RT Sprinter Press (@SprinterPress)The USS Gerald R. Ford, a US Navy aircraft carrier, is likely to be out of service for 14 monthsThe US Navy is facing a potential "aircraft carrier crisis", as their most modern warship, the USS Gerald R. Ford (CVN-78), after a known incident, is apparently unable to deploy for combat until at least the beginning of next year.The transition from active combat operations in the Red Sea to a shipyard in Crete marks a critical pause in Operation Epic Fury against Iran, highlig ...

RT SIMPLICIUS Ѱ (@simpatico771)Bet on it being much longer than that."The U.S. Navy faces a potential “aircraft carrier crunch” as its most advanced warship, the USS Gerald R. Ford (CVN-78), sits at Souda Bay undergoing damage assessment. The transition from active combat in the Red Sea to a shipyard in Crete marks a critical pause in Operation Epic Fury, highlighting the physical and industrial limits of 21st-century naval power." ...

RT Armchair Warlord (@ArmchairW)The Chinese released imagery yesterday to the effect that the USS Abraham Lincoln had retreated well south of the Arabian Peninsula from its previous station some 350km from the Iranian coast, this after CENTCOM reported engaging an "Iranian vessel" that approached the carrier.⬇️At this point the carrier is operating at drastically reduced effectiveness, with any strike aircraft launched requiring midair refueling to strike even coastal targets in Iran and running at a glacia ...

The world's top blue-water navy vs. a country whose traditional navy and air force has been obliterated. All Iran has left to project power offshore are missiles, drone planes, and drone boats hidden in caves.Politicians the world over want this blue-water navy to provide escorts to open up the economically crucial Strait of Hormuz.Instead, the world's best navy has been driven even farther offshore by the cave men.MonitorX (@MonitorX99800):🇮🇷🇺🇸⚡️– Chinese satellite MizarVizion releases satellite images sho ...

Iran’s navy suffered devastating losses in the last week, with most of its surface vessels damaged or destroyed, leaving the country to depend on a fleet of smaller ships https://t.co/7rnPPk4YFl ...

Good morning everyone. Now to have great trade you have to have a great navy to protect it. Like Pandit Johal Nehu said to be secure on land we must be supreme at sea and that is the job of the Indian Navy.Apart from defending the 11,000 km of coastline, the Indian Navy is tasked with keeping our trade routes or our sea lanes of communication open. Now, ever wonder what it is to be on one of these ships. The first is the rolling and pitching, the constant motion. Rolling is the sideways motion of a ship and ...

Financial Data and Key Metrics Changes - Sales for Q4 2025 reached $947 million, a 15% increase year-over-year, with organic growth of 11% and contributions from the I&C Solutions acquisition [4][5] - Operating income increased by 14%, with an operating margin of 19.7% [5][6] - Diluted earnings per share grew by 16% year-over-year, driven primarily by higher A&D sales [5][6] - Free cash flow was strong at $315 million, up 13%, reflecting a 224% conversion rate [6] - For the full year 2025, diluted earnings per share increased by 21%, and adjusted free cash flow reached a record $554 million [7][8] Business Line Data and Key Metrics Changes - Aerospace & Industrial segment sales increased by 5%, with strong OEM sales growth in commercial aerospace [12][13] - Defense Electronics segment saw a 17% sales growth, driven by increased demand for tactical communications equipment and embedded computing revenues [14][15] - Naval & Power segment sales increased by 21%, primarily due to strong revenue growth in naval defense and contributions from the I&C Solutions acquisition [15][16] Market Data and Key Metrics Changes - A&D markets experienced a 16% growth, with commercial aerospace sales increasing by over 20% [5][9] - The overall order book reached a record of $4.1 billion, up 10% year-over-year, with a book-to-bill ratio of nearly 1.2 times [8][10] - Commercial nuclear market showed tremendous growth, driven by strong demand for aftermarket equipment and advancements in SMR designs [9][21] Company Strategy and Development Direction - The company continues to execute its "Pivot to Growth" strategy, focusing on operational and commercial excellence to drive sales and profitability [4][10] - Investments in research and development are being accelerated to support future organic growth, with a commitment to grow R&D faster than sales over time [7][10] - The company is well-positioned to benefit from increased global defense spending and the U.S. government's focus on nuclear energy dominance [32][36] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to deliver strong performance in 2026, projecting organic sales growth of 6%-8% [10][11] - The outlook for A&D markets includes anticipated growth driven by U.S. defense budget priorities and increased demand for secure embedded computing solutions [18][20] - Management acknowledged potential headwinds in ground defense due to delays in orders but remains optimistic about future opportunities [8][19] Other Important Information - The company executed a record $465 million in share repurchases in 2025 and increased its annual dividend for the ninth consecutive year [10] - Capital expenditures are expected to increase by more than 25% year-over-year, reflecting ongoing investments to support growth [29][30] Q&A Session Questions and Answers Question: Exposure to missile programs and growth opportunities - The company has minor exposure to missile programs, primarily in telemetry and flight test instrumentation, but is well-positioned in related areas such as the Iron Dome [43][44] Question: Clarification on expected AP1000 orders - Orders could come from either European customers or the U.S., with Westinghouse as the primary customer; specifics on order size are not available at this time [46][47] Question: Free cash flow guidance and working capital dynamics - The company has improved working capital management, targeting a working capital percentage of sales of approximately 18% for 2026, which would be a record [55][57] Question: C-17 order timing and defense electronics bookings - The C-17 order is a Q1 order, and delayed bookings in defense electronics were noted, impacting the book-to-bill ratio [60] Question: Operational and commercial excellence initiatives - The Operational Growth Platform has contributed approximately $12 million to the P&L in 2025, with ongoing initiatives expected to continue driving margin expansion [68][72]

Two US Navy ships collide near South America https://t.co/6F808b9Hfp ...

Naval Strategy & Development - The U S Navy is in desperate need of ships due to obsolescence [1] - A new "Golden Fleet" is being built for the U S Navy [1] - The goal is to achieve peace through strength, with the hope of never needing to use the ships [1] - The new battleships will be unlike anything built before [1] - The new ships will have 100 times the capacity/capability of existing ships [2]

Geopolitical Implications - UK and Norway form a naval alliance [1] - The alliance aims to hunt Russian submarines [1]