Defense

搜索文档
Time to Tap Market-Beating Defense ETFs Ahead of Q3 Earnings?
ZACKS· 2025-09-29 14:42
Intensifying geopolitical tensions worldwide have triggered a fundamental shift in global priorities over the past decade, decisively favoring an expansion in defense budgets of nations, both developed and emerging. This heightened state of global insecurity has directly translated into an enormous surge for Defense Exchange-Traded Funds (ETFs) this year, with many of these funds significantly outperforming the broader market, as in the S&P 500's year-to-date return of 13.8%. The Drivers Behind the Outperfo ...
AI In Orbit: BlackSky Is Spying On Space
Seeking Alpha· 2025-09-29 14:32
BlackSky (NYSE: BKSY ) shares have been on quite a run recently, as have other defense-related stocks. However, with BlackSky, they have announced a couple of bits of good contract news, as well as signed a deal toI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d ...
Kratos Completes Preliminary Design Review for Space Development Agency’s Advanced Fire Control Ground Integration (AFCGI) System
Globenewswire· 2025-09-29 12:00
Managed Complex Ground Integration Program of Critical Systems with Diverse PartnersSAN DIEGO, Sept. 29, 2025 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company in Defense, National Security and Global Markets, has successfully completed the Preliminary Design Review (PDR) for the Space Development Agency’s Advanced Fire Control Ground Integration (AFCGI) system. Kratos’ successful completion of the PDR with zero liens allows the program to advance on an accel ...
L3Harris Technologies, Inc. (LHX): A Bull Case Theory
Yahoo Finance· 2025-09-28 15:37
We came across a bullish thesis on L3Harris Technologies, Inc. on Investing With Purpose’s Substack. In this article, we will summarize the bulls’ thesis on LHX. L3Harris Technologies, Inc.'s share was trading at $281.86 as of September 17th. LHX’s trailing and forward P/E were 31.49 and 22.83 respectively according to Yahoo Finance. Analyst Highlights Growth Catalysts for Leidos (LDOS) Everett Historical / shutterstock.com The company, with a market capitalization of approximately $52–53 billion and a ...
Euphoric Valuation Takes The Shine Off Rheinmetall AG's Solid Fundamentals
Seeking Alpha· 2025-09-28 14:40
莱茵金属公司股价表现 - 在2022年俄乌战争爆发前10年间 莱茵金属公司股价仅上涨2.5倍[1] - 自2022年俄乌战争爆发以来 该公司股价在两年多时间内大幅上涨22倍[1] 作者专业背景 - 作者为专业投资者 拥有十年英国及亚洲公开市场投资经验[1] - 作者持有金融方向MBA学位 曾研究投资者情绪对股市波动的影响[1] - 作者专注于航空航天与国防及医疗保健行业分析[1]
HONEYWELL TO INCREASE DIVIDEND EFFECTIVE FOURTH QUARTER 2025
Prnewswire· 2025-09-26 20:05
Accessibility StatementSkip Navigation CHARLOTTE, N.C., Sept. 26, 2025 /PRNewswire/ -- Honeywell (NASDAQ: HON) today announced that its Board of Directors has approved an increase in the company's regular annual cash dividend from $4.52 to $4.76 per share. The increase will be effective starting with the fourth-quarter dividend of $1.19 per share, which was declared today, and is payable on December 5, 2025, out of surplus to holders of record at the close of business on November 14, 2025. "Our decision t ...
Kratos Stock Soars As The Billion-Dollar Opportunities Stack Up In Defense
Investors· 2025-09-26 14:51
Kratos Defense & Security Solutions (KTOS) has taken "If you build it, they will come" to new heights. Going beyond a conceptual design or even a prototype, the San Diego-based defense contractor set up a factory to build 24 ready-for-action XQ-58A Valkyrie combat drones on the way to winning over both the U.S. Marine Corps and Airbus (EADSY). Those wins… Related news Cathie Wood, ARK Shift Defense Holdings As U.S. Reclassifies Drones 9/18/2025Cathie Wood, ARK Invest add these defense stocks, sell another, ...
MDA SPACE NAMED ONE OF CANADA'S TOP GROWING COMPANIES FOR SECOND CONSECUTIVE YEAR
Prnewswire· 2025-09-26 13:46
Accessibility StatementSkip Navigation BRAMPTON, ON, Sept. 26, 2025 /PRNewswire/ - MDA Space Ltd. (TSX: MDA), a trusted mission partner to the rapidly expanding global space industry, today announced it has been named one of Canada's Top Growing Companies by The Globe and Mail's Report on Business for the second consecutive year. The prestigious ranking recognizes Canadian companies with outstanding three-year revenue growth, celebrating entrepreneurial achievement and business excellence. MDA Space earn ...
American Exceptionalism Acquisition Corp. A Announces Pricing of Upsized $300,000,000 Initial Public Offering
Prnewswire· 2025-09-25 22:05
Santander is acting as sole book-running manager. The Company has granted the underwriters a 45-day option to purchase up to an additional 4,500,000 Class A ordinary shares at the initial public offering price to cover over-allotments, if any. The offering is being made only by means of a prospectus. When available, copies of the prospectus may be obtained for free from the U.S. Securities and Exchange Commission (the "SEC") website http://www.sec.gov; or from Santander US Capital Markets LLC, Attention: S ...
LightPath Technologies(LPTH) - 2025 Q4 - Earnings Call Transcript
2025-09-25 22:02
LightPath (NasdaqCM:LPTH) Q4 2025 Earnings Call September 25, 2025 05:00 PM ET Company ParticipantsSam Rubin - CEOAl Miranda - CFOConference Call ParticipantsRichard Shannon - Stock AnalystBrian Kinstlinger - Senior Technology AnalystScott Buck - Senior Technology AnalystJaeson Schmidt - Research AnalystGlenn Mattson - Equity AnalystOperatorGood afternoon, ladies and gentlemen, and thank you for standing by. Welcome to the LightPath Technologies fiscal fourth quarter and full year 2025 earnings conference c ...