U.S. Aerospace & Defense Stock News

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...

Why Uber Technologies (UBER) is on investors’ radar now Uber Technologies (UBER) is drawing attention after recent share price moves. The stock is up 1.3% over the past week but has shown double digit declines over the past month and past 3 months. See our latest analysis for Uber Technologies. That short term weakness, with a 30 day share price return of 10.27% decline and a year to date share price return of 10.86% decline, sits against a much stronger 3 year total shareholder return of...

In February 2026, LyondellBasell Industries reported that 2025 sales fell to US$30,153 million and swung from a US$1.36 billion net profit to a US$745 million net loss, while also recalibrating its quarterly dividend down to US$0.69 per share amid one of the longest chemical industry downturns. The company’s dividend cut, larger than US$0.60 per share versus the prior quarter, alongside asset sales and cost savings plans, highlights a stronger emphasis on preserving cash and financial...

PepsiCo has increased its influence on Celsius Holdings (NasdaqCM:CELH) by appointing senior PepsiCo executives to the Celsius board. Two PepsiCo designated directors resigned and were replaced by higher ranking leaders from within PepsiCo. Celsius also announced an internal management reshuffle, with the Chief Commercial Officer moving into a new role. Celsius Holdings, trading at $48.32, sits in a competitive energy drink market and now has a deeper connection to PepsiCo at the board...

If you are wondering whether Oracle is priced fairly right now or offering value at its current share price, you are not alone. The stock last closed at US$148.08, with returns of a 7.5% decline over the past week, a 16.4% decline over the past month, a 24.3% decline year to date, a 10.9% decline over the past year, but gains of 73.1% over three years and 145.8% over five years. Recent coverage around Oracle has focused on how the share price performance fits into the longer term story, with...

Shift4 Payments (FOUR) has been in focus after launching a stablecoin settlement platform, while analysts issued mixed views and the University of Illinois Foundation lifted its position during recent share price weakness. See our latest analysis for Shift4 Payments. At a share price of US$58.49, Shift4 Payments has seen a 6.33% 7 day share price return, but a 30 day share price return decline of 11.66% and a 1 year total shareholder return decline of 38.43%. Recent enthusiasm around the...

Recently, Needham began covering Amprius Technologies, highlighting its silicon-anode battery technology and citing a US$35 million unmanned aerial systems order alongside contract manufacturing capacity of 1.8 GWh. A separate agreement made Nanotech Energy Amprius’ first U.S.-based manufacturing partner, aligning its high-performance batteries with domestic sourcing rules for defense applications. Next, we’ll examine how this new U.S. manufacturing partnership may influence Amprius’...

Why AECOM’s latest guidance move matters for investors AECOM (ACM) recently lifted its full year 2026 earnings guidance after first quarter results came in ahead of management expectations, supported by net service revenue growth and a strong project pipeline. The updated outlook sits alongside fresh contract wins, including detailed design work on Sydney Metro West and a global partnership with TomTom. This provides investors with more company specific data points to weigh against AECOM’s...

Alphabet (NasdaqGS:GOOGL) released its Gemini 3.1 Pro AI model, making it available to enterprise customers and developers. Google and Sea Ltd announced an AI partnership focused on Shopee's agentic AI shopping features and AI tools for game development. For Alphabet, AI is now a core focus alongside search, YouTube and cloud services, and Gemini 3.1 Pro appears directed at commercial use cases. By giving enterprises and developers direct access to this model, the company is positioning its...

Amicus Therapeutics (FOLD) closed out FY 2025 with Q4 revenue of US$185.2 million and basic EPS of US$0.01, alongside net income excluding extra items of US$1.7 million, giving investors fresh data on how the business is converting its top line into earnings. The company has seen quarterly revenue move from US$149.7 million in Q4 2024 to US$185.2 million in Q4 2025, while basic EPS shifted from US$0.05 to US$0.01 over the same period, creating a mixed picture on profitability trends. With...

Rigetti Computing secured an $8.4 million order from India's Centre for Development of Advanced Computing. The company will deliver a 108 qubit quantum computer as part of this government backed deployment. This contract expands Rigetti's international presence and reflects growing interest in its quantum systems. For investors tracking NasdaqCM:RGTI, this contract arrives as the stock trades at $15.92, with a 1 year return of 48.1%. The share price has seen pressure in the shorter term,...

Johnson & Johnson (NYSE:JNJ) is preparing a potential sale of its DePuy Synthes orthopedics unit that could exceed $20b. The company has also dropped formal diversity criteria for board selection following pressure from shareholder activists. Both moves point to shifts in Johnson & Johnson's medtech portfolio and its approach to corporate governance. Johnson & Johnson, trading at $242.49, sits at the center of two big storylines that matter if you follow large cap healthcare. The stock is...

Why Datadog’s recent returns may have investors reassessing the stock Datadog (DDOG) has lagged recently, with the share price showing a 4.1% decline over the past day and deeper negative returns over the past week, month, and past 3 months. At the same time, the company reports annual revenue of US$3.43b and net income of US$107.74m, with both revenue and net income growth reported on an annual basis. This gives investors concrete financial figures to weigh against recent price moves. See...