U.S. Aerospace & Defense Stock News

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...

On August 21, 2025, Hunt Energy Company and Caterpillar Inc. announced a long-term collaboration to deliver efficient, independent energy production for data centers, starting with a major project in Texas and aiming to deploy up to 1GW of generation capacity across North America. This partnership positions Caterpillar to leverage its advanced power solutions and Hunt Energy’s infrastructure experience to address the rising demand for reliable, always-on energy in the fast-growing data...

Pegasystems recently reported second-quarter 2025 non-GAAP earnings and revenues that exceeded estimates, supported by robust growth in cloud subscriptions and continued momentum from its AI strategy. Cloud backlog rose to about US$1.32 billion, an increase of 30% year over year, providing the company with strong revenue visibility and indicating healthy future demand for its subscription-based solutions. We'll explore how the substantial jump in cloud backlog impacts Pegasystems' broader...

Spa Monarch, part of Monarch Casino Resort Spa, was ranked the #2 Best Hotel Spa in the United States for the second consecutive year by USA Today's 10Best Readers' Choice Awards, marking its third consecutive year of top rankings. This continued national recognition underscores Monarch's growing reputation as a leader in luxury wellness experiences and hospitality excellence. We'll explore how Spa Monarch's elevated brand recognition through these awards could further strengthen Monarch...

If you’ve been following Norfolk Southern (NSC), you may have noticed that the stock’s recent moves have turned a few heads. While there hasn’t been a major event to stir things up, the persistent climb—up 21% over the past year—is plenty to get investors wondering if something is brewing beneath the surface. A steady flow of investors buying in, even without fireworks, often signals quieter shifts in how the market views a company’s future prospects and risk profile. A look at the bigger...

Recent industry commentary highlights that the pollution control sector, including Donaldson Company, is benefiting from increased demand for air pollution control products due to stricter global environmental regulations and more infrastructure projects. An interesting development is that companies in this space are also increasingly adopting AI and IoT technology for pollution monitoring, further strengthening their ability to capitalize on regulatory and environmental trends. We'll...

Thinking about what to do with your Enterprise Products Partners shares? You are definitely not alone. With EPD's stock closing just under $32 recently, plenty of investors are wondering whether it is the right moment to buy, hold, or rethink their position. The stock has turned in a sturdy total return of nearly 17% over the past year and an impressive 47% over the last three years, easily outpacing broader energy sector benchmarks. That kind of growth tends to grab attention, but it is the...

Earlier this week, Henry Schein reported that although its Q2 2025 revenue surpassed expectations, adjusted earnings per share missed forecasts due to reduced demand for U.S. dental products amid high interest rates and inflation. This performance comes as the company continues its investor outreach at major healthcare conferences and highlights sustained commitment to corporate citizenship initiatives through programs supporting students globally. We'll now explore how the recent earnings...

Knight-Swift Transportation Holdings reported second-quarter 2025 adjusted earnings per share ahead of estimates, with year-over-year improvement and positive third-quarter guidance expecting Truckload and LTL segment revenue growth. This performance comes despite a general trend of declining analyst estimates and consensus hold ratings, highlighting the impact of operational improvements and segment outlook on expectations. We'll explore how beating earnings expectations and improved...

Generac Holdings recently reported second quarter 2025 results that exceeded expectations, with strong demand highlighted in both home standby generators and its commercial and industrial business. Notably, Generac has now surpassed analyst earnings forecasts for four consecutive quarters, signaling a consistent positive trend in performance surprise. We'll explore how Generac's sustained demand for home standby generators could shape its broader investment outlook going forward. Trump's oil...

Last week, Cimpress plc released a softer-than-expected earnings report, but its accrual ratio of 0.16 revealed strong free cash flow despite the decline from the prior year. This gap between statutory profit and implied earnings strength has sparked investor interest, even as future profitability concerns remain due to reduced free cash flow. We'll explore how Cimpress's robust free cash flow, despite softer earnings, could impact its investment narrative and future outlook. Uncover the...

Power Integrations (POWI) has just introduced its RDK-85SLR reference design kit, specifically targeting student teams preparing for the Bridgestone World Solar Challenge. By providing these teams with free kits that feature the company’s latest power supply innovation, Power Integrations is giving its technology exposure in a prominent, real-world application. This kind of strategic product release, timed with a global solar race event, provides an opportunity for investors to consider how...

Shares of Caesars Entertainment rose after Federal Reserve Chair Jerome Powell signaled the possibility of earlier interest rate cuts, which eased concerns around economic growth and lifted travel and leisure sector sentiment. Additionally, Caesars Palace announced that Blake Shelton will return for an eight-show residency at The Colosseum in January 2026, highlighting ongoing entertainment investment and attraction of high-profile performers to its Las Vegas venues. We'll explore how...

If you have been eyeing Wayfair (W) lately, the recent launch of the company’s online outlet might have caught your attention. This new feature offers steep discounts on over 24,000 furniture and home goods items, including open box deals from big-name brands, and is prompting a wave of consumer interest. The timing comes as the retail sector itself is enjoying a lift, with positive sales data and speculation about potential Fed rate cuts in the background. Wayfair’s stock tells a compelling...

Nuvalent (NUVL) just landed on investors’ radars with its recent announcement: pivotal data for its investigational ROS1-selective inhibitor, zidesamtinib, will be unveiled at the upcoming World Conference on Lung Cancer. In addition, the company has started a rolling NDA submission to the FDA for pre-treated advanced ROS1-positive NSCLC, and has received a nod to participate in the Real-Time Oncology Review program. These clinical and regulatory updates demonstrate that Nuvalent’s pipeline...

ConocoPhillips recently announced a 20-year agreement to purchase 4 million tonnes per annum of liquefied natural gas from Sempra's Port Arthur LNG Phase 2 project in Texas, aimed at serving key global markets. This long-term supply arrangement deepens ConocoPhillips' efforts to build a flexible and reliable global LNG network, reflecting its ongoing expansion into the LNG sector. We'll examine how ConocoPhillips' new LNG offtake agreement from Port Arthur could reshape its investment...

Rhythm Pharmaceuticals recently announced that the FDA has accepted its supplemental New Drug Application for setmelanotide in acquired hypothalamic obesity, granting it Priority Review with a December 20, 2025 decision date. This regulatory milestone is supported by positive Phase 3 trial results and EMA validation, signaling growing momentum for setmelanotide's expansion into new indications globally. We’ll explore how FDA’s Priority Review for setmelanotide could influence Rhythm...

In recent days, Synopsys has attracted heightened investor attention as it prepares to report a projected 12% year-over-year increase in earnings per share for the current quarter, sustaining a streak of quarterly results that have surpassed consensus estimates for both earnings and revenue. This consistent outperformance, combined with growing optimism about the company’s prospects in the semiconductor software sector, has intensified interest leading up to its earnings announcement. Given...

If you are following Cleveland-Cliffs (NYSE:CLF), the latest quarterly report likely caught your eye. The company posted a narrower-than-expected adjusted loss, and revenue actually beat expectations, despite falling from last year’s levels. The management team responded quickly by cutting its full-year 2025 guidance for capital expenditures and operating expenses, aiming to squeeze more efficiency out of its steelmaking operations. For investors, this combination of tightening the financial...

Smith Entertainment Group and Live Nation Entertainment recently announced a partnership to build a new 6,000-capacity indoor music venue in downtown Salt Lake City, designed to host about 200 events annually and feature significant investment from both companies. This project marks Live Nation’s only purpose-built large indoor venue in the region and reflects its expanding presence within broader downtown revitalization efforts. We’ll explore how this large-scale venue partnership may...

In recent days, U.S. Bancorp has announced and completed several fixed-income offerings totaling more than US$56 million, issuing a series of senior unsecured and unsubordinated notes with fixed coupons and various maturities out to 2045. This wave of capital raising likely signals a focused effort to enhance funding flexibility and optimize the company's long-term balance sheet structure. We'll explore how U.S. Bancorp's accelerated fixed-income issuance may influence its investment...