Arbe Robotics (NasdaqCM:ARBE) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Company ParticipantsCasey Ryan - Director of ResearchKarine Pinto-Flomenboim - CFOKenny Green - Investor Relations ManagerKobi Marenko - Co-Founder and CEORam Machness - Chief Business OfficerConference Call ParticipantsGeorge Gianarikas - Managing Director and Senior AnalystSuji Desilva - Managing Director and Senior Research AnalystOperatorLadies and gentlemen, thank you for standing by. Welcome to Arbe Robotics' fourth quar ...

SAN DIEGO, Feb. 25, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS), a leader in defense, national security and global markets, announced today that it has been awarded a $61,068,139 modification to a previously awarded firm-fixed-price contract (N0001923C0021) by the U.S. Navy. This contract modification exercises options to procure full-rate production Lot Seven for 70 of the BQM-177A Subsonic Aerial Targets, along with 70 Rocket-Assisted Takeoff (RATO) attachment kits an ...

Group 1 - The conference has been ongoing for 43 years, with the Defense Technology Summit introduced in the last 4 years, indicating a growing interest in the intersection of technology and national security [2] - The recent summit featured 7 panels, showcasing significant engagement and interest from attendees regarding advancements in national security through technology [2] - Robert Cardillo, a notable figure in the intelligence community, served as the sixth Director of the National Geospatial-Intelligence Agency and has extensive experience in both public service and the private sector [3]

As filed with the Securities and Exchange Commission on February 20, 2026 Registration No. 333-293108 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ––––––––––––––––––––––––––––––––––––––– AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ––––––––––––––––––––––––––––––––––––––– Iron Dome Acquisition I Corp. (Exact name of registrant as specified in its charter) ––––––––––––––––––––––––––––––––––––––– | Cayman Islands | 6770 | N/A | | --- | --- | --- ...

African defensetech Terra Industries, founded by two Gen Zers, raises additional $22M in a month https://t.co/dTJt75stzu ...

Core Insights - Kratos Defense & Security Solutions, Inc. will release its financial results for Q4 and fiscal year 2025 on February 23, 2026, after market close [1] - A conference call to discuss the results will take place at 2:00 p.m. Pacific (5:00 p.m. Eastern) [1] Company Overview - Kratos is a technology company focused on defense, national security, and commercial markets, known for its internally funded research and development [3] - The company emphasizes affordability and aims to utilize proven technologies to reduce costs, schedules, and risks, positioning itself as a disruptive change agent in the industry [3] - Key business areas include virtualized ground systems for satellites, unmanned aerial drone systems, hypersonic vehicles, propulsion systems, and various electronic products for defense applications [3]

Core Insights - Lockheed Martin Corporation reported a strong financial performance for the fourth quarter of 2025, with sales of $20.3 billion, a 9.2% increase from $18.6 billion in the same quarter of 2024. Net earnings reached $1.3 billion, or $5.80 per share, compared to $527 million, or $2.22 per share, in the previous year [1][6][12] Financial Performance - The company achieved a total sales increase of 6% year-over-year, reaching $75.0 billion in 2025, up from $71.0 billion in 2024 [6][19] - Net earnings for 2025 were $5.0 billion, or $21.49 per share, which included a pension settlement charge of $479 million [6][10] - Cash from operations was $8.6 billion in 2025, with free cash flow of $6.9 billion after a pension contribution of $860 million [6][8] Operational Highlights - Lockheed Martin's backlog reached a record $194 billion at the end of 2025, indicating strong demand for its products and services [2][6] - The company invested over $3.5 billion in production capacity and next-generation technologies throughout 2025 to meet increasing demand [2][3] Segment Performance - Aeronautics segment sales increased to $8.5 billion in Q4 2025, up from $8.0 billion in Q4 2024, driven by higher sales on classified programs and the F-35 program [17][18] - The Missiles and Fire Control segment saw sales rise to $4.0 billion in Q4 2025, an 18% increase from $3.4 billion in Q4 2024, attributed to production ramp-up in tactical and strike missile programs [21][22] - Rotary and Mission Systems segment sales were $4.6 billion in Q4 2025, up from $4.3 billion in Q4 2024, primarily due to higher sales on Integrated warfare systems and Sikorsky helicopter programs [25][26] - Space segment sales increased to $3.2 billion in Q4 2025, compared to $2.9 billion in Q4 2024, driven by higher sales volume for strategic and missile defense programs [29][30] 2026 Financial Outlook - The company expects sales for 2026 to be between $77.5 billion and $80.0 billion, with business segment operating profit projected between $8.4 billion and $8.7 billion [12][38] - Free cash flow is anticipated to be between $6.5 billion and $6.8 billion for 2026, reflecting continued strong operational performance [12][39]

Core Insights - Lockheed Martin is significantly increasing the production of THAAD interceptors from 96 per year over the next seven years, in collaboration with the Department of War [2] - A new Munitions Acceleration Center is being established in Camden, Arkansas, to enhance workforce capabilities in advanced manufacturing and robotics [1] Investment and Production Expansion - Lockheed Martin has invested over $7 billion since President Trump's first term, with approximately $2 billion allocated for munitions production acceleration [5] - The company plans a multibillion-dollar investment over the next three years to expand production and modernize over 20 facilities across multiple states [5] - The THAAD framework agreement is the second of its kind, following a recent agreement for PAC-3 MSE interceptors [5] Job Creation and Manufacturing Growth - Lockheed Martin is creating tens of thousands of high-quality American jobs in manufacturing, engineering, and skilled trades to meet rising production demands [5] - Since 2016, deliveries of six critical munitions have increased by over 220%, with a projected additional increase of 245% to support PAC-3 and THAAD capabilities [5] - Manufacturing jobs have grown by over 60% since President Trump's first term, with an additional ~50% growth projected by 2030 [5]

Core Insights - RTX Corporation is a significant entity in the aerospace and defense sector, competing with major firms like Lockheed Martin and Northrop Grumman [1] - Jefferies analyst has set a new price target for RTX at $225, indicating a potential increase of 12.8% from the current price of $199.46 [1][6] Company Developments - Raytheon, a division of RTX, has secured a multi-year contract with TTM Technologies valued at up to $200 million for components related to the Lower Tier Air and Missile Defense Sensor (LTAMDS) [2][5] - This partnership is essential for maintaining program schedules and customer milestones, as stated by Raytheon's Vice President [2] Stock Performance - The current stock price of RTX is $199.46, reflecting a slight decrease of 0.90% or $1.82, with a trading range today between $198.55 and $205.36 [3][6] - Over the past year, RTX's stock has shown significant volatility, with a high of $205.36 and a low of $112.27 [3][6] Market Position - RTX's market capitalization stands at approximately $267.43 billion, indicating its substantial presence in the aerospace and defense industry [4] - Today's trading volume for RTX is 6,479,702 shares, reflecting active investor interest [4]

David Westin: This is "Wall Street Week." I'm David Westin bringing you stories of capitalism. President Trump threatens draconian tariffs on French wines again. What that could mean for the U.S. companies in the business.Plus, you may have to get your favorite chocolate from some new places around the world. And countries are buying more weapons from Israel than ever before, even as many condemn its actions in Gaza. But we start in Europe, as Presidents Trump and Zelensky met this week in Davos, while the ...