U.S. Aerospace & Defense Stock News

On August 12, 2025, Waystar Holding Corp. announced it had refinanced and repriced its first lien term loan, reducing the interest rate and receiving strong demand from new and existing lenders, while also adding US$250 million of incremental term loans to help fund its pending acquisition of Iodine Software. The transaction was supported by reaffirmed debt ratings and a stable outlook from major credit agencies, highlighting lender confidence in Waystar’s balance sheet and future cash flow...

Earlier this week, Philip Morris International reported continued progress in its transition to smoke-free products, highlighting notable gains in its reduced-risk portfolio and strong pricing power across key markets. A central insight is that the company's smoke-free transformation and cost-saving initiatives are supporting its long-term ambition to decrease reliance on combustibles and enhance profitability. We'll explore how the recent momentum in Philip Morris International's smoke-free...

Lineage, Inc. recently reported second quarter 2025 earnings, showing a narrowed net loss of US$6 million on sales of US$1.35 billion, alongside ongoing legal proceedings related to its July 2024 IPO. This combination of improved quarterly results and an unresolved class action lawsuit highlights both operational progress and persistent legal uncertainty for the company. With this backdrop, we'll explore how the legal risks connected to the IPO are influencing Lineage's overall investment...

GitLab Inc. recently announced a three-year strategic collaboration agreement with Amazon Web Services to widen access to GitLab Dedicated, its single-tenant, cloud-hosted solution tailored for organizations with demanding compliance requirements in regulated industries and the public sector. This agreement allows organizations to deploy GitLab Dedicated within their preferred AWS Regions, reducing infrastructure burden while consolidating development and security tools on a unified...

In the past week, Box, Inc. and Netpoleon Solutions Pte Ltd. announced a partnership making Netpoleon a value-added distributor for Box's intelligent content management platform in Singapore, aiming to support digital transformation and expansion into regulated industries like finance and healthcare. This collaboration enhances Box’s local integration, automation, and security services, aligning with Singapore’s Smart Nation initiative and increasing the platform’s reach in a growing...

Arrowhead Pharmaceuticals announced its third quarter and nine-month results for the period ended June 30, 2025, reporting US$27.77 million in quarterly sales and a net loss of US$175.24 million for the quarter, but a shift to net income of US$22.12 million for the nine months, compared to a loss of US$428.96 million a year earlier. This turnaround was driven by a very large year-on-year increase in year-to-date sales, resulting in the company returning to profitability over the nine-month...

Earlier in August 2025, Exact Sciences Corporation reported second-quarter sales of US$811.09 million and a net loss of US$1.19 million, while also raising its full-year 2025 revenue guidance to a range of US$3.13 billion to US$3.17 billion. This update highlights ongoing sales momentum and improving profitability, supported by reaffirmed long-term targets for compounded annual revenue growth through 2027. We’ll now explore how the raised 2025 revenue outlook could influence Exact Sciences'...

On August 11, 2025, CCC Intelligent Solutions announced that Elitek Vehicle Services has expanded its integration with the CCC Diagnostics Network, enabling automatic inclusion of Elitek's mobile sublet services and records within CCC ONE® work files for collision repair facilities. This expansion automates repair documentation and reduces administrative tasks for repair shops, underscoring growing demand for digital efficiency in automotive service workflows. We'll explore how the recent...

In recent weeks, Vertex Pharmaceuticals reported strong second-quarter financial results with US$2.96 billion in revenue and announced its investigational pain therapy VX-993 did not meet the primary endpoint in a Phase 2 trial, resulting in the decision not to pursue it further as a monotherapy for acute pain. This combination of a pipeline setback and robust financial performance, alongside continued share repurchases and confirmation of annual revenue guidance, reflects both the strengths...

In early August 2025, HubSpot announced strong second quarter results with revenue reaching US$760.87 million and a narrowing net loss year-over-year, while partner FormAssembly independently revealed its integration launch in the HubSpot App Marketplace with new no-code form automation tools for users. Alongside improved earnings guidance and a share repurchase completion, ongoing ecosystem expansion through third-party integrations continues to broaden HubSpot's solutions and appeal among...

Earlier this week, Chevron U.S.A. Inc., a subsidiary of Chevron Corporation, issued US$5.5 billion in notes with maturities ranging from 2027 to 2035 to secure long-term funding, with the notes guaranteed by its parent company. This financing move coincides with Chevron's focus on production expansion in the Permian Basin and commitment to efficiency and sustainability initiatives. We'll explore how Chevron's US$5.5 billion debt raise could bolster investment in its Permian Basin operations...

Novavax, Inc. recently reported its second quarter and first half 2025 earnings, with quarterly revenue at US$239.24 million and net income of US$106.51 million, reflecting declines from the same period last year, while six-month revenue and net income saw substantial growth to US$905.9 million and US$625.15 million, respectively. The contrasting quarterly and six-month results highlight shifting business momentum, as significant gains in the first half were paired with a softer most recent...

Qiagen N.V. recently reported its second quarter and first half 2025 results, with sales of US$533.54 million for the quarter and a return to profitability, compared to a net loss a year earlier. In addition to improved financial performance, the company raised its full-year 2025 outlook for both net sales and core sales growth, signaling growing confidence in operational execution and underlying demand. We will now explore how Qiagen's upgraded guidance and return to profitability may...

Earlier this month, Surgery Partners reported second-quarter 2025 results with sales rising to US$826.2 million and a significantly lower net loss compared to the previous year, while reaffirming its full-year revenue guidance of US$3.3 billion to US$3.45 billion; the company also announced Wayne S. DeVeydt’s immediate resignation as Executive Chairman and director, appointing Blair E. Hendrix as the new Board Chairman and reducing the Board size to 10 directors. Despite the leadership...

On August 12, 2025, Casa dos Ventos announced it had selected Nextracker to supply 1.5 GW of solar tracker systems for four new utility-scale solar and hybrid projects across Brazil, marking Casa dos Ventos’s first large-scale entry into solar power. This project further strengthens Nextracker’s position in the Latin American renewables market and highlights the growing trend of hybrid wind-solar plants to address Brazil's grid constraints. We'll explore how Nextracker’s role in enabling...

Earlier this month, Realty Income Corporation reported its second quarter 2025 earnings, highlighted by increased revenue to US$1.41 billion but a reduction in net income and a downward revision of its full-year earnings guidance, following higher real estate impairments. Despite these financial headwinds, Realty Income maintained its 662nd consecutive monthly dividend and continues to expand in both the U.S. and European real estate markets, reflecting its commitment to shareholder returns...

DoubleVerify Holdings, Inc. recently reported its second quarter 2025 earnings, with revenue of US$189.02 million and net income of US$8.76 million, both up from the previous year, and raised its full-year 2025 revenue growth guidance to approximately 15%. This boost in guidance highlights management's increased confidence in DoubleVerify's outlook, reflecting positive momentum in its core digital ad verification business. We'll explore how DoubleVerify’s raised 2025 revenue outlook could...

Archer-Daniels-Midland recently reported second-quarter 2025 earnings showing sales of US$21.17 billion and net income of US$219 million, both lower than a year earlier, and declared a cash dividend of 51.0 cents per share payable September 10, 2025. The absence of share buybacks this past quarter, coupled with the earnings decline, signals a shift in capital allocation and potential focus on operational priorities. Given the earnings decline highlighted in the recent update, we'll examine...

Recently, Coca-Cola FEMSA reported an upward trend in return on capital employed (ROCE), driven by improved operational efficiencies and steady capital use over the past five years. This improvement suggests that the company is achieving higher returns from its existing resources, which may indicate stronger long-term growth potential. We’ll now explore how Coca-Cola FEMSA’s enhanced capital efficiency could impact its investment narrative and future growth prospects. Uncover the next big...

Supernus Pharmaceuticals recently reported its second-quarter 2025 earnings, showing year-over-year revenue of US$165.45 million and net income of US$22.5 million, alongside updated full-year guidance reflecting anticipated revenue of US$670 million to US$700 million due to strong first-half results and the Sage acquisition. While quarterly revenue declined slightly from the prior year, improved profitability and the upward revision in annual guidance highlight a significant shift in...

Zeta Global Holdings Corp. recently reported strong second quarter and six-month 2025 financial results, announced a share repurchase program of up to US$200 million, and raised both its third quarter and full-year revenue guidance. These announcements highlight not only improved revenue and reduced net loss but also management's growing confidence in future performance, underpinned by the company's intention to return value to shareholders. Next, we will explore how Zeta's raised revenue...

Arcellx, Inc. recently reported its second quarter 2025 earnings, disclosing a net loss of US$52.77 million, up from US$27.2 million in the same period last year, and a basic loss per share of US$0.94 versus US$0.51 year-over-year. This sharp increase in net loss highlights considerable changes in the company's cost structure or spending priorities compared to previous periods. We'll examine how Arcellx's significantly higher net losses this quarter influence its investment narrative and...

Earlier this month, Roku announced the launch of Howdy, its new ad-free subscription video-on-demand service priced at US$2.99 per month, offering thousands of hours of content from partners like Lionsgate, Warner Bros. Discovery, and FilmRise, as well as select Roku Originals. This move positions Roku to address demand for affordable, uninterrupted streaming with a nationwide service featuring a broad, recognizable content library. We'll examine how the Howdy launch and its low pricing...

Howard Hughes Holdings Inc. recently reported its second quarter 2025 results, revealing revenue of US$260.88 million, a decline from US$283.47 million in the prior year, alongside a net loss of US$12.14 million compared to net income of US$21.09 million a year earlier. The shift from profit to loss, despite higher sales for both the quarter and six-month period, raises questions about underlying cost pressures and profitability trends for the company. We'll explore how the swing to a net...