Group 1 - Rolls-Royce stock has advanced 13% since the last report, indicating a positive trend in its market performance [1] - The stock did not reach the price target of $18.69, prompting an assessment of its attractiveness in the aerospace and defense sector [1] - The aerospace and defense industry is characterized by significant growth prospects, which are analyzed in the context of ongoing developments [1] Group 2 - The investing group, The Aerospace Forum, aims to discover investment opportunities within the aerospace, defense, and airline industries [1] - The analysis provided is data-informed, leveraging in-house developed data analytics to support investment theses [1]

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Northrop Grumman stock ( NOC ) has gained almost 20% since my last report , partially driven by increased global tension and the prospects of a $1.5 trillion defense budget floated by President Trump. I believe that a substantially higher defenseDh ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Northrop Grumman stock ( NOC ) has gained almost 20% since my last report , partially driven by increased global tension and the prospects of a $1.5 trillion defense budget floated by President Trump. I believe that a substantially higher defenseDh ...

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Core Viewpoint - Mercury Systems Inc. is set to release its second quarter fiscal year 2026 financial results on February 3, 2026, after market close [1] Financial Results Announcement - The company will host a conference call and webcast at 5:00 p.m. ET on the same day to discuss the quarterly financial results, business highlights, and outlook [2] - Company representatives may address questions regarding business and financial developments, earnings forecasts, and other relevant matters, which may include previously undisclosed information [2] Participation Details - Participants interested in attending the conference call or webcast should register online at ir.mrcy.com/events-presentations, ideally a day in advance or at least 15 minutes before the call starts [3] - A replay of the webcast will be available two hours after the call and archived for six months on the same webpage [3] Company Overview - Mercury Systems is a global technology company focused on delivering mission-critical processing to the edge, particularly for aerospace and defense missions [4] - The Mercury Processing Platform enables customers to leverage innovative capabilities from silicon to system scale, facilitating timely data-driven decisions [4] - The company's products and solutions are utilized in over 300 programs across 35 countries, covering applications in mission computing, sensor processing, command and control, and communications [4] - Mercury is headquartered in Andover, Massachusetts, with more than 20 locations worldwide [4]

3D Systems (NYSE:DDD) FY Conference January 13, 2026 12:45 PM ET Company ParticipantsPhyliss Nordstrom - EVP and Chief Administrative OfficerJeffrey Graves - CEOConference Call ParticipantsJames Ricchiuti - Senior AnalystJames RicchiutiWelcome to the 28th Annual Needham Growth Conference. This next session will feature a discussion with the management of 3D Systems. We have with us today the company's CEO, Dr. Jeff Graves, and interim CFO and chief administrative officer, Phyllis Nordstrom. My name is Jim R ...

PHILADELPHIA, Jan. 13, 2026 /PRNewswire/ -- Attalon, Inc., a provider of mission-critical optical and directed energy technologies, today announced its launch as an independent standalone company following its acquisition by Advent International. Formerly the Aerospace & Defense business of Coherent Corp. (NYSE: COHR), Attalon emerges with a sharpened focus on delivering high-performance systems required for next generation warfare, including directed energy, cutting edge space and airborne optics, and surv ...

Key Takeaways S&P 500 Q4 earnings are seen up 7.9%, marking a 10th straight quarter of growth.Tech remains the biggest driver, making XLK a top play into Q4 and 2026.Strong growth in Aerospace and Finance highlights ITA and VFH as earnings winners.The Q4 earnings season is off to a full-fledged start this week.  Big banks like Bank of America, Wells Fargo, Goldman Sachs and Citigroup are expected to come up with earnings results this week. Corporate earnings expectations have strengthened over recent quarte ...

L3Harris said the spinoff and investment will allow it to significantly increase capacity to meet growing demand. - Celal Gunes/Anadolu Agency/Getty Images The Pentagon said it would invest $1 billion in L3Harris Technologies’ missile business to turbocharge production of rocket and missile components. The defense contractor said Tuesday it plans to spin off the missile segment into a separate publicly traded company, backed by the Pentagon’s minority investment. The stand-alone business will focus on ma ...

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