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Key Takeaways BAE Systems won a $117.7M contract to maintain, modernize and repair USS Forrest Sherman.Contract covers labor, equipment, testing and QA for the ship's FY2026 depot modernization.The work will be done mainly in Norfolk, VA, with completion expected by August 2027.BAE Systems Inc. (BAESY) recently clinched a modification contract to support the maintenance, modernization and repair of the USS Forrest Sherman (DDG 98). The contract covers all required labor, equipment, testing, facilities and q ...

Labor Market Insights - A rare Tuesday U.S. payrolls report is set to focus market attention back on the labor market, with updates for both October and November payrolls and an unemployment rate for November [1][2] - The consensus forecast anticipates a hit to October payrolls due to a government shutdown, followed by a recovery in November, with the unemployment rate expected to remain steady at 4.4% [2][3] Market Reactions - Long-dated Treasuries are under pressure, with the two-to-30-year yield curve steepening to its widest since the April tariff shock [4] - Wall Street stocks experienced a down day, with significant sector rotation and AI-related stocks continuing to decline, including Broadcom and Oracle, which hit their lowest levels since June [5] Global Economic Factors - Oil prices have dropped to their lowest since May, influenced by signs of movement in Ukraine peace talks, contributing to a year-on-year crude price decrease of over 21% [6] - European defense stocks fell following U.S. offers for NATO-style security guarantees for Kyiv, with notable declines in companies like Rheinmetall, Hensoldt, and Leonardo [7]

The CNBC app, global market news in one place. Customizable sections and personalized alerts, stocks tracking, interactive charts and market insights, all in your hands. Stay connected, stay informed, download the CNBC app today.>> Uh, good morning and a warm welcome to Squawkbox Europe. I'm Juliana Taddlebomb. I'm here with Karen Cho and Steve Sedwick.And these are your headlines this morning. Futures point to a day in the red as investors continue to sell AI stocks. And as attention now turns to the long- ...

Core Insights - Hensoldt will provide radar systems for ground-based air defense applications to Rheinmetall's air defense division [1] Company Summary - Hensoldt is a key supplier in the defense sector, focusing on advanced radar technology [1] - Rheinmetall is enhancing its air defense capabilities through this collaboration with Hensoldt [1]

Smartphone displaying the AeroVironment logo in the foreground, with a silhouette of a military drone in the background. Key Points AeroVironment's BlueHalo acquisition sets it up for sustainable growth. Integration costs cut into Q2 results, creating near-term pain that long-term investors can capitalize on. Analysts and institutions point to a ballistic rebound in stock prices. Interested in AeroVironment, Inc.? Here are five stocks we like better. AeroVironment’s (NASDAQ: AVAV) fiscal Q2 (FQ2) ...

Core Points - Theon International Plc (THEON) has signed a Contract Revision with OCCAR for the supply of an additional 100,000 Night Vision Goggles (NVGs) to the German Bundeswehr and 4,000 NVGs to the Belgian Armed Forces, marking a significant increase in military procurement [4][5][13] - The total value of the contract is approximately €1 billion, representing the largest single procurement of NVGs in the history of a European NATO member [5][10] - With this order, the total number of NVGs under contract, including options, reaches around 200,000, solidifying THEON's position as the largest supplier of Night Vision equipment in Europe [6][9] Contract Details - The Contract Revision includes a Facility of Services valued at approximately €100 million and is part of a gradual implementation option [5] - Previous orders through OCCAR included 66,000 NVGs for the German Bundeswehr and 8,000 for the Belgian Armed Forces, with most already delivered [6] - The contract requires deliveries of the Mikron binocular, powered by Exosens 16 mm tubes, with THEON securing over 400,000 Image Intensifier Tubes (IIT) through a Long-Term Commercial Agreement with Exosens [7] Operational Strategy - Part of the assembly will occur in Germany at the Hensoldt Theon NightVision facility, with plans to triple the workforce by the end of 2026 [8] - THEON's order intake for 2025 stands at €1.3 billion, with total backlog including options reaching approximately €2.4 billion, indicating strong demand and growth potential [9][13] - The company anticipates continued growth in the man-portable segment, driven by increasing defense spending in Europe and the APAC region [10]

Core Insights - AeroVironment (AVAV) is strategically positioned to align with modern defense operations, emphasizing remote warfare capabilities [1] Company Overview - AeroVironment is recognized as one of the few companies that effectively meets the demands of contemporary military engagements, which increasingly favor remote operations over traditional combat [1] Market Positioning - The company is well-suited to capitalize on the shift in warfare dynamics, where the focus is on minimizing direct engagement and enhancing operational efficiency through advanced technology [1]

AeroVironment ( AVAV ) is one of the few companies on the market best positioned and perfectly aligned with the operational reality of modern defense, where war is no longer waged in trenches but rather "remote" warfare, preferably withoutI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro ...

Key Takeaways BAE Systems secured a $184.4M contract to provide 30 Amphibious Combat Vehicles and support services.The deal runs through March 2028 and includes production, fielding, support services and spare parts.The ACV's ocean, land and payload capabilities continue to draw interest and multiple wins from the USMC.BAE Systems Inc.’s (BAESY) business unit, BAE Systems Land & Armaments LP, recently clinched a modification contract involving Amphibious Combat Vehicles (ACV). The award has been offered by ...