This report is from this week's CNBC's UK Exchange newsletter. Like what you see? You can subscribe here.Employees work on a Rolls-Royce Trent 7000 engine for an Airbus SE A330neo aircraft at the Safran SA plant in Colomiers, France, on Tuesday, March 25, 2025. Safran Nacelles manufactures nacelles for short, medium and long-range commercial aircraft. Photographer: Matthieu Rondel/Bloomberg via Getty ImagesWhat do you do if you are the chief executive of a company whose share price has risen by more than 1, ...

A tense geopolitical environment in certain parts of the world is boosting the business of defense sector companies like this one.Leonardo DRS (DRS +15.02%) was a defense sector stock of choice for many market participants on the second trading day of the week. The company's shares zoomed almost 15% higher on the back of a quarterly and annual earnings report that featured robust growth numbers. A solid fourth quarterLeonardo DRS's fourth quarter saw the company earn $1.06 billion in revenue, up 8% year ove ...

The company also reported improved profitability in the quarter. Gundermann said operating income margin was 14.8% and adjusted EBITDA was 19% , which he called post-pandemic records. Astronics generated $27.6 million in cash from operations in the quarter and ended the period with $231 million of available liquidity after completing a planned transition from an asset-based lending facility to a cash flow-based revolving credit facility.Chairman, President and CEO Peter Gundermann said fourth-quarter revenu ...

HEICO Corporation (NYSE:HEI) is one of the Best Aerospace and Defense Stocks to Invest In Right Now. On February 5, HEICO Corporation (NYSE:HEI) announced that its subsidiary Wencor Group acquired EthosEnergy Accessories and Components. ​Management believes that this deal will enhance the company’s position in repairing engine parts for aviation and industrial uses within a year. EthosEnergy Accessories and Components was founded in 1979 and specializes in repairing engine accessories and components for a ...

Core Insights - L3Harris Technologies, Inc. has secured its largest full-rate production contract for submarine communication systems, marking a significant milestone for the company [1] - The contract involves supplying 26 shipsets to General Dynamics Electric Boat for Virginia and Columbia-class submarines, with production continuing until 2033 and options for further expansion [2] Contract Details - The contract includes a follow-on agreement for ongoing production of submarine communication systems, with potential extensions for additional Columbia-class submarines and allied navies [2] - Additionally, L3Harris has obtained a $400 million contract from the Missile Defense Agency for producing solid rocket boost motors and Liquid Divert and Attitude Control Systems [2] Product Significance - The solid rocket boost motors are essential for the initial launch phase of the THAAD interceptor missile, while the Liquid Divert and Attitude Control Systems ensure precise targeting during the final intercept stages [4] - The THAAD system has achieved a 100% success rate in intercept tests, underscoring its importance for national security [5] Financial Impact - The new contracts are expected to enhance L3Harris Technologies' backlog in the Airborne Systems segment, which is projected to exceed $38.7 billion by 2025 [5] - The company provides comprehensive technology solutions across various domains, including air, land, space, sea, and cyber, contributing to national security [5]

A short rebound in stocks fizzled after Monday's drop, as worries about the disruptive impact of artificial intelligence continued to unsettle markets which digested yesterday’s AI scare, and await today’s Claude / Anthropic presentation, while preparing for tonight’s State of the Union address (“SOTU”). Some have suggested that Trump may attack power generation risks during SOTU as he deals with affordability.As of 8:00am ET, S&P 500 futures traded unchanged, erasing an earlier 0.3% gain. The benchmark fel ...

Core Insights - Kratos (KTOS) reported revenue of $345.1 million for Q4 2025, a year-over-year increase of 21.9%, with an EPS of $0.18 compared to $0.13 a year ago, exceeding Zacks Consensus Estimates for both revenue and EPS [1] Revenue Breakdown - Product sales reached $230.8 million, surpassing the average estimate of $201.65 million, reflecting a year-over-year increase of 30.7% [4] - Unmanned Systems generated $68.5 million, slightly below the estimated $73.19 million, but still showing a 12.1% increase year-over-year [4] - Kratos Government Solutions reported $276.6 million, exceeding the estimate of $256.58 million, with a year-over-year growth of 24.6% [4] - Service revenues totaled $114.3 million, below the average estimate of $123.97 million, but still representing a 7.3% increase year-over-year [4] Profitability Metrics - Gross profit from service revenues was $31.6 million, slightly below the estimate of $31.85 million [4] - Gross profit from product sales was $51.8 million, exceeding the estimate of $47.65 million [4] - Operating income for Unmanned Systems was $1.9 million, above the average estimate of $1.69 million [4] - Operating income for Kratos Government Solutions was $17.3 million, slightly below the estimate of $17.98 million [4] Stock Performance - Kratos shares have returned -13% over the past month, contrasting with the Zacks S&P 500 composite's +1.8% change, but the stock holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

computing arrangements4,9193,314480Gain from acquisitions, net—(2,193)—Impairment of non-operating long-lived asset—2,192—(Gain) loss on disposal of property, plant, and equipment(3,024)1,450683Stock- based compensation11,92415,96932,843Deferred taxes9,3347,730(7,509)Amortization of debt issuance costs6,2317,3809,067Loss on extinguishment of debt2,5271,99822,298Gain on disposition of business——(450)Changes in assets and liabilities:Receivables(23,485)25,18119,064Other assets9,315(42,334)11,285Accounts payab ...

Fourth Quarter 2025 Revenues of $345.1 Million Reflect 21.9 Percent Growth and 20.0 Percent Organic Growth Over Fourth Quarter 2024 Revenues of $283.1 Million Unmanned Systems Fourth Quarter 2025 Revenues of $68.5 Million Reflect 12.1 Percent Organic Growth Over Fourth Quarter 2024 Revenues of $61.1 Million Kratos Government Solutions Fourth Quarter 2025 Revenues of $276.6 Million Reflect 22.2 Percent Organic Growth Over Fourth Quarter 2024 Revenues of $222.0 Million Fourth Quarter 2025 Consolidated Book to ...

Core Insights - T3 Defense Inc. has announced two senior leadership appointments to enhance execution, scalability, and long-term production reliability in the Aerospace and Defense sector [1][2] Leadership Appointments - Emil Blumer has been appointed as Chief Business Officer, responsible for growth strategy, deal flow, and market positioning, bringing over 25 years of defense industry experience [3][4] - Jordan Buchler has been appointed as Chief Executive Officer of the Manufacturing & Industrial Processing Division, focusing on expanding manufacturing throughput and standardizing processes [5][6] Experience and Responsibilities - Mr. Blumer's experience includes senior roles at Rafael Advanced Defense Systems, where he gained insights into industrial capacity and supplier readiness, which will inform T3 Defense's commercial strategy [3][4] - Mr. Buchler has over 20 years of experience in building operational systems in constrained environments, with a focus on identifying critical paths and expanding capacity in defense manufacturing [6][7] Strategic Focus - The leadership changes signal T3 Defense's commitment to enhancing the most constrained layers of the defense supply chain, operating as a federated holding company to align commercial and operational leadership [7][9] - The company aims to convert durable backlogs into repeatable production output, addressing the limitations in the industrial base that affect defense output [8][9] Company Overview - T3 Defense Inc. is a federated holding company focused on acquiring and operating mission-critical defense businesses within long-cycle national security programs, targeting areas where strategic value and execution are critical [9]