It's a dangerous world, and this is driving up defense stock prices. For new investors looking to buy, this is not a good thing.It's not always fun being right -- especially when you write about defense stocks, and you have to tell people that defense stocks are too expensive to invest in right now.After reviewing the skyrocketing prices of large defense aerospace and contractors last year, I concluded that defense stocks cost too much. Checking back on valuations after prices had fallen in January, I had t ...

Earnings Presentation Q1 2025 May 8, 2025 This presentation contains nLIGHT, Inc. proprietary information. No part of it may be circulated, quoted, or reproduced for distribution without prior written approval from nLIGHT, Inc. 2 First Quarter 2025 | Key Messages Q1'25 A&D revenue increased 50%+ year-over-year driven by record A&D product sales Safe Harbor Statement Certain statements in this presentation are "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as am ...

Core Viewpoint - SIGA Technologies, Inc. has reported its financial results for Q1 2025, indicating a decline in product sales and total revenues compared to the same period in 2024, while also highlighting significant future sales expectations from government orders and international sales [2][3]. Financial Performance - Product sales for Q1 2025 were $5.8 million, down from $23.9 million in Q1 2024, representing a decrease of approximately 75.8% [3]. - Total revenues decreased to $7.0 million in Q1 2025 from $25.4 million in Q1 2024, a decline of about 72.5% [3]. - The company reported an operating loss of $2.3 million for Q1 2025, compared to an operating income of $11.3 million in Q1 2024 [3]. - Net loss for Q1 2025 was $0.4 million, a significant drop from a net income of $10.3 million in Q1 2024 [3]. Business and Operational Activity - SIGA has outstanding Strategic National Stockpile orders totaling $94 million as of March 31, 2025, with expectations to deliver $70 million of these orders by the end of Q3 2025 [2][8]. - The company received a $26 million procurement order for IV TPOXX from the U.S. Government in March 2025 [9]. - In April 2025, SIGA delivered approximately $53 million of oral TPOXX and $9 million of IV TPOXX to the Strategic National Stockpile [9]. - TPOXX received regulatory approval in Japan for the treatment of smallpox and related diseases, marking a significant milestone for the company [9]. Capital Management - A special cash dividend of $0.60 per share was declared on April 8, 2025, to be paid on May 15, 2025 [6]. Assets and Liabilities - As of March 31, 2025, total assets were reported at $247.1 million, slightly up from $244.3 million as of December 31, 2024 [15][16]. - Current liabilities increased to $27.8 million from $25.3 million in the previous quarter [16]. Shareholder Information - The weighted average shares outstanding for basic and diluted calculations were 71.4 million for Q1 2025 [17].

Kratos Defense & Security Solutions (KTOS) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Speaker0 Good day, and thank you for standing by. Welcome to the Kratos Defense and Security First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you'll need to press 11 on your telephone. You will then hear an automated message advising you ...

Northrop Grumman Corporation (NOC) recently achieved a major milestone with the successful operational assessment flight testing of its Integrated Viper Electronic Warfare Suite ("IVEWS") on U.S. Air Force F-16 jets. The system proved its effectiveness against advanced radar-guided threats in complex, real-world scenarios, strengthening its potential for full-scale production and deployment. The testing also demonstrated IVEWS' seamless digital interoperability with Northrop's SABR radar, enabling simultane ...

MCLEAN, Va., May 07, 2025 (GLOBE NEWSWIRE) -- Cycurion (Nasdaq: CYCU) ("Cycurion" or the "Company"), a trusted leader in IT cybersecurity solutions and AI, announces that W. Eric Singleton, Vice President of Operations, will be a featured speaker at the Armed Forces Communications and Electronics Association's (AFCEA) TechNet Cyber 2025, one of the premier events for cyber leaders in the Department of Defense, intelligence community, and defense industry. Mr. Singleton's presentation is titled, "ARx: Active ...

L3harris Technologies (LHX) Conference May 06, 2025 08:30 AM ET Speaker0 Pleased to have L3 Harris and Ken Benningfield. Thanks making the trip across the pond, Ken and Dan. Ken is the Chief Financial Officer. He wears two hats, Chief Financial Officer and also President of Aerojet Rocketdyne, is one of the four business segments. So with that, I'll turn it over to Ken. I think forward looking statements, Safe Harbor. Speaker1 Sure. Yes. I'll just start by saying the statements and comments made today may i ...

Cancellation of the Orion program could cost Lockheed Martin stock billions.Lockheed Martin (LMT -1.64%) is riding the market roller coaster on Friday.In early trading, shares of the defense giant jumped nearly 3% on a Wells Fargo report calling the new fiscal year 2026 defense budget a "big win for defense stocks."No sooner had that report come out, though, than Bloomberg broke bad news for Lockheed: The Trump administration plans to end Space Launch System launches and terminate production of Orion space ...

Viavi Solutions (VIAV) Q3 2025 Earnings Call May 01, 2025 04:30 PM ET Company Participants Vibhuti Nayar - Director of Investor RelationsIlan Daskal - Executive VP & CFOOleg Khaykin - President and CEORuben Roy - Managing Director - Equity ResearchAndrew Spinola - DirectorMichael Genovese - Senior managing director and senior research analyst Conference Call Participants Ryan Koontz - Senior AnalystNone - AnalystTim Savageaux - MD & Senior Research Analyst Operator Good afternoon. My name is Audra, and I wi ...

The U.S. shipbuilding industry has been in a lull since the height of the pandemic, with companies tied to pre-COVID contracts that are not nearly as profitable now.But the budget winds in Washington appear to be shifting, and Huntington Ingalls Industries (HII -1.06%) is likely to be one of the primary beneficiaries if they do. Shares of Huntington Ingalls traded up 12.9% in April, according to data provided by S&P Global Market Intelligence, as investors begin to climb on board for what they believe will ...