U.S. Aerospace & Defense Stock News

Boyd Gaming Corporation recently increased its quarterly dividend to US$0.20 per share from US$0.18, payable on April 15, 2026, to shareholders of record on March 16, 2026, reinforcing its pattern of returning cash to investors. This fourth consecutive dividend hike, alongside record earnings, balance sheet strengthening, and ongoing online and property investments, highlights management’s emphasis on combining growth projects with regular cash distributions. We’ll now examine how Boyd...

Why Sinclair stock is on investors’ radar now Sinclair (SBGI) has drawn fresh investor attention after recent trading left the shares at a last close of $14.60, with mixed return patterns across the past week, month, and past 3 months. See our latest analysis for Sinclair. Recent trading has been choppy, with Sinclair’s 1 day share price return of 0.34% sitting against a 90 day share price return of an 8% decline. The 1 year total shareholder return of 7.8% shows income and reinvested...

Online used car auction platform ACV Auctions recently reported earnings after the bell, following a prior quarter where it met revenue expectations but missed its full-year revenue and EBITDA guidance. This latest update comes as the company heads into a period of slower expected revenue growth and heightened scrutiny of how it manages a tougher used-vehicle market and the fallout from a former customer bankruptcy. Next, we’ll examine how ACV’s adjusted revenue guidance amid a challenging...

CRISPR Therapeutics AG reported fourth-quarter 2025 revenue of US$864,000 and a net loss of US$130.61 million, with full-year 2025 revenue of US$3.51 million and a net loss of US$581.6 million. Against these weaker financial results, investor attention has shifted to the advancing gene-editing pipeline, including zugo-cel’s FDA Regenerative Medicine Advanced Therapy designation and growing Casgevy commercialization. We’ll now examine how the FDA’s RMAT designation for zugo-cel shapes CRISPR...

In February 2026, multiple law firms filed securities class action lawsuits against Enphase Energy alleging misleading disclosures about channel inventory management and the impact of expiring U.S. residential solar tax credits, while the company also introduced new Power Control software to cut costs and simplify small commercial solar interconnections. These developments arrive just after Enphase reported better‑than‑expected Q4 2025 results and highlighted tax‑credit‑driven demand,...

On February 12, 2026, CareDx announced pivotal clinical validation results for AlloHeme, an NGS- and AI-powered blood test that detects emerging relapse in AML and MDS patients after allogeneic transplant significantly earlier than traditional bone marrow or marker-specific methods, based on data from the 198-patient ACROBAT study. The successful validation of AlloHeme marks a key step in extending CareDx’s transplant-focused precision medicine platform into hematology and oncology,...

Why McKesson (MCK) is back on investors’ radar McKesson (MCK) has attracted fresh attention after reporting strong third quarter results, with double digit revenue growth and earnings ahead of Wall Street forecasts, followed by a 16.5% jump in the share price. See our latest analysis for McKesson. The post earnings jump has also shifted the bigger picture for McKesson, with a 15.5% 1 month share price return adding to an 8.9% 3 month gain and a very large 5 year total shareholder return of...

Earlier in February 2026, Stryker announced two additions to its orthopaedics portfolio: the T2 Alpha Humerus Nailing System for complex humeral fractures and the limited market release of Mako RPS, a handheld robotic system for total knee procedures. By extending its Mako robotics franchise into handheld tools and integrating fracture fixation into a unified nailing platform, Stryker is deepening its ecosystem approach to orthopaedic care and hospital workflow efficiency. Next, we’ll...

In February 2026, Coty withdrew its fiscal 2026 guidance after fiscal second-quarter results came in below plan under newly appointed interim CEO Markus Strobel. This combination of weaker-than-expected results and reduced visibility under new leadership has prompted analysts to re-evaluate Coty’s longer-term outlook and risk profile. We’ll now explore how the withdrawal of FY26 guidance under interim leadership could influence Coty’s existing investment narrative. Invest in the nuclear...

Tariff ruling sparks a move in Ziff Davis shares The U.S. Supreme Court’s decision to strike down the Trump administration’s global tariffs eased some pressure on trade exposed businesses, and Ziff Davis (ZD) was among the stocks that reacted, with shares jumping following the ruling. See our latest analysis for Ziff Davis. Beyond the tariff driven 1 day share price return of 3.05% and 7 day gain of 2.92%, Ziff Davis’s 30 day share price return of a 17.85% decline and 1 year total shareholder...

ONE Gas stock moves and recent performance snapshot ONE Gas (OGS) has been drawing attention after recent share price moves, with the stock closing at $85.52. Investors are weighing short term softness against a solid month and past 3 months performance profile. See our latest analysis for ONE Gas. At a share price of $85.52, ONE Gas is coming off a softer week but a strong 30 day share price return of 10.73%, alongside a 1 year total shareholder return of 20.99% that points to momentum...

Organon & Co. recently reported fourth-quarter 2025 results showing sales of US$1,507 million and a net loss of US$205 million, alongside guiding to about US$6.2 billion in 2026 revenue and declaring a US$0.02 quarterly dividend payable on March 12, 2026. The sharp swing from full-year 2024 net income of US$864 million to 2025 net income of US$187 million underscores how pricing pressure, loss of exclusivity for drugs such as Atozet, and ongoing cost challenges are weighing on profitability...

Stifel Financial (SF) is back on investors’ radar after recent share price moves, with the stock showing mixed returns over the past month and past 3 months alongside double digit 1 year and multi year total returns. See our latest analysis for Stifel Financial. With the share price at US$119.91, Stifel Financial’s recent 6.5% decline in the 1 month share price return contrasts with its stronger 1 year and multi year total shareholder returns. This suggests earlier optimism is now being...

Planet Labs PBC (PL) is back in focus after reporting 33% revenue growth, a fourth straight quarter of adjusted EBITDA profitability, and a backlog that is more than triple last year, largely tied to defense and intelligence contracts. See our latest analysis for Planet Labs PBC. Recent news, including the 33% revenue growth update and new defense focused advisory boards, comes after a powerful 107.11% 90 day share price return and a very large 1 year total shareholder return of 380.89%,...

If you are wondering whether CRH is still reasonably priced after a strong run, this article walks through what the current share price could imply about its underlying value. The stock trades at US$124.04, with returns of 1.0% over 30 days, a 1.5% decline over 7 days, a 1.9% decline year to date, 25.0% over 1 year, 182.5% over 3 years and 210.7% over 5 years on a trailing basis. Recent headlines around CRH have focused on its position as a major building materials group and ongoing interest...

Arbor Realty Trust recently appointed Jeff Lee as Executive Vice President and Head of Agency Lending and Yoni Goodman as Executive Vice President and Chief Operating Officer, adding seasoned leadership over its Fannie Mae, Freddie Mac and FHA platforms and broader commercial real estate ambitions. These hires follow a period of dividend cuts, loan repositioning and elevated short interest, making the leadership refresh especially important for how Arbor manages credit risk and scales its...

Unity Software (U) has been on many watchlists after a tough run, with the stock showing weak returns over the past month and past 3 months. That drop now frames the valuation conversation. See our latest analysis for Unity Software. At a share price of US$18.25, Unity Software has seen a 30 day share price return of 56.9% and a year to date share price return of 58.8%. The 1 year total shareholder return of 35.6% and 5 year total shareholder return of 83% highlight how sentiment has shifted...

Kennametal recently reported fiscal Q2 2026 results that exceeded analyst expectations on earnings per share and revenue, driven by strength in its aerospace and defense business while it continues to manage rising tungsten costs. At the same time, insider activity, including stock sales by Vice President John Wayne Witt and option exercises by Board Member William Lambert, adds an extra layer of context for investors assessing management’s confidence and capital allocation...

Clorox (NYSE:CLX) has agreed to acquire GOJO Industries, the maker of Purell hand sanitizer, expanding its presence in health and hygiene products. The company has also released its "Home Care Redefined" report, outlining how it is thinking about wellness focused consumer needs in home care. These moves point to a more concentrated push into health, hygiene, and consumer wellness offerings across Clorox's portfolio. Clorox, trading at $123.6, sits at an interesting point for investors...

Terreno Realty (TRNO) has been active on two fronts: signing a 10 year lease for 66,000 square feet in Rancho Dominguez, California, and acquiring a large industrial property in Queens, New York. See our latest analysis for Terreno Realty. These lease and acquisition moves come as Terreno Realty’s share price sits at $65.88, with an 11.62% year to date share price return and a 34.87% five year total shareholder return, which may suggest gradually building momentum rather than a sharp short...

Harmonic (HLIT) is in the spotlight after signing a fiber broadband deal with Mexican operator izzi and outlining a shift toward a pure-play broadband focus, along with fresh guidance and broadband booking figures. See our latest analysis for Harmonic. The recent izzi contract and pure-play broadband pivot come as Harmonic’s share price has picked up, with a 20.98% 90 day share price return and a 5 year total shareholder return of 40.74%. This suggests momentum has improved after weaker 3...

The U.S. Supreme Court recently struck down tariffs imposed by the Trump administration, a move expected to lower costs for manufacturers and logistics providers that rely on imported parts, materials, and equipment. For Old Dominion Freight Line, reduced tariff-related input costs could help cushion the impact of softer freight volumes and support its emphasis on service quality and efficiency. We’ll now examine how this tariff ruling, and its potential to lower operating costs, interacts...

Kenvue Inc. has reported past fourth-quarter 2025 results with sales of US$3,780 million and net income of US$330 million, alongside full-year 2025 sales of US$15.12 billion and net income of US$1.47 billion, reflecting higher quarterly and annual earnings per share from continuing operations than a year earlier. The company also delivered an earnings surprise versus analyst expectations and announced that its Chief Financial Officer will depart in May 2026, adding a leadership transition...

Ares Management (ARES) has priced its second European Direct Lending Collateralized Loan Obligation, Ares European Direct Lending CLO II, at over €300 million, drawing attention to the stock as investors assess what this new vehicle might mean. See our latest analysis for Ares Management. The EDL CLO II launch lands at a time when Ares Management’s 1 day share price return of 5.15% and 30 day share price return of 21% sit against a 1 year total shareholder return decline of 27.3%, even though...