U.S. Aerospace & Defense Stock News

Photronics (PLAB) is back in focus after issuing revenue guidance for its second quarter of fiscal 2026, projecting US$212 million to US$220 million, as investors also look ahead to the rescheduled earnings call. See our latest analysis for Photronics. The recent revenue guidance and upcoming earnings call arrive alongside strong momentum, with a 90 day share price return of 91.85% and a 1 year total shareholder return of 106.44%, suggesting sentiment has shifted meaningfully in Photronics'...

Atlanta Braves Holdings (BATRK) has just posted its FY 2025 third quarter numbers, with revenue of $311.5 million, basic EPS of $0.48 and net income of $30.0 million, giving investors a clear snapshot of how the season is flowing through to the bottom line. The company has seen quarterly revenue move from $282.9 million and EPS of $0.47 in Q2 FY 2024 to $290.7 million and $0.16 in Q3 FY 2024, then to $311.5 million and $0.48 in Q3 FY 2025. This sets up a narrative in which investors are...

In February 2026, Vicor Corporation reported its fourth-quarter 2025 and full-year 2025 results, with quarterly revenue of US$107.26 million and net income of US$46.53 million, while full-year revenue reached US$452.70 million and net income was US$118.56 million. Beyond the headline growth, Vicor paired this profit surge with active share repurchases and plans to expand chip fabrication capacity, underlining management’s confidence in sustained demand across AI, aerospace, defense, and...

Immunocore Holdings (IMCR) has reported third quarter FY 2025 revenue of US$103.7 million, with basic EPS of roughly US$0.00 and net income close to breakeven at a loss of US$0.2 million, giving investors a clear read on how the topline and bottom line are tracking this year. The company has seen quarterly revenue move from US$75.4 million in Q2 2024 to US$80.2 million in Q3 2024, US$84.1 million in Q4 2024, then US$93.9 million and US$98.0 million in Q1 and Q2 2025 before reaching US$103.7...

Why AptarGroup is on investors’ radar today AptarGroup (ATR) has attracted fresh attention after recent stock moves, with the share price around $142.68 and returns of about 13% over the past month and 15% in the past 3 months. At the same time, the company shows annual revenue growth of roughly 5% and net income growth close to 7%. This is supported by about $3.8b in revenue and $392.8m in net income across its pharma, beauty, and closures segments. See our latest analysis for...

Standard BioTools (LAB) has posted a mixed set of FY 2025 numbers, with Q4 revenue at US$23.8 million and basic EPS of US$0.04, even as trailing twelve month figures still show a loss with EPS at US$0.15 and net income from continuing operations at a loss of US$58.8 million. The company has seen quarterly revenue range from US$19.6 million to US$23.8 million across 2025, while basic EPS has moved between a loss of US$0.08 in Q3 and a small profit of US$0.04 in Q4. This sets up a story where...

Resideo Technologies (REZI) just closed out FY 2025 with Q4 revenue of US$1.9b and basic EPS of US$0.75, alongside net income of US$113m that capped off a trailing twelve month loss of US$562m and basic EPS of US$3.77 loss. The company has reported quarterly revenue between US$1.77b and US$1.94b over the past year, while EPS moved from a loss of US$5.48 in Q2 2025 to a profit of US$0.88 in Q3 and US$0.75 in Q4, so investors are watching how quickly margins can stabilise from here. See our...

Intuitive Surgical (ISRG) is back in focus after its Q4 2025 report showed 18.9% revenue growth, supported by higher procedure volumes and additional da Vinci system placements, along with positive commentary on the new da Vinci 5 platform. See our latest analysis for Intuitive Surgical. The Q4 2025 beat and enthusiasm around da Vinci 5 helped lift sentiment in the near term, with a 1 day share price return of 2.46% to US$506.17. However, the 90 day share price return of 11.85% and 1 year...

ICON Public Limited Company recently disclosed an internal accounting review indicating that revenues for fiscal years 2023 and 2024 were modestly overstated, leading to delayed Q4 and full-year 2025 results and attracting legal scrutiny over potential securities law violations. This episode is drawing attention because the company had previously reaffirmed its 2025 guidance and repurchased shares, raising questions about governance and disclosure practices. We’ll now examine how the...

Revolve Group (RVLV) has just posted its FY 2025 numbers, with fourth quarter revenue of US$324.4 million and basic EPS of US$0.26 on net income of US$18.6 million, capping a year where trailing twelve month revenue reached US$1.23 billion and EPS came in at US$0.87. The company has seen revenue move from US$293.7 million and EPS of US$0.17 in Q4 2024 to US$324.4 million and EPS of US$0.26 in Q4 2025, while trailing twelve month EPS stepped up from US$0.70 to US$0.87. This sets the backdrop...

Gilead Sciences (NasdaqGS:GILD) has agreed to acquire Arcellx in a $7.8b deal, expanding its presence in cell therapies for blood cancers. The acquisition adds a near-approval CAR T cell therapy candidate to Gilead’s oncology portfolio. Separately, Gilead reported new Phase 3 data for an investigational once daily, single tablet HIV regimen, showing noninferior efficacy and high tolerability versus existing treatments. For investors watching Gilead Sciences at a share price of $147.12,...

Taboola.com (TBLA) closed out FY 2025 with Q4 revenue of US$522.3 million and basic EPS of US$0.17, alongside Q4 2024 figures of US$491.0 million in revenue and basic EPS of US$0.10. Over the latest reported periods, revenue has moved from US$433.0 million in Q3 2024 to US$496.8 million in Q3 2025, while basic EPS shifted from a loss of US$0.02 to a profit of US$0.02. This highlights a story in which improving profitability and tighter margins are front and center for investors assessing this...

FrontView REIT (FVR) has just wrapped up FY 2025 with Q4 total revenue of US$16.5 million and basic EPS of a US$0.19 loss, capping a trailing twelve month stretch that totaled US$66.0 million in revenue and basic EPS of US$0.18. Over the last few reported quarters, revenue has moved from US$15.5 million in Q4 2024 to US$16.5 million in Q4 2025, while quarterly EPS has swung between earnings of US$0.19 and losses of around US$0.16 as margins absorbed a large one off loss of US$17.6 million...

BKV (BKV) closed out FY 2025 with Q4 revenue of US$330.1 million and basic EPS of US$0.76, while trailing twelve month EPS sat at US$2.00 on revenue of US$1.0 billion and net income of US$173.1 million. Over the past year, revenue has moved from US$615.1 million and a loss of US$2.00 per share on the trailing twelve month basis in Q4 2024 to US$1.0 billion and EPS of US$2.00. This frames a clear shift in reported profitability for the period. For investors, that combination of higher sales,...

Valens Semiconductor FY 2025 Earnings Snapshot Valens Semiconductor (VLN) just posted third quarter FY 2025 revenue of US$17.3 million with a basic EPS loss of US$0.07, alongside trailing twelve month revenue of US$67.9 million and a TTM basic EPS loss of US$0.29. The company has seen quarterly revenue move from US$13.6 million in Q2 2024 to US$17.3 million in Q3 2025, while quarterly EPS losses have ranged between US$0.07 and US$0.10 over the same stretch. Investors are likely to focus on...

Dine Brands Global (DIN) has laid out its FY 2025 scorecard with Q3 revenue of US$216.2 million and basic EPS of US$0.48, alongside net income of US$7.0 million, setting the tone for how the full year is shaping up. The company has seen quarterly revenue move from US$204.8 million in Q4 2024 to US$214.8 million in Q1 2025, US$230.8 million in Q2 2025, then US$216.2 million in Q3 2025. Over the same period, EPS shifted from US$0.34 to US$0.53, US$0.89 and then US$0.48. With trailing net profit...

Recursion Pharmaceuticals (RXRX) just posted another heavily loss making quarter, with Q3 FY 2025 revenue of US$5.2 million against a net loss of US$162.3 million and basic EPS of a US$0.36 loss. The company has seen quarterly revenue move between US$26.1 million in Q3 FY 2024 and US$4.5 million in Q4 FY 2024, while quarterly EPS has ranged from a US$0.34 loss to a US$0.53 loss over that period. This underscores a business that is still in investment mode rather than profit harvesting. For...

Axcelis Technologies reported past fourth-quarter 2025 revenue of US$238.33 million and net income of US$34.3 million, alongside full-year 2025 revenue of US$839.05 million and net income of US$120.24 million, and later issued first-quarter 2026 guidance for about US$195 million in revenue and GAAP diluted EPS of US$0.38. The combination of weaker year-on-year results and more cautious near-term guidance gives investors fresh information on how Axcelis is managing softer semiconductor...

Seagate Technology Holdings (STX) is back in focus after completing US$600 million in exchangeable senior note conversions into cash and ordinary shares, a capital structure move that arrives alongside upbeat third party commentary on its recent operating performance. See our latest analysis for Seagate Technology Holdings. The recent US$600 million exchangeable note conversion comes against a backdrop of strong share price momentum, with a 30-day share price return of 17.74% and a 90-day...

If you are wondering whether Globus Medical's current share price reflects its true worth, you are not alone. This article focuses squarely on what the numbers say about value. The stock last closed at US$96.22, with returns of 6.7% over the past week, 3.5% over the past month, 10.2% year to date and 20.3% over the last year, plus 66.2% over three years and 56.4% over five years. Recent attention on Globus Medical has centered on its role in the healthcare sector and how investors are...

Nasdaq recently raised its medium-term Solutions revenue outlook to 9–12% growth, unveiled an AI productivity program targeting US$100.00 million in expense efficiencies by 2027, and outlined plans to modernize market infrastructure with 23/5 trading and potential equity tokenization, subject to regulatory approval. These moves underline Nasdaq’s efforts to reposition itself as a core technology and AI partner for capital markets while reshaping how trading and market access could operate...

Recently, Benchmark Electronics filed its 2025 Form 10-K outlining resilient operations, stronger sales in Aerospace, Defense, and Medical, a completed manufacturing shift to a new Guadalajara facility, and continued use of a US$700 million credit agreement to support debt reduction, buybacks, and dividends. The company is increasingly concentrating on complex, low-to-medium-volume manufacturing in regulated markets while tilting its mix toward higher-margin, engineering-heavy programs that...

Federal Realty Investment Trust (FRT) has put its West Coast operations firmly in the spotlight with the promotion of Jeff Kreshek to Executive Vice President, Western Region President & Chief Operating Officer, a move investors are watching closely. See our latest analysis for Federal Realty Investment Trust. Against this leadership change, Federal Realty Investment Trust’s share price has been firming, with a 30 day share price return of 6.32% and a year to date share price return of 9.05%,...

On 25 February 2026, Trident IoT announced a definitive agreement making Semtech’s LoRa Plus™ platform the connectivity foundation for next-generation multi-protocol smart home and security solutions, with buyers of Semtech’s LoRa Plus transceivers receiving royalty-free access to Trident’s SDK and tools. This collaboration integrates Trident’s ELCap™ platform with Semtech’s LR2021 multi-PHY transceiver, aiming to simplify multi-standard designs across Z-Wave, Zigbee and Thread/Matter and...