Core Insights - AeroVironment, Inc. reported fiscal first-quarter results that exceeded analyst expectations, driven by the acquisition of BlueHalo, despite incurring significant acquisition-related expenses leading to a quarterly loss [1][3] Financial Performance - The company posted adjusted earnings of $0.32 per share, slightly above the expected $0.31, with revenue reaching $454.7 million, marking a 140% year-over-year increase and surpassing the consensus of $442.12 million [2] - BlueHalo contributed $235.2 million in revenue, while legacy operations experienced a 16% growth to $219.5 million [2] Backlog and Bookings - AeroVironment reported a record quarterly backlog of $1.1 billion and $399 million in bookings [3] Net Loss - The company recorded a net loss of $67.4 million, or $1.44 per share, compared to a net income of $21.2 million, or $0.75 per share, from the previous year, primarily due to $79.7 million in intangible amortization and other non-cash accounting charges related to the BlueHalo acquisition [3] Future Guidance - The company reaffirmed its fiscal 2026 guidance, projecting revenue between $1.9 billion and $2.0 billion and adjusted earnings of $3.60 to $3.70 per share, both above consensus estimates [4]

Rheinmetall CEO Armin Papperger said he’s confident about achieving ambitious 2030 targets for profitability and revenue, helped by the streamlining and expansion of its ammunition production https://t.co/JOYYYC9hrU ...

As usual during volatile geopolitical times, the aerospace and defense industry is thriving right now, with the benchmark S&P Aerospace and Defense Select Industry Index up 44% so far in 2025, well ahead of the broader S&P 500 Index, which has returned 10.3% over the same time period. With such a high YTD performance figure, some market mavens may argue that the defense sector valuations are borderline high (or more) and that recent mammoth U.S. federal budget outlays and general sector growth are already ...

Northrop Grumman Corporation (NYSE:NOC) is one of the stocks on Jim Cramer’s radar. When a caller asked if the stock is a buy, sell, or hold, Cramer replied: “I’m going to say weak hold. I don’t like the traditional hardware defense stocks, particularly if they’re up a lot, which happens to be the case of Northrop Grumman. So… a little profit-taking there. "It’s a little above the market multiple.” A laptop and a computer monitor display a detailed stock market technical analysis chart. Photo by Jakub ...

AeroVironment, Inc. (NASDAQ:AVAV) is one of the stocks in focus in Jim Cramer’s game plan for this week. Cramer said that the company is “worth watching,” and stated: “Here’s one worth watching, drone maker AeoVironment, which reports Tuesday after the close. We had them on when they reported last, okay, and I loved what I heard, but I felt like I was alone. Stock was doing nothing, even when it dipped. Then AVAV, when I talked it up on Squawk on the Street, the darn thing levitated, and it never came bac ...

路透：特朗普预计将单方面重新解读一项已有38年历史的军控条约，以便美国对外出售"死神"（Reaper）无人机和其他先进的军用无人机，与中国土耳其抢市场。 ...

Exclusive: American soldiers are starting to carry artificial intelligence in their pockets and rucksacks, the result of a $98.9 million contract between the U.S. Army and a San Francisco startup https://t.co/XyHnP7oFOC ...

Core Viewpoint - Nukkleus, Inc. has announced a private placement to raise approximately $10 million to fund strategic acquisitions and business expansion initiatives in the Aerospace and Defense sectors [1][2]. Funding Details - The private placement includes a $9.5 million investment from Esousa Group Holdings, LLC and a $500,000 investment from Sixth Borough Capital Fund, LP [1]. - The company will issue 200 units at a price of $50,000 each, consisting of Series A convertible preferred stock and common warrants [2]. Securities Information - Each Series A convertible preferred stock has a stated value of $50,000 and can be converted into 10,224 unregistered shares of common stock at a conversion price of $4.89 per share [2]. - Common warrants allow the purchase of one share of unregistered common stock at an exercise price of $5.405 per share [3]. Acquisition Plans - The net proceeds will be used for acquiring Tiltan Software Engineering Ltd., a defense market AI software provider, and 51% of Star 26 Capital, which owns RIMON, a supplier for the Iron Dome missile defense system [6]. - The company plans to establish advanced manufacturing zones in the Baltics and Israel through a joint venture with Mandragola Ltd. [6]. - Nukkleus aims to commercialize a drone payload license from Blade Ranger Ltd., marking its entry into commercial aviation services [6]. Closing and Regulatory Information - The closing of the private placement is expected around September 9, 2025, pending customary closing conditions [4]. - The securities are being offered in a private placement exempt from registration requirements under the Securities Act of 1933 [5]. Company Overview - Nukkleus focuses on acquiring and scaling suppliers in the defense, aerospace, and advanced manufacturing sectors, targeting Tier 2 and Tier 3 companies [9]. - The company aims to integrate operational capabilities and financial discipline to modernize and expand strategic suppliers, supporting dual-use innovation and resilient supply chains [10].

one of the winners in the upcoming old Golden Dome um project that's being built out for homeland missile defense. So joining us now in an exclusive interview is L3 Harris CFO Ken Bettingfield from Jeffrey's Global Industrials Conference in Midtown Manhattan. Ken, it's great to have you on the show.Welcome. >> Hey Morgan, thank you. It's great to be with you.>> All right, so I want to start right there because you did present to investors with your CEO Chris Kubasic earlier today and and it seemed pretty up ...

Boeing plans to start hiring permanent replacements for some of the 3,200 hourly workers on strike at its St. Louis defense hub with no break in sight for the month-old labor impasse https://t.co/2aeaHg9TAD ...