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 ...

Market Overview - Global financial markets exhibited a cautiously optimistic tone, with major US indices closing higher despite modest gains [1] - Investors are digesting a series of corporate news and macroeconomic signals while focusing on potential future monetary policy paths [1] US Market Performance - S&P 500 Index rose by 0.29% to $6,450 [3] - Dow Jones Index increased by 0.15% to $45,330 [3] - Nasdaq Composite Index climbed by 0.35% to $23,420 [3] - Russell 2000 Index saw a rise of 0.14% to $2,350 [3] Commodity Market - WTI crude oil stabilized above $65, trading at $65.40 [3][4] - Gold prices fluctuated around $3,538, supported by expectations of a rate cut by the Federal Reserve [3][4] - Silver remained near multi-year highs, slightly above $40 per ounce [3] European Market Performance - FTSE 100 Index decreased by 0.08% to $9,160 [3] - DAX Index increased by 0.08% to $23,660 [3] - CAC 40 Index rose by 0.25% to $7,729 [3] Notable Stock Movements - ULTA Beauty stock surged by 7.98% to $532 after Barclays raised its target price from $589 to $617 [3] - Kraft Heinz stock fell by 6.9% to $26.08 following the announcement of a split to revitalize growth after a decade of merger [3] Sector Focus - The focus of the market is on precious metals and defense sectors, with gold shining due to strong rate cut expectations [4] - Geopolitical uncertainties continue to drive strong momentum in defense stocks, making them prominent in the current market [4]

Core Insights - The article discusses the strong core business of Leonardo DRS while highlighting concerns about its high valuation in the defense sector [1] Financial Analysis - The analysis focuses on two key factors: a comprehensive examination of financial metrics, intrinsic value, and overall health, with an emphasis on competitive advantages using quantitative models [1] - Substantial attention is given to macroeconomic and geopolitical factors that influence the industry, impacting the company's short-to-medium-term performance [1] Investment Perspective - The analyses represent a part of broader research on companies with long-term potential, with a primary focus on quantitative aspects of finance and investing [1]

Core Insights - The Aerospace Forum aims to identify investment opportunities within the aerospace, defense, and airline sectors, leveraging data analytics for informed decision-making [2]. Group 1 - The Aerospace Forum is recognized as a leading investment research service focused on the aerospace, defense, and airline industries [1]. - The group is led by an analyst with a background in aerospace engineering, providing insights into a complex industry with significant growth potential [2]. - The analysis offered by the group is data-driven, ensuring that investment ideas are based on thorough research and contextual understanding of industry developments [2].

Financial Performance & Growth - Ducommun's market capitalization increased by 350% from $286 million in FY2016 to $1.287 billion in LTM Q2 2025[20] - Enterprise Value grew by 230% from $449 million in FY2016 to $1.481 billion in LTM Q2 2025[20] - Net Revenues increased by 44% from $551 million in FY2016 to $795 million in LTM Q2 2025[20] - Adjusted EBITDA increased by 121% from $55 million in FY2016 to $123 million in LTM Q2 2025[20] - Adjusted EBITDA margin improved by approximately 500 basis points from 10% in FY2016 to 15% in LTM Q2 2025[20] Strategic Goals (VISION 2027) - Target net revenues of approximately $950 million to $1 billion by 2027[28] - Aim for an Adjusted EBITDA margin of approximately 18% by 2027[28] - Increase the percentage of revenue from engineered products to 25% by 2027[28] Engineered Products & Aftermarket - Engineered Products grew from 9% of revenue in 2017 to approximately 15% in 2022, with a target of 25% by 2027[33] - Aftermarket mix increased from 6% in 2017 to approximately 10% in 2022, with a target of 15% by 2027[33]

Workforce & Recruitment - Some weapons makers are employing extreme measures to attract younger workers [1] - The industry is offering incentives like yoga classes and competitive salaries to attract talent [1] - Companies are broadening their recruitment efforts, targeting professions like restaurant cooks for roles such as welders in battleship construction [1]

European defense employers are offering yoga classes and generous pay as the once-buttoned-down industry attempts to rebrand itself to attract recruits https://t.co/BXTWCbnHJT ...

Ryan Routh in 2023: "I have had partners meetings with Ukraine's Ministry of Defense every week." Routh says he regularly met with Ukraine's version of the Pentagon the year before he tried to kill Trump. Are they classifying the evidence now to not weaken networks in Ukraine? https://t.co/S8MDTk8hDBGeorge Papadopoulos (@GeorgePapa19):🚨The DOJ has introduced "CLASSIFIED" evidence against Routh, with the presiding judge saying that the information could cause "exceptionally grave damages to the national secu ...

解放军展示陆军地面突击力量新一代装甲装备100坦克、100支援战车。 https://t.co/8IjufRz6pr ...