The pilot of an F-16 fighter jet was killed in Poland when his warplane crashed during rehearsal before the international air show, according to the country’s coordinator of special services Tomasz Siemoniak https://t.co/c6sIGxoLpT ...

Germany and Spain’s defense ministers say they are pressing to swiftly resolve disputes over the FCAS fighter jet program and move into the next development phase this fall https://t.co/41XnFkiWtk ...

Group 1 - Futu Holdings Limited (FUTU) has a Zacks Rank 1 and its current year earnings estimate increased by 17.7% over the last 60 days [1] - Futu's shares gained 71.3% over the last three months, significantly outperforming the S&P 500's 9.6% advance, and it has a Momentum Score of A [2] Group 2 - TAT Technologies Ltd. (TATT) also holds a Zacks Rank 1, with a 10.7% increase in its current year earnings estimate over the last 60 days [3] - TAT's shares rose by 34.9% in the last three months, again outperforming the S&P 500, and it has a Momentum Score of A [4] Group 3 - Astronics Corporation (ATRO) has a Zacks Rank 1, with a 6.7% increase in its current year earnings estimate over the last 60 days [3] - Astronics' shares increased by 16.7% over the last three months, compared to the S&P 500's 9.6% advance, and it has a Momentum Score of B [4]

Few dared believe that Ukraine’s domestic missile programme could produce a long-range deterrent fast enough, and yet the deadly new Flamingo was developed in just nine months. But some are sceptical https://t.co/LRxQB4wf7gPhoto: Getty Images https://t.co/TmeUZjOynu ...

Group 1 - The 2025 growth narrative is significantly driven by AI, impacting various sectors [1] - The Industrial sector has seen growth primarily due to Aerospace & Defense and advancements in electric infrastructure [1] - Communication Services has increased by 15%, with major contributions from companies like Meta Platforms [1]

On board today’s mission is OHB Italia’s NAOS spacecraft as well as seven rideshare payloads for Exolaunch, Planet, and Dhruva Space https://t.co/nrn7q0Vdd1 ...

Group 1 - The U.S. government is considering taking stakes in defense companies, similar to a previous deal with Intel for a 10% stake [1] - Lockheed Martin has been identified as a potential target for such government investment [1] - The defense contractor is described as "basically an arm of the U.S. government" [3]

Financial Data and Key Metrics Changes - Consolidated net income increased by 30% to a record $177.3 million or $1.26 per diluted share in 2025, up from $136.6 million or $0.97 per diluted share in 2024 [7][8] - Consolidated operating income and net sales for Q3 2025 increased by 22% and 21% respectively compared to 2024 [8] - Cash flow from operating activities increased by 8% to $231.2 million in 2025, representing 130% of net income [9][10] - Consolidated EBITDA increased by 21% to $316.4 million in 2025, up from $261.4 million in 2024 [10] Business Line Data and Key Metrics Changes - Flight Support Group's net sales increased by 18% to a record $802.7 million in 2025, driven by 13% organic growth and acquisitions [15][17] - Flight Support Group's operating income increased by 29% to a record $198.3 million in 2025 [17][18] - Electronic Technologies Group's net sales increased by 10% to a record $355.9 million in 2025, with 7% organic growth [19][20] - Electronic Technologies Group's operating income increased by 7% to $81 million in 2025 [20][21] Market Data and Key Metrics Changes - The defense business within the Flight Support Group is experiencing significant growth due to increased demand from the U.S. and allies [16][17] - The Electronic Technologies Group's defense organic net sales increased by over 6% in 2025, with a strong order volume and record backlog [20] Company Strategy and Development Direction - The company is focused on growth within commercial aviation, defense, and space markets, supported by a favorable pro-business environment [6][7] - The acquisition strategy remains disciplined, with a focus on identifying businesses that complement existing operations and strengthen strategic positions [24] - The company aims to maximize long-term shareholder value through a balanced approach of strategic acquisitions and strong organic growth initiatives [24] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about future growth opportunities, citing strong organic demand and a robust acquisition pipeline [23][24] - The company is well-positioned to support defense initiatives, particularly in missile defense, as the U.S. government prioritizes cost efficiency [16][37] - Management noted that while there are pockets of destocking in the market, overall demand remains strong [81][84] Other Important Information - The company paid its 94th consecutive semiannual cash dividend at a rate of $0.12 per share, representing a 9% increase over the prior dividend [11] - The acquisition of Gables Engineering is expected to be accretive to earnings within a year following the acquisition [12][30] Q&A Session Summary Question: How is the Gables acquisition performing relative to expectations? - Management indicated that the acquisition is performing as expected, but it is still early days [30] Question: Is the lower tax rate sustainable? - The CFO noted that the lower rate was primarily a cash benefit and projected an effective annual rate of around 19% to 20% going forward [32] Question: Can you elaborate on missile defense opportunities? - Management highlighted ongoing orders related to missile defense and emphasized the importance of both legacy and new technology defense [36][37] Question: What are the organic growth drivers in the Flight Support Group? - The parts business grew in the low teens, with significant growth in repair and overhaul and specialty products driven by defense business [41][43] Question: What is the outlook for margins in the Flight Support Group? - Management expects margins to be in the 24% range going forward, with the potential for continued improvement [56] Question: How is the company managing supply chain challenges? - Management reported improvements in supply chain issues, with a robust inspection process in place to manage incoming parts [106][108]

Korean Air to buy more than 100 Boeing jets after Trump meeting https://t.co/VUxyUAGJPZ ...

[Music] Stocks our strategists feel are poised to deliver positive returns are featured now in their top stock picks of the week. Welcome to today's top picks. I am Jeremy Mullen.Brian Bolan will be after me with his pick. But first, I'm going to do Pelaton, ticker symbol PTO N. A lot of you guys already know this one.This was the former high-flying stock uh COVID stock that we saw just go bonkers back during CO as everybody wanted. uh gym or something at home that they could work out with. And these guys m ...