U.S. Aerospace & Defense Stock News

In February 2026, Delta Air Lines announced the upcoming retirement of principal accounting officer William C. Carroll in March 2026 and the appointment of Julia A. McConnell, a seasoned finance leader from WestRock, Carter's, PepsiCo and PwC, as his successor in April 2026, while also confirming it executed no share repurchases under its 2025 buyback authorization in the fourth quarter of 2025. At the same time, a Supreme Court ruling striking down wide-ranging Trump-era tariffs eased cost...

Workday, Inc. has reported its fiscal 2026 fourth-quarter and full-year results, with quarterly revenue of US$2,532 million and net income of US$145 million, alongside the completion of more than US$2.10 billion in share repurchases across two buyback programs. The return of co-founder Aneel Bhusri as CEO, combined with below-consensus subscription revenue guidance and increased AI investment, is reshaping expectations around how Workday balances growth, profitability, and product...

Tesla recently disclosed that its Austin-based robotaxi fleet has been involved in 14 crashes since June 2025 and received another deadline extension from the NHTSA to supply Full Self-Driving accident data, while core EV demand has softened with lower deliveries and declining European registrations amid reduced incentives and intense competition. At the same time, Tesla is pushing ahead with an expensive pivot toward robotaxis and physical AI, including winding down Model S and X production...

Wynn Resorts (WYNN) is back in focus after hackers allegedly accessed over 800,000 customer and employee records, triggering class action lawsuits and raising fresh questions about the casino operator’s cybersecurity practices and potential financial exposure. See our latest analysis for Wynn Resorts. Those cybersecurity headlines arrived just after a weaker fourth quarter and a day when new global tariffs helped drive an 8% single-day share price drop. That combination appears to be weighing...

Recent performance context for Spyre Therapeutics Spyre Therapeutics (SYRE) has drawn fresh attention after a strong run in recent months, with the stock last closing at $43.45 and showing solid gains over the past month and past 3 months. See our latest analysis for Spyre Therapeutics. Looking beyond the recent jump, Spyre Therapeutics has a 30 day share price return of 35.63% and a year to date share price return of 42.09%, while its 1 year total shareholder return of 110.41% and very large...

If you are trying to work out whether OneStream is attractively priced or not, this article will walk through what its current valuation might be telling you. With the share price at US$23.48 and returns of 0.4% over 7 days, a 0.6% decline over 30 days and 32.5% year to date, OneStream has caught the eye of investors who are watching how sentiment could be shifting. Recent coverage has focused on OneStream as part of the broader conversation around software names, which helps explain why...

Earlier this year, SCAILIUM announced a partnership with TD SYNNEX to distribute its AI Production Layer across TD SYNNEX’s global network of IT solution providers, aiming to help enterprises improve GPU utilization, cut power waste, and support AI workloads at production scale. This collaboration highlights TD SYNNEX’s role as an aggregator of advanced AI infrastructure tools that can make large-scale AI deployments more efficient for enterprise customers. Next, we’ll examine how...

Agnico Eagle Mines (NYSE:AEM) just paired strong 2025 earnings with a 12.5% dividend increase, reaffirmed multi year production guidance and laid out a detailed, company wide exploration budget of roughly US$600 million for 2026. See our latest analysis for Agnico Eagle Mines. The combination of strong 2025 earnings, a higher dividend, reaffirmed production guidance and a detailed US$600 million exploration plan appears to have fed into strong momentum, with a 43.23% year to date share price...

QUALCOMM has partnered with Tata Electronics to produce automotive modules in India. The collaboration supports India's first indigenous semiconductor assembly and test facility. The move expands QUALCOMM's automotive manufacturing footprint and supports global and local demand for vehicle electronics. QUALCOMM, trading on the NasdaqGS under the ticker QCOM, is leaning further into automotive as it works with Tata Electronics to build out module production in India. The company is coming...

Fastenal recently reported its fourth-quarter 2025 results, delivering solid daily sales growth, increased contract customers, and higher digital sales penetration even as industrial activity remained sluggish. An interesting takeaway is that nearly half of Fastenal’s quarterly sales came through FMI technology or other digital platforms, underscoring its evolving business model. We’ll now examine how this acceleration in digital and contract-driven growth influences Fastenal’s existing...

Red Cat Holdings recently rang the opening bell at Nasdaq and, through a subsidiary, secured a contract under the Pentagon's Drone Dominance Program, while also preparing to showcase its new military uncrewed surface vessel (USV) drone boat. This combination of higher-profile defense engagement and new USV capability underlines Red Cat's push to broaden its role in autonomous military systems procurement. We’ll now examine how the Pentagon Drone Dominance contract could influence Red Cat’s...

Garmin (GRMN) is back in the spotlight after reporting fourth quarter and full year 2025 results that showed higher sales and earnings, along with a larger dividend, fresh 2026 guidance, and a new share repurchase program. See our latest analysis for Garmin. Garmin's recent earnings, dividend increase, guidance and new buyback have coincided with strong momentum, with a 7 day share price return of 15.9% and a 1 year total shareholder return of 13.1%. The 3 year total shareholder return of...

Earlier in February, Joby Aviation disclosed a deepened manufacturing collaboration with Toyota, including the closing of a US$250 million funding tranche and a separate public stock offering expected to raise about US$202 million to support certification, production, and commercialization of its electric air taxi. This combination of fresh capital and Toyota’s production expertise positions Joby to tackle the costly shift from prototype development to scaled manufacturing while advancing...

Constellium (NYSE:CSTM) has completed a major share buyback, repurchasing over 13 million shares. The program retired nearly 10% of the company’s outstanding equity. The buyback marks a significant capital return event for existing shareholders. For investors watching NYSE:CSTM, this completed buyback comes at a time when the stock trades around $24.75 and has delivered a 25.2% return year to date and 116.3% over the past year. Those numbers, along with gains of 54.8% over three years and...

Andersons (ANDE) is back in focus after reporting record fourth quarter earnings. The company highlighted stronger profitability in its Renewables segment, tighter cost control, and an ethanol capacity expansion plan that could reshape its long term earnings mix. See our latest analysis for Andersons. At a share price of $64.58, Andersons has posted a 30 day share price return of 8.78% and a 90 day share price return of 25.86%. Its 1 year total shareholder return of 49.08% suggests momentum...

AeroVironment (NasdaqGS:AVAV) has announced that Chief Financial Officer Kevin McDonnell plans to retire effective July 31, 2026. The company has started a search for his successor and McDonnell is expected to support the handover process. This transition comes as AeroVironment continues to work through integration of recent acquisitions and ongoing operational challenges. AeroVironment focuses on unmanned systems and related technologies, a space that has drawn attention from defense...

If you are looking at Lincoln Electric Holdings and wondering whether the current share price still offers value, you are not alone. A closer look at how it is priced can be helpful before you make any big decisions. The stock last closed at US$284.98, with returns of 10.2% over 30 days, 16.9% year to date, 39.1% over 1 year, 77.0% over 3 years, and 157.2% over 5 years. This naturally raises questions about how much of the story is already reflected in the price. Recent news around Lincoln...

Enova International (NYSE:ENVA) announces an agreement to acquire Grasshopper Bancorp, Inc. The transaction adds a digital bank platform to Enova's existing fintech and online lending operations. The deal is expected to expand Enova's reach with small business and digitally focused customers. For investors, this move connects Enova International's consumer and small business lending focus with a full digital banking platform at Grasshopper Bancorp, Inc. NYSE:ENVA is already rooted in online...

On February 9, 2026, AAR CORP. appointed Dylan Wolin as Chief Financial Officer and Senior Vice President, effective February 23, 2026, giving him oversight of finance, accounting, tax, treasury, investor relations, and corporate development. Wolin’s return to AAR brings back an executive who previously led its capital markets activity and major acquisitions, including Trax and Triumph Product Support, aligning financial leadership with the company’s portfolio reshaping experience. We’ll now...

What UniFirst’s recent performance data suggests UniFirst (UNF) has attracted attention after a strong run in recent months, with the stock up about 12% over the past month and roughly 36% in the past 3 months. For investors tracking fundamentals alongside this move, UniFirst reports annual revenue of about US$2.45b and net income of roughly US$139.53m, with both revenue and net income growth running in the low single digits on a percentage basis. See our latest analysis for UniFirst. Despite...

Hormel Foods has recently appointed Donald Monk as its first Chief Technology Officer and Will Bonifant as Chief Supply Chain Officer, bringing extensive technology and global operations experience from General Mills, Cargill and The Hershey Company to lead enterprise-wide digital, data and supply chain initiatives. These leadership additions suggest Hormel is prioritizing modern technology and supply chain capabilities as core enablers of its long-term growth and efficiency agenda. Next,...

DHT Holdings has recently secured several one-year time charters for its VLCCs DHT Taiga, DHT Opal and DHT Redwood with global energy companies at daily rates of US$90,000–US$105,000, along with appointing veteran tanker and shipping executive Erik Bartnes to its board effective March 1, 2026. These high-value fixtures and the addition of a seasoned industry insider both increase contracted revenue visibility and deepen governance experience in core crude tanker markets. We’ll now examine...

In recent days, BJ's Wholesale Club Holdings has drawn fresh attention as quality-focused screens and institutional models highlighted its earnings growth, operational efficiency, and financial stability, while an analyst at Citi reiterated a positive stance on the company. This recognition contrasts with earlier concerns about weaker same-store sales, tighter margins, and intense competition, underscoring how different analytical lenses can produce sharply divergent views of BJ's...

In the past half year to December 31, 2025, DRDGOLD Limited reported sales of ZAR 5,053.2 million and net income of ZAR 1,927.7 million, with basic earnings per share from continuing operations of ZAR 22.27, all higher than a year earlier. The company also declared an interim dividend of US$0.50 per share for the 19th consecutive year and reported material cuts in its carbon footprint and grid electricity use, linking earnings strength with ongoing sustainability gains. We will now examine...