U.S. Aerospace & Defense Stock News

On August 21, 2025, Fortinet announced a US$1 billion increase to its equity buyback authorization, extending the total program to US$9.25 billion and pushing the buyback duration out to February 28, 2027. At the same time, Tepper Sports & Entertainment revealed its adoption of Fortinet’s Security Fabric solutions, highlighting demand for unified cybersecurity platforms in complex, high-density environments like professional sports operations. We’ll examine how Fortinet’s expanded buyback...

In recent days, WESCO International saw Executive Vice President and Chief Information & Digital Officer Akash Khurana sell 7,000 shares, alongside several analyst upgrades citing strong quarterly performance and robust results in data center growth. This combination of insider selling and renewed analyst optimism reflects both the company’s internal shifts and growing external confidence in its operations, especially within expanding segments. We’ll examine how analyst upgrades driven by...

In August 2025, CrowdStrike announced the launch of Falcon Next-Gen Identity Security, a unified, AI-powered solution designed to protect all identity types, including human, non-human, and AI agents, across hybrid and cloud environments without integration delays or complexity. This launch addresses the rapidly expanding attack surface and the growing role of autonomous AI agents, aiming to close gaps left by fragmented legacy identity security tools. We'll explore how this unified identity...

DigitalBridge Group (DBRG) is turning heads this month, and not just because of a miss on recent earnings. The real spark has been news of its portfolio company, Vantage Data Centers, launching an ambitious $25 billion hyperscale AI data center campus in Texas. For investors weighing their options, the move signals a bold strategy. DigitalBridge is staking a claim at the heart of fast-growing demand for AI infrastructure, even as revenue numbers lagged expectations this...

In recent weeks, American Eagle Outfitters has emerged as a frequently searched stock on Zacks.com following its earnings outlook update, which projects a decline this fiscal year but growth in the next, amid a valuation grade suggesting shares are trading at a discount to peers. This renewed attention highlights how American Eagle’s appeal appears tied to investor interest in its lower valuation compared to competitors, even as its profits are forecast to fluctuate in the near term. We'll...

Earlier this month, Zoetis completed two major fixed-income offerings totaling approximately US$1.85 billion, issuing callable senior unsecured notes maturing in 2028 and 2035 with multiple global underwriters including Goldman Sachs, HSBC, and Standard Chartered added as co-leads. This broadening of the underwriting syndicate alongside the sizeable capital raise highlights Zoetis’ focus on funding flexibility and support for its long-term growth initiatives. We’ll explore how Zoetis’...

Saw Mohawk Industries (MHK) move higher this week? The stock surged 7% after Federal Reserve Chair Jerome Powell hinted interest rates could be coming down soon, a signal that caught investors' attention in a significant way. Since companies like Mohawk depend on healthy consumer spending and a strong housing market, the prospect of lower borrowing costs is definitely front and center for anyone tracking the flooring sector. Mohawk’s recent move stands in sharp contrast to where it was...

Evolv Technologies Holdings reported second quarter 2025 earnings, with revenue increasing to US$32.54 million year-over-year, but swinging from net income to a net loss of US$40.54 million; the company also raised its full-year revenue guidance to US$132 million–US$135 million. Despite posting wider losses, the company’s upgraded revenue outlook highlights growing demand and confidence in its business strategy. We'll explore how the improved full-year revenue guidance could shift Evolv...

Following dovish remarks from Federal Reserve Chair Jerome Powell at the Jackson Hole symposium, Bio-Techne saw an increase in investor confidence as expectations shifted toward more accommodative monetary policy, and an analyst upgrade added to the positive sentiment. An interesting aspect of this event is how broad market optimism coincided with recognition of Bio-Techne’s ongoing innovation and business refocus, further supporting its standing among life science investment options. We'll...

Following remarks from Federal Reserve Chair Jerome Powell suggesting possible interest rate cuts, regional banks, including Axos Financial, experienced boosted investor sentiment amid reduced concerns over prolonged high rates and economic uncertainty. Axos Financial also released its annual report citing strong net interest income growth, significant acquisitions of loan portfolios, and active capital management, underlining operational strength and long-term growth planning. To assess how...

Expedia Group recently garnered heightened attention after analysts revised earnings estimates upward for fiscal 2025, citing strong underlying financial momentum. This shift has positioned Expedia as an appealing choice for momentum-oriented investors, reflecting a convergence of analyst optimism and robust earnings fundamentals. We'll explore how these upward analyst revisions and momentum in fundamentals may influence Expedia Group's long-term investment thesis. Uncover the next big thing...

DigiCert recently announced its involvement in the National Institute of Standards and Technology (NIST) National Cybersecurity Center of Excellence project, joining IBM and other major tech firms to enhance secure software development using real-world, collaborative approaches. This U.S. government-sponsored initiative marks the first integration of key industry technologies to independently evaluate and improve software supply chain security without favoring any single vendor. We'll...

XP (NasdaqGS:XP) just dropped its second quarter results, and the numbers have plenty for investors to consider. Earnings per share came in higher than analysts expected, which always makes headlines, with profit margins up to 31%. While revenue was slightly lower than forecasts, XP’s management is expressing confidence in the path ahead by highlighting faster-than-industry revenue growth projections over the next three years. This combination of mixed results and an optimistic outlook...

American Airlines Group (AAL) just landed a major deal that could catch the eye of any investor thinking about the airline’s future. The carrier has teamed up with STARLUX Airlines in a partnership that unlocks single-ticket bookings and easier connections between North America and Taipei, just as STARLUX launches its new Taipei-Phoenix route. For travelers, this means an easier way to fly across the Pacific. For American Airlines, it marks a strategic expansion of their international...

Lumen Technologies recently completed a major expansion of its U.S. data center and cloud connectivity capabilities, enabling customers to access up to 400Gbps Ethernet and IP Services across more than 70 third-party data centers in 16 metro markets. This initiative is designed to meet surging demand for scalable, high-speed infrastructure as enterprise clients increasingly adopt AI and data-intensive applications, highlighting Lumen’s competitive positioning in secure, high-performance...

Earlier this week, Federal Reserve Chair Jerome Powell delivered dovish remarks at the Jackson Hole symposium, signaling a potential move toward lower interest rates and boosting investor optimism across financial markets. This policy shift has been especially impactful for regional banks such as Berkshire Hills Bancorp, as expectations of lower borrowing costs can improve lending margins and mitigate credit pressures. We’ll consider how the Federal Reserve’s indications of possible interest...

Federal Reserve Chair Jerome Powell delivered dovish remarks at the recent Jackson Hole symposium, signaling that the central bank may consider interest rate cuts and easing monetary policy going forward. This policy outlook, combined with upward revisions in earnings estimates for Artisan Partners Asset Management, has lifted investor confidence in the asset management sector. We'll explore how the prospect of lower interest rates could influence Artisan Partners Asset Management's business...

Certainly! Here is the revised article with em dashes removed and the formatting improved: If you are deciding what to do with Ecolab stock right now, you are not alone. Ecolab has caught the attention of many investors, and for good reason. Over the past year, the company’s share price has jumped more than 15%, with an impressive year-to-date gain over 22%. That momentum is not new either. Looking at the three-year total return, it is nearly 78%. Numbers like that could easily tempt anyone...

United Rentals recently announced second-quarter 2025 results, reporting record revenues that surpassed expectations, although earnings fell short of estimates, and raised its full-year outlook while increasing its planned 2025 share repurchases by US$400 million to a total of US$1.9 billion. The combination of a higher outlook and expanded share repurchase program suggests management remains committed to disciplined capital allocation and sees growth potential in construction and industrial...

Flex (FLEX) landed in headlines after its facility in Mukachevo, Ukraine, was struck by a missile on August 21. Thankfully, the company’s emergency protocols ensured prompt evacuation, though a small number of team members remain hospitalized. Flex has activated its Business Continuity Plan and is now coordinating with U.S. officials, while it investigates the extent of damage. Since the site focuses only on consumer and lifestyle products and accounts for about 1% of total revenue, the...

In July 2025, Power Solutions International amended its revolving credit agreement with Standard Chartered Bank, raising its borrowing capacity to US$135 million and extending the maturity to July 2027 while securing the facility against most assets and outlining key financial covenants. This move, combined with the company’s earlier repayment of its shareholder loan, signals increased financial flexibility and addresses previous concerns about balance sheet strength. Let’s explore how Power...

Ocular Therapeutix (OCUL) just gave investors something fresh to consider, announcing it has secured a written agreement with the FDA on how it will design a pivotal clinical trial for AXPAXLI (OTX-TKI) in non-proliferative diabetic retinopathy. This is more than just a routine update; it represents a milestone that clears the way for one of the company’s key pipeline assets in a field still seeking improved solutions. For investors wondering if this is the signal they’ve been waiting for,...

On August 12, 2025, UniFirst Corporation and subsidiaries entered into a Third Amended and Restated Credit Agreement to secure a US$300,000,000 unsecured revolving credit facility, with a US$100,000,000 option for expansion and a scheduled maturity in August 2030. This amended agreement provides UniFirst with enhanced financial flexibility and access to liquidity, potentially supporting future investments and operational initiatives. We'll review how this new US$300,000,000 credit facility...

Marten Transport announced that CEO Timothy Kohl will retire effective September 30, 2025, with former longtime CEO and current Executive Chairman Randolph Marten set to return as Chief Executive Officer and Chairman on October 1, 2025. This marks another leadership transition for Marten Transport, as Mr. Marten previously held the CEO role for over 15 years and has maintained a longstanding influence within the company. We'll look at how Randolph Marten's return as CEO could shape Marten...