per share. This financing move suggests ABM is prioritizing greater financial flexibility and potentially more generous shareholder distributions while keeping overall loan terms broadly consistent with its existing debt structure. Next, we’ll examine how...

Kite Realty Group Trust (KRG) has wrapped up FY 2025 with fourth quarter revenue of US$204.9 million and basic EPS of US$0.84, while trailing 12 month revenue came in at US$844.4 million with EPS of US$1.37 and net income of US$298.7 million. Over recent quarters, revenue has ranged from US$205.1 million to US$221.8 million with quarterly EPS moving between a loss of US$0.07 and a profit of US$0.84. This sets the stage for investors to weigh the latest earnings against a year in which margins...

Energy Transfer FY 2025 earnings set the stage for a valuation and income debate Energy Transfer (ET) has just closed out FY 2025 with fourth quarter revenue of US$25.3b and basic EPS of US$0.25, alongside net income excluding extra items of US$868m, putting hard numbers around a year that has attracted plenty of attention from income focused investors. The company has seen quarterly revenue range from US$19.2b to US$25.3b in 2025, while basic EPS has moved between US$0.25 and US$0.37 across...

Arista Networks (ANET) has wrapped up FY 2025 with fourth quarter revenue of US$2.5b and basic EPS of US$0.76, capping a year in which trailing twelve month revenue reached US$9.0b and EPS came in at US$2.79. The company has seen quarterly revenue move from US$1.9b in Q4 2024 to US$2.5b in Q4 2025, while basic EPS over the same period went from US$0.64 to US$0.76, supported by trailing twelve month net income of US$3.5b and a 39% net margin that sets the tone for how investors may read these...

On 11 February 2026, The New York Times Advertising and Magnite announced an expanded collaboration making Magnite’s DV+ the preferred platform for private marketplace deals across The New York Times’s mobile in-app ad supply. This move deepens Magnite’s role in premium in-app inventory just as mobile in-app advertising is projected to grow very rapidly by 2027. Next, we’ll look at how becoming The New York Times’s preferred in-app private marketplace partner may influence Magnite’s...

Investor concern about artificial intelligence upending traditional software models has weighed on UiPath (PATH) shares, with the stock recently caught in a sector wide sell off tied to rapid agentic AI adoption. See our latest analysis for UiPath. The recent sector wide AI sell off has added to existing pressure on UiPath, with a 7 day share price return of 15.52% decline and a year to date share price return of 31.11% decline. The 1 year total shareholder return of 26.58% decline signals...

Why Tecnoglass Stock Is Drawing Attention Now Tecnoglass (TGLS) is back on many watchlists after a mixed run, with a small monthly decline, a gain over the past 3 months, and a 1-year total return decline of 28.2%. See our latest analysis for Tecnoglass. The recent 15.45% 90 day share price return contrasts with a 1 year total shareholder return decline of 28.2%, so short term momentum has improved even though longer term results remain mixed. If Tecnoglass has you reassessing where growth...

Why Watts Water Technologies (WTS) is on investors’ radar right now Watts Water Technologies (WTS) has drawn fresh attention after reporting fourth quarter and full year 2025 results, along with an outlook for 2026 that points to higher reported net sales. The combination of recent earnings, management’s 2026 guidance, and a series of capital allocation moves, including dividends and buybacks, has also coincided with analysts lifting their revenue and earnings forecasts for the company. See...

Kinder Morgan (KMI) is back in focus after management outlined about US$10b of gas pipeline projects through mid 2030 and an additional US$10b in potential expansions, alongside plans for a ninth consecutive annual dividend increase. See our latest analysis for Kinder Morgan. The stock’s recent moves suggest momentum has been building, with a 14.9% 30 day share price return, a 19.8% 90 day share price return and a 1 year total shareholder return of 25.3% alongside these fresh growth and...

NeoGenomics (NEO) FY 2025 Financial Results NeoGenomics (NEO) has wrapped up FY 2025 with Q4 revenue of US$190.2 million and a basic EPS loss of US$0.08, setting the tone for a year where the top line grew while the bottom line stayed in the red. Over recent quarters, the company has seen revenue move from US$168.0 million in Q1 2025 to US$190.2 million in Q4 2025, while quarterly basic EPS has ranged from a loss of US$0.20 to a loss of US$0.35. On a trailing 12 month basis, EPS sits at a...

National Energy Services Reunited (NasdaqCM:NESR) has reported fourth quarter FY 2025 revenue of US$398.3 million with basic EPS of US$0.08, setting the tone for a year where trailing twelve month revenue came in at about US$1.3 billion and EPS at US$0.52. The company has seen quarterly revenue move from US$343.7 million in Q4 2024 to US$398.3 million in Q4 2025, while basic EPS shifted from US$0.28 to US$0.08 over the same period. This gives investors a clear view of the trade off between...

TPG Mortgage Investment Trust (MITT) has just wrapped up FY 2025 with fourth quarter revenue of US$24.1 million and basic EPS of US$0.25, putting fresh numbers behind a share price of US$8.53. Over recent quarters, revenue has ranged from US$15.0 million to US$30.2 million, while basic EPS has moved between a loss of US$0.05 and a gain of US$0.47. This gives investors a clear view of how income has shifted through the year into the latest print. With trailing net margins compressed and a...

CoStar Group (CSGP) just rolled out Homes AI on Homes.com, giving buyers and renters a conversational voice or text experience that uses its property data and Microsoft Azure OpenAI tools to personalize home searches. See our latest analysis for CoStar Group. Despite the Homes AI launch catching attention, CoStar Group’s share price return has been under pressure, with a 30 day share price return of 30% and a 1 year total shareholder return of 39.4%. This suggests sentiment has weakened even...

Builders FirstSource (BLDR) just closed out FY 2025 with fourth quarter revenue of US$3.4b and basic EPS of US$0.28, alongside trailing 12 month revenue of US$15.2b and basic EPS of US$3.91 that reflect a period of softer earnings. The company has seen quarterly revenue range from US$3.4b to US$4.2b and basic EPS move between US$0.28 and US$1.67 across 2025. Trailing EPS stepped down from US$10.32 on US$16.7b of revenue in late 2024 to US$3.91 on US$15.2b most recently, setting up a results...

Orion (OEC) closed out FY 2025 with Q4 revenue of US$411.7 million and a basic EPS loss of US$0.38, alongside full year trailing revenue of about US$1.8 billion and a loss of US$1.24 per share. Over the past six quarters, the company has seen quarterly revenue move between US$434.2 million and US$477.7 million while basic EPS has swung from a profit of roughly US$0.30 per share to a loss of US$1.20 per share. This highlights a choppy earnings profile that feeds straight through to margins...

Hillman Solutions (HLMN) has recently drawn attention after a period of mixed share performance, with the stock down over the past year but positive over the past 3 months and year to date. See our latest analysis for Hillman Solutions. The recent 10.1% one day and 12.1% seven day share price declines contrast with a 12.2% 90 day share price return and a modest 3.8% year to date gain. Meanwhile, the 1 year total shareholder return of a 10.9% decline suggests momentum has cooled after a better...

Gen Digital (GEN) is drawing investor attention after announcing that its new Agent Trust Hub will power security verification on Vercel’s skills.sh platform, bringing risk ratings directly into the growing AI skills marketplace. See our latest analysis for Gen Digital. Despite the AI security partnership news and recent product launches, Gen Digital’s share price has had a softer run, with a 30 day share price return of 12.61% and a 1 year total shareholder return of 15.89%. The 3 and 5 year...

Herc Holdings (HRI) closed FY 2025 with Q4 revenue of US$1.2b and basic EPS of US$0.72, alongside net income of US$24m that capped off a year in which trailing 12 month net income was US$1m on basic EPS of roughly US$0.03. The company has seen quarterly revenue move from US$861m in Q1 2025 to US$1.2b in Q4, while quarterly basic EPS ranged from a loss of US$1.17 in Q2 to a profit of US$0.90 in Q3. This leaves investors weighing a thin trailing profit margin against a recovery in recent...

If you are wondering whether Hub Group's current share price reflects its true worth, this article walks through what the numbers are saying about value today. The stock closed at US$39.86, with returns of an 8.2% decline over 7 days, a 15.0% decline over 30 days and a 6.8% decline year to date. The 1 year and 3 year returns are a 6.4% decline and a 12.6% decline, compared with a 45.3% gain over 5 years. Recent coverage has focused on Hub Group's position in transportation and logistics and...

Intuitive Surgical, ticker NasdaqGS:ISRG, is reporting strong momentum in robotic-assisted surgery. The company is highlighting growth in revenue and profitability tied to wider use of its da Vinci and Ion systems. Management is also emphasizing new AI integration aimed at improving procedural outcomes and system performance. For investors, the starting point is the current share price of $493.35 and a mixed return profile. The stock is down 7.8% over the past month and 12.2% year to date,...

Louisiana Pacific (LPX) closed out FY 2025 with Q4 revenue of US$567 million, a basic EPS loss of US$0.11 and net income loss of US$8 million, setting a more subdued tone against a year that earlier featured quarterly revenue between US$663 million and US$755 million and EPS between US$0.13 and US$1.30. Over the past six quarters, revenue has ranged from US$567 million to US$755 million while basic EPS moved from a loss of US$0.11 in the latest quarter to US$1.29 in Q3 2024. The latest print...

If you are wondering whether W. P. Carey is fairly priced at its recent levels, you are not alone. The stock raises some clear questions about value that this article will unpack. W. P. Carey last closed at US$74.16, with total returns of 2.2% over 7 days, 5.6% over 30 days, 14.3% year to date and 29.9% over 1 year, while the 3 year and 5 year returns sit at 9.9% and 43.6% respectively. Recent coverage of W. P. Carey has focused on its position as a diversified net lease REIT and how its...

In early February 2026, Skyworks Solutions reported first-quarter sales of US$1,035.4 million and net income of US$79.2 million, affirmed a US$0.71 per-share dividend payable in March 2026, and confirmed that its February 2025 buyback program had retired 12,695,909 shares for US$837.68 million. Together, resilient dividend payments and a completed, sizable share repurchase underscore management’s emphasis on returning cash to shareholders, even as recent quarterly earnings show pressure on...

Recent share performance and business snapshot Alamo Group (ALG) has drawn investor attention after recent share price moves, with the stock showing a roughly 8% gain over the past month and about 31% over the past 3 months. The Seguin, Texas based equipment maker reports annual revenue of US$1.62b and net income of US$116.37m, reflecting its position in vegetation management and infrastructure maintenance across governmental, industrial, and agricultural markets worldwide. See our latest...