Group 1 - The U.S. attack on Iran is expected to significantly impact defense stocks, potentially leading to increased military spending and stock performance in the defense sector [1] - Energy stocks are also likely to be affected due to the geopolitical tensions, which may result in fluctuations in oil prices and supply chain disruptions [1]

Core Insights - A significant backlog of maintenance and software contracts is expected to provide a stable source of recurring revenue for the company [1] Group 1 - The backlog of contracts indicates strong demand for the company's services, which can lead to predictable income streams [1] - Recurring revenue from these contracts can enhance financial stability and support long-term growth strategies [1]

It has been about a month since the last earnings report for General Dynamics (GD) . Shares have added about 0.2% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is General Dynamics due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts.Strong ...

AUSTIN, Texas, Feb. 24, 2026 (GLOBE NEWSWIRE) -- DefenseWireNews Editorial Coverage: Artificial intelligence is rapidly reshaping how governments approach defense, security, and operational situational awareness in an increasingly complex and data-saturated threat environment. As modern conflicts and humanitarian missions rely more heavily on drones, sensors, and autonomous systems, AI-enabled platforms capable of processing intelligence at the tactical edge are becoming essential for accelerating decision- ...

headquarters, making it a state that is heavily anchored by government spending and the well-paying jobs that often come with it.## 3. New Mexico- $21,481 per residentReceiving approximately $21,481 per capita in federal obligations, New Mexico is a big recipient of national defense and energy research with facilities like Los Alamos National Laboratory and other military installations. Of course, it doesn't hurt that New Mexico has a low cost of living, where retirement income stretches a little bit furthe ...

Transport Canada has certified Gulfstream G500 and G600 jets, document says | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A Gulfstream Aerospace G500 aircraft arrives at the 54th International Paris Airshow at Le Bourget Airport near Paris, France, June 18, 2023. REUTERS/Benoit Tessier [Purchase Licensing Rights, opens new tab]MONTREAL, Feb 20 (Reuters) - Transport Canada has certified General Dynamics [(GD.N), opens new tab] Gul ...

Core Viewpoint - Northrop Grumman outperformed its peers in a challenging earnings season for defense stocks, reporting better-than-expected earnings and sales growth, leading to a rise in its stock price [1][2]. Financial Performance - Northrop Grumman reported an adjusted profit of $7.23 per share for Q4, exceeding the expected $6.96, while GAAP earnings reached $9.99 per share [2]. - The company achieved quarterly sales of $11.7 billion, slightly above the forecast of $11.6 billion, and experienced a 10% year-over-year sales growth in Q4 [3][2]. - For the full year, Northrop's sales grew by 2% to $42 billion, with earnings per share increasing by 3% [3]. Cash Flow and Valuation - Free cash flow for Q4 surged by 84% to $2.2 billion, and for the year, it rose by 27% to $3.3 billion [4]. - Northrop Grumman's full-year net profit was reported at $4.2 billion, translating to $29.08 per diluted share, while its price-to-earnings ratio stands at 24.4x and price-to-free cash flow ratio at 30.5 [4]. Future Guidance - The company forecasts approximately 4% sales growth in 2026, projecting sales of $43.8 billion and adjusted earnings of about $27.65 per share, both of which fall short of analyst expectations [6]. - Free cash flow is expected to remain steady at around $3.3 billion in 2026, indicating limited growth potential due to a book-to-bill ratio of 1.0 in 2025 [7].

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Core Viewpoint - Investors in defense contractors are concerned that a White House order limiting CEO pay, dividends, and stock buybacks may negatively impact shareholder returns and hinder the companies' ability to attract talent [1] Group 1 - The White House order is expected to restrict compensation for CEOs of defense contractors [1] - There are worries that these restrictions could lead to reduced returns for shareholders [1] - The ability of defense contractors to attract and retain top talent may be compromised due to these limitations [1]

Major U.S. defense contractors are significantly ramping up capital expenditure this year in response to President Donald Trump's threat to limit dividends and share buybacks in his push to speed up w... ...