U.S. Aerospace & Defense Stock News

Balchem (BCPC) just released its fourth quarter and full year 2025 results, reporting quarterly sales of US$263.62 million and net income of US$39.23 million, drawing fresh attention to the stock. See our latest analysis for Balchem. The earnings release has come alongside a solid run in the shares, with a 30 day share price return of 7.78% feeding into a 16.62% year to date gain and a 5 year total shareholder return of 52.41%. This suggests momentum has been building over both shorter and...

Erie Indemnity Company recently reported its full-year 2025 results, with revenue rising to US$4.07 billion while net income eased to US$559.34 million after a US$100 million charitable contribution and a fourth-quarter earnings miss versus analyst expectations. Alongside improving insurance metrics such as a stronger combined ratio and premium growth, the company committed a large one-time donation to establish the Erie Insurance Foundation and confirmed CEO Tim NeCastro’s planned...

Latest FY 2025 Results Set the Stage for Aspen Aerogels Aspen Aerogels (ASPN) has just wrapped up FY 2025 with Q4 revenue of about US$41.3 million and a basic EPS loss of US$0.88, capping a year in which trailing twelve month revenue came in at roughly US$271.1 million and EPS on the same basis was a loss of US$4.73. Over recent quarters the company has seen quarterly revenue shift from US$123.1 million in Q4 2024 to US$78.7 million in Q1 2025, US$78.0 million in Q2, US$73.0 million in Q3 and...

Euroseas (NasdaqCM:ESEA) has wrapped up FY 2025 with fourth quarter revenue of US$57.4 million and basic EPS of US$5.82, setting the tone for a year where trailing 12 month revenue reached US$227.9 million and EPS came in at US$19.73. Over recent periods, the company has seen quarterly revenue move from US$53.3 million in Q4 2024 to around US$56.3 million to US$57.4 million across 2025. Quarterly EPS shifted from US$3.51 in Q4 2024 to a range of US$4.27 to US$5.82 in 2025, with these earnings...

Graham Holdings (GHC) closed out FY 2025 with Q4 revenue of US$1.3b and basic EPS of US$25.33, alongside net income of US$109.8m, while trailing 12 month revenue came in at US$4.9b with EPS of US$67.49 and net income of US$292.3m. Over recent periods, the company has seen quarterly revenue move from US$1.21b in Q2 2025 to US$1.28b in Q3 and US$1.25b in Q4, with basic EPS ranging from US$8.43 in Q2 to US$28.19 in Q3 and US$25.33 in Q4. With a trailing net profit margin sitting at 6% compared...

Intercontinental Exchange (ICE) is drawing fresh attention after outlining a blockchain-based platform aimed at onchain settlement, 24/7 trading, and stablecoin-based funding, a move that could influence how investors view its role in market infrastructure. See our latest analysis for Intercontinental Exchange. The blockchain announcement comes after a choppy few months for the stock, with a 1-day share price return of 3.20% and a 7-day share price return of 3.31% helping to offset a 30-day...

The AES Corporation recently announced 20-year power purchase agreements and co-located generation projects to supply a new Google data center in Wilbarger County, Texas, while Xcel Energy and Google agreed to add 1.90 gigawatts of clean energy to power a new data center in Pine Island, Minnesota. By locking in long-term, clean and dedicated power for AI-heavy data centers, Alphabet is directly addressing energy reliability constraints that could otherwise cap the scale of its cloud and...

Setting the scene on ANI Pharmaceuticals ANI Pharmaceuticals (ANIP) has been on investors’ radar after recent trading, with the share price around $76.30 and mixed short term returns, including a roughly 6% decline over the past month. See our latest analysis for ANI Pharmaceuticals. While the recent 30 day share price return of roughly 6% decline and a softer 90 day move suggest fading short term momentum, the 1 year total shareholder return of 38.7% points to a much stronger longer term...

In February 2026, Tradeweb Markets Inc. announced two collaborations: a partnership and minority investment with prediction market platform Kalshi, and a commercial collaboration plus strategic investment with residential mortgage exchange MAXEX to connect its more than 3,000 institutional clients with roughly 400 mortgage lenders and dozens of investors. Together, these moves extend Tradeweb’s reach into event-driven prediction data and private residential credit, potentially deepening its...

Solid Power (SLDP) closed out FY 2025 with Q4 revenue of US$2.6 million and a basic EPS loss of US$0.14, alongside a trailing twelve month EPS loss of US$0.51 on revenue of US$17.9 million. This keeps the focus firmly on how quickly the business can scale against ongoing losses. Over recent quarters, the company has seen quarterly revenue move from US$4.5 million in Q4 2024 to US$6.0 million in Q1 2025, US$6.5 million in Q2 2025, US$3.7 million in Q3 2025 and US$2.6 million in Q4 2025, while...

Unisys (UIS) has just wrapped up FY 2025 with Q4 revenue of US$574.5 million and basic EPS of US$0.26, alongside full year trailing twelve month revenue of US$1.95 billion and a trailing EPS loss of US$4.79. Over recent quarters the company has seen revenue move from US$432.1 million in Q1 2025 to US$460.2 million in Q3 2025 and then to US$574.5 million in Q4. Quarterly EPS has ranged from a loss of US$4.33 in Q3 2025 to a profit of US$0.26 in Q4, leaving investors weighing how much of the...

Inogen FY 2025 earnings snapshot Inogen (INGN) has wrapped up FY 2025 with fourth quarter revenue of US$81.7 million and a basic EPS loss of US$0.26, alongside trailing twelve month revenue of US$348.7 million and a basic EPS loss of US$0.86. Over recent quarters the company has seen quarterly revenue move between US$80.1 million and US$92.4 million, while basic EPS losses have ranged from US$0.15 to US$0.41. This gives investors a clear view of a business that is generating meaningful sales...

Why Valmont Industries (VMI) Is On Investors’ Radar Today Valmont Industries (VMI) has been drawing fresh attention after recent share price moves, with the stock last closing at $463.82. This has prompted investors to reassess how its infrastructure and agriculture exposure fits into their portfolios. See our latest analysis for Valmont Industries. The recent 1-month share price return of 4.08% and 90-day share price return of 13.15% suggest momentum has been building, while a 1-year total...

SoundHound AI (NasdaqGM:SOUN) launches its Sales Assist agent for in store retail environments at MWC 2026. The company expands into retail focused agentic AI while showcasing its voice driven solutions on a major global stage. SoundHound AI opens a major innovation hub in Bengaluru, India to support global scaling of its agentic AI platform. SoundHound AI, listed on NasdaqGM:SOUN, focuses on voice driven AI agents that help businesses automate customer interactions. With the new Sales...

Toll Brothers was honored with seven Gold Awards and 28 Silver Awards at The Nationals, the National Association of Home Builders' awards program. The company also announced new luxury home communities in Texas, South Carolina, California, and Nevada, expanding its presence in key U.S. markets. Toll Brothers, listed on the NYSE as NYSE:TOL, is drawing fresh attention after its strong showing at The Nationals and its latest community launches. The company’s current share price is $157.11,...

Micron Technology (MU) is in focus after management highlighted fully booked high bandwidth memory capacity, early shipments of next generation AI products, and extensive US$200b plus US manufacturing plans tied to AI driven demand. See our latest analysis for Micron Technology. The recent AI focused announcements come on top of powerful momentum in the share price, with Micron posting a 10.26% 1 month share price return and an 86.31% 3 month share price return, while its 1 year total...

Ingevity Corporation recently reported fourth-quarter 2025 results showing sales of US$255.1 million, down from US$263.4 million a year earlier, and swung from net income of US$16.6 million to a net loss of US$84.6 million. For 2025 as a whole, the company recorded sales of US$1.17 billion and a net loss of US$167.1 million while also announcing board changes that will reduce its directors from 11 to 9 at the 2026 annual meeting. We will now examine how this shift from quarterly profit to...

If you are wondering whether Olaplex Holdings at US$1.65 is a bargain or a value trap, you will want a clear view of what the current share price actually reflects. The stock has recently posted returns of 1.9% over 7 days, 6.5% over 30 days, 22.2% year to date and 11.5% over 1 year. Over 3 years, the return stands at a 64.0% decline. Recent coverage of Olaplex has focused on its position in the premium hair care market and investor interest around how the brand is responding to competition...

Clearway Energy, Inc. reported past full-year 2025 results with sales of US$1,429 million and net income of US$169 million, while cash available for distribution came in at the top end of guidance. The Board also approved a higher quarterly dividend of US$0.4602 per share, alongside 1.3 GW of new projects and roughly 2 GW of fresh power purchase agreements that strengthen long-term contracted cash flows. Next, we’ll examine how Clearway’s top-end cash distribution performance and dividend...

Sun Communities (SUI) has just posted its FY 2025 results, with Q4 revenue at US$518.6 million and basic EPS of US$0.90, while trailing twelve month revenue stands at US$2.3 billion and basic EPS sits at a loss of US$0.55. Over recent quarters the company has seen quarterly revenue range from US$471.5 million to US$695.7 million and basic EPS swing between a loss of US$1.23 and a gain of US$2.10, underscoring how earnings have been far more volatile than top line performance. For investors,...

Everus Construction Group (ECG) has just wrapped up FY 2025 with fourth quarter revenue of US$1.0b and basic EPS of US$1.08, set against trailing 12 month revenue of US$3.7b and EPS of US$3.95 that sit alongside the previously reported 40.7% earnings growth over the past year. Over recent periods the company has seen quarterly revenue move from US$759.6 million in Q4 2024 to US$826.6 million in Q1 2025 and then to US$1.0b in Q4 2025, while quarterly basic EPS shifted from US$0.68 in Q4 2024...

If you are wondering whether Braze's current share price reflects its true worth, you are not alone. Many investors are asking if the recent slide has gone too far or not far enough. The stock last closed at US$17.59, with returns of 2.4% over 7 days but declines of 30.0% over 30 days, 46.0% year to date and 53.0% over the past year, which can change how the market views its growth potential and risk profile. These moves have come as investors continue to reassess high growth software names...

Recently, Oppenheimer upgraded Oracle to Outperform, arguing that the company’s heavy AI and cloud infrastructure investments look more attractive after a steep selloff and citing easing concerns around counterparty and financing risks. The upgrade underscores how Wall Street is reassessing Oracle’s AI‑focused cloud buildout, balancing concerns about debt and large data‑center commitments against its growing role in enterprise AI workflows. Next, we’ll examine how Oppenheimer’s more...

Beam Therapeutics (BEAM) just posted its FY 2025 numbers with Q4 revenue of US$114.1 million and basic EPS of US$2.37, alongside trailing 12 month revenue of US$139.7 million and a basic EPS loss of US$0.81. Over the past six quarters, the company has seen quarterly revenue range from US$7.5 million to US$114.1 million, while basic EPS has swung from a loss of US$1.24 per share to a gain of US$2.37 per share, reflecting a wide earnings range around its R&D heavy model. For investors, the...