Core Insights - Kratos Defense & Security Solutions has successfully completed the Preliminary Design Review (PDR) for the Advanced Fire Control Ground Integration (AFCGI) system, allowing the program to advance on an accelerated timeline [1][2] - The company secured a $116.7 million prime contract for the AFCGI program in 2024, which integrates advanced software and resilient ground systems for real-time fire control [2] - Achieving zero liens during the PDR indicates that all design challenges and risks have been resolved, ensuring no issues remain that could impede progress [2] Company Overview - Kratos Defense & Security Solutions focuses on technology, products, systems, and software for defense, national security, and commercial markets, emphasizing affordability and rapid development [4] - The company aims to be a disruptive change agent in the industry, known for designing products for successful rapid manufacturing, which serves as a competitive differentiator [4] - Kratos intends to pursue prime contractor opportunities when the probability of winning is high and the required investment is within its comfort level, while also considering partnerships with larger system integrators when necessary [4] Program Details - The AFCGI program is designed to provide warfighters with immediate, mission-relevant advantages through a complex capability that integrates various technologies [2][3] - Kratos will manage ground segment resources, operate a government-owned, contractor-operated (GOCO) demonstration center, and run a secure cloud environment for mission software integration [3] - The company is utilizing its OpenSpace platform to integrate virtualized ground functions with advanced orchestration and automation, enhancing scalability to meet program demands [3]

Group 1: L3Harris Technologies, Inc. Overview - L3Harris Technologies, Inc. shares were trading at $281.86 as of September 17th, with trailing and forward P/E ratios of 31.49 and 22.83 respectively [1] - The company is highlighted for its diversified segments, strong free cash flow, and visible backlog, making it an attractive investment opportunity [5] Group 2: Leidos (LDOS) Financial Performance - Leidos has a market capitalization of approximately $52–53 billion and a backlog of $35.4 billion, indicating a strong investment profile supported by scale and cash flow generation [2] - In Q2 2025, Leidos reported revenue of around $5.4 billion, reflecting 6% organic growth, with operating margins of 10–12% and net margins near 8% [2] - Free cash flow is expected to reach $3 billion in FY26, showcasing the company's robust internal capital generation [2] Group 3: Valuation Metrics and Market Position - Leidos' valuation metrics include an EV/Sales of 2.5–2.7×, EV/EBITDA of 15–16×, and a forward P/E of approximately 25×, suggesting balanced pricing relative to growth and profitability [3] - The company's portfolio combines scale with a highly visible backlog, providing reliable revenue streams and making it a stable core holding within the aerospace and defense sector [3] - While 76% of sales are U.S.-dependent, this exposure is mitigated by long-term government and defense programs, creating durable relationships and recurring contracts [3] Group 4: Investment Appeal - Leidos' combination of diversified high-tech segments, predictable cash flow, and strong backlog positions it as a central anchor for investors seeking stable, mid-to-long-term exposure to aerospace and defense [4] - The company's financial strength and operational scale provide resilience against market volatility, while forward-looking cash flow generation offers flexibility for strategic initiatives or shareholder returns [4]

Up until the beginning of the Russia-Ukraine war in 2022, Rheinmetall AG ( OTCPK:RNMBY , OTCPK:RNMBF ) only went up 2.5x in 10 years. Since then, it has gone up 22x in just over three and aI am a Professional Investor with decade long experience of investing in public markets within the UK and Asia. After starting my career in the Asset Management industry, I have been involved in markets as an investor, portfolio consultant and academic writer. I possess substantial experience of executing portfolios with ...

The US navy killed 17 in deadly strikes. Now Venezuela is giving civilians guns https://t.co/Z20HXMH6Kt ...

Peter Thiel, the billionaire investor in data, AI, defense and weapons development technology companies, wants everyone to think more about the end of the world.🔗: https://t.co/ehFNNV0yAp https://t.co/e1afGxJAIq ...

Now for more on what Wall Street should expect from a possible government shutdown, let's bring in Monica Gara. She is head of US policy at Morgan Stanley Wealth Management. Monica, Democrats are trying to make the shutdown potentially about healthcare relitigating the president's bill from the summer, literally.Who gets blamed for the shutdown, you think. And if government job cuts come along with it, who gets blamed for that. Does that matter for for the markets.I don't think that piece matters for market ...

Core Points - Honeywell's Board of Directors has approved an increase in the annual cash dividend from $4.52 to $4.76 per share, effective from the fourth-quarter dividend of $1.19 per share, payable on December 5, 2025 [1][2] - This marks the 16th increase in 15 consecutive years, reflecting the company's commitment to maximizing shareholder value [2] Company Overview - Honeywell operates as an integrated company across various industries, focusing on automation, aviation, and energy transition, supported by its Honeywell Accelerator operating system and Honeywell Forge IoT platform [3] - The company aims to address complex challenges and provide innovative solutions through its Aerospace Technologies, Industrial Automation, Building Automation, and Energy and Sustainability Solutions segments [3] Future Plans - Honeywell is preparing to transform into three independent companies, each positioned to thrive as market leaders, indicating a strategic focus on value creation and stakeholder benefits [2][4] - The company is evaluating strategic alternatives for its Productivity Solutions and Services and Warehouse and Workflow Solutions businesses, alongside the proposed spin-off of its Advanced Materials business into Solstice Advanced Materials [4]

Boeing and the union representing striking defense workers have agreed to resume negotiations with a federal mediator in a bid to end a nearly eight-week work stoppage https://t.co/Mml8lZTSmK ...

Group 1 - Kratos Defense & Security Solutions has established a factory to produce 24 XQ-58A Valkyrie combat drones, aiming to secure contracts with the U.S. Marine Corps and Airbus [1] - The U.S. has reclassified drones to fighter jet status, prompting Cathie Wood's ARK Invest to adjust their defense stock holdings [2] - The defense and aerospace sector is experiencing a surge, with notable increases in stock prices for companies like Kratos and Rocket Lab [4] Group 2 - Major indexes are reaching new highs, indicating a potential bullish phase in the market rally, with Tesla and Kratos among the stocks showing buy signals [4] - Increased defense spending targets by NATO and heightened military activities in the Middle East are contributing to the rise in defense stocks [4] - The market is witnessing a focus on drone technology, with expectations for significant advancements and investments in hypersonic capabilities [4]

Accessibility StatementSkip Navigation BRAMPTON, ON, Sept. 26, 2025 /PRNewswire/ - MDA Space Ltd. (TSX: MDA), a trusted mission partner to the rapidly expanding global space industry, today announced it has been named one of Canada's Top Growing Companies by The Globe and Mail's Report on Business for the second consecutive year. The prestigious ranking recognizes Canadian companies with outstanding three-year revenue growth, celebrating entrepreneurial achievement and business excellence. MDA Space earn ...