Core Viewpoint - Materion Corporation has appointed Thomas Edman to its Board of Directors, expanding the Board to 10 members, with Edman being the ninth independent director, effective January 21, 2026 [1] Group 1 - The appointment is seen as a positive development for the company, enhancing its governance structure [1] - Thomas Edman brings extensive experience in global electronics manufacturing, particularly in the semiconductor, aerospace, and defense sectors [1] - The Chairman of the Board, Vinod M. Khilnani, expressed enthusiasm about Edman's addition to the Board [1]

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Company Overview - Leidos Holdings, Inc. is a major U.S. defense, aviation, and technology solutions provider with a market cap of $23.6 billion, serving government and commercial clients across national security, digital modernization, healthcare systems, and advanced engineering [1] - The company is recognized for its large federal contracts, particularly with the Department of Defense and intelligence agencies, positioning it as a key contractor in cybersecurity and next-generation defense technologies [2] Stock Performance - Leidos reached a 52-week high of $205.77 on November 4 and is currently trading 8.5% below that peak, with a 4.4% increase over the past three months, compared to the Technology Select Sector SPDR Fund's (XLK) 10.1% surge [3] - Year-to-date, the stock has gained 30.7% and 17.6% over the past 52 weeks, outperforming XLK's 27.9% gains in 2025 but lagging behind its 26.1% surge over the past year [4] - The stock has traded above its 200-day moving average since late June but dipped below its 50-day moving average in recent trading sessions [4] Recent Contracts and Achievements - On December 4, Leidos shares rose 2.1% after securing a new three-year, $127 million contract to manage Hawai'i's Energy and EV Charging Station Rebate programs, contributing to clean energy adoption and efficiency in the state [5] - Since 2009, the company has managed the Hawai'i Energy program, achieving over $7 billion in energy savings and issuing more than 18,000 rebates in the latest program year [5] Competitive Position - Compared to its peer, Leidos has significantly outperformed Booz Allen Hamilton Holding Corporation, which has seen a 27.7% decline year-to-date and a 34.4% plunge over the past 52 weeks [6]

In industry, women manage the infrastructure governments rely on but cannot run themselves. SpaceX’s Gwynne Shotwell (No. 20) keeps the systems behind defense and global connectivity functioning. #PowerWomen https://t.co/sTf06505ydIllustration: Oriana Fenwick for Forbes https://t.co/PHfwu9GuvX ...

We are up to the challenge. We very much embrace the concepts that are outlined in acquisition reform. We have been working to create projects that are focused specifically on taking a concept getting it through a diva design and development phase into production and speed and affordability are our key premises along with technical capability.And it's that kind of focus within our company that is directly responsive to the objectives of acquisition reform. >> So what are some examples of that. We just this ...

Core Insights - Boeing Company benefits from a diversified business model that includes commercial airplanes, defense systems, space technology, and global services, which helps mitigate financial risks [1][5] - The company's various segments provide stability during economic downturns, particularly through long-term government contracts in defense and space [2][5] - Boeing's extensive product line and shared resources across divisions enhance operational efficiency and cost management [3] Business Segment Contributions - For the nine months ended September 30, 2025, Boeing's revenue breakdown was approximately 46% from Commercial Airplanes, 30% from Defense, Space & Security, and 24% from Global Services, indicating a balanced revenue stream [4] - This diversification allows Boeing to maintain financial stability across different market conditions [5] Earnings Estimates and Stock Performance - The Zacks Consensus Estimate indicates a year-over-year improvement in EPS of 53.24% for 2025 and 110.15% for 2026, reflecting strong growth potential [8][9] - Boeing's shares have increased by 22.1% over the past year, outperforming the industry average growth of 15.8% [9][13] Valuation Metrics - Boeing's forward 12-month price-to-sales (P/S) ratio is 1.61X, which is below the industry average of 2.44X, suggesting the stock is trading at a discount [11]

Germany will buy up to 500 RCH 155 self-propelled howitzers as part of a historic effort to push through €52 billion ($60.5 billion) in defense orders before Christmas https://t.co/aEmddLLV4K ...

Core Insights - Parsons Corporation has been awarded an $88 million contract to support the U.S. Air Forces in Europe - Air Forces Africa at Ramstein Air Base, bringing the total value under the Air Base Air Defense contract to $192 million in 2025 [1][2] Group 1: Contract Details - The awarded contract is a single-award Task Order contract over three years [1] - The total value of Parsons' work under the Air Base Air Defense contract has reached $192 million in 2025 [1] Group 2: Company Commitment and Capabilities - Parsons emphasizes its commitment to delivering advanced technology solutions and expert support for air base security [2] - The scope of work includes advanced equipment procurement, systems integration, operator training, technical support, and maintenance to ensure mission readiness and operational excellence [2] Group 3: Historical Context - In 2021, Parsons received a 10-year Indefinite Delivery Indefinite Quantity contract valued at $953 million, highlighting its leadership in national security operations [3] - This new contract reinforces Parsons' ongoing commitment to safeguarding military operations and enhancing air defense systems across Europe and Africa [3] Group 4: Company Overview - Parsons is recognized as a leading disruptive technology provider in national security and global infrastructure markets, with capabilities in various sectors including cyber warfare, space defense, and critical infrastructure protection [4]

Investment Opportunities - The Trump administration is expected to alter approximately $7 trillion in government spending, creating new investment opportunities [2] - The U.S. government is committed to investing heavily in artificial intelligence (AI), as indicated by the document "Winning the Race: America's AI Action Plan" [3] - Singh identifies AI-related asset classes, including data centers, semiconductors, and infrastructure, as key areas for investment [4] Recommended ETFs - First Trust Cloud Computing ETF (SKYY) is recommended for exposure to cloud computing infrastructure [4] - Global X's Data Center and Digital Infrastructure ETF (DTCR) is suggested for those interested in U.S. data centers [4] - iShares Semiconductor ETF (SOXX) provides broad access to semiconductor investments [4] - Additional AI application ETFs include Global X's Robotics and Artificial Intelligence ETF (BOTZ) and Roundhill's Generative AI and Technology ETF (CHAT) [5] Rare Earths Investment - The U.S. government is showing significant interest in rare earths due to China's export restrictions [6] - Recommended ETFs for rare earth investments include VanEck Rare Earth and Strategic Metal ETF (REMX) and iShares MSCI Global Metals & Mining Producers ETF (PICK) [6] - Specific companies highlighted for investment in rare earths are Lynas Rare Earths Limited (LYSDY) and MP Materials Corp. (MP) [7] American Industry and Defense - Investment picks in American industry include SPDR's Industrial Select Sector SPDR FUND (XLI), which focuses on aerospace and defense [8] - Global X U.S. Infrastructure Development ETF (PAVE) specializes in infrastructure and development companies [8] - Vanguard Energy ETF (VDE) is noted as a conservative investment option in the energy sector [8]

The US Navy is turning to Palantir as part of its years-long effort to speed up submarine production, in a bet that the company’s analytics capabilities can better expose supply-chain problems https://t.co/EM0ymfnltO ...