U.S. Aerospace & Defense Stock News

Earlier this month, CoStar Group extended its legal battle by filing a copyright infringement lawsuit against Zillow, alleging unauthorized use and distribution of over 46,000 copyrighted images and seeking damages potentially exceeding US$1 billion. This development highlights ongoing competitive and legal tensions within the digital real estate marketplace, raising complex questions about intellectual property protection and industry relationships. We'll explore how investor concerns...

Blue Bird Corporation recently announced the delivery of 25 electric school buses to the Little Rock School District in Arkansas, marking a significant step in school transportation electrification backed by nearly US$9.88 million in EPA funding. This milestone adds to Blue Bird’s position as the only U.S.-owned school bus maker and strengthens its leadership with over 2,500 electric buses in operation nationwide. We'll explore how Blue Bird's $100 million buyback plan and major EV contract...

Broadridge Financial Solutions recently reported strong quarterly results, increased its annual dividend for the 19th consecutive year, and offered positive fiscal 2026 guidance, reflecting robust revenue, rising net income, and a dividend hike to US$3.90 per share. These developments, together with advancements in digital services and technology partnerships, highlight management’s confidence in future growth and ongoing commitment to shareholder returns. We'll examine how Broadridge's...

Earlier this month, Xometry reported second quarter 2025 results with revenue of US$162.55 million, up from US$132.6 million a year earlier, while net loss widened to US$26.43 million and the company provided third-quarter and full-year earnings guidance, including raised marketplace growth expectations to 23-24% for 2025. While core marketplace revenues are accelerating, the company expects supplier services revenue to decline approximately 5% year-over-year, indicating a changing mix in...

Lyft, Inc. recently announced that co-founders Logan Green and John Zimmer have stepped down from the Board as of August 14, 2025, with Sean Aggarwal elected as Chair and the Board reduced to seven members, six of whom are independent. This leadership transition follows strong second quarter earnings results and the completion of a US$200 million share buyback, marking a period of both governance change and improved operational performance for the company. We’ll consider how increased board...

Earlier this week, Alignment Healthcare reported quarterly results that surpassed Wall Street expectations and prompted management to raise both revenue and EBITDA guidance for the full year, citing rapid membership growth and improved cost controls. A key insight is that Alignment’s operational efficiencies and membership gains were strong enough for the company to lift its full-year financial outlook, signaling management’s increased confidence amid broader sector optimism driven by...

Sea Limited recently announced half-year earnings for the period ended June 30, 2025, reporting revenue of US$10.10 billion and net income of US$809.02 million, rising sharply from the same period a year prior. This substantial growth in both revenue and earnings per share highlights a marked improvement in operational efficiency and profitability across Sea’s core businesses. We’ll evaluate how Sea’s significant revenue and net income gains may strengthen the company's long-term growth...

Twilio recently reported its second quarter 2025 earnings, recording US$1.23 billion in sales and US$22.42 million net income, compared to the prior year's US$1.08 billion in sales and a net loss of US$31.86 million. Alongside raising its full-year revenue growth outlook and initiating third quarter revenue guidance, Twilio completed a significant share buyback, signaling management confidence in future performance. We'll explore how Twilio's raised revenue targets and buyback activity may...

Amgen Inc. recently reported second quarter financial results, showing revenue of US$9.18 billion and net income of US$1.43 billion, up from the previous year, alongside raising its full-year 2025 earnings guidance. These results signal both significant growth in profitability and the company's confidence in its ongoing business momentum despite a highly competitive biotechnology landscape. We'll examine how Amgen's strong quarterly financial performance and raised outlook add to its broader...

Warby Parker recently announced second-quarter 2025 earnings, reporting US$214.48 million in sales and a significant reduction in net loss compared to the previous year, alongside an increase in full-year revenue guidance and plans for 45 new store openings, including Target shop-in-shops. In addition to financial gains and positive outlook, the company is experiencing an executive transition, with Co-Founder and Co-CEO Dave Gilboa stepping in as interim principal financial officer following...

Lumentum Holdings Inc. recently released its fourth quarter and full year 2025 earnings, reporting US$480.7 million in quarterly sales and US$213.3 million net income, reversing last year's loss, along with full-year sales of US$1.65 billion and US$25.9 million net income. Alongside these financial improvements, the company announced a major U.S. semiconductor capacity expansion aimed at supporting AI and data center demand, reinforcing its manufacturing footprint and role in the growing...

Recently, Morgan Stanley and J.P. Morgan both issued positive ratings on Welltower, while company insiders increased their share purchases over the past quarter. This combination of optimistic analyst outlooks and insider activity comes as Welltower enhances its senior housing and outpatient medical portfolios, and completes US$3.7 billion in acquisitions and loan funding with a strong balance sheet. To understand the impact, we'll examine how growing insider confidence may shape...

T-Mobile US recently launched the new Revvl 8 smartphone and announced enhanced perks for its 5G Home and Small Business Internet plans, including improved support features and advanced cyber security for small businesses. Additionally, the company completed a large debt financing to support its acquisition of assets from Array Digital Infrastructure, highlighting sustained investment in its growth and network capabilities. We'll examine how T-Mobile's focus on offering greater value through...

Root, Inc. recently reported second quarter 2025 results, announcing a net income of US$20.9 million, a turnaround from a net loss of US$7.8 million in the prior year, and improved earnings per share from both basic and diluted continuing operations. This marks the company's first return to profitability for both the quarter and year-to-date periods, reflecting a substantial shift in operating performance. We will examine how Root's return to profitability could influence its ongoing...

In early August 2025, Lamar Advertising reported its second-quarter results, with revenue reaching US$579.31 million and net income rising to US$154.36 million, alongside the completion of a US$150 million share buyback program. Management notably increased full-year net income guidance, highlighting confidence in continued operational momentum following both earnings and capital allocation updates. We'll now explore how Lamar's updated earnings guidance shapes its investment narrative and...

OneStream, Inc. announced its second quarter and first half 2025 results earlier this month, reporting revenue of US$147.59 million for the quarter and US$283.9 million for the first half, alongside a widening net loss and new revenue guidance for the third quarter and full year. While the company continued to show strong top-line growth, the increased net loss has drawn attention to the balance between expansion and profitability as OneStream issues updated forecasts. We'll examine how the...

Earlier this week, Everus Construction Group reported second quarter 2025 results, posting revenue of US$921.47 million and net income of US$52.84 million, both higher than the same period last year. The company also raised its full-year 2025 revenue guidance to between US$3.3 billion and US$3.4 billion, reflecting management's increased confidence in sustained growth. We’ll explore how the combination of upbeat quarterly earnings and a higher outlook enhances Everus Construction Group’s...

In early August 2025, reports emerged that Atour Lifestyle Holdings Limited is considering a secondary listing in Hong Kong to raise several hundred million US dollars, working with advisers on a potential share sale. This move reflects a broader trend among US-listed Chinese firms seeking dual listings to address US delisting concerns and expand their access to global capital. We’ll examine how Atour Lifestyle Holdings’ pursuit of a Hong Kong listing could influence its capital flexibility...

Sensient Technologies recently participated in Baird's Investor Day in St. Louis and held a special company call, both events taking place earlier this week. These activities have raised expectations among investors for potential new disclosures or updates that could signal meaningful shifts in the company's direction. We'll explore how Sensient's investor conference participation and special call may influence its outlook for natural colors and clean-label growth. We've found 19 US stocks...

Dell Technologies recently announced a partnership with Nvidia and Elastic to enhance its AI Data Platform, leveraging Elastic's Elasticsearch technology alongside Nvidia GPUs on Dell PowerEdge servers to speed up AI workload processing and data search across industries such as media, entertainment, and finance. This collaboration highlights Elastic's expanding footprint in enterprise AI solutions and follows the release of Elastic's Logs Essentials and AI SOC Engine, which introduce new...

Ormat Technologies reported second quarter 2025 financial results on August 6, highlighting year-over-year growth in both revenue (US$234.02 million) and net income (US$28.05 million), affirmed its quarterly dividend at US$0.12 per share, and provided updated full-year revenue guidance of US$935 million to US$975 million. The company’s performance and updated guidance reflect ongoing execution in clean power markets and continued investor confidence through consistent dividend...

CarGurus, Inc. reported strong second-quarter 2025 results, marking a swing to profitability with US$22.34 million in net income and increased revenue, while announcing it will wind down its CarOffer wholesale business before the end of 2025 and expand its share buyback program by US$150 million. This move signals a shift in CarGurus’ strategy, emphasizing higher-margin AI-powered analytics and marketplace operations, and ending efforts in the more volatile transaction facilitation...

Gibraltar Industries recently announced its second-quarter 2025 results, reporting increased sales of US$309.52 million but a decrease in net income to US$26 million compared to the previous year, along with updated full-year guidance projecting lower earnings per share for 2025. While sales growth continued, the company's forecast for reduced annual earnings per share compared to 2024 signals shifting profitability dynamics that may influence expectations for the rest of the year. We'll now...

On August 4, 2025, Baidu, Inc. and Lyft, Inc. announced a strategic partnership to deploy Baidu's Apollo Go autonomous vehicles across key European markets, starting with Germany and the UK in 2026, pending regulatory approval, and scaling to thousands of vehicles in the following years. This collaboration marks Baidu’s first major autonomous vehicle initiative in Europe, leveraging Lyft’s platform and existing FREENOW network to accelerate regional rollout and regulatory acceptance. We'll...