Core Insights - Qifu Technology, Inc. (QFIN) and Byrna Technologies Inc. (BYRN) are lesser-known tech companies with significant growth potential in their respective sectors [1] - QFIN focuses on AI-driven consumer finance, while BYRN specializes in non-lethal self-defense technology [1] Qifu Technology (QFIN) - QFIN's AI + Finance strategy is transforming credit services, leading to a 15.8% year-over-year growth in loan origination and an 11.1% increase in registered users in Q1 2025 [2] - The company employs AI models to assess large datasets for identifying creditworthy individuals and SMEs, enhancing risk management and reducing defaults [3] - QFIN's AI-led marketing strategy has improved user profiling accuracy, resulting in a 33% increase in the conversion rate of new credit line users to new borrowers [4] - The company's sales estimate for fiscal 2025 is $2.6 billion, indicating a 7.6% year-over-year growth, with earnings estimated at $6.94 per share, reflecting a 22.6% increase [9] Byrna Technologies (BYRN) - BYRN's patented "first-shot, pull-pierce" technology enhances product reliability, making it appealing for personal safety and law enforcement [5] - The company’s blunt impact projectile design is less lethal yet effective, broadening its market appeal [6] - Byrna is increasing production, with a 33% rise in launcher production in Q1 2025, reaching 24,000 units per month to meet market demand [7] - The sales estimate for BYRN in fiscal 2025 is $111.7 million, suggesting a 30.2% year-over-year growth, with earnings projected at 35 cents per share, indicating a 12.9% rise [8] Comparative Analysis - QFIN's forward earnings multiple is 61.74X, lower than its 12-month median of 92.59X, while BYRN's multiple is 5.83X, slightly below its median of 5.84X [10] - Both companies are rated with a Zacks Rank 2 (Buy), but BYRN is considered a more compelling investment due to its growth potential in the personal security market compared to the competitive fintech sector [13][14]

Core Viewpoint - Elbit Systems Ltd. has announced a public offering of 1,365,450 ordinary shares priced at $375 per share, with gross proceeds expected to be approximately $512 million before deductions [1][2]. Group 1: Offering Details - The offering includes a 30-day option for underwriters to purchase an additional 204,817 shares at the public offering price [1]. - The offering is expected to close on May 23, 2025, subject to customary closing conditions [1]. - The shares will be listed for trading on the Nasdaq Global Select Market [1]. Group 2: Financial Information - The gross proceeds from the offering are anticipated to be around $512 million, assuming no exercise of the underwriters' option [2]. - Elbit Systems plans to use the net proceeds for general corporate purposes [2]. Group 3: Underwriters - BofA Securities, J.P. Morgan, Jefferies, and Morgan Stanley are acting as joint book-running managers for the offering [3]. - Barak Capital Underwriting is serving as a placement agent for the underwriters in Israel [3]. Group 4: Company Overview - Elbit Systems is a leading global defense technology company, employing approximately 20,000 people across five continents [6][7]. - The company reported revenues of $1.9 billion for the three months ended March 31, 2025, with an order backlog of $23.1 billion as of that date [7].

Core Viewpoint - Elbit Systems Ltd. announced a public offering of 1,365,450 ordinary shares, all of which will be sold by the company, with a potential additional 15% option for underwriters [1][2][3] Group 1: Offering Details - The offering is made under an effective shelf registration statement on Form F-3 filed with the SEC on May 21, 2025, which became effective immediately [3] - The net proceeds from the offering will be used for general corporate purposes [1] - The ordinary shares are expected to be listed for trading on the Nasdaq Global Select Market [1] Group 2: Underwriters - BofA Securities, J.P. Morgan, Jefferies, and Morgan Stanley are engaged as joint book-running managers for the offering [2] Group 3: Company Overview - Elbit Systems is a leading global defense technology company, employing approximately 20,000 people across five continents [5][6] - The company reported revenues of $1.9 billion for the three months ended March 31, 2025, and has an order backlog of $23.1 billion as of that date [6]

Group 1 - Lockheed Martin's Chairman, President, and CEO Jim Taiclet, along with CFO Evan Scott, will participate in a fireside chat at Bernstein's 41st Annual Strategic Decisions Conference on May 28, 2025 [1] - The event is scheduled to take place from 1:30 p.m. to 2:20 p.m. ET [1] - Live access to the webcast will be available on Lockheed Martin's investor relations website, with a replay accessible for two weeks post-presentation [1] Group 2 - Lockheed Martin is recognized as a global defense technology company focused on innovation and scientific discovery [2] - The company emphasizes its all-domain mission solutions and 21st Century Security® vision to deliver transformative technologies [2] - Lockheed Martin aims to ensure that its clients remain ahead of potential threats [2]

Core Insights - Elbit Systems reported strong financial results for Q1 2025, with revenues of $1.9 billion, a 22% increase from Q1 2024, and a GAAP net income of $107.1 million, reflecting a significant growth trend in the defense sector due to increased global demand [1][3][10]. Financial Performance - Revenues for Q1 2025 were $1,895.8 million, compared to $1,554.0 million in Q1 2024, marking a 22% increase [4]. - GAAP gross profit was $454.3 million (24.0% of revenues) in Q1 2025, slightly down from $374.1 million (24.1% of revenues) in Q1 2024 [6]. - Non-GAAP gross profit for Q1 2025 was $460.6 million (24.3% of revenues), compared to $383.4 million (24.7% of revenues) in Q1 2024 [6]. - GAAP operating income increased to $149.7 million (7.9% of revenues) in Q1 2025 from $105.4 million (6.8% of revenues) in Q1 2024 [8]. - Non-GAAP operating income rose to $165.1 million (8.7% of revenues) in Q1 2025, up from $121.6 million (7.8% of revenues) in Q1 2024 [8]. - GAAP net income attributable to shareholders was $107.1 million (5.6% of revenues) in Q1 2025, compared to $73.7 million (4.7% of revenues) in Q1 2024 [10]. - Non-GAAP net income attributable to shareholders was $117.2 million (6.2% of revenues) in Q1 2025, up from $80.7 million (5.2% of revenues) in Q1 2024 [10]. - GAAP diluted earnings per share were $2.35 in Q1 2025, compared to $1.65 in Q1 2024 [11]. Order Backlog and Cash Flow - The order backlog as of March 31, 2025, totaled $23.1 billion, a 14% increase from Q1 2024 [12]. - Free cash flow generated during the quarter was $161 million [3]. - Cash flow from operating activities was $183.6 million in Q1 2025, compared to cash flow used in operating activities of $6.4 million in Q1 2024 [13]. Segment Performance - Aerospace revenues increased by 20% in Q1 2025, driven by higher Precision Guided Munition sales [5]. - C4I and Cyber revenues grew by 12%, primarily due to sales of radio systems and command and control systems [5]. - Land revenues surged by 48%, attributed to ammunition and munition sales [5]. - Elbit Systems of America revenues rose by 18%, reflecting increased sales in Warfighters systems and medical instrumentation [5]. Market Context - The ongoing "Swords of Iron" war has led to a material increase in demand for Elbit Systems' products from the Israel Ministry of Defense [13][14]. - The company is well-positioned to benefit from increasing defense budgets globally, particularly in Europe [3]. Dividend Declaration - The Board of Directors declared a dividend of $0.60 per share, with a record date of June 24, 2025, and payment scheduled for July 7, 2025 [18].

Palantir Technologies Inc PLTR smashed through a major milestone Tuesday, topping a $300 billion market cap for the first time ever after hitting an all-time high of $130.60 during the session.That's not a typo. Just two years ago, Palantir's valuation sat at $20 billion. One year ago? $49 billion. Now? A staggering $302.3 billion – nearly an eightfold increase in just 24 months. The AI-driven defense tech firm is now one of Wall Street's most explosive comeback stories.Behind The Cocktail Of Bullish PLTR S ...

Group 1 - Lockheed Martin Corporation's board of directors has authorized a second quarter 2025 dividend of $3.30 per share [1] - The dividend is scheduled to be payable on June 27, 2025, to shareholders on record as of June 2, 2025 [1] Group 2 - Lockheed Martin is a global defense technology company focused on innovation and scientific discovery [2] - The company provides all-domain mission solutions and promotes a 21st Century Security® vision to deliver transformative technologies [2]

Kratos (KTOS) reported $302.6 million in revenue for the quarter ended March 2025, representing a year-over- year increase of 9.2%. EPS of $0.12 for the same period compares to $0.11 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $292.16 million, representing a surprise of +3.57%. The company delivered an EPS surprise of +33.33%, with the consensus EPS estimate being $0.09. Here is how Kratos performed in the just reported quarter in terms of the metrics most widely monitored a ...

THIRD QUARTER FISCAL YEAR 2025 FINANCIAL RESULTS Bill Ballhaus Chairman and CEO David Farnsworth Executive Vice President and CFO May 6, 2025, 5:00 pm ET WEBCAST LOGIN AT WWW.MRCY.COM/INVESTOR WEBCAST REPLAY AVAILABLE BY 7:00 P.M. ET MAY 6, 2025 © Mercury Systems, Inc. 1 Forward-looking safe harbor statement This presentation contains certain forward-looking statements, as that term is defined in the Private Securities Litigation Reform Act of 1995, including those relating to the Company's focus on enhance ...

Leidos (LDOS) reported $4.25 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 6.8%. EPS of $2.97 for the same period compares to $2.29 a year ago.The reported revenue represents a surprise of +4.03% over the Zacks Consensus Estimate of $4.08 billion. With the consensus EPS estimate being $2.47, the EPS surprise was +20.24%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expec ...