U.S. Aerospace & Defense Stock News

With U.S. public debt above US$40t, long term yields over 5% on the 30 year and no strong policy stimulus in sight, funding costs are becoming a story investors can no longer ignore. Higher discount rates can reshape which stocks benefit from this capital hungry cycle and which struggle. This article walks through three stocks from the private credit and direct lending screener that look particularly exposed to these forces. The three stocks below are just a starting sample, and the full...

In recent weeks, Verizon Communications said it will redeem all of its US$1.25 billion 4.329% Notes due 2028 on September 21, 2026, while also rolling out an exclusive Google Pixel 11 lineup with new Simplicity and Simplicity Pro wireless plans and aggressive device promotions. These moves, combined with a new Google Cloud AI partnership to modernize customer experiences and network intelligence, highlight Verizon’s push toward AI-powered, value-focused connectivity services. We’ll now...

Eli Lilly (LLY) has moved further into obesity and diabetes care with the UK launch of its once daily oral GLP-1 pill Foundayo, orforglipron, shortly after lifting its full year outlook. See our latest analysis for Eli Lilly. The launch of Foundayo comes during a strong run for Eli Lilly’s stock, with a 90 day share price return of 17.91% and a 1 year total shareholder return of 81.69%. This indicates momentum that has built rather than faded over multiple years. If you are interested in how...

Governance concerns come into focus for ASA Gold and Precious Metals On 14 August 2026, investor Alexander Merk filed an exempt solicitation with the SEC that challenges ASA Gold and Precious Metals (NYSE:ASA) board expertise and its approach to shareholder rights. Merk also released a dashboard that tracks key company metrics since the board took over management on 1 July 2026, while highlighting that current overseers reportedly lack precious metals mining experience. See our latest...

Cogent Biosciences, Inc. reported past earnings results for the second quarter and six months ended June 30, 2026, with net losses of US$96.41 million for the quarter and US$193.76 million for the half-year, both higher than the prior year. The widening losses highlight the company’s growing investment in its operations and development efforts, a key consideration for investors assessing its progress. Next, we’ll examine how the widening net losses shape Cogent Biosciences’ investment...

Arm Holdings (NasdaqGS:ARM) is back in focus after recent fund letters highlighted its latest quarter, which showed 20% revenue growth and 12% profit growth, along with increasing exposure to AI and data center workloads. See our latest analysis for Arm Holdings. Arm Holdings has seen short term share price momentum cool, with the share price down 10.36% over the last week and 24.25% over 90 days, even after a very strong 112.08% year to date share price return and a 76.60% total shareholder...

With the 10 year U.S. Treasury yield near 4.73% and the 30 year at multi year highs, long term rates are suddenly front and center for anyone watching life insurers and annuity providers. Rising yields, fresh Treasury buyback plans, sticky inflation above 3%, and the Iran conflict are reshaping the risk reward trade off. This article walks through 3 stocks exposed to these news drivers and how each might react. The 3 stocks below are just a starting sample from this theme, and the full screen...

LivaNova (LIVN) has drawn investor attention after recent share price moves, with the stock last closing at $78.74. That places the company’s market value near $4.34b in the medical technology space. See our latest analysis for LivaNova. Recent trading has been choppy for LivaNova, with a 0.68% 1 day share price return and a 3.36% 7 day share price decline. However, the 29.85% year to date share price return and 39.73% 1 year total shareholder return point to momentum that has been building...

Li Auto (NasdaqGS:LI) is in focus after unveiling an updated Mega minivan that keeps its bullet train inspired profile while adding fully active suspension, a larger 108 kWh battery, and expanded LiDAR coverage. See our latest analysis for Li Auto. For investors tracking Li Auto, the recent product update arrives as the share price shows mixed momentum, with a 7.67% 1 month share price return and a year to date share price decline of 24.35%, alongside a 1 year total shareholder return decline...

Extra Space Storage (EXR) has drawn fresh attention after announcing that President Noah Springer will become chief executive officer on January 1, 2027, as long-serving CEO Joe Margolis retires and moves into an advisory role. See our latest analysis for Extra Space Storage. Despite the leadership news and a recently affirmed quarterly dividend, Extra Space Storage’s recent share price has been relatively steady. The 90 day share price return of 1.96% sits against a stronger year to date...

Under Armour (UAA) recently highlighted contrasting trends, with international regions such as Europe, the Middle East and Africa and Latin America reporting growth that helped counter softer North American demand, while management cut FY2027 guidance to a mid single digit decline in revenue. See our latest analysis for Under Armour. The recent guidance cut appears to have weighed on sentiment, with a 30 day share price return of down 23.33% and a 90 day share price return of down 4.77% even...

Gap (GAP) is in focus after announcing a nationwide partnership with DoorDash that brings Gap and Gap Factory products to on demand delivery just ahead of the back to school shopping period. See our latest analysis for Gap. Gap's recent partnerships and branding efforts, including the DoorDash rollout and collaboration with Southern University's Human Jukebox, come against a share price of $19.80. The stock is down 21.4% on a year to date share price return but has delivered a much stronger...

In August 2026, Americold Realty Trust expanded its integrated ecommerce fulfillment capabilities across five U.S. cold chain sites, using its SmarTrakr™ platform to support direct-to-consumer food brands with order-level fulfillment, packaging, and temperature-controlled last‑mile delivery reaching about 99.5% of the U.S. population within two days. This build-out, illustrated by its work with direct-to-consumer protein provider Good Ranchers and over one million ecommerce packages shipped...

Crane NXT (CXT) stock is in focus after the company appointed Jason Lund as President of Crane Payment Innovations and Group President of its Detection and Traceability Technologies segment, highlighting fresh leadership across key operations. See our latest analysis for Crane NXT. The leadership change comes as Crane NXT trades at US$50.20, with a 90 day share price return of 23.07% but a 1 year total shareholder return that declined 18.55%. This suggests recent momentum contrasts with...

In August 2026, Targa Resources Corp. announced it had executed new 20-year, fee-based midstream agreements with ExxonMobil subsidiaries across the Permian Basin, adding significant acreage dedications in the Delaware and Midland basins and committing to build three new gas processing plants plus the Bull Run II pipeline, with updated 2026 growth capital of about US$5.00 billions. An interesting aspect of this development is how the long-term acreage and NGL dedications through 2046 deepen...

U.S. Physical Therapy, Inc. has appointed Nchacha Etta as Executive Vice President and Chief Financial Officer, effective September 1, 2026, replacing Interim CFO Jason Curtis, who will continue as Senior Vice President for Finance and Accounting. Etta’s background leading finance, IT, and investor relations across major healthcare and consumer companies, alongside his board role at KBR, Inc., adds a broad, cross-industry perspective to U.S. Physical Therapy’s senior leadership team. Next,...

Why ResMed Stock Is Back in Focus After Board and Auditor Changes ResMed (RMD) is drawing attention after announcing two governance moves. Carol Burt will become Lead Director in November 2026, and the company has also replaced KPMG with PricewaterhouseCoopers as its independent auditor. See our latest analysis for ResMed. ResMed’s governance updates arrive as momentum in the share price has recently turned positive. The stock has a 1 month share price return of 18.56%, while the year to date...

In August 2026, Tech Mahindra announced it had expanded its multi-year partnership with ServiceNow to scale production-grade AI deployments on the ServiceNow AI Platform, while ServiceNow also filed a US$22.63 million shelf registration for ESOP-related common stock and saw a new ServiceNow-focused integration launched by AI startup Tribal. This combination of a scaled “Client Zero” AI validation environment, industry-specific AI solutions, and third-party AI agents deepens ServiceNow’s role...

Dividend affirmation and board refresh put Sysco in focus Sysco (SYY) recently drew investor attention after affirming a quarterly cash dividend of $0.55 per share and expanding its Board to 13 directors with two experienced additions. The dividend is payable on October 23, 2026, to stockholders of record on October 2, 2026. Jason Murray and Tom Ondrof are set to join the Board on September 1, 2026, bringing backgrounds in technology, supply chain, finance, and foodservice distribution. See...

Between April 1 and June 30, 2026, Allegiant Travel reported no additional share repurchases under its long-running buyback, having previously retired 3,767,291 shares for US$488.57 million since the program began in 2014. More recently, Raymond James upgraded Allegiant Travel’s rating to Strong Buy, highlighting the airline’s margin recovery levers, flexible capacity model, and added scale following the Sun Country acquisition as key reasons for its more favorable view. With Raymond James...

Earlier in August 2026, Royal Caribbean Cruises reported second-quarter results that exceeded revenue and adjusted earnings estimates, raised full-year EPS guidance, and completed a US$1.25 billion senior unsecured notes offering to refinance existing debt. Despite the operational strength, investors focused on the 3.9% drop in adjusted earnings and the added long-term borrowing, highlighting concerns about earnings quality and leverage alongside ongoing political and discretionary-spending...

ON Semiconductor (ON) is in focus after a fresh intrinsic value update using a Discounted Cash Flow model suggested the stock is trading close to fair value, with only a slight implied undervaluation. See our latest analysis for ON Semiconductor. Recent trading has been choppy for ON Semiconductor, with the share price down 11.0% over the past week and 14.5% over the past month, while still posting a 30.9% year to date share price return and a 45.7% total shareholder return over the past...

YETI Holdings earnings and guidance set the stage for investors YETI Holdings (YETI) is back in focus after reporting second quarter 2026 results, alongside updated full year guidance that keeps its 2026 sales growth outlook in a 7% to 8% range. The company reported second quarter sales of US$483.87 million compared with US$445.89 million a year earlier, with net income of US$71.32 million versus US$51.15 million. Diluted earnings per share from continuing operations were US$0.94 compared...

Seagate Technology Holdings (NasdaqGS:STX) has drawn fresh attention after hedge funds and mutual funds increased exposure to the stock, citing its role in AI infrastructure and memory supply for data centers. See our latest analysis for Seagate Technology Holdings. Over the past year Seagate Technology Holdings has seen the share price move sharply higher, with a year to date share price return of 195.61% and a one year total shareholder return of 422.57%. However, the recent 7 day share...