❖Strong Cash Generation; Improves by US$1.9 million over Fiscal 2023 ❖Bookings for Fiscal 2025 First Quarter of US$5.0 million, a Quarterly Historical High LOS ANGELES, CALIFORNIA, April 21, 2025 (GLOBE NEWSWIRE) -- Omni-Lite Industries Canada Inc. (the "Company" or "Omni-Lite"; TSXV: OML) today reported results for the fourth quarter and fiscal year ending December 31, 2024. Full financial results are available at sedarplus.ca. Fourth Quarter Fiscal 2024 Results Revenue for the fourth quarter of fiscal 202 ...

Core Viewpoint - Lockheed Martin experienced a significant stock reaction due to the unexpected resignation of CFO Jay Malave just days before the earnings report, leading to a 6% drop in shares at the open [1][2]. Group 1: Management Changes - CFO Jay Malave announced he is "pursuing other opportunities," and Evan Scott has been appointed as his replacement, who has been with Lockheed for 26 years [2]. - Malave's departure is not linked to any accounting or financial issues, and the company reaffirmed its guidance for 2025 results [3]. Group 2: Company Performance - Lockheed Martin has faced challenges this year, particularly with the F-35 program and competition from Boeing for the Air Force's sixth-generation fighter program, which could have provided substantial funding [4]. - The company is also reportedly lagging behind private firms like SpaceX in upgrading the nation's missile defense systems [4]. Group 3: Investment Outlook - Despite current challenges, Lockheed Martin has a substantial portfolio addressing various Pentagon needs and offers a nearly 3% dividend yield, making it a potential candidate for investors looking for long-term opportunities [5].

Core Viewpoint - Northrop Grumman Corporation (NOC) is expected to report its first-quarter 2025 results on April 22, with a projected earnings per share (EPS) of $6.27, reflecting a 0.8% decline year-over-year. The overall revenue is estimated at $10.05 billion, indicating a slight decrease of 0.8% from the previous year, primarily due to a downturn in the Space Systems segment [1][7][9]. Revenue Performance by Segment - **Aeronautics Systems**: Anticipated revenue of $3,171.5 million, representing a 6.8% increase from the prior year, driven by higher production volumes of B-21 and F-35 aircraft, and increased sustainment work [2][4]. - **Defense Systems**: Expected revenue of $1,886.1 million, showing a significant growth of 33.6% year-over-year, supported by higher sales from the Sentinel program and international ammunition sales [3]. - **Mission Systems**: Projected revenue of $2,763.4 million, indicating a growth of 3.9% from the previous year, bolstered by increased sales in advanced microelectronics and marine systems [4]. - **Space Systems**: Estimated revenue of $2,657.9 million, reflecting a decline of 27.3% year-over-year, primarily due to the wind-down of work on restricted space and NGI programs [5]. Backlog and Operational Insights - The backlog for NOC is projected to increase by 16.5% year-over-year to $91.98 billion, indicating strong future demand [6]. - Despite the decline in the Space Systems segment, the overall performance is expected to benefit from favorable operating margins due to efficiency initiatives and international growth [8]. Earnings Prediction and Market Position - The Zacks Consensus Estimate indicates a potential earnings miss for NOC, with an Earnings ESP of -2.74% and a Zacks Rank of 3 (Hold), suggesting a cautious outlook for the upcoming earnings report [10][11].

Group 1 - Lockheed Martin has appointed Evan Scott as the new CFO, succeeding Jesus "Jay" Malave, who is pursuing other opportunities [1][2] - Evan Scott has 26 years of experience at Lockheed Martin, having served as treasurer and CFO of two business areas, indicating a strong background in finance and operations [2] - The company will hold its first quarter 2025 earnings results webcast on April 22, 2025, where it will reaffirm its previously-issued 2025 guidance [3][4] Group 2 - The earnings results will be published before the market opens on April 22, and a live webcast will be available on the company's investor relations website [4] - Lockheed Martin is a global defense technology company focused on innovation and advancing scientific discovery, with a mission to deliver transformative technologies [5]

Company Performance - Howmet Aerospace Inc. (HWM) shares have surged 96.1% in the past year, significantly outperforming the industry and the S&P 500, which returned 4.9% and 8.1%, respectively [1] - The stock closed at $124.47, trading below its 52-week high of $140.55 but above its 52-week low of $62.80, indicating solid upward momentum and price stability [3] Market Drivers - The commercial aerospace market is the strongest driver of Howmet's business, with air travel demand continuing to rise through 2024, particularly for wide-body aircraft [5][8] - Revenues from the commercial aerospace market increased 12.9% year over year in Q4 2024, constituting 53% of Howmet's business, driven by demand for new, fuel-efficient aircraft [9] - The defense business is also experiencing positive momentum, with revenues increasing 22% year over year in Q4, making up 16% of the company's business [10] Financial Outlook - Howmet expects to generate revenues in the range of $7.93-$8.13 billion in 2025, indicating year-over-year growth of 8% at the midpoint [12] - The Zacks Consensus Estimate for Howmet's 2025 earnings has increased 1.6% to $3.25 per share, reflecting a year-over-year growth of 20.8% [16] Shareholder Returns - Howmet is committed to rewarding shareholders, having paid dividends worth $109 million and repurchased shares for $500 million in 2024 [13] - In January 2025, the company increased its dividend by 25% to 10 cents per share, and in July 2024, it approved an increase in the share repurchase program by $2 billion [13] Competitive Landscape - Howmet operates in a highly competitive aerospace and defense market, with peers like GE Aerospace and Textron also being significant players [15] - The company faces near-term concerns due to weakness in the commercial transportation market and production issues at Boeing [14]

Core Viewpoint - Analysts forecast Lockheed Martin (LMT) will report quarterly earnings of $6.36 per share, reflecting a year-over-year increase of 0.5%, with revenues expected to reach $17.76 billion, a 3.3% increase compared to the previous year [1]. Earnings Estimates - Over the past 30 days, the consensus EPS estimate has been adjusted upward by 0.2%, indicating a collective reassessment by covering analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong relationship between earnings estimate revisions and short-term stock price performance [3]. Revenue Projections - Analysts expect 'Net sales- Aeronautics' to be $6.98 billion, a year-over-year change of +2% [5]. - 'Net sales- Rotary and Mission Systems' is projected to reach $4.31 billion, indicating a +5.4% change year over year [5]. - The consensus estimate for 'Net sales- Missiles and Fire Control' stands at $3.20 billion, reflecting a +6.9% year-over-year change [5]. - 'Net sales- Space' is expected to arrive at $3.22 billion, indicating a year-over-year change of -1.5% [6]. Operating Profit Estimates - 'Operating Profit- Aeronautics' is projected to be $688.53 million, compared to $679 million in the same quarter last year [6]. - 'Operating Profit- Space' is expected to reach $307.48 million, down from $325 million in the same quarter last year [7]. - 'Operating Profit- Rotary and Mission Systems' is projected at $465.19 million, compared to $430 million in the same quarter of the previous year [7]. - 'Operating Profit- Missiles and Fire Control' is estimated at $462.43 million, up from $311 million a year ago [8]. Stock Performance - Lockheed shares have returned +0.1% over the past month, contrasting with the Zacks S&P 500 composite's -4.2% change [8].

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Core Viewpoint - Northrop Grumman is outperforming Boeing in the defense sector, particularly in the development of stealth aircraft, raising questions about the relative investment potential of their stocks [1][6]. Group 1: Boeing's Recent Developments - Boeing won a $20 billion contract to build the U.S. Air Force's first sixth-generation stealth fighter, the F-47, announced by President Trump [2]. - Following the announcement, Boeing's stock peaked at $182 but has since dropped over 10%, raising concerns about investor confidence despite the contract's potential value [2][3]. - Historical performance issues, such as Boeing's struggles with the KC-46 Pegasus program, have led to skepticism regarding its ability to manage large contracts effectively [4][5]. Group 2: Northrop Grumman's Performance - Northrop Grumman has been recognized for its effective management of a $55 billion contract to produce 100 B-21 stealth bombers, achieving cost reductions of $1 billion and projecting total costs to be 28% below initial forecasts [7][9]. - The B-21 program is reportedly on schedule, with the first prototype completed in late 2022 and initial production starting in January 2024 [9]. - Northrop Grumman's financial metrics are favorable compared to Boeing, with trailing earnings of $4.2 billion and positive free cash flow of $2.6 billion, while Boeing reported negative earnings and cash flow [12]. Group 3: Investment Considerations - Investors may favor Northrop Grumman over Boeing due to its profitability, lower debt levels, and the fact that it pays a dividend, unlike Boeing [12]. - The potential for Boeing to face cost overruns on the F-47 contract could lead the Air Force to reconsider its contracts in favor of Northrop Grumman [10].

Group 1: Earnings Expectations - Lockheed Martin Corp is set to announce first-quarter results on April 22, with analysts predicting earnings of $6.42 per share and revenue of $17.76 billion, reflecting year-over-year growth of approximately 1.4% and 3.3% respectively [1] Group 2: Stock Performance - The stock was recently trading at $473.46, down 0.4%, and is on track to end a five-day winning streak, with the $480 level acting as a resistance [2] - Over the past six months, Lockheed Martin shares have decreased nearly 22% [2] Group 3: Post-Earnings Trends - Historically, Lockheed Martin stock has not performed well post-earnings, closing lower after five of the last eight quarterly reports, with notable declines of 9.2% and 6.1% following the last two earnings announcements [5] - The average next-day price swing for the stock over the last two years has been 3.9%, which is lower than the 5.2% move currently priced in by options traders [5] Group 4: Options Market Sentiment - Options traders are showing a strong bullish sentiment towards Lockheed Martin, with a call/put volume ratio of 3.81, ranking higher than 87% of readings from the past year [6] - The stock has a history of exceeding volatility expectations, indicated by a Schaeffer's Volatility Scorecard (SVS) score of 95 out of 100, suggesting it often delivers larger price movements than anticipated by options traders [7]

Core Insights - Lockheed Martin and the Royal Netherlands Air Force successfully demonstrated the first-ever live classified data sharing between an F-35 in flight and a Dutch Command and Control environment during the Ramstein Flag exercise, marking a significant advancement in multi-domain operations [1][3][5] Group 1: Data Sharing and Integration - Dutch F-35s utilized the Lockheed Martin Skunk Works Open Systems Gateway to transmit classified track data to a Dutch Command and Control environment during the exercise [2] - The exercise showcased the F-35's capability to detect, identify, and relay targeting data on simulated ground threats in real-time, effectively closing the operational loop within minutes [3] - The Skunk Works Open Systems Gateway enhances allied air and missile defense systems by providing precise targeting information, improving situational awareness and interoperability among joint forces [4] Group 2: Collaboration and Future Prospects - The success of the Ramstein Flag exercise highlighted the collaboration between the United States Air Forces in Europe and the Royal Netherlands Air Force, with both parties expressing enthusiasm for future innovations and integrated capabilities [5] - Lockheed Martin is committed to accelerating the delivery of multi-domain operation capabilities that enhance the effectiveness of allied F-35 fleets, reinforcing collective defense [5]