U.S. Aerospace & Defense Stock News

In recent weeks, Walt Disney has been upgraded to a Zacks Rank #2 following upward revisions in earnings estimates and debuted its new ESPN streaming service with two subscription tiers and bundled content from WWE and the NFL. This development highlights Disney’s push to integrate linear and digital TV under a single ecosystem, signaling a broadened direct-to-consumer focus. We’ll examine how the launch of ESPN’s revamped streaming service and earnings estimate upgrades may reshape...

Alexandria Real Estate Equities reported second-quarter 2025 results that exceeded earnings estimates, with adjusted FFO per share reaching US$2.33, even as occupancy levels declined and interest expenses increased compared to the prior year. The company placed into service 217,774 RSF of new developments that are already 90% leased and are projected to deliver US$15 million in incremental annual net operating income, while reaffirming its full-year outlook. We’ll examine how Alexandria’s...

Shares of education finance company Nelnet rose significantly in the past week after Federal Reserve Chair Jerome Powell signaled potential interest rate cuts. As an education lender, Nelnet's business can be directly affected by changes in interest rates, which influence both its loan portfolio profitability and investor sentiment. With the possibility of lower interest rates on the horizon, we'll explore what this means for the company's investment narrative. The best AI stocks today may...

On August 12, 2025, Kohl’s Board of Directors declared a regular quarterly dividend of US$0.125 per share, payable September 24 to shareholders of record as of September 10. This announcement arrives ahead of a quarterly earnings report that analysts expect will show year-over-year declines in both earnings and revenue, influenced by macroeconomic headwinds and a cautious consumer backdrop. We'll examine how the upcoming report’s anticipated earnings and revenue decline could affect the...

Ross Stores, Inc. recently announced its second quarter 2025 results, reporting sales of US$5,529.15 million and net income of US$508 million, while also affirming a quarterly cash dividend and completing a significant tranche of its ongoing share buyback program. The company managed to deliver stronger earnings per share than analysts anticipated, highlighting effective cost controls and ongoing expansion, even as tariff pressures and moderating same-store sales persisted. We’ll explore how...

On August 12, 2025, Live Oak Bancshares appointed Jeffrey W. Lunsford, an executive with decades of experience in fintech and software, to its board, and on August 19, the company declared quarterly dividends for both Series A Preferred shareholders and common stockholders, payable on September 15, 2025. The addition of a seasoned technology leader to the board stands out as an important move that could shape the company's digital and fintech strategy. We'll assess how the addition of a...

Following recent comments by Federal Reserve Chair Jerome Powell suggesting possible interest rate cuts, MercadoLibre was buoyed by increased investor confidence and significant institutional buying, including a large investment from Scion Asset Management led by Michael Burry. This wave of positive sentiment for growth and tech stocks has brought renewed attention to MercadoLibre's role as a leading e-commerce and fintech platform in Latin America. We'll explore how anticipation of lower...

Wolfe Research recently initiated coverage of LXP Industrial Trust with a positive outlook, citing the REIT's strong presence in the Sunbelt and Midwest regions, which are less affected by port-related volatility. The analyst highlighted the company's exceptionally high leasing rate of around 99.8% and noted potential for increased occupancy from upcoming lease-ups, setting LXP apart from peers. We'll explore how Wolfe Research's emphasis on LXP's resilient market fundamentals could...

ResMed recently announced the election of Nicole Mowad-Nassar, President of Specialty and U.S. Therapeutics Operations at AbbVie, to its board of directors, effective August 15, 2025, while long-serving board member Rich Sulpizio will retire following the 2025 Annual Meeting of Stockholders in November. In addition, ResMed received two Red Dot Awards for its AirTouch N30i mask and reached a milestone of 10,000 patents and designs, underscoring its recognized leadership in sleep and...

HNI Corporation's Board of Directors recently declared a quarterly dividend of US$0.34 per share, payable on September 11, 2025, to shareholders of record as of August 22, 2025. While this dividend affirmation is a routine event, investor attention was drawn more to the broader market impact of recent dovish comments by Federal Reserve Chair Jerome Powell. With the routine dividend confirmation coinciding with market optimism over the Federal Reserve's policy outlook, let's explore...

HubSpot (HUBS) has just announced several key updates for investors, most notably launching new AI-driven features like ChatSpot and Customer Agent, increasing its 2025 growth target to 17%, and announcing a $500 million share buyback running through May 2026. Management’s message is clear as these moves are intended to underscore both product innovation and their confidence in the company’s roadmap. The buyback in particular often draws attention from those deciding what to do next with the...

Earlier this month, Pinterest reported its second-quarter 2025 results, highlighting growth in both sales and net income compared to the prior year and issuing third-quarter revenue guidance for 15% to 17% year-over-year growth. The company emphasized nearly 9.8 million shares repurchased since November 2024 as part of its ongoing capital management, signaling active shareholder returns amid ongoing challenges in international monetization and regional concentration. We'll examine how...

In the past quarter, the Artisan Small Cap Fund highlighted MACOM Technology Solutions Holdings, Inc. as a top contributor, citing the company's initiatives to accelerate growth and improve margins through differentiated compound semiconductor offerings, especially amid strong demand in defense, data center, and telecom sectors across the US and Europe. MACOM's significant US-based semiconductor manufacturing footprint is viewed as advantageous, helping the company reduce its exposure to...

Earlier this week, Matson reported second quarter results that exceeded analyst revenue expectations by 8.1%, even as revenues declined 2% year-on-year, and the company announced a new expedited service from Ho Chi Minh as well as an improved full-year outlook. An important insight is that Matson’s rebound in Transpacific demand followed a temporary reduction in U.S.-China tariffs, illustrating how policy shifts can quickly influence shipping volumes. We'll examine how Matson's newly...

Selective Insurance Group recently reported second-quarter 2025 results, with operating income of $1.31 per share missing consensus estimates but improving from a prior loss, alongside updated financial guidance and a quarterly cash dividend of US$0.38 per share payable on September 2, 2025. Key positives included solid underwriting income, lower catastrophe losses, and a raised forecast for after-tax net investment income, highlighting the company's efforts to strengthen earnings quality...

Earlier this month, OGE Energy's subsidiary OG&E began a major infrastructure project to upgrade the electric grid in southwest Oklahoma City, replacing transmission poles and doubling line capacity to meet rising regional power demand. This investment highlights OGE Energy's ongoing efforts to enhance grid reliability and support the needs of current and future customers amid growing electrification. We'll explore how this grid modernization project could influence OGE Energy's investment...

Cooper Companies (COO) recently signaled a cut in its growth outlook for the fertility business for fiscal 2025, citing softer demand in fertility markets, slowdowns in Asia Pacific, and efforts to trim inventory in distribution channels. In addition, management warned about possible pressures on profit margins from tariff changes and currency swings, even as they continue with long-term investments and the introduction of innovative products. For investors, this combination of cautious...

PennyMac Mortgage Investment Trust recently declared cash dividends for the third quarter of 2025 on its Series A, B, and C Preferred Shares, with record and payment dates adjusted due to a federal holiday. This dividend announcement follows a period of increasing investor optimism after Federal Reserve Chair Jerome Powell indicated a possible shift toward more accommodative monetary policy, easing concerns about persistently high interest rates. Let's explore how dovish signals from the...

At the recent Jackson Hole symposium, Federal Reserve Chair Jerome Powell delivered dovish remarks suggesting a possible shift toward interest rate cuts, easing market concerns about prolonged high rates. This policy shift has sparked renewed optimism in the regional banking sector, as lower funding costs can bolster credit quality and operational performance. With the prospect of lower funding costs in focus, we’ll explore how this event could alter Valley National Bancorp’s investment...

CBIZ (CBZ) has appointed Jennifer Hutchins as Chief Investment Officer for its Investment Advisory Services arm, marking a leadership change that could catch investors’ attention. With over two decades of experience in financial planning and portfolio strategy, Hutchins joins from Avantax Wealth Management to lead the firm’s investment vision and governance. For CBIZ, which aims to strengthen its position as a top-tier Registered Investment Advisor, this move indicates a focus on both...

Aurora Innovation recently announced a significant expansion of its commercial driverless trucking operations, including beginning nighttime commercial runs, expanding its driverless fleet to three trucks, and opening a new terminal in Phoenix. Expanding nighttime autonomous operations on the Dallas-to-Houston lane could more than double truck utilization potential, highlighting the company's focus on scaling efficiency in long-haul logistics. We'll examine how the expanded nighttime...

Rubrik (RBRK) has just rolled out Agent Rewind, its newest product offering and the first powered by Predibase’s AI infrastructure following the recent acquisition. This launch targets a key industry challenge: AI agents that sometimes make mistakes, which can lead to issues affecting everything from compliance to core business systems. With Agent Rewind, Rubrik gives enterprises insight into AI-driven decisions and the ability to reverse changes when automated agents act unexpectedly. This...

Agilent Technologies announced that its MMR IHC Panel pharmDx (Dako Omnis) received FDA approval as a companion diagnostic for colorectal cancer, enabling more precise identification of patients eligible for immunotherapy with Opdivo, alone or combined with Yervoy. This regulatory approval showcases Agilent’s partnership with Bristol Myers Squibb in delivering diagnostics that help guide targeted cancer treatments. We’ll explore how FDA approval for Agilent’s colorectal cancer diagnostic...

Earlier this month, Goodyear Tire & Rubber announced that Jan-Piet van Kesteren will become Managing Director EMEA & Chief Sales Officer EMEA Consumer, leading the company's consumer business and key governance across the region from September 1. At the same time, Goodyear was named “Bear of the Day” by Zacks, citing rising tariff-related costs, declining sales volumes, and profitability headwinds amid ongoing industry challenges. We'll explore how the appointment of a seasoned EMEA leader...