We are back with an update to Josh's best stocks in the market. I'll send it to you for that. What do you want to talk about.Uh I think obviously the thing that we have to talk about is the defense sector. We've got a bunch of these names on the best stocks list. We've been talking about them and last week of course they broke out on the heels of the conflration in the Middle East getting uh hotter.We talked about Axon and we talked about RTX on May 19th. from that date. RTX is up about 8 and a half%, Axon' ...

RTX Corporation (NYSE:RTX) Bernstein 41st Annual Strategic Decisions Conference May 28, 2025 11:00 AM ET Company Participants Chris Calio - Chairman and Chief Executive Officer Conference Call Participants Doug Harned - Bernstein Doug Harned Okay. Well, why don't we get started here. I'm Doug Harned, Bernstein's Senior Global aerospace and defense analyst. I'm very excited to have with us today, Chris Calio, the Chairman and CEO of RTX Corporation. And I think you may have a couple of things you want to say ...

Advanced aerospace and defense technologies are becoming an increasingly attractive investment choice, supported by a booming commercial aviation sector and steadily rising global defense budgets amid an intensifying threat landscape. Against this backdrop, companies like RTX Corporation (RTX) and L3Harris Technologies (LHX) remain well-positioned to benefit from growing demand for missile defense, cybersecurity, electronic warfare and space systems. Both stocks bring a diversified portfolio to the table. W ...

Group 1 - Kratos Defense & Security Solutions (NASDAQ: KTOS) is identified as a company with significant opportunities in the drone and hypersonics sector, which has garnered positive valuation from Wall Street [1] - The analysis is provided by an investing group focused on discovering investment opportunities within the aerospace, defense, and airline industries, leveraging data-informed analysis [1] - The investing group offers access to data analytics monitors, enhancing the investment research process [1] Group 2 - The article emphasizes the importance of context in understanding developments within the aerospace and defense industry, which can impact investment theses [1]

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 ...

Viavi Solutions (VIAV) Q3 2025 Earnings Call May 01, 2025 04:30 PM ET Speaker0 Good afternoon. My name is Audra, and I will be your conference operator today. At this time, I would like to welcome everyone to the Viavi Solutions Fiscal Third Quarter twenty twenty five Earnings Call. Today's conference is being recorded. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. At this time, I would like to turn the conferenc ...

ATI (ATI) Q1 2025 Earnings Call May 01, 2025 08:30 AM ET Speaker0 Hello, and welcome, everyone, to the ATI First Quarter twenty twenty five Earnings Call. My name is Becky, and I'll be your operator today. I will now hand over to your host, David Weston, Vice President of Investor Relations, to begin. Please go ahead. Speaker1 Thank you. Good morning and welcome to ATI's first quarter twenty twenty five earnings call. Today's discussion is being webcast online at atimaterials.com. Participating in today's c ...

ATI (ATI) Q1 2025 Earnings Call May 01, 2025 08:30 AM ET Company Participants David Weston - Vice President - IRKimberly Fields - President & CEODon Newman - EVP, Finance and CFOScott Deuschle - Director - Aerospace & Defense Equity ResearchSeth Seifman - Executive DirectorJoshua Korn - Assistant VP, Equity ResearchTimna Tanners - Managing Director - Equity Research Conference Call Participants Andre Madrid - VP - Aerospace and Defense AnalystRichard Safran - Managing Director and Senior AnalystPhil Gibbs - ...