Air and land drones dominate the battlefield in Ukraine—laying mines, delivering ammunition and medication, even evacuating casualties https://t.co/7VNdjYW2zr ...

Key Takeaways Jabil gains from AI-driven inspection tools, diversification, and strong free cash flow performance. HEICO sees rising demand from defense and air travel, supported by higher U.S. military spending. L3Harris benefits from global defense demand, missile sensor tech, and acquisition-related growth.A drone, also called an unmanned aerial vehicle (UAV), is a broad term that refers to an aircraft that operates autonomously or by remote control with no pilot on board. The technology has evolved ov ...

Group 1: Lockheed Martin - Lockheed Martin's dividend yield is 2.84% with an annual dividend of $13.20, and it has a 22-year track record of dividend increases [2][5] - The company derives over 70% of its revenue from the U.S. government, providing insulation against macroeconomic headwinds [3] - Despite challenges in the F-35 program and a lost contract in 2024, these issues are already reflected in the stock price, which is near critical support [2][4] - Revenue growth is inconsistent quarterly but shows an annual upward trend, with a mid-single-digit growth pace expected to sustain balance sheet health [4] - Share repurchases have reduced the share count by an average of 2.6% year-over-year in the first quarter [5] Group 2: Coca-Cola - Coca-Cola's dividend yield is 2.92% with an annual dividend of $2.04, and it has a 64-year track record of dividend increases [8] - The company relies heavily on a localized supply chain, which helps mitigate tariff impacts through price hedging and efficiency improvements [8] - Despite struggling with growth in 2025, Coca-Cola's diversified beverage strategy allows for steady revenue, maintaining balance sheet health [9] - Analyst trends indicate a consensus Buy rating with an expected price target increase of about 8% [10] Group 3: Walmart - Walmart's dividend yield is 0.99% with an annual dividend of $0.94, and it has a 53-year track record of dividend increases [12] - The company benefits from a well-localized supply chain and is positioned as a primary shopping destination in North America, leading industry growth [13] - Walmart's dividend payout ratio is under 40%, indicating reliable growth and a healthy balance sheet [14] - Analyst activity is driving Walmart shares to new all-time highs, with a Moderate Buy rating and a consensus price target suggesting a potential 10% gain [15]

The UK’s plan to significantly expand its fleet of fighter jets is poised to cost £71 billion ($96.2 billion) over the next four decades, more than triple the original estimates, according to a report by Britain’s spending watchdog https://t.co/Y27KELWDzj ...

Procurement Project - Germany's armed forces are experiencing delays in a major procurement project [1] - The project involves six new multipurpose combat ships [1]

Key Takeaways U.S. budget cuts canceled LMT's DARPA-backed DRACO nuclear space propulsion project. Lockheed remains active in NEP development via the Air Force's JETSON program for deep-space missions. LMT trades at an 18.9% discount to peers and has mixed EPS estimate trends for 2025 and 2026. Space agencies across the globe are actively investing in the development of nuclear thermal propulsion (NTP) rockets for future space exploration missions, considering NTP’s advantages over traditional chemical ro ...

The second-quarter 2025 earnings season will kick off next week, with banking sector players due to report numbers. The overall picture ahead of this reporting cycle is one of continued resilience and a steadily improving outlook.Total S&P 500 earnings are expected to be up 4.9% from the year-ago period on 3.9% higher revenues, per the latest Earnings Trends report. While negative revisions to Q2 estimates have stabilized in recent weeks, estimates for the period have been under significant pressure relativ ...

The UK and French governments plan to order more of the Storm Shadow cruise missiles that they’ve been supplying to Ukraine, as well as accelerate efforts to develop a next-generation replacement for the weapons https://t.co/okH5Eg9dd4 ...

Key Takeaways LMT benefits as Ukraine relies on its Patriot system to counter Russian missile attacks. Lockheed increased PAC-3 output 30% in 2024, targeting another 20% rise in 2025 to meet global demand. HIMARS use in Ukraine drives LMT to boost annual output from 48 to 96 units by end of 2025.The long-standing war between Russia and Ukraine, particularly since Russia launched its full-scale invasion in February 2022, has once again intensified in recent weeks after ceasefire talks got largely stalled. ...

The White House outlined plans to phase out the Space Launch System, built by Boeing, but lawmakers and lobbyists have helped keep it alive https://t.co/QJJTNTFXCg ...