U.S. Aerospace & Defense Stock News

Jack Henry & Associates (JKHY) just posted quarterly and full-year results that turned more than a few heads. Fueled by record earnings and revenue, the company’s latest report shows growth across its core, complementary, and payments segments. With launches such as Tap2Local and a new financial health suite, along with guidance for more expansion in fiscal 2026, there is a lot for investors to unpack. The report highlights more than just beating estimates. The company’s focus on product...

Bausch + Lomb (NYSE:BLCO) recently experienced a shakeup in its boardroom that could have long-term implications for investors. Brett M. Icahn and Gary Hu stepped down as directors after the company’s appointment and nomination agreement with Carl Icahn and his affiliates was terminated. This decision was prompted when the Icahn group’s stake in Bausch Health, the parent company, fell below a critical threshold. While the company expressed appreciation for their contributions, board turnover...

Navigator Holdings recently reported its second quarter and half-year 2025 results, showing a year-over-year decline in quarterly revenue and net income, but modest improvements for the six-month period, alongside the completion of a US$50 million share buyback and a dividend declaration of US$0.05 per share. The company's sizeable share repurchase and continued return of capital to shareholders through dividends present a contrast to the mixed operating performance for the quarter,...

Sea (NYSE:SE) just caught investors’ attention with its latest earnings announcement, and for good reason. The company reported that both revenue and net income rose substantially for the first half of the year, with profits jumping from just over $58 million to more than $800 million compared to last year. That kind of bottom-line improvement does not go unnoticed, especially at a time when many investors are keeping a close eye on who can actually turn growth into meaningful profit. This...

Regional bank stocks, including Atlantic Union Bankshares, rose after Federal Reserve Chair Jerome Powell delivered dovish remarks at the Jackson Hole symposium, suggesting the potential for interest rate cuts as inflation risks moderate and unemployment remains low. This shift in monetary policy outlook eased investor concerns about prolonged high rates, providing particular support to regional banks sensitive to the interest rate environment. We'll explore how the prospect of lower...

Recently, Markel Insurance completed the sale of renewal rights for its Global Reinsurance business to Nationwide, with associated policy management delegated to Ryan Re Underwriting Managers and the division entering runoff over the next two to three years. This move reflects Markel Group's commitment to streamlining its operations and sharpening its focus on high-growth specialty insurance markets while phasing out less profitable segments. We’ll explore how exiting the Global Reinsurance...

If you have been thinking about what to do with your Trustmark (TRMK) shares lately, you are not alone. The bank’s current dividend yield has attracted attention across the market, coming in above not only the broader S&P 500 but also surpassing the industry average. This, combined with expectations for meaningful earnings growth in the coming year, has put Trustmark in the spotlight for anyone weighing the merits of holding or buying in a shifting rate environment. Taking a broader view,...

In recent days, Healthcare Services Group received a Zacks Rank of #1 (Strong Buy), with analysts raising their full-year earnings outlook by 4.8% and showing increased confidence in the company compared to sector peers. This analyst optimism and consensus estimate revision highlighted Healthcare Services Group’s stronger market positioning and potential for improved financial performance over the rest of the year. We’ll explore how upgraded analyst sentiment and an improving earnings...

Intercontinental Exchange (ICE) has caught some attention after shares nudged just above flat for the day. While there is no specific event pushing the stock suddenly into the spotlight, these small day-to-day moves can add up and make investors wonder if shifts behind the scenes are signaling changes in market sentiment. Sometimes, when the news quiets down, it becomes a good moment to step back and question whether the company’s valuation is aligned with its long-term prospects, or if the...

PACCAR (PCAR) just reported its second-quarter 2025 results, and the numbers are certainly getting investor attention, especially if you are weighing the next move for your own portfolio. The company delivered earnings per share of $1.37, topping analyst estimates, but that headline victory masks some softer spots under the hood. Revenues from the key Trucks segment slipped compared to last year, and pre-tax income took a meaningful hit. That combination of outperforming expectations while...

In the past week, Badger Meter reported second quarter earnings that missed profit estimates but delivered revenue growth, supported by higher utility water sales and the integration of its SmartCover acquisition. Despite also announcing an 18% dividend increase with a history of stable payouts, the company's near-term outlook was tempered by both downward earnings revisions and market caution before key Federal Reserve commentary. We'll explore how the EPS shortfall and increased dividend...

The Macerich Company recently announced its second quarter 2025 earnings, reporting sales of US$232.73 million and a revenue increase to US$249.79 million compared to the prior year, but posting a net loss of US$40.91 million, reversing from a net income of US$252.01 million a year ago. Despite achieving stronger revenue in both the second quarter and first half of the year, Macerich's performance shifted from profitability to net losses, highlighting a disconnect between top-line growth and...

Earlier this week, Standex International reported strong fourth-quarter results, highlighting 23% year-over-year sales growth and substantial margin expansion, while Director Thomas J. Hansen disclosed the sale of 2,992 shares. The company's leadership remains confident about its path ahead, anticipating over US$100 million in revenue growth for fiscal 2026, supported by new product launches and expanding into additional markets. We'll explore how Standex International's robust sales growth...

Customers Bancorp (CUBI) just became the center of attention after Fed Chair Jerome Powell’s dovish tone at Jackson Hole. His remarks hinting at possible interest rate cuts caught investor ears, especially for regional banks like Customers Bancorp that often move in tandem with monetary policy shifts. With inflation risks easing and low unemployment giving the Fed some breathing room, the broader market’s optimism quickly translated to a spike in CUBI’s stock price. This surge is not...

Arrow Electronics (ARW) has grabbed investor attention after unveiling its latest quarterly results, which revealed double-digit revenue growth year on year and outperformed analyst expectations on both revenue and earnings per share. For a company long known for its steady performance in electronics distribution and solutions, this kind of acceleration stands out. This may hint that recent strategy shifts are starting to take effect. With the numbers now released, many are wondering if...

Plexus recently reported third-quarter fiscal 2025 adjusted earnings per share of US$1.90, exceeding analyst estimates and highlighted by revenue growth across all market sectors. The announcement of 41 new manufacturing program wins, expected to add US$250 million in annualized revenues once fully ramped, points to expanding business momentum. We'll now explore how these substantial program wins may reshape Plexus's investment narrative and outlook on future growth. This technology could...

Earlier this month, T1 Energy Inc. and Corning Incorporated announced a commercial agreement for T1 to source hyper-pure polysilicon and solar wafers from Corning’s Michigan facility, with deliveries to T1’s Austin solar cell site starting in the second half of 2026. This collaboration highlights Corning’s expanding role in the U.S. solar supply chain and its support for advanced, affordable clean energy manufacturing spanning Michigan and Texas. We’ll examine how this new polysilicon and...

Ares Management Corporation recently launched the Ares Core Infrastructure Fund (AUT), an Australian-domiciled unit trust designed to provide wholesale and advised retail investors in Australia with access to the Ares Core Infrastructure Fund, a U.S.-regulated private infrastructure investment solution. This move highlights Ares' continued expansion in global infrastructure assets, leveraging established sourcing teams and providing investors with tax-advantaged, semi-liquid access to a...

Skyworks Solutions recently introduced the SKY53510/80/40 clock fanout buffer family, engineered to meet the strict timing requirements of next-generation high-speed infrastructure, including PCIe Gen 7, AI, cloud computing, and 5G/6G networks. This launch highlights Skyworks' focus on precision timing and seamless integration, positioning the company to support rapidly evolving connectivity standards across multiple high-growth sectors. Let's examine how this product innovation, which...

If you’ve been watching THOR Industries (THO), the recent insider buying probably caught your eye. Despite a drawn-out slide in company earnings, several members of the management team have been buying shares over the past quarter. Moves like these are widely seen as management putting their money where their mouth is, which suggests the leadership team sees something in the company’s longer-term story that the market might be missing. This comes after a mixed run for THOR Industries. The...

PulteGroup recently reported better-than-expected second-quarter earnings and revenue, which leadership attributed to improved consumer sentiment and targeted operational adjustments amid changing market conditions. This strong quarterly performance, along with commentary on adapting production and land investments, signaled management’s focus on aligning with future demand and market shifts. We’ll explore how this earnings surprise and PulteGroup’s approach to market adaptation inform the...

Tilray Brands (NasdaqGS:TLRY) has been pulling in attention from every corner of the investing world lately. The spark? Momentum around marijuana’s possible reclassification to Schedule III, proposed by Donald Trump, is building in Washington and signaling a meaningful shift that could reshape the entire U.S. cannabis sector. Adding to that, Tilray’s own recent news of partnering with Italian pharma group Molteni to expand its medical cannabis footprint in Europe has also attracted market...

Boyd Gaming Corporation recently announced that its Board of Directors declared a quarterly cash dividend of US$0.18 per share, payable on October 15, 2025 to shareholders of record as of September 15, 2025. This ongoing commitment to shareholder returns, alongside favorable analyst ratings and rising earnings estimates, underscores Boyd Gaming's value-focused investment appeal. With the Board declaring another dividend, we’ll assess how continued shareholder payouts may influence Boyd...

Wells Fargo (WFC) is back in focus after a run of news that could influence how investors are sizing up the stock’s potential. With the next earnings report on the horizon and forecasts pointing to higher earnings per share, the market is tuning in. In addition, a recent streak of dividend increases and yields that exceed both peers and the S&P 500 average make the story even more interesting for anyone considering whether to stick with, add to, or trim their position. If you have been...