Since its founding in 2017, Anduril Industries has become one of the hottest companies in a crowded field of defense-tech startup.Its fast-moving approach comes with its share of setbacks. https://t.co/IbOt2Kz4Qn ...

Core Insights - Artificial intelligence is significantly transforming the defense sector, with both emerging companies like BigBear.ai and established firms like Leidos competing for federal contracts [1][2] - BigBear.ai is transitioning to a scalable AI platform model, while Leidos integrates AI into its existing services [2][9] BigBear.ai Overview - BigBear.ai is acquiring Ask Sage, a secure generative AI platform, which has over 100,000 users across 16,000 government teams, expected to drive $25 million in annual recurring revenue (ARR) by 2025 [4][8] - The company reported a record $456.6 million in cash and investments, enhancing its liquidity for strategic initiatives [5][8] - Despite a 20% year-over-year revenue decline due to lower Army program volumes and government shutdown impacts, BigBear.ai's backlog reached $376 million, indicating potential for future growth [6][7] Leidos Overview - Leidos reported $4.47 billion in Q3 revenue, a 7% increase year-over-year, with a total backlog of $47.7 billion [9][10] - The company secured several significant contracts, including a $2.2 billion classified intelligence award and a $540 million AI-enabled counterterrorism software contract [10] - Leidos is focusing on AI-driven mission software and digital modernization, embedding AI across various solutions [11][13] Stock Performance Comparison - BigBear.ai shares surged 180% over the past year, outperforming the broader technology sector and S&P 500 [14] - Leidos shares increased by 16.1%, slightly exceeding the S&P 500 but lagging behind the technology sector [15] Valuation Insights - BigBear.ai trades at a forward price-to-sales multiple of 15.53, significantly higher than Leidos' multiple of 1.37, reflecting market expectations for high growth [18] - Analyst estimates for BigBear.ai show a narrowing loss per share outlook, while Leidos' EPS estimates indicate stable growth [19][21] Investment Considerations - Leidos offers stability and consistent profitability, supported by a large backlog and expanding AI capabilities [25] - BigBear.ai presents greater near-term upside potential due to its transformation and strengthened liquidity position [25][26]

Leonardo unveils an integrated defense system that uses artificial intelligence to neutralize a range of threats, from hypersonic weapons to drone swarms and naval attacks https://t.co/lscDvxTDHW ...

As many Americans prepare to celebrate with their own families in their own ways on this Thanksgiving eve, we wanted to share with you something from our next guest. He has a beautiful new piece out about how America's troops will mark this holiday all around the world. Many of them far far away from home, carrying on decades of military precedent in a culture that cares immensely and famously about symbols and tradition. Lieutenant General Mark Hurtling writes this in the bull work today about Thanksgiving ...

more press release views with Request a Demo Also from this source Accessibility StatementSkip Navigation BETHESDA, Md., Nov. 26, 2025 /PRNewswire/ -- Lockheed Martin (NYSE: LMT) Chief Financial Officer Evan Scott will participate in a fireside chat at the Goldman Sachs Industrials and Materials 2025 Conference on Wednesday, Dec. 3, from 1:30 to 2:05 p.m. ET. A live webcast will be available at: http://www.lockheedmartin.com/investor. A replay will be available for two weeks after the presentation. About ...

Key Points The company's fiscal fourth-quarter results wowed a great many investors. They also topped analyst estimates on both the top and bottom lines. 10 stocks we like better than Amentum › Just after market close on Monday, Amentum Holdings (NYSE: AMTM) posted its latest set of quarterly figures. This led to a bull stampede into the stock the following day, with eager investors boosting the defense company's share price by more than 18%. Double-digit improvements Amentum's final quarter of f ...

Accessibility StatementSkip Navigation THE WOODLANDS, Texas, Nov. 25, 2025 /PRNewswire/ -- MIND Technology, Inc. (NASDAQ: MIND) announced today that it will release financial results for its fiscal 2026 third quarter ended October 31, 2025 after the market closes on Tuesday, December 9, 2025. In conjunction with the release, the Company has scheduled a conference call, which will be broadcast live over the Internet, for Wednesday, December 10 at 9:00 a.m. Eastern Time / 8:00 a.m. Central Time. | What: | MIN ...

Key Takeaways CW added $416M to its buyback plan, bringing total authorization to $550M.CW expects record 2025 repurchases supported by robust sales, earnings and cash flow.CW held $225.4M in cash and posted 11.1% sales growth, aiding ongoing shareholder returns.Curtiss-Wright Corporation ((CW) announced that its board of directors approved an additional $416 million for future share repurchases, bringing the total buyback authorization to $550 million.Since August, the company has completed two separate $2 ...

NEW YORK, Nov. 25, 2025 (GLOBE NEWSWIRE) -- Nukkleus Inc. (NASDAQ: NUKK), a strategic acquirer and developer of high-potential businesses in the aerospace and defense (A&D) industry, today announced today that Rimon, the Israeli supplier of critical power and subsystem components for the Iron Dome missile defense system, is expected to benefit substantially from the historic multi-billion-dollar Iron Dome expansion recently approved by Israel’s Ministry of Defense. On November 20, 2025, Israel’s Ministry of ...

Global aerospace and defense company General Dynamics Corporation (GD) was incorporated in 1952 but traces its legacy back to 1899 with the founding of the Electric Boat Company. Headquartered in Reston, Virginia, and valued at $91.9 billion by market capitalization, the company offers a broad portfolio of products and services in business aviation, combat vehicles, weapons systems, munitions, shipbuilding design and construction, information systems, and technologies. On Wall Street, “large-cap stocks” a ...