Core Viewpoint - Airbus is communicating to airlines that the emergency repairs required for certain A320 jets impacted by a significant recall may be less challenging than initially anticipated [1] Group 1 - Airbus is addressing concerns regarding the A320 jets affected by a major recall [1] - The company is providing reassurances to airlines about the nature of the emergency repairs [1] - Industry sources indicate a shift in perception regarding the burden of these repairs [1]

NEW YORK, Nov. 28, 2025 (GLOBE NEWSWIRE) -- Nukkleus, Inc. (NASDAQ:NUKK) (“Nukkleus” or the “Company”), a strategic acquirer and developer of high-potential businesses in the aerospace and defense (A&D) industry, today announced the closing of the previously announced initial public offering of the newly formed special purpose acquisition company, SC II Acquisition Corp. (“SC II”), for which the Company is the majority owner of SC II’s sponsor. SC II raised gross proceeds of $172.5 million in the initial pu ...

Europe's Airbus said on Friday it was ordering an immediate software change on a significant number of its best-selling A320-family jets in a move that industry sources said would involve some 6,000 j... ...

Kratos Defense & Security Solutions ( KTOS ), Inc. is an American company specializing in the production of low-cost aircraft, mostly drones. The quarterly results were very good. A few months ago I wrote anI’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, bottom-up stock selection and ...

Lockheed Martin Corporation (LMT) is a leading aerospace, defense, security, and advanced-technology company. It is headquartered in Bethesda, Maryland. Lockheed Martin designs, develops, manufactures, integrates, and sustains a broad range of products and systems worldwide, including combat and support aircraft, missiles and fire-control systems, helicopters and naval systems, and space and satellite systems. Lockheed Martin’s market capitalization is $106 billion. Companies worth $10 billion or more are ...

Core Viewpoint - The U.S. stock market experienced significant gains leading up to the Thanksgiving holiday, driven by investor optimism regarding a potential Federal Reserve interest rate cut in December [2]. Market Performance - The Dow Jones Industrial Average rose by 314.67 points (0.67%) to close at 47,427.12 on November 26, 2025, reflecting strong investor sentiment [2]. - Dow Futures remained nearly unchanged during early trading on the holiday [2]. Company-Specific Movements - Notable gainers among Dow components included Boeing (BA) with a rise of 2.46%, Walmart (WMT) increasing by 2.07%, and Microsoft (MSFT) up by 2.04% [3]. - Conversely, Salesforce (CRM) saw a decline of 2.51%, Merck (MRK) decreased by 0.73%, and 3M (MMM) dropped by 0.43% [3].

Core Viewpoint - Lockheed Martin (LMT) is recognized as a defensive stalwart, maintaining stability through economic cycles while benefiting from a consistent stream of government contracts [1] Group 1: Company Overview - Lockheed Martin's scale and entrenched position in U.S. defense spending contribute to its resilience [1]

Core Viewpoint - Boeing will produce AH-64E Apache attack helicopters for international customers, including a significant order of 96 units for the Polish Armed Forces, under a Foreign Military Sales contract valued at nearly $4 billion [1] Group 1: Company Developments - Boeing is expanding its production capabilities by fulfilling international military contracts, which indicates a strong demand for its defense products [1] - The contract with the Polish Armed Forces highlights Boeing's strategic focus on international markets and partnerships in defense [1] Group 2: Industry Implications - The production of Apache helicopters aligns with the growing trend of military modernization among international armed forces, particularly in Eastern Europe [1] - This contract may signal increased competition among defense contractors as countries seek to enhance their military capabilities [1]

Group 1 - The U.S. military awarded Boeing two major contracts totaling over $7 billion, which positively impacted Boeing's stock, leading to a rise of over 2% [1] - The Army's contract with Boeing is valued at $4.7 billion for the production of new Apache helicopters [1] Group 2 - Woodward's stock performance has improved, earning an upgrade to a Relative Strength Rating of 91, indicating strong price performance [2] - Woodward is recognized as a leading stock in the aerospace sector, achieving a composite rating of over 95 [4]

Core Insights - Rising global defense budgets and the demand for modern military systems are benefiting major contractors like RTX Corp. and Lockheed Martin Corp. [1] - Both companies have substantial backlogs from government programs, providing steady revenue visibility and strong long-term growth prospects [1] RTX Overview - RTX has a diverse product base, including commercial jet engines, avionics, space sensors, military radars, and Satcom systems [2] - The company reported a revenue growth of 11.9% and a 17.2% increase in net earnings for Q3 2025 [7] - Recent contracts include a military avionics service center in the Netherlands and an expanded maintenance agreement with Emirates for A380 landing gears [8] - RTX has been selected by Qatar Airways to provide its Ascentia analytics solution for its Boeing 787 fleet [9] - RTX shows lower debt levels and improving estimates, positioning it as a stronger pick compared to its peer [10] Lockheed Martin Overview - Lockheed Martin is recognized for leading defense platforms such as the F-35 fighter jet and advanced missile systems [2] - The company reported an 8.8% revenue growth and a 2.2% rise in net earnings for Q3 2025 [4] - Recent contract wins include a deal for Sikorsky S-70 FIREHAWK helicopters and a collaboration with Diehl Defence for integrated air and missile defense capabilities [5][6] - Lockheed Martin's forward earnings multiple is 15.32, which is lower than RTX's 25.76, indicating a more attractive valuation [16] Comparative Analysis - The Zacks Consensus Estimate for Lockheed Martin's 2025 sales implies a 4.7% year-over-year rise, while earnings are expected to decline by 22% [11] - In contrast, RTX's 2025 sales and EPS estimates imply improvements of 7.8% and 7.9%, respectively [12] - Over the past year, RTX shares surged by 43%, while Lockheed Martin shares decreased by 14% [13] - Lockheed Martin has a total debt-to-capital ratio of 78.21, significantly higher than RTX's 37.05 [17] Final Assessment - Both companies are well-positioned due to strong global defense spending, but Lockheed Martin's higher debt levels and weaker stock performance limit its near-term appeal [18] - RTX offers a balanced mix of commercial and defense exposure, improving earnings expectations, and stronger contract momentum [20]