Palantir Technologies Inc PLTR smashed through a major milestone Tuesday, topping a $300 billion market cap for the first time ever after hitting an all-time high of $130.60 during the session.That's not a typo. Just two years ago, Palantir's valuation sat at $20 billion. One year ago? $49 billion. Now? A staggering $302.3 billion – nearly an eightfold increase in just 24 months. The AI-driven defense tech firm is now one of Wall Street's most explosive comeback stories.Behind The Cocktail Of Bullish PLTR S ...

Group 1 - Lockheed Martin Corporation's board of directors has authorized a second quarter 2025 dividend of $3.30 per share [1] - The dividend is scheduled to be payable on June 27, 2025, to shareholders on record as of June 2, 2025 [1] Group 2 - Lockheed Martin is a global defense technology company focused on innovation and scientific discovery [2] - The company provides all-domain mission solutions and promotes a 21st Century Security® vision to deliver transformative technologies [2]

Core Insights - Kratos (KTOS) reported revenue of $302.6 million for Q1 2025, a year-over-year increase of 9.2%, with an EPS of $0.12 compared to $0.11 a year ago, exceeding Zacks Consensus Estimate of $292.16 million by 3.57% [1] Revenue Performance - Kratos Government Solutions generated $239.50 million, surpassing the four-analyst average estimate of $226.95 million, reflecting a year-over-year increase of 10% [4] - Unmanned Systems reported revenues of $63.10 million, slightly below the four-analyst average estimate of $65.55 million, with a year-over-year change of 6.2% [4] - Product sales reached $200.20 million, exceeding the $176.11 million average estimate from three analysts, marking a year-over-year increase of 17.3% [4] - Service revenues totaled $102.40 million, falling short of the three-analyst average estimate of $117.12 million, representing a year-over-year decline of 3.9% [4] Profitability Metrics - Gross profit from service revenues was $26.70 million, compared to the average estimate of $28.97 million from three analysts [4] - Operating income for Kratos Government Solutions was $17 million, exceeding the average estimate of $13.79 million from three analysts [4] - Unmanned Systems reported an operating loss of $1.70 million, compared to the average estimate of a $0.41 million profit from three analysts [4] - Gross profit from product sales was $46.90 million, slightly below the average estimate of $47.03 million from three analysts [4] Stock Performance - Kratos shares have returned +25.3% over the past month, outperforming the Zacks S&P 500 composite's +10.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

THIRD QUARTER FISCAL YEAR 2025 FINANCIAL RESULTS Bill Ballhaus Chairman and CEO David Farnsworth Executive Vice President and CFO May 6, 2025, 5:00 pm ET WEBCAST LOGIN AT WWW.MRCY.COM/INVESTOR WEBCAST REPLAY AVAILABLE BY 7:00 P.M. ET MAY 6, 2025 © Mercury Systems, Inc. 1 Forward-looking safe harbor statement This presentation contains certain forward-looking statements, as that term is defined in the Private Securities Litigation Reform Act of 1995, including those relating to the Company's focus on enhance ...

Leidos (LDOS) reported $4.25 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 6.8%. EPS of $2.97 for the same period compares to $2.29 a year ago.The reported revenue represents a surprise of +4.03% over the Zacks Consensus Estimate of $4.08 billion. With the consensus EPS estimate being $2.47, the EPS surprise was +20.24%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expec ...

Summary of L3Harris Technologies (LHX) Conference Call - May 06, 2025 Company Overview - **Company**: L3Harris Technologies (LHX) - **Key Speaker**: Ken Benningfield, Chief Financial Officer and President of Aerojet Rocketdyne Industry Insights - **Defense Industry**: The company operates within the defense technology sector, focusing on advanced electronics, missile systems, and space capabilities. Key Points and Arguments Budget and Government Spending - The fiscal year 2025 budget is a full year continuing resolution, providing flexibility in spending and reprogramming funds [8][10] - Defense spending is a clear priority for the administration, with significant alignment between L3Harris's capabilities and government priorities [10][12] - The administration's budget request includes approximately $25 billion allocated for the Golden Dome initiative, emphasizing missile warning and tracking capabilities [13] Growth and Market Position - L3Harris's revenue is approximately 80% from U.S. customers and 20% from international sales, with potential for international growth exceeding 20% [17][20] - The company has strong international exposure through various segments, including software-defined radios and high-end electro-optic capabilities [21][22] - Recent awards and contracts indicate a solid start to Q2, with expectations for a book-to-bill ratio exceeding one for 2025 [29] Aerojet Rocketdyne and Capacity Expansion - Aerojet Rocketdyne is projected to grow from a $2.5 billion business to approximately $4 billion by 2028, driven by increased demand for solid rocket motors and missile solutions [45][48] - The company is investing in capacity increases for various programs, including GMLRS, Stinger, and Javelin, to meet long-term demand [46] Financial Performance and Projections - L3Harris aims for margins to increase from mid-15% to at least 16% by 2026, supported by cost-saving initiatives and a commercial business model [56][57] - Free cash flow is projected to grow from $2 billion in 2023 to $2.8 billion in 2026, representing a 40% increase [58][60] - The company has a history of increasing dividends and plans to return significant cash to shareholders through share repurchases, targeting $1 billion in 2025 [62][63] Challenges and Risks - The company acknowledges challenges in managing fixed-price contracts, particularly in the space segment, but expects to mitigate risks by the end of the year [41][42] - There is a focus on understanding customer needs and delivering capabilities efficiently, which is crucial for maintaining competitive margins [51][54] Strategic Initiatives - L3Harris is committed to a commercial model that allows for faster delivery of capabilities to customers, particularly in defense [54][55] - The company is investing in facilities and technology to enhance its position as a prime contractor in the space sector, aligning with future opportunities like the Golden Dome [43][44] Additional Important Content - The company emphasizes the importance of understanding customer missions and needs to effectively deliver capabilities [52] - There is a strong focus on international business growth, with existing operations in the UK and Italy supporting allied defense needs [22][24] This summary encapsulates the key insights and strategic directions discussed during the L3Harris Technologies conference call, highlighting the company's growth potential, financial outlook, and alignment with government defense priorities.

Financial Performance - Leidos' Q1 FY25 revenues increased by 6.8% year-over-year, reaching $4.245 billion compared to $3.975 billion in Q1 FY24 [22] - The adjusted EBITDA margin for Q1 FY25 was 14.2%, a 190 basis points increase from 12.3% in Q1 FY24 [22] - Non-GAAP diluted EPS for Q1 FY25 rose by 29.7% year-over-year, from $2.29 to $2.97 [22] - Operating cash flow was $58 million and non-GAAP free cash flow was $36 million [25] Segment Results - National Security & Digital segment revenue increased by 4.7%, from $1.793 billion to $1.878 billion [24] - Health & Civil segment revenue increased by 7.7%, from $1.199 billion to $1.291 billion [24] - Commercial & International segment revenue increased by 11.6%, from $509 million to $568 million [24] - Defense Systems segment revenue increased by 7.2%, from $474 million to $508 million [24] Capital Allocation and Guidance - Leidos executed a $500 million accelerated share repurchase [17, 25] - Leidos reaffirmed its FY25 revenue guidance of $16.90 - $17.30 billion [27] - The company reaffirmed its FY25 adjusted EBITDA margin guidance in the mid-high 12% range [27]

RESTON, Va., May 6, 2025 /PRNewswire/ -- Leidos Holdings, Inc. (NYSE: LDOS) today reported financial results for the first quarter of fiscal year 2025, highlighted by robust earnings and revenue growth. "Our robust first quarter results build on the momentum from 2024, demonstrating the team's ability to execute in a dynamic environment that demands agility and innovation," said Leidos Chief Executive Officer Tom Bell. "The five growth pillars defined by our NorthStar 2030 Strategy are well aligned to the p ...

Core Insights - Palantir's CEO Alex Karp attributes the company's strong performance to a cultural shift in the U.S. and 20 years of investment in defense technology [1][2] - The company has raised its full-year revenue guidance to between $3.89 billion and $3.90 billion, reflecting a positive trend in AI software sales [2] - Palantir reported a 39% year-over-year increase in total revenue, with U.S. commercial revenue rising 71% to $255 million and U.S. government revenue increasing 45% to $373 million [3] Financial Performance - The stock price of Palantir has increased over 64% this year, reaching over $123 per share, with a high of almost $125 in mid-February [4] - The company exceeded its prior revenue guidance by almost 350 basis points, showcasing strong financial performance [3] Technological Advancements - Palantir is focusing on AI agents, which are transforming both the commercial sector and military operations by analyzing intelligence and automating functions [5] - The company delivered its first AI-powered TITAN ground vehicles to the U.S. Army, collaborating with various defense contractors [5] Market Context - Despite a reduction of over $5 billion in Defense Department contracts, Palantir remains optimistic about its current and future contracts, emphasizing the need for effective spending in defense [5] - The recent push for American manufacturing is seen as a positive trend for the industry, driven by new innovators [6]

CHANTILLY, Va., May 02, 2025 (GLOBE NEWSWIRE) -- Parsons Corporation (NYSE: PSN) will showcase its latest innovations supporting the operational imperatives of United States Special Operations Forces at SOF Week, May 5-8, in Tampa, Florida. The company will present a dynamic range of solutions designed to transform irregular warfare and enhance autonomous search and rescue operations. Highlights include the powerful, next-generation mobile identity and biometrics platform, AresNXT, along with key technologi ...