Core Insights - Leidos has entered into a definitive agreement to sell its wholly owned subsidiary, Varec, as part of its portfolio optimization efforts under the NorthStar 2030 strategy [1][2] - The transaction aims to enhance the missions of both Leidos and Varec while maximizing long-term value, reflecting a strategic focus on growth pillars [2] - The deal is expected to close in the fourth quarter of 2025, pending customary closing conditions [3] Company Overview - Leidos is a leader in the industry and technology sector, serving government and commercial customers with innovative digital and mission solutions [4] - The company is headquartered in Reston, Virginia, and employs approximately 47,000 people globally [4] - For the fiscal year ending January 3, 2025, Leidos reported annual revenues of approximately $16.7 billion [4]

I want to get your take on the USChina trade deal. Still some other things to be worked out, but the lowering of tariffs seems pretty significant in your mind. Does that increase GDP. Does that change anything about the markets.>> So, I think that the USChina discussions were in line with expectations. I mean, both sides had choreographed that they wanted a successful outcome. I think it's a fragile stability.I think it's important not just the um fentinel tariffs, but that what China is doing itself, it's ...

Canadian Prime Minister Mark Carney got a close-up view of the submarines built by the South Korean firm bidding for a government contract worth tens of billions of dollars https://t.co/lOzUFF9oq6 ...

Core Insights - Parsons Corporation has been awarded two contracts exceeding $100 million for program management and design engineering for Middle East government customers, highlighting its capabilities in national security and critical infrastructure [1][2] - The company aims to leverage its strong regional presence in transportation and urban development to expand into adjacent markets related to defense, security, tourism, and entertainment [1][3] Company Capabilities - Parsons is recognized as the top firm in program management and ranks among the top 40 defense companies globally, with a diverse customer base in cyber, transportation, urban development, and critical infrastructure protection [3] - The company has extensive experience in the Middle East, having operated in the region since the 1950s, and has completed thousands of projects, including significant infrastructure developments [4] Strategic Focus - The contracts will involve leading the design review and project management of national security infrastructure programs, including border security facilities [2][3] - Parsons emphasizes its commitment to enhancing regional and global security through its industry-leading capabilities and local expertise [2][4]

RT Bloomberg Live (@BloombergLive)ICYMI: What can we expect with tensions rising in Eastern Europe? Torsten Reil, CEO of defense tech firm Helsing, says, “We must be ready by 2029.”#BloombergTech⏯️ https://t.co/MXIws9LyUH https://t.co/zGY7ofjLMq ...

Key Takeaways Palantir will report Q3 2025 earnings on Nov. 3, with 70% EPS growth and 50.7% revenue rise expected.Government and Commercial segments are forecast to post 47.6% and 55.6% revenue growth, respectively.Due to 151% YTD stock gains, Palantir trades at lofty valuation multiples far above industry averages.Palantir Technologies Inc. (PLTR) will report its third-quarter 2025 results on Nov. 3, after the bell.The Zacks Consensus Estimate for earnings in the to-be-reported quarter stands at 17 cents, ...

9-MONTH TURNOVER AS OF SEPTEMBER 30, 2025: +1.4% at €117.4M AT CONSTANT EXCHANGE RATE (*): +1.8%THIRD QUARTER GROWTH: TURNOVER +0.4% at €36.9MAT CONSTANT EXCHANGE RATE (*): +2.2% Blagnac, France, October 29, 2025, after closing of the Stock Market. SOGECLAIR, supplier of innovative solutions with high added value for a safer and less-consuming mobility, announces its turnover over 9 months ending on September 30th, 2025. SOGECLAIR is listed on Euronext Growth Paris. (*) At constant exchange rate: exchange r ...

Oshkosh (NYSE:OSK) Q3 2025 Earnings Call October 29, 2025 09:30 AM ET Company ParticipantsMatt Field - EVP and CFOJohn Pfeifer - President and CEODavid Raso - Senior Managing Director and PartnerJamie Cook - Managing DirectorTami Zakaria - Executive DirectorAngel Castillo - Executive Director and Head of US Machinery and Construction Equity ResearchPat Davidson - SVP Investor RelationsConference Call ParticipantsKyle Menges - VP and Equity Research AnalystNone - AnalystStephen Volkmann - Equity AnalystTim T ...

Baron Funds, an investment management company, released its “Baron Discovery Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Year-to-date, the fund was up 10.75% (Institutional Shares), compared to a 11.65% return for the Russell 2000 Growth Index. The fund was up 2.85% in the third quarter, lagging behind the Index’s 12.19% return.  In addition, please check the fund’s top five holdings to know its best picks in 2025. In its third-quarter 2025 investor letter, Baron ...

Core Points - Leonardo DRS, Inc. announced the retirement of William J. (Bill) Lynn as Chairman and CEO after 14 years, with John Baylouny appointed as the new President & CEO effective January 1, 2026 [1][4] - Frances (Fran) Fragos Townsend has been elected as the new Chair of the Board of Directors, also effective January 1, 2026 [1][4] Company Leadership Transition - Bill Lynn has transformed Leonardo DRS into a technology-driven organization, focusing on advanced sensing, network computing, force protection, and electric power and propulsion technologies [2][3] - Under Lynn's leadership, the company achieved significant contract wins, including propulsion content for the Columbia Class submarine and counter-UAS positions, contributing to durable growth [2] - John Baylouny, with over 35 years of experience at Leonardo DRS, has served as COO since late 2018 and is expected to ensure a seamless leadership transition [4][5] Board of Directors - Fran Townsend has been a Board director since 2009 and has extensive experience in both private and public sectors, including roles in the Department of Justice and as Assistant to President George W. Bush [6] - Townsend's deep understanding of the company and its strategic journey positions her well for the role of Board Chair [3][6] Company Overview - Leonardo DRS specializes in developing transformative defense technologies and delivering innovative solutions for U.S. national security customers and allies [7] - The company focuses on high-performance, multi-domain capabilities across next-generation advanced sensing, network computing, force protection, and electric power and propulsion [7]