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X @Forbes
Forbes· 2025-07-12 01:53
Will Somerindyke founded a military supply chain and logistics company called Regulus Global a decade ago. Now, he’s raising hundreds of millions for a new defense tech play — and Regulus is the first customer.Read more: https://t.co/6QVy8mwIiq https://t.co/KQWFws84VG ...
X @Forbes
Forbes· 2025-07-11 13:48
Will Somerindyke founded a military supply chain and logistics company called Regulus Global a decade ago. Now, he’s raising hundreds of millions for a new defense tech play — and Regulus is the first customer.Read more: https://t.co/6QVy8mwIiq https://t.co/dGz8U1Ciku ...
X @Bloomberg
Bloomberg· 2025-07-11 13:19
A German steelmaker is the latest stock to benefit from a surge in European defense spending this week after getting the go-ahead for one of its products to be used for military purposes https://t.co/J7SGhimwYB ...
X @BBC News (World)
BBC News (World)· 2025-07-11 11:50
Ukraine to receive US air defence system, says Trump https://t.co/9bVQUlDb3D ...
X @The Economist
The Economist· 2025-07-10 18:30
A founding NATO member, Iceland has relied mainly on America for its defence. But as Europe rearms and the Americans call out laggards, it is feeling the heat https://t.co/5VvcdWd9oG ...
Howmet's Commercial Aerospace Strength Seems Firm: More Upside Ahead?
ZACKS· 2025-07-10 16:50
Core Insights - Howmet Aerospace Inc. (HWM) is experiencing significant growth, particularly in the commercial aerospace sector, which accounted for 52% of total revenues in Q1 2025, with a year-over-year revenue increase of 9% [1][9] Group 1: Commercial Aerospace Market - The demand for wide-body aircraft is rising due to increased air travel, leading original equipment manufacturers (OEMs) to boost their spending [2] - The growth in the commercial aerospace market is also driven by the demand for fuel-efficient aircraft and the recovery of Boeing 737 MAX production, which is expected to enhance demand for HWM's products [3][9] - HWM's peers, such as RTX Corporation and GE Aerospace, are also reporting strong growth in the commercial aerospace market, with RTX achieving 8% organic sales growth and GE benefiting from solid demand for its engines [5][6] Group 2: Defense Aerospace Market - The defense aerospace market is showing positive momentum, driven by increased demand for engine spares, particularly for the F-35 program, and rising military budgets [4] Group 3: Financial Performance - HWM's stock has surged 127.8% over the past year, significantly outperforming the industry average growth of 17.2% [8] - The company is currently trading at a forward price-to-earnings ratio of 47.53X, which is above the industry average of 26.71X [11] - The Zacks Consensus Estimate for HWM's earnings has been increasing over the past 60 days, indicating positive market sentiment [12]
X @Bloomberg
Bloomberg· 2025-07-10 16:09
Latvian Prime Minister Evika Silina signaled that Ukraine will receive a delivery of the US-made Patriot air defense systems https://t.co/LHymkVJ8V5 ...
GE Aerospace Secures Deal From SkyWest to Supply CF34 Engines
ZACKS· 2025-07-10 15:15
Key Takeaways GE will supply CF34-8E engines and spares for SkyWest's 60 new Embraer 175 regional jets. The CF34 engine family boasts 209M flight hours, 165M cycles and 99.97% dispatch reliability. SkyWest is now the largest CF34 operator, with over 1,200 GE-powered engines in its active fleet.GE Aerospace (GE) recently secured a contract from SkyWest, Inc. (SKYW) to provide CF34-8E engines plus spares for the latter’s recently ordered 60 Embraer 175 regional jets.GE’s CF34 engine is a proven platform for ...
RTX Stock: Does Barracuda Anti-Mine's Success Signal a Buying Opportunity?
ZACKS· 2025-07-10 15:05
Key Takeaways Raytheon's Barracuda vehicle completed its first untethered, semi-autonomous underwater test. RTX logged $9B in Q1 bookings and a $92B backlog, supporting long-term defense revenue growth. Supply-chain issues and a premium valuation may limit RTX's near-term upside despite tech advances.RTX Corp.’s (RTX) business segment, Raytheon, has recently tested its Barracuda mine neutralization vehicle in untethered, semi-autonomous mode for the first time. The system successfully navigated, communica ...
HII to Host Second Quarter Earnings Conference Call and Webcast on July 31
Globenewswire· 2025-07-10 14:00
Christie Thomas (Investors) christie.thomas@hii-co.com 757-380-2104 As the nation's largest military shipbuilder, and with a more than 135-year history of advancing U.S. national security, HII delivers critical capabilities extending from ships to unmanned systems, cyber, ISR, AI/ML and synthetic training. Headquartered in Virginia, HII's workforce is 44,000 strong. For more information, visit: Contacts: Brooke Hart (Media) brooke.hart@hii-co.com 202-264-7108 NEWPORT NEWS, Va., July 10, 2025 (GLOBE NEWSWIRE ...