Workflow
Aerospace and Defense
icon
Search documents
ITA: The New Military Paradigm Is On Full Display
Seeking Alpha· 2026-01-05 20:31
A year ago, I covered the iShares U.S. Aerospace & Defense ETF ( ITA ), saying that " Western Governments [Gave] The Buy Signal... " At the time, I had little clue of how immediately rightNewsletter Author | Investment Advisor | Top 5% of Experts on TipRanks | Long Signal, Short Noise | I am a macro-oriented and data-driven investor who obsesses over connecting dots that others don't see (or want to see), expressing my views through concentrated, asymmetrical, and high-conviction positions. I manage risk wi ...
Notable Newcomers: These 2025 IPOs Dominated the Year
Yahoo Finance· 2026-01-05 20:15
Stealth military aircraft and communications satellite inside a hangar, representing aerospace and defense technology driving Karman’s 2025 IPO success. Key Points While hundreds of companies went public in 2025, three key names delivered especially impressive performances. KRMN, CRCL, and HNGE delivered returns between 40% and more than 200%. Analysts continue to see upside in these stocks, but to varying degrees. Interested in Karman Holdings Inc.? Here are five stocks we like better. In 2025, o ...
Odysight.ai Inc. Announces Website Posting of CEO Letter to Shareholders
Globenewswire· 2026-01-05 14:03
Englewood, New Jersey, US, Jan. 05, 2026 (GLOBE NEWSWIRE) -- Odysight.ai Inc. (NASDAQ:ODYS), a leader in AI-powered visual sensing and Predictive Maintenance (PdM) technologies, today announced that it had posted a CEO letter to shareholders on the Company’s investor relations website at https://www.odysight.ai/. The CEO letter to shareholders is reproduced below. Dear Shareholders, As Odysight.ai continues to build its position at the intersection of deep tech, aerospace, defense, and industrial AI, the pa ...
What You Need to Know Ahead of Boeing's Earnings Release
Yahoo Finance· 2026-01-05 13:33
Arlington, Virginia-based The Boeing Company (BA) is an aerospace company that designs, develops, manufactures, sells, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human spaceflight and launch systems. Valued at a market cap of $173.1 billion, the company is scheduled to announce its fiscal Q4 earnings for 2025 in the near future. Ahead of this event, analysts expect this aerospace giant to report a loss of $0.37 per share, 93.7% narrower than a loss of $5. ...
Airbus delivered 793 jets in 2025, sources say
Reuters· 2026-01-05 13:03
Airbus delivered 793 airplanes in 2025, industry sources said, reaching its key industrial target after the goal was reduced in the wake of production snags. ...
L3Harris sells 60% stake in space propulsion business for $845 million
Reuters· 2026-01-05 12:42
Core Viewpoint - L3Harris Technologies is divesting approximately 60% of its space propulsion and power systems business to AE Industrial Partners for a total consideration of $845 million, which includes debt [1] Company Summary - The transaction involves the sale of a significant stake in L3Harris Technologies' space propulsion and power systems division [1] - The deal is valued at $845 million, indicating a substantial financial move for the company [1] Industry Summary - The divestiture reflects ongoing trends in the aerospace and defense sector, where companies are increasingly partnering with private equity firms to optimize their business portfolios [1]
JPMorgan Sees Clearer Growth Path for RTX Heading into 2026
Yahoo Finance· 2026-01-02 23:52
Core Insights - RTX Corporation is recognized as one of the 20 Best Performing Dividend Stocks in 2025 [1] - JPMorgan has raised its price target for RTX to $200, indicating a positive growth outlook for the aerospace and defense sector heading into 2026 [2] - RTX has secured significant contracts, including a $1.6 billion sustainment contract for F135 engines and a $2.8 billion contract for F135 engine production, highlighting operational momentum [3] Financial Performance - In Q3 2025, RTX raised its full-year adjusted earnings outlook to $6.10 to $6.20, up from $5.80 to $5.95, and increased its sales forecast to $86.5 billion to $87 billion from $84.75 billion to $85.5 billion [4] - Management has effectively managed tariff impacts and macroeconomic uncertainties, which is seen as a positive indicator for the business [5]
Barclays Sees Renewed Investor Interest in Honeywell (HON) into Spring 2026
Yahoo Finance· 2026-01-02 23:34
Honeywell International Inc. (NASDAQ:HON) is included among the 12 Best Income Stocks to Buy Now. Barclays Sees Renewed Investor Interest in Honeywell (HON) into Spring 2026 Photo by Annie Spratt on Unsplash On December 24, Barclays analyst Julian Mitchell lowered the firm’s price target on Honeywell International Inc. (NASDAQ:HON) to $250 from $269 and kept an Overweight rating on the shares. The update followed the company’s fiscal fourth-quarter report and a refresh of the firm’s model. Mitchell said ...
Curtiss-Wright: A Powerhouse In Precision Tech, At A Premium Valuation (NYSE:CW)
Seeking Alpha· 2026-01-02 16:46
The Curtiss-Wright Corporation ( CW ) is an engineering company that has roots back to the Wright Brothers, but now focuses on building highly complex components and systems mainly for the aerospace and defense industry. The company sports a current marketI have a masters degree in Analytics from Northwestern University and a bachelors degree in Accounting. I have worked in the investment arena for over 10 years starting as an analyst and working my way up to a management role. Dividend investing is a perso ...
Boeing Wins $8B Israel F-15 Deal: Defense ETFs to Watch for Gains
ZACKS· 2026-01-02 14:35
Key Takeaways Pentagon cleared an $8.6B FMS deal for Boeing to deliver 25 F-15IA jets to Israel, with options for 25 more.Despite a 25% revenue jump, Boeing's defense unit posted a thin 1.7% margin in Q3 2025. Defense ETFs like XAR, ITA and PPA have surged 38-48%, and can offer diversified exposure to the F-15 deal. The Pentagon has officially cleared a massive $8.6 billion contract for Boeing (BA) to provide the Israeli Air Force with advanced F-15IA fighter jets. While this multi-billion-dollar deal rein ...