Franco-German tankmaker KNDS is preparing for an IPO amid booming defense demand and interest from rival Rheinmetall, sources say https://t.co/iDaMz594dC ...

The Trump administration is weighing an an executive order that would pressure defense contractors to spend less on stock buybacks and dividends while boosting investment in infrastructure and weapons production, a source said https://t.co/t8g13ZGzRH ...

Core Viewpoint - Morgan Stanley upgraded L3Harris Technologies to Overweight from Equalweight, raising the price target to $367 from $350 due to strong operating momentum heading into 2026 [1] Group 1: Company Positioning - L3Harris is well positioned for the future of warfare with limited disruption risk from emerging defense technology players, attributed to its platform-agnostic strategy [1] - The absence of major program disruptions at L3Harris contrasts with some peers who have faced challenges in recent quarters [1] Group 2: Financial Metrics - L3Harris is considered the most attractive among large defense primes based on projected revenue, earnings per share, and free cash flow per share growth from 2025 through 2028 [2] - Despite a positive outlook, L3Harris stock is trading at the lowest valuation in its peer group on a 2027 free-cash-flow-to-sales basis, at approximately 16x compared to a peer median of around 18x [2] Group 3: Potential Catalysts - Potential catalysts for L3Harris into 2026 include opportunities related to the Golden Dome program and improving output at Aerojet Rocketdyne [2]

Norwegian defense company Kongsberg Gruppen ASA signed an agreement to buy US missile company Zone 5 Technologies, which produces long-range strike and anti-drone missiles, for an undisclosed sum. https://t.co/i4rTEExB6r ...

Purchases Expand HEICO into Aeroderivative Gas Turbine Parts MIAMI, FL / ACCESS Newswire / December 16, 2025 / HEICO Corporation (NYSE:HEI.A) and (NYSE:HEI) today announced that its Flight Support Group subsidiary, Wencor Group, LLC ("Wencor"), entered into an agreement to acquire EthosEnergy Accessories and Components Limited and EthosEnergy Accessories and Components, LLC ("Ethos A&C"). Closing is subject to governmental approval and standard closing conditions and is expected to occur in the first qua ...

Thinkstock Quick Read The rotation trade had another run on Wall Street Monday, as tech stocks led the selling once again. While the move away from the AI/Data center trade has gained some strength, the reality is that with a likely third year of double-digit gains for the S&P 500, year-end profit taking is also coming in. With a slew of economic data set to come in this week, volatility could rise even  further. If you’re thinking about retiring or know someone who is, there are three quick quest ...

Stock futures are lower, but well off session lows, as traders await delayed jobs data that will shape the Fed’s next move. As of 7:15am, S&P 500 futures are 0.2% lower while Nasdaq 100 contracts are -0.3% with all Mag 7 names lower premarket; European equities are little changed.Treasuries are lower, pushing 10Y yields up 0.5bps to 4.175%. The Bloomberg dollar index is at session lows. Brent crude dropped 1.6% below $60 a barrel for the first time since May and gold pulled back after five days of gains. Bi ...

Czech Billionaire Michal Strnad launched a new automated production line for large-caliber ammunition at a plant jointly owned with Slovakia https://t.co/WzNXDRHsKs ...

Three-year-old Castelion is worth $2.8 billion after raising $350 million to fund its ambition to supply thousands of weapons to the U.S. government.Read more:https://t.co/sG0JcTyvUV (Photo: Castelion) https://t.co/exOQP1BPvh ...

Core Insights - Northrop Grumman Corporation is a leading global aerospace and defense technology company, competing with major contractors like Lockheed Martin and Raytheon Technologies [1] - Alembic Global has set a price target of $662 for Northrop Grumman, indicating a potential upside of 16.13% from its current trading price of $570.06 [1][6] Contract Awards - Northrop Grumman has secured a $100 million contract from the Air Force Life Cycle Management Center for the development of the Stand-in Attack Weapon (SiAW) and Advanced Anti-Radiation Guided Missile Extended Range (AARGM-ER) programs, expected to continue through December 31, 2034 [2] - The company has also been awarded a contract valued at over $200 million to produce XM1211 High Explosive Proximity-fuzed rounds, enhancing short-range air defense capabilities against small unmanned aerial systems [3] Technological Advancements - Northrop Grumman has unveiled Project Talon, an autonomous combat drone, representing a significant advancement in aerospace and military technology [4][6] Stock Performance - Northrop Grumman's current stock price is $571.24, with a market capitalization of approximately $81.53 billion, reflecting its significant position in the defense industry [5]