Kawasaki Heavy Industries maintained profit guidance despite the impact of US tariffs, as Japan’s second-largest defense contractor expects to offset rising expenses with price hikes and controlling fixed costs https://t.co/Z20Lnpr4h9 ...

Welcome back to Fast Money. Shares of Voyager Technologies tumbling almost 15% today. The defense and space company last night giving its first earnings report since its June IPO.Voyager reporting a wider loss in the second quarter than a year ago. Revenue did rise 25%. Shares of Voyager rocketed 82% on its first day of trade, but they've given back a lot of those gains.The stock now up just 10% from its offer price. Now for more on the earnings and the outlook, let's bring in Voyager Technologies chairman ...

Core Viewpoint - Graham reported a significant improvement in profitability for Q1 FY2026, with non-GAAP EPS of $0.45 exceeding analyst estimates, but GAAP revenue fell short of expectations at $55.5 million [1][2]. Financial Performance - Non-GAAP EPS increased by 36% year-over-year, from $0.33 in Q1 FY2025 to $0.45 in Q1 FY2026 [2][6]. - GAAP revenue was $55.5 million, which was below the expected $63.4 million, despite an 11% year-over-year increase [2][5]. - Gross margin improved to 26.5%, up 1.7 percentage points from the previous year, while operating margin rose to 8.9% compared to 6.5% in Q1 FY2025 [2][5]. - Adjusted EBITDA climbed 33% to $6.8 million [2][6]. Orders and Backlog - The total order figure reached $125.9 million, more than doubling compared to the same quarter last year, resulting in a record book-to-bill ratio of 2.3x [7][11]. - Backlog increased by 22% year-over-year to $482.9 million, with approximately 87% tied to Defense projects [7][11]. Business Strategy - Graham focuses on expanding into new markets, innovation, and deepening ties to U.S. defense programs while maintaining financial discipline [4][3]. - The integration of P3 Technologies has enhanced capabilities in turbomachinery, allowing for novel project pursuits [12]. Future Guidance - The company maintains its FY2026 guidance, projecting net sales between $225 million and $235 million and adjusted EBITDA of $22 million to $28 million [14]. - Capital expenditures for FY2026 are planned between $15 million and $18 million, targeting 8-10% annual organic revenue growth [14].

Welcome back to Overtime. Another win for the up andcoming defense tech sector today as Andre announced it is now the third supplier of solid rocket motors for the United States. Joining L3 Harris and North of Grumman, Andrew opening a full rate manufacturing facility in Mississippi, aiming to to produce 6,000 tactical motors by the end of 2026.Per year by the end of 2026. Joining us now for an exclusive interview is Trey Stevens, Andrew co-founder and executive chairman and a partner at Founders Fund. Trey ...

Russian plot to assassinate the CEO of Ryan Metal. The Russian government planned to assassinate you. >> It's about one year ago.>> Armen Papagar, the CEO of German defense company Ryan Matal, has been enthusiastically arming Ukraine. It's brought his company unprecedented riches, but it's also put a target on his back. In 2024, US intelligence agencies warned their German counterparts that Russia was actively plotting to assassinate him.The company has emerged as a central player in Europe's push to arm Uk ...

A VC firm targeting defense tech and industrial production is raising money from a cadre of alumni from companies like Palantir and SpaceX https://t.co/npphUuqFfR ...

Boeing Defense Workers Begin Striking For First Time Since 1996 After Rejecting Contract Offer https://t.co/jZJtFVu2Lj https://t.co/jZJtFVu2Lj ...

A German defense company is making a fortune arming Ukraine, turning the Rheinmetall CEO into a Russian target https://t.co/Yo0I8cQEvr ...

Let's turn to Boeing. Continued labor issues for that company and Phil Bose's got the latest for us. Phil, David, there is a strike right now of Boeing workers down in the St.Louis area. That part of the company builds defense projects. Specifically, they work on the F-16, F-18, some munition systems as well.About 3,200 workers who are represented by the International Association of Machinist went on strike at midnight. They have rejected a 20% raise, including a $5,000 signing bonus. And as I mentioned, th ...

In this issue of Forbes Daily:- Trump’s tariffs on nearly all key U.S. trading partners will go into effect Thursday- Workers at Boeing’s St. Louis defense factories went on strike- How small business can survive Google’s AI OverviewRead more: https://t.co/nZNANKFtwS ...