U.S. Aerospace & Defense Stock News

Why Kimco Realty Is Getting Fresh Attention Kimco Realty (KIM) is back on investor radars after a solid run recently, with the stock showing positive returns over the past week, month, past 3 months, and year to date. See our latest analysis for Kimco Realty. The recent momentum has been steady, with a 1-day share price return of 2.66% and a 30-day share price return of 10.54%, contributing to a 12.92% 1-year total shareholder return and signaling interest in Kimco Realty’s income focused...

Red Rock Resorts has already reported its fourth-quarter and full-year 2025 results, showing higher revenue but slightly lower quarterly net income, and its board declared a US$1.00 per Class A share special cash dividend payable on February 27, 2026 to stockholders of record on February 20, 2026. Alongside these results, the company highlighted record fourth-quarter gaming performance in Las Vegas and outlined expansion projects and active capital allocation, underscoring management’s focus...

In February 2026, Uniti Wholesale announced it had accelerated its 2026 expansion plan, committing significant capital to add about 20 new data center on-ramps, upgrade or build six key network routes, and roll out FastWaves to deliver 100G and 400G wavelength services in under three weeks on select corridors. By pairing these infrastructure upgrades with pre-deployed optical capacity, aggressive service levels, and market-aligned pricing, Uniti is aiming to strengthen its position as a core...

RBC Capital Markets recently highlighted StandardAero’s reset of its 2026 expectations and emphasized a robust engine aftermarket outlook, particularly around CFM LEAP maintenance opportunities. The prospect of large airlines broadening their maintenance, repair and overhaul supplier base and potential new LEAP-related contracts positions StandardAero to benefit from deeper, longer-term customer relationships. We’ll now examine how RBC’s focus on StandardAero’s strengthening LEAP engine...

Planet Fitness (PLNT) has put its Mexico expansion back in focus after signing a new franchise agreement with Impulso Gym to open clubs in Tijuana and Mexicali, targeting regions with relatively low gym membership penetration. See our latest analysis for Planet Fitness. Planet Fitness shares trade at US$90.65, with recent Mexico expansion news and a new independent director arriving after a period of weaker momentum. This includes a 30 day share price return decline of 4.04% and a 1 year...

Event context and why C.H. Robinson Worldwide is on investors’ radar C.H. Robinson Worldwide (CHRW) is back in focus after recent trading, with the stock last closing at $190.06. For investors, that price sits against a backdrop of measured revenue and net income growth. See our latest analysis for C.H. Robinson Worldwide. The recent move to a US$190.06 share price comes after a 2.63% 1 day share price return and a 22.96% 90 day share price return. The 1 year total shareholder return of...

Event context and recent performance Molson Coors Beverage (TAP) has drawn fresh attention after recent share price moves, with the stock up about 3.1% over the past day and roughly 1% over the past month. Over the past 3 months, the shares show a total return of about 7.9%, while the 1 year total return is about 14.3% lower. This places more focus on how current fundamentals compare with recent history. See our latest analysis for Molson Coors Beverage. At a share price of US$49.86, Molson...

Activist pressure puts ASA Gold and Precious Metals (ASA) under the spotlight Saba Capital Management is stepping up pressure on ASA Gold and Precious Metals (ASA), combining increased share purchases with a fresh activist presentation urging the Board to launch a comprehensive review of the fund. See our latest analysis for ASA Gold and Precious Metals. ASA’s latest activist spotlight comes after a strong run, with a 90 day share price return of 50.56% and a very large 3 year total...

Why the latest earnings move matters for Norfolk Southern (NSC) Norfolk Southern (NSC) kicked off fresh investor interest after its Q4 2025 results, where adjusted earnings per share outpaced expectations even as revenue and freight volumes came under pressure. The market reaction, including a 2% share price move on the announcement day and continued analyst optimism, has put the stock back in focus for investors watching how rail operators manage costs in a softer freight backdrop. See our...

In the past week, VICI Properties has drawn increased analyst attention ahead of its Q4 2025 earnings release on February 25, with debate centering on growth prospects and its large Caesars Entertainment Regional Master Lease exposure. The news highlights a tension between generally favorable Wall Street views on VICI’s long-term income profile and concerns about tenant concentration and growth momentum. Next, we’ll examine how these pre-earnings concerns around Caesars lease concentration...

Western Union (WU) stock is back in focus after Q4 results showed higher adjusted earnings per share despite lower revenue, along with reaffirmed 2026 guidance, active buybacks, a cash dividend, and the pending Intermex acquisition. See our latest analysis for Western Union. Western Union shares have been choppy around US$9.27, with a 10.49% 3 month share price return contrasting with a 3.59% decline in 1 year total shareholder return. This suggests recent momentum has improved even as longer...

In February 2026, Getty Realty Corp. completed a follow-on equity offering of 4,000,000 common shares at US$32.48 per share, raising about US$129.92 million through forward sale agreements with JPMorgan Chase Bank and Wells Fargo Bank to fund acquisitions, debt repayment, and general corporate purposes. This fresh equity capital sits alongside recently reported full-year 2025 results showing higher revenue and net income year on year, and a reaffirmed quarterly dividend of US$0.485 per...

Assurant (AIZ) has drawn fresh attention after reporting fourth quarter and full year 2025 results, alongside the launch of Assurant Home Warranty, a new real estate channel partnership reaching roughly 300,000 agents. See our latest analysis for Assurant. The latest earnings release and home warranty launch have come alongside mixed share price momentum, with a 7 day share price return of 3.14% but a 30 day share price return decline of 3.89%, while the 1 year total shareholder return of...

In February 2026, SiriusPoint Ltd. reported fourth-quarter 2025 revenue of US$973.7 million and net income of US$244 million, with full-year revenue of US$3.21 billion and net income of US$459.6 million, and announced its Board would consider a share repurchase program. Beyond the headline growth in earnings per share, SiriusPoint’s shift toward less volatile lines and improved diluted book value per share underline a business mix that is becoming more resilient and capital-efficient. With...

In February 2026, First American Financial Corporation reported past fourth-quarter 2025 results showing revenue of US$2,049.7 million and net income of US$211.9 million, with diluted earnings per share from continuing operations of US$2.05, all higher than the prior year. For full-year 2025, the company delivered revenue of US$7,452.2 million and net income of US$621.8 million, indicating a much stronger earnings profile while reporting no share repurchases under its July 2025 buyback...

Carpenter Technology Corporation recently announced that CEO Tony R. Thene will step down on July 1, 2026, with current President and COO Brian Malloy taking over as President and CEO while Thene transitions to Executive Chairman on the same date. Malloy’s deep operational background across aerospace, defense, and energy end-markets positions him to steer Carpenter’s specialty alloys business as it pursues growth in these technically demanding applications. We’ll now examine how this planned...

Recent share performance and what it might signal Axcelis Technologies (ACLS) shares closed at US$80.16, with recent returns showing a 0.6% decline over the past day, 15.2% over the past week, 12.0% over the past month, and 3.1% over the past 3 months. See our latest analysis for Axcelis Technologies. While the recent 7 day and 30 day share price returns are negative, Axcelis Technologies still shows a 1 year total shareholder return of 26.6%, set against a weaker 3 year record and stronger 5...

Baker Hughes (BKR) is back in focus after two recent announcements: a green hydrogen storage collaboration with Vallourec, and a large gas turbine award for U.S. data center power projects tied to growing AI demand. See our latest analysis for Baker Hughes. Those hydrogen and data center power deals arrive after a strong run in Baker Hughes’ share price, with a 30-day share price return of 15.37% and a year-to-date share price return of 31.97%, while the 1-year total shareholder return is...

LGI Homes (LGIH) is back in focus after its latest earnings release, where both quarterly and full year net income and earnings per share declined sharply, and 2026 guidance pointed to more cautious expectations. See our latest analysis for LGI Homes. LGI Homes' latest results and more cautious 2026 guidance come after a mixed price run. The company has recorded a 1-month share price return of 8.3% and a year to date share price return of 33%, set against a 1-year total shareholder return...

Black Stone Minerals has already released its fourth-quarter 2025 earnings (on 23 February 2026 after the market close), with analysts beforehand expecting revenue to rise 17.1% year over year and earnings per share of $0.27. Investor interest has been driven by earlier upward revisions to earnings and revenue forecasts and the partnership’s history of outperforming analyst expectations in prior quarters. We’ll now examine how this earnings release, and the earlier upward revisions to...

What recent returns say about DICK'S Sporting Goods (DKS) DICK'S Sporting Goods (DKS) has traded in a relatively tight range recently, with a 1-day return of 1.7%, about 2.5% over the past week, and flat performance over the past month. Over longer periods, the stock shows mixed results, with a small negative total return over the past year, while the past 3 months are essentially unchanged and multiyear returns remain positive. See our latest analysis for DICK'S Sporting Goods. With the...

FTAI Aviation (FTAI) is expanding beyond jet leasing and repair. The company plans to sell modified Boeing 737 engines as natural gas turbines to power data centers, targeting energy demand tied to AI related computing growth. See our latest analysis for FTAI Aviation. The recent engine repurposing push comes on top of a 78.37% 3 month share price return and a very large 5 year total shareholder return, suggesting momentum has been strong as investors reassess both growth potential and...

NVR, Inc. recently announced a new share repurchase program authorizing up to US$750 million of stock buybacks, alongside fourth quarter earnings that exceeded analyst expectations. At the same time, NVR is pursuing a 1,010‑unit residential development in Prince William County, highlighting its push into large-scale regional housing projects. Next, we’ll examine how the strong quarterly earnings beat influences NVR’s investment narrative and longer-term business positioning. This technology...

Capital Clean Energy Carriers (CCEC) recently completed a €250 million unsecured bond issuance in Greece, with 3.75% coupon bonds maturing in 2033. The proceeds are intended for debt repayment, capital expenditures, and working capital. See our latest analysis for Capital Clean Energy Carriers. The bond issuance comes as the share price sits at $23.09, with a 30-day share price return of 7.63% and a 90-day share price return of 15.68%. The 1-year total shareholder return of 31.05% and 5-year...