U.S. Aerospace & Defense Stock News

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...

If you find yourself eyeing EQT stock and wondering if now is the time to make a move, you are definitely not alone. With energy markets evolving and natural gas remaining a hot topic among investors, EQT has sparked plenty of conversation lately. It is hard to ignore the company’s remarkable 56.5% gain over the past year, especially when you see that five-year total return standing tall at 244.3%. Even in the short term, EQT has held its ground, posting a nearly 10% return year to date...

In August 2025, ImmunityBio announced the commencement of a new Phase 2 study evaluating its BioShield platform with ANKTIVA for patients with long COVID, shared promising early results from its QUILT-106 Phase I trial in Waldenstrom macroglobulinemia, and reported ANKTIVA's expanded use at a Houston VA hospital. These developments not only widen the clinical reach of ImmunityBio's immunotherapies beyond oncology, but also reinforce the potential of its innovative platforms to address...

Following remarks made by Federal Reserve Chair Jerome Powell at the Jackson Hole symposium, Piper Sandler Companies participated in key industry conferences such as the Virtual CNS Symposium and hosted a 2025 Home Office Visit earlier this month. Powell’s dovish comments about potential interest rate cuts contributed to renewed optimism about the financial sector’s outlook and shifted investor focus toward firms like Piper Sandler. With monetary policy expectations easing, we'll explore how...

Earlier this month, CECO Environmental Corp. delivered a presentation at the 14th Annual Needham Virtual Industrial Tech, Robotics & Clean Tech Conference, where management outlined future growth opportunities and international expansion plans. This event prompted renewed optimism among industry analysts, especially following upbeat commentary on CECO's robust order pipeline and growth prospects in 2026 and beyond. We'll explore how analyst confidence stemming from the Needham conference,...

In recent weeks, Spotify announced new Instagram integrations for audio sharing, celebrated a major partnership with Stray Kids through immersive fan events, and was recognized for its rapidly growing free cash flow driven by operational improvements across premium and ad-supported segments. These developments highlight Spotify's focus on enhancing user engagement, expanding global partnerships, and strengthening its financial position through improved margins and innovation in content...

In the past week, Enterprise Financial Services Corp. filed a shelf registration to offer 700,000 shares of common stock valued at US$40.08 million for an ESOP, and appointed Lars C. Anderson as a new director, expanding its board to twelve members. This combination of an ESOP-related offering and leadership change highlights the company’s focus on employee alignment and seasoned governance. We'll explore how the ESOP-related common stock offering may influence Enterprise Financial Services'...

In recent days, Clover Health Investments marked a significant milestone by ringing the Nasdaq Closing Bell, celebrating its transformation as a Medicare-focused healthcare technology innovator alongside positive analyst sentiment and improved earnings estimates. This dual recognition of the company’s fundamental progress and public achievements has highlighted the impact of its technology-driven physician enablement platform within the Medicare space. We’ll explore how rising analyst...

Earlier this month, Winnebago Industries announced a series of executive leadership changes effective September 1, 2025, and revealed a 3% increase in its quarterly dividend to US$0.35 per share, payable in late September. This sweeping management restructure and enhanced dividend highlight Winnebago’s push to strengthen growth opportunities and improve shareholder value across its diverse recreation brands. We’ll now explore how the leadership shakeup and dividend hike could influence...

Martin Marietta Materials recently announced that its Board of Directors approved an increase in its quarterly cash dividend from US$0.79 to US$0.83 per share, payable on September 30, 2025, to shareholders of record as of September 2, 2025. This dividend hike signals the company’s ongoing confidence in its financial position and commitment to delivering shareholder returns. We’ll examine how this higher dividend payout may reinforce Martin Marietta’s narrative of stable cash flow and...

If you are trying to decide what to do with Halliburton stock, you are definitely not alone. Recent price action has been a bit of a rollercoaster, with the shares up about 4.7% over the past week and gaining more than 11% in the last three months. However, when you zoom out a bit, the ride looks bumpier. For example, the stock is down nearly 20% year-to-date and trailing by about 28% over the past year. Long-term holders, though, have still managed to nab about a 48% total return over the...