U.S. Aerospace & Defense Stock News

Lemonade, Inc. reported its fourth-quarter and full-year 2025 results on 19 February 2026, with Q4 revenue of US$228.1 million and a net loss of US$21.7 million, while full-year revenue reached US$737.9 million and the full-year net loss was US$165.5 million, both showing smaller losses than the prior year. Management highlighted record gross profit, improving cash flow, and the rollout of an AI-enabled autonomous car insurance product as key milestones supporting its push toward improved...

GE HealthCare Technologies (GEHC) is back in focus after securing FDA 510(k) clearance for three MRI systems, including the helium-light SIGNA Sprint with Freelium, the SIGNA Bolt 3T scanner, and the AI-driven SIGNA One workflow platform. See our latest analysis for GE HealthCare Technologies. The recent FDA clearances arrive alongside a steady upswing in the share price, with a 7.66% 90 day share price return and a 12.84% three year total shareholder return. This comes even though the one...

Recent performance snapshot International Paper (IP) has drawn attention after recent trading, with the stock last closing at $46.87. Short term performance has been mixed, with a small 1 day gain alongside a 4.5% decline over the past week. See our latest analysis for International Paper. While the recent 7 day share price return of a 4.5% decline may look weak, the 90 day share price return of 24.69% and 3 year total shareholder return of 45.48% suggest momentum has been building over a...

The RealReal is reopening its redesigned flagship store in San Francisco’s Union Square after nearly three years. The two story location features expanded luxury resale offerings, personalized consignment services, and local collaborations. The move marks an increased physical retail presence in the company’s founding city and adds to efforts to revive the downtown core. For investors watching NasdaqGS:REAL, the reopening comes with the stock trading around $11.11 and showing a mixed return...

Remitly Global (RELY) is back in the spotlight after reporting its first full year of profitability, paired with strong Q4 2025 results, upbeat 2026 guidance, and a CEO handover to Sebastian Gunningham. See our latest analysis for Remitly Global. The upbeat Q4 2025 results, first full year of profitability and CEO transition have coincided with sharp momentum, with a 7 day share price return of 34.4% and a year to date share price return of 29.7%, even though the 1 year total shareholder...

Alkermes has entered into a new senior secured credit agreement totaling $1.525b with a group of major financial institutions. The agreement provides a significant pool of committed capital that will affect the company’s balance sheet and capital structure. The transaction is a key corporate finance development for Alkermes, trading on NasdaqGS:ALKS. For you as an investor, this financing move sits alongside a mixed share performance picture for NasdaqGS:ALKS. The stock closed at $31.91,...

Merchants Bancorp (MBIN) just lifted its quarterly common dividend by 10% and reaffirmed payouts across several preferred series, a move that spotlights capital return policy for income focused investors. See our latest analysis for Merchants Bancorp. That higher dividend comes on the heels of Merchants Bancorp joining the S&P 1000 index on 11 February 2026. It follows a 30 day share price return of 30.03% and a 90 day share price return of 44.64% from a current share price of $45.33. Over...

Easterly Government Properties, Inc. has reported its fourth-quarter 2025 results, with revenue rising to US$87.04 million while net income eased to US$4.59 million, alongside Board approval of a US$0.45 per-share quarterly dividend payable on March 19, 2026. The combination of higher revenue but lower earnings per share highlights the tension between growth and profitability as Easterly continues to support its shareholder dividend. With revenue up year over year but earnings per share...

On February 11, 2026, Customers Bancorp, Inc. announced that its Board of Directors had authorized a one-year share repurchase program of up to US$100,000,000 of its common stock. This buyback authorization highlights management’s willingness to deploy capital into reducing the share count, which can enhance per-share metrics and shareholder returns over time. Now we’ll examine how this US$100,000,000 repurchase plan may reshape Customers Bancorp’s investment narrative and capital allocation...

IMAX and Apple TV are partnering to bring live Formula One Grands Prix to IMAX theaters across the United States. The live broadcasts follow the release of "F1: The Movie" and expand IMAX's push into real time event programming. The move broadens IMAX's content mix beyond traditional film releases, with a focus on high profile sports events. IMAX (NYSE:IMAX) is adding this Formula One deal on top of a share price of $37.81 and multi year stock returns that include 45.3% over the past year...

Nexa Resources S.A. recently reported that operations at its Atacocha San Gerardo open pit mine in Peru, previously halted by community protests, have now gradually resumed and are progressing toward normal capacity, with an estimated production loss of about 0.9 kt of zinc that the company expects to recover over the coming months while keeping 2026 guidance unchanged. Alongside this operational stabilization, Nexa is pressing ahead with a 2026 exploration program of 59,870 meters across...

If you are wondering whether Banco Latinoamericano de Comercio Exterior S. A is still good value after its strong run, you are not alone. The stock’s pricing now calls for a closer look at what you are actually paying for. The share price recently closed at US$49.88, with returns of 6.7% over 30 days, 13.8% year to date, 39.0% over 1 year and very large gains over 3 and 5 years at 256.8% and 336.3% respectively. This naturally raises questions about how much optimism is already reflected in...

In February 2026, Zoetis Inc. reported fourth-quarter 2025 sales of US$2,387 million and net income of US$603 million, alongside full-year 2025 sales of US$9,467 million and net income of US$2,673 million, while completing a buyback of 25,832,086 shares for US$3,559.57 million under its August 2024 authorization. Combined with 2026 guidance calling for revenue of about US$9.83–US$10.03 billion and reported diluted EPS of US$6.65–US$6.75, these results highlight how earnings growth and share...

Why FactSet Research Systems has drawn fresh investor attention FactSet Research Systems (FDS) has come back on investors’ radar after a weak share price stretch, with the stock showing negative returns over the past month, past 3 months, year to date, and the past year. See our latest analysis for FactSet Research Systems. At a share price of US$195.05, FactSet Research Systems has seen momentum fade, with a 30 day share price return of 32% and a 1 year total shareholder return of 57%. This...

FTI Consulting (NYSE:FCN) has expanded its Corporate Finance & Restructuring segment with senior hires in aviation, healthcare and transaction advisory. Scott Davidson has been appointed to lead Aviation Business Transformation, focusing on aviation clients in international markets. Oussama Nicolas and Tara Makarem have been named to lead a new healthcare and life sciences offering in the Middle East. Mustapha Labassi has joined the Paris office to strengthen Transaction Services across...

UiPath recently announced new agentic AI solutions for healthcare at the ViVE 2026 conference in Los Angeles, including tools for medical records summarization, claim denial prevention, and prior authorization to support revenue cycle management. By embedding healthcare domain expertise through partners such as Genzeon, UiPath is aiming to reduce administrative workloads for providers and tie its automation platform more directly to patient-care and financial outcomes. We’ll now examine how...

Solventum stock snapshot after recent performance trends Solventum (SOLV) has caught investor attention after recent share price weakness, with the stock showing negative returns over the past week, month, and past 3 months while still posting modest annual revenue and net income growth. See our latest analysis for Solventum. The recent weakness, including a 7.57% 1 month share price decline and a 12.52% 3 month share price decline from a latest share price of $72.94, contrasts with a...

Why Kennedy-Wilson Holdings (KW) is on investors’ radar today Kennedy-Wilson Holdings (KW) has drawn attention after recent share price moves, with the stock showing double digit total returns over the past year, while longer term performance has been weaker. See our latest analysis for Kennedy-Wilson Holdings. Recent trading has been firm, with a 7 day share price return of 10.21% and a 90 day share price return of 13.31%, while the 1 year total shareholder return of 29.97% contrasts with...

In February 2026, Microchip Technology expanded its edge AI offering into full-stack MCU and MPU platforms, announced an US$800 million zero-coupon senior unsecured convertible note due 2030, and participated in multiple semiconductor conferences, including the Chiplet Summit 2026 and Wolfe Research’s Auto, Auto Tech and Semiconductor Conference. The push into turnkey edge AI solutions, combining silicon, software, tools and pre-trained models, signals Microchip’s intent to move closer to...

Tariff reset puts Best Buy (BBY) back in the spotlight A fresh 15% U.S. tariff announcement, following a Supreme Court ruling that curtailed earlier levies, has put Best Buy (BBY) on investors’ radar as a potential beneficiary if duties are later rolled back. See our latest analysis for Best Buy. Tariff headlines are landing at a time when Best Buy’s share price has been under pressure, with a 90 day share price return of a 14.73% decline and a 1 year total shareholder return of a 24.32%...

Baidu (NasdaqGS:BIDU) and Uber are partnering to launch the Apollo Go autonomous ride hailing service in Dubai. The project represents Baidu's first large scale overseas deployment of its autonomous driving technology. Dubai plans to expand autonomous transportation by 2030, and this service is intended to support that city wide goal. The Dubai operation will be Baidu's first Apollo Go hub outside of China. For you as an investor looking at NasdaqGS:BIDU, this move places Baidu's core...

Gartner (NYSE:IT) is under investigation by a law firm following its fourth quarter financial results. The inquiry focuses on potential securities fraud or unlawful practices linked to the company’s recent disclosures. Gartner’s 2026 outlook missed expectations, prompting fresh scrutiny of management and investor communications. The investigation and earnings update are viewed as material for current and prospective shareholders. Gartner is a research and advisory firm that sells market...

Veeva Systems (VEEV) is back in focus after recent trading left the stock about 18% lower over the past month and roughly 24% lower over the past 3 months, prompting fresh questions about its valuation. See our latest analysis for Veeva Systems. At a latest share price of $180.31, Veeva Systems has seen its short term momentum cool, with a 30 day share price return of 18.78% and a 90 day share price return of 23.51%. The 3 year total shareholder return of 9.21% contrasts with a 1 year total...

In early February 2026, Graphic Packaging Holding reported weaker guidance, including an expected decline in 2026 Adjusted EBITDA, and soon after became the subject of a Pomerantz LLP investigation into potential securities law violations. These developments coincided with Atlantic Investment Management exiting its position, flat unit sales, earnings pressure, and David Einhorn significantly expanding his stake in the company. Together, the softer outlook, legal scrutiny, and contrasting...