U.S. Aerospace & Defense Stock News

Gulfport Energy Corporation has reported past fourth-quarter 2025 revenue of US$398.19 million and net income of US$132.42 million, capping a full-year swing from a net loss to US$427.81 million in profit on revenue of US$1.42 billion. The company also outlined 2026 production guidance pointing to higher gas-equivalent volumes and liquids output while continuing to return cash through share repurchases. We’ll now examine how Gulfport’s stronger 2025 profitability and 2026 production guidance...

Why recent analyst optimism is putting Colgate-Palmolive (CL) back on watchlists Recent upbeat commentary from Wall Street on Colgate-Palmolive (CL), centered on organic sales growth tied to pet nutrition, emerging markets, and product innovation, has pushed the stock back into focus for income oriented consumer staples investors. See our latest analysis for Colgate-Palmolive. The recent analyst optimism comes on the heels of strong momentum, with Colgate-Palmolive’s share price at US$98.11...

If you are wondering whether QuidelOrtho is starting to look like a value opportunity or a value trap, its current share price means it is a stock where valuation really matters. The share price closed at US$21.93, with a 5.2% decline over 7 days, a 21.9% decline over 30 days, a 23.8% decline year to date and a 46.8% decline over the past year, while the 3-year and 5-year returns stand at a 74.8% decline and an 86.4% decline respectively. Recent news coverage has focused on QuidelOrtho's...

Conagra Brands (NYSE:CAG) has appointed John Mulligan and Pietro Satriano to its board of directors. Mulligan previously served as Target’s chief operating officer and sits on McDonald’s board. Satriano is the former chief executive of US Foods, bringing additional foodservice experience. For investors watching NYSE:CAG, these board changes arrive as the shares trade around $19.1, with the stock down 21.3% over the past year and 29.4% over five years. The company’s value score of 4 and a...

LyondellBasell Industries (LYB) has moved sharply into focus after reporting a full year 2025 net loss alongside a lower quarterly dividend, prompting investors to reassess income expectations and the company’s response to prolonged chemical sector pressures. See our latest analysis for LyondellBasell Industries. The share price reaction shows how sentiment is shifting in real time, with a 1-day share price return of 2.93%, a 30-day share price return of 14.38% and a year-to-date share price...

Palomar Holdings filed a shelf registration for a common stock offering tied to its Employee Stock Ownership Plan. The filing sets up the company to issue shares over time in connection with employee ownership and compensation programs. This move may influence the company’s capital structure and how equity is distributed to employees. For you as an investor looking at NasdaqGS:PLMR, this ESOP linked shelf registration sits alongside a share price of $120.94 and a value score of 3. The stock...

Multiple shareholder class action lawsuits have been filed against Corcept Therapeutics (NasdaqCM:CORT) after the company disclosed that the FDA issued a Complete Response Letter for relacorilant. Plaintiffs allege Corcept and certain executives misrepresented FDA communications and the likelihood of approval for relacorilant prior to the New Drug Application decision. The lawsuits claim that longstanding regulatory concerns about the clinical evidence for relacorilant were not adequately...

Why SkyWest stock is drawing attention now SkyWest (SKYW) is on investors’ radar after a period of solid share price moves, with the stock up about 5% over the past month and past 3 months, and roughly 9% over the past year. See our latest analysis for SkyWest. With the share price at $106.76 and a 1 day share price return of 4.75%, SkyWest’s recent move builds on a 30 day share price return of 5.02% and a 1 year total shareholder return of 9.09%. The 3 year total shareholder return is very...

In February 2026, Uber Technologies launched Uber Autonomous Solutions and committed more than US$100 million to autonomous vehicle charging hubs, while also expanding robotaxi operations with partners such as WeRide in Abu Dhabi and advancing plans for AV deployments in multiple global cities. This coordinated push positions Uber less as a pure ride-hailing platform and more as an infrastructure and services backbone for autonomous mobility, spanning software, financing, charging, and...

Select Medical Holdings (NYSE:SEM) has received a nonbinding indication of interest to take the company private. A special committee of the Board is currently reviewing the proposal. The approach represents a potential change in ownership structure and corporate control. For shareholders, the timing of this approach comes after a mixed share price record. The stock closed at $14.82, with a 1-year return of a 21.3% decline and a 3-year return of a 6.6% decline. Over 5 years, the share price...

Why CSX stock is on investors’ radar CSX (CSX) has drawn attention after a stretch of solid recent returns, with the stock up over the past week, month and past 3 months. This performance has prompted closer scrutiny of its current valuation. See our latest analysis for CSX. At a share price of $42.47, CSX has seen momentum build recently, with a 30 day share price return of 15.91% feeding into a year to date share price return of 17.09%, alongside a 1 year total shareholder return of...

In recent weeks, Shift4 Payments has faced mixed analyst reactions while rolling out a new stablecoin settlement platform that allows merchants to receive funds in digital currencies. This combination of diverging analyst views and a push into crypto-enabled settlements highlights how investor attention is shifting toward Shift4’s growth mix and technology direction. Next, we’ll examine how Shift4’s move into stablecoin-based merchant settlements reshapes the company’s existing investment...

McDonald’s (NYSE:MCD) has launched a Canada-exclusive collaboration with Drake and OVO, offering special meals and branded merchandise. The company is concluding its CosMc’s spin off test and integrating unique beverage concepts into the core McDonald’s menu. McDonald’s is bringing the Big Arch burger to the U.S. market, adapting an international item for domestic customers. For investors, these moves illustrate how McDonald’s is using its scale and brand reach in new ways across culture,...

In February 2026, Pool Corporation reported fourth-quarter 2025 results showing slightly lower sales and earnings year on year, issued full-year 2026 EPS guidance of US$10.85–US$11.15 below analyst expectations, and disclosed that it had completed a long-running share repurchase program totalling US$2.46 billion. The combination of softer quarterly performance, cautious guidance tied to weaker pool construction and renovation demand, and the exit of a long-serving director raised fresh...

Cardboard and containerboard prices have moved lower unexpectedly, pressuring U.S. packaging producers. Packaging Corporation of America (NYSE:PKG) is directly exposed as a major producer of containerboard and corrugated packaging. The price weakness points to softer demand conditions and heavier discounting across the packaging sector. For Packaging Corporation of America, the sudden drop in cardboard pricing affects the core of its business in containerboard and corrugated boxes. When...

Earlier in February 2026, Philip Morris International reaffirmed its full‑year 2026 reported diluted EPS guidance of US$7.87 to US$8.02, signaling continued confidence in its earnings outlook despite currency headwinds. Management also underscored accelerating adoption and rising profitability of its smoke‑free products, which now extend across 106 markets and are reshaping the company’s revenue mix. We’ll now examine how reaffirmed 2026 earnings guidance, underpinned by expanding smoke‑free...

Hycroft Mining Holding Corporation recently filed an independent Technical Report that updates its Mineral Resource estimate as of January 21, 2026, showing substantial growth in gold and silver resources and outlining a flowsheet combining milling with pressure oxidation for sulfides and heap leaching for oxides. A key development is the newly defined high-grade mineral resource with underground potential, supported by improved metallurgical test work indicating stronger gold and confirmed...

American States Water (NYSE:AWR) has amended its Equity Distribution Agreement for its at the market equity offering program. Under the amendment, Huntington Securities replaces Janney Montgomery Scott as one of the sales agents. The company still has a significant portion of its authorized shares available for potential issuance under the program. American States Water is a regulated water utility and services provider, so access to cost effective equity funding can matter for long term...

Earnings event puts CoStar’s mixed results and AI push in focus CoStar Group (CSGP) just reported fourth quarter 2025 results, with sales of US$900 million versus US$709 million a year earlier, while net income came in at US$47 million versus US$60 million. See our latest analysis for CoStar Group. Despite the latest earnings and the Homes AI launch, CoStar Group’s recent performance has been weak, with a 30 day share price return of 25.08% and a 1 year total shareholder return decline of...

Earlier this month, Columbia Banking System, Inc. declared a quarterly cash dividend of US$0.37 per common share, payable on March 16, 2026, to shareholders of record as of February 27, 2026. This dividend affirmation, alongside revenue growth of approximately 23.2% as of December 31, 2025 relative to peers, highlights management’s confidence in the bank’s current financial position. With this dividend decision underscoring management’s confidence, we’ll now examine how it interacts with...

United Therapeutics stock: recent performance snapshot With no single headline event driving the move, United Therapeutics (UTHR) has drawn attention after a mixed stretch, including a small 1 day decline, a slight month gain, and a negative past 3 months return. See our latest analysis for United Therapeutics. At a share price of US$473.43, United Therapeutics has seen short term share price momentum soften. However, the 1 year total shareholder return of about 32% and 5 year total...

Snap-on (NYSE:SNA) reports resilient sales in a challenging environment, supported by strong product innovation and customer response. The company announces a dividend increase for the sixteenth consecutive year. Snap-on confirms continued share repurchases as part of its capital return program. Snap-on, a long established supplier of tools, equipment, and diagnostics to professional users, is leaning on new products and franchisee feedback as it responds to higher material costs and...

Why Electronic Arts is on investors’ radar today Electronic Arts (EA) shares have been drawing attention after a period where recent returns, including a small 1 day gain and a weaker month, contrast with much stronger 1 year and 3 year total returns. See our latest analysis for Electronic Arts. At around US$201 per share, Electronic Arts has seen modest recent share price returns. The 1 year and 3 year total shareholder returns of 53.5% and 84.0% suggest longer term momentum has been...

Investors may be wondering if Arcutis Biotherapeutics at around US$26.98 is still offering value after its recent run, or if most of the opportunity is already priced in. The stock has returned 1.4% over the last 7 days and 3.0% over the last 30 days, with a 121.1% return over 1 year and a 66.7% return over 3 years. Over the same time, the year-to-date return stands at a 7.0% decline, and the 5-year return is a 23.0% decline. Recent headlines around Arcutis Biotherapeutics have focused on...