U.S. Aerospace & Defense Stock News

In August 2026, Amazon reported a Q2 profit that was heavily lifted by a US$53.40 billion pretax non-operating gain from its Anthropic stake, alongside 20% quarterly sales growth and 37% Amazon Web Services (AWS) revenue growth. This combination of large paper gains from AI investments and strong underlying AWS performance is sharpening investor focus on how Amazon’s AI spending, including its Anthropic exposure, might reshape the company’s long-term earnings mix. Next, we’ll examine how...

V2X, Inc. recently announced that on August 7, 2026, Senior Vice President and Chief Growth Officer Dr. L. Roger Mason, Jr. resigned to become Director of the National Reconnaissance Office, while CEO Jeremy C. Wensinger temporarily assumed his responsibilities, and separately secured a US$391 million base-value U.S. Marine Corps logistics support contract with options up to US$500 million. This combination of leadership change and a large, long-term Marine Corps logistics award underscores...

In August 2026, Alexandria Real Estate Equities, Inc. completed a US$1.00 billion fixed-to-floating rate subordinated, unsecured note offering due February 15, 2057, issued at 100% with a 1.25% discount per security and variable coupon, featuring guarantees and callability. The addition of a broad syndicate of co-lead underwriters, including Truist Securities, BBVA Securities, BNP Paribas, U.S. Bancorp Investments, TD Securities, PNC Capital Markets, Scotia Capital, SMBC Nikko, and Mizuho...

Kratos Defense & Security Solutions and GE Aerospace recently announced that their GEK800 turbofan, now designated the F143, secured a U.S. Air Force Engineering, Manufacturing and Development contract as a second-source propulsion system for the Joint Air-to-Surface Standoff Missile and other uncrewed applications. This contract highlights GE Aerospace’s growing role in supplying compact, high-performance engines for defense applications, adding another potential source of long-duration...

VNET Group, Inc. recently reported second-quarter 2026 results showing CNY 2,778.74 million in sales and a CNY 135.6 million net loss, reaffirming full-year 2026 revenue guidance of RMB 11.5 billion to RMB 11.8 billion. Alongside this, VNET and Contemporary Amperex Technology Co., Limited agreed to jointly build a three-layer compute‑energy ecosystem aimed at gigawatt‑scale, zero‑carbon data infrastructure, highlighting how growth ambitions are tightly linked to green power innovation. We’ll...

Garmin (GRMN) is back in focus after its Q2 2026 earnings topped revenue and adjusted EPS expectations, prompting the company to raise full year guidance and lifting investor attention on the stock. See our latest analysis for Garmin. Garmin's recent Q2 beat and raised guidance sit against a strong share price run, with a 30 day share price return of 22.59% and year to date share price return of 45.65%. The 3 year total shareholder return of 201.19% points to momentum that long term holders...

Akamai Technologies (AKAM) reported quarterly revenue of US$1.1b, up 5.4% year on year, ahead of expectations but with slower growth and an operating income shortfall. The stock fell 4.9% after the release. See our latest analysis for Akamai Technologies. Akamai Technologies’ recent quarterly update arrived after a weak patch for the stock, with the 7 day share price return down 11.66% and the 90 day share price return down 25%. That contrasts with a stronger year to date share price return...

Clorox stock has delivered a decline of about 23% over the past five years, yet recent short term gains and a low value score suggest the shares may still be pricing in a premium rather than offering clear value. Clorox has fallen 22.9% over five years, which raises the question of whether investors have been paying too much for its earnings and cash flows. The planned supply chain gains from Clorox's ongoing ERP transition can support margin efficiency, while any execution issues on that...

MSC Industrial Direct Co., Inc. recently disclosed that long-serving director Louise Goeser will not stand for re-election at the 2027 Annual Meeting, a retirement-driven decision the company says is unrelated to any disagreement over its operations, policies, or practices. Her planned board exit comes as analysts emphasize issues such as stagnant sales, weaker earnings per share, and reduced returns on capital, sharpening focus on how MSC’s governance and leadership support its response to...

Fortive Corporation recently declared a regular quarterly cash dividend of US$0.07 per share, payable on September 25, 2026 to shareholders of record on September 4, 2026, representing a 16.7% increase over its prior quarterly dividend. This higher payout, alongside a second quarter that saw revenue, adjusted EBITDA and adjusted EPS all improve versus the prior year and analyst expectations, highlights how Fortive is balancing reinvestment in the business with returning capital through both...

In the past few days, Customers Bancorp reported that its net interest income and net interest margin are trailing wider banking industry levels, alongside earnings per share growth that lags revenue growth. This combination points to pressure on the bank’s core lending profitability and suggests shareholder earnings are not keeping pace with top-line expansion. We’ll now explore how this weaker net interest margin profile could influence Customers Bancorp’s previously optimistic...

When Berkshire Hathaway starts putting more of its US$350b equity firepower to work, investors tend to pay attention. Fresh Q2 portfolio moves around Alphabet and other mega-cap U.S. technology growth stocks have put a spotlight on a small group of giants that are directly exposed to this shift. This article walks through three such stocks from our screener and explains why each could matter for your portfolio decisions right now. The three mega-cap U.S. technology growth stocks highlighted...

On 11 August 2026, Hub Group, Inc. disclosed that it had been unable to file its quarterly Form 10-Q with the SEC by the required deadline. This kind of filing delay can heighten questions around financial reporting processes and internal controls, prompting closer attention from regulators and investors. We’ll now examine how this delayed 10-Q filing, and the operational questions it raises, may influence Hub Group’s existing investment narrative. The best AI stocks today may lie beyond...

Madison Square Garden Sports earnings spark fresh interest in the stock Madison Square Garden Sports (MSGS) shares have drawn attention after the company reported fourth quarter and full year results on 13 August 2026, with both periods showing profits instead of prior losses. See our latest analysis for Madison Square Garden Sports. At a share price of US$406.16, Madison Square Garden Sports has seen strong momentum build, with a 90 day share price return of 14.78%, a year to date share...

Martin Marietta Materials (MLM) has been active on the financing side this month, arranging a US$1.5b revolving credit facility and issuing multiple tranches of long term senior notes tied to its Lhoist North America acquisition. See our latest analysis for Martin Marietta Materials. Despite the busy month of financing linked to the Lhoist North America deal, Martin Marietta Materials' share price is down 15.69% year to date, while its 5 year total shareholder return of 43.51% points to...

Micron Technology has announced Micron Research Labs, a Boise‑based, long-horizon research institution backed by a planned US$10.00 billion investment over the next decade to pursue advances in memory, compute architectures, packaging, and future semiconductor manufacturing. This lab cements Micron’s role as a U.S. innovation hub, linking its global R&D footprint with customers, universities, and government to shape AI-era infrastructure requirements beyond current product roadmaps. Next,...

Earlier this month, Costco Wholesale’s partner SCAN Group launched Costco-branded Medicare Advantage and supplement plans in select states, extending the retailer’s reach into the Medicare insurance market and linking coverage to Costco’s existing pharmacy, vision, hearing, and over-the-counter services. This move gives Costco a new way to deepen relationships with its aging membership base and tap into the very large Medicare market beyond its core warehouse operations. Next, we’ll examine...

Piper Sandler Companies recently added Tim Light as managing director of secondary capital advisory within its private capital advisory group in New York, where he will advise private equity sponsors and institutional investors on a wide range of secondary transactions and liquidity solutions. By bringing in Light, who helped build secondary advisory practices at other firms and has long-standing relationships with current team members, Piper Sandler is reinforcing its capabilities in...

In mid-August 2026, NVIDIA announced memorandums of understanding with Goldman Sachs and several other major financiers to mobilize very large amounts of third-party capital for AI infrastructure, while Goldman also issued multiple new fixed-rate, callable senior notes maturing between 2027 and 2046. This combination of AI-focused financing partnerships and staggered medium- to long-term bond issuance highlights Goldman’s dual role as both a capital provider to the AI ecosystem and an...

In recent days, Alphabet has reported strong second-quarter 2026 results, sharply increased its 2026 capital expenditure guidance for AI and cloud infrastructure, and deepened its custom AI chip partnership with Marvell Technology, while beginning to directly monetize its in-house Tensor Processing Units through Google Cloud. Together, these moves show Alphabet tightening control over its AI technology stack, spanning data centers, custom silicon, and Gemini-powered services, to underpin...

Pershing Square (PS) has moved into the spotlight after reporting a second quarter net loss, alongside the launch of Pershing Square Ventures, a new closed end fund focused on late stage private companies. See our latest analysis for Pershing Square. Pershing Square’s share price return has eased in the last week, but the stock still shows strong momentum, with a 30 day share price return of 13.6% and a year to date share price return of 65.5% at a closing share price of $40.06. If you are...

Molina Healthcare reported past second-quarter 2026 results with adjusted earnings per share above estimates, helped by lower operating expenses, and raised both its full-year 2026 adjusted and GAAP earnings guidance despite a year-on-year decline in total membership. This combination of stronger-than-expected profitability and higher earnings guidance, set against shrinking membership and slightly weaker estimates, gives investors a more nuanced picture of Molina’s operational efficiency...

With a former JPMorgan heavyweight now advising the Social Security Administration on technology upgrades, Washington is quietly becoming a bigger story for investors. Faster modernization of a vast benefits system could reshape how federal agencies buy and use IT, which matters for any portfolio tuned into long term themes. This article walks through three U.S. IT services stocks exposed to that news and how each might fit, or not fit, in your watchlist. The three stocks that follow are just...

Oil prices are pushing higher again, the Strait of Hormuz is seeing restricted traffic and the U.S. is preparing tougher sanctions on Iran. That combination is reshaping expectations for global supply, company revenues and cash flows. For investors, this creates both potential upside and fresh risks. This article walks through three global integrated oil and gas stocks exposed to this news and explains how each might be affected. The three stocks covered below are only a starting sample from...