Sharemaestro Newsreel

Key facts: Boeing Company (BA) 53 July jets; 19.75% Archer stake; $265

Boeing (BA) delivered 53 jets in July and had 429 year-to-date net orders. The company will receive a 19.75% stake in Archer Aviation as part of Archer's acquisition of Boeing's drone unit, Insitu, and Wisk assets. Argus Research set a price target of $265.00 …

Astronics Corporation $ATRO Holdings Increased by Assenagon Asset Management S.A.

Assenagon Asset Management S.A. significantly increased its stake in Astronics Corporation (NASDAQ:ATRO) by 408.2% in the second quarter, now holding 71,342 shares valued at approximately $5.8 million. This increase comes as Astronics reported strong quarterly earnings and revenue, surpassing analyst expectations, with revenue growing …

Ammo Inc (POWW) Earnings Forecast: Future EPS & Revenue Growth Estimates

Rocket Lab USA Inc (RKLB) Earnings Forecast: Future EPS & Revenue Growth Estimates

Q2 Earnings Review: Aerospace Stocks Led by Astronics (NASDAQ:ATRO)

BETA Technologies (BETA) Earnings Date and Reports 2026

Boeing (BA) Reshapes Its Portfolio With Subsidiary Transfer And Archer Stake

Boeing is transferring its subsidiaries Wisk Aero, Insitu, and SkyGrid to Archer Aviation, receiving a significant equity stake in Archer in return. This strategic move allows Boeing to focus more on its core commercial aircraft business while maintaining exposure to advanced air mobility through …

RBC Adjusts Price Target on DPC Holdings to $62 From $53, Keeps Outperform Rating

RBC Capital Markets has raised its price target for DPC Holdings PLC to $62 from $53, while maintaining an "Outperform" rating on the stock. This adjustment comes after DPC Holdings reported its Q2 2026 earnings, showing an increase in revenue and a swing to …

How Investors Are Reacting To Northrop Grumman (NOC) Expanding Missile Defense Production And Launching Raid Hunter

Earlier this month, Northrop Grumman announced two multi-year framework agreements totaling over US$3.00 billion to accelerate production of PAC-3 MSE solid rocket motors and THAAD components, alongside unveiling its new Raid Hunter 50mm gun-based air defense system for countering cruise missiles and drone swarms. …

Firefly Aerospace Inc. 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:FLY) 2026-08-12

Space42 and Leonardo DRS Sign MoU to Advance Next-Generation National Security Mission Systems

Space42, a UAE-based AI-powered SpaceTech company, has signed a Memorandum of Understanding (MoU) with Leonardo DRS to integrate Leonardo DRS's C5ISR mission systems with Space42's secure satellite connectivity. This collaboration aims to enhance sovereign national security in the United Arab Emirates by exploring joint …

1 of Wall Street’s Favorite Stocks on Our Buy List and 2 Facing Challenges

1 of Wall Street's Favorite Stocks on Our Buy List and 2 Facing Challenges The stocks in this article have caught Wall Street's attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain …

Axon Enterprise: Q2 Was Strong - But Here Are The Reasons Why I Am Not A Buyer

Mercury Systems (MRCY) Expected to Beat Earnings Estimates: Should You Buy?

Mercury Systems (MRCY) is projected to report a year-over-year decline in earnings and lower revenues for the quarter ended June 2026. However, the company has a positive Earnings ESP of +6.67% and a Zacks Rank #3, suggesting a high probability of beating the consensus …

Leonardo DRS system defeats small drone threats in US test By Investing.com

Leonardo DRS, Inc. announced that its SGT STOUT M-SHORAD Mission Equipment Package successfully defeated small unmanned aircraft systems (Group 1-2) during a U.S. Government test. The system achieved this through software updates without requiring new hardware, demonstrating its modular design and adaptability to evolving …

Leonardo DRS system defeats small drone threats in US test

Leonardo DRS's SGT STOUT M-SHORAD Mission Equipment Package successfully defeated Group 1-2 small unmanned aircraft systems in a U.S. Government test. The system demonstrated this capability through software updates without requiring new hardware, leveraging its modular, open-architecture design. Originally designed for larger drone threats, …

Rocket Lab (RKLB) Stock Can Backlog Momentum Outrun Neutron Cash Burn

Northrop Grumman (NOC) Secures Missile Defense Deals, Is The Stock Still Undervalued?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Why the new missile defense agreements matter for Northrop Grumman stock Northrop Grumman (NOC) has signed two multi year framework agreements worth over …

Elbit Systems (TASE:ESLT) Stock Looks Cheap On Earnings But Pricey On Broader Value

Rocket Lab (RKLB) Stock Could Trade At A Premium As Its 12x 3 Year Run Continues

Rocket Lab's stock (RKLB) has seen a significant 12x return over the past three years, presenting a mixed valuation picture. While a Discounted Cash Flow (DCF) model suggests the stock is undervalued by 31.3% due to strong future cash flow expectations, particularly with new …

Optex Systems Hldgs Q3 Results: EPS drops 18% YoY, sales miss

Optex Systems Holdings (NASDAQ: OPXS) reported a disappointing third quarter with EPS of $0.18, missing analyst estimates by 14.29% and representing an 18.18% year-over-year decline. The company's sales of $9.729 million also fell short of forecasts by 20.90% and were down 12.43% from the …

Optex Systems (OPXS) Q3 shows lower sales but stronger margins and cash

Optex Systems Holdings Inc. (OPXS) reported lower revenue but improved margins and a solid cash position for the quarter and nine months ending June 28, 2026. Quarterly revenue fell to $9.7 million from $11.1 million, and nine-month revenue decreased to $28.5 million from $30.0 …

Firefly Aerospace pushes debut of Alpha Block 2 rocket to the fourth quarter of 2026

Firefly Aerospace has announced a delay for the debut of its Alpha Block 2 rocket, with the first two Block 2 launches now scheduled for the fourth quarter of 2026. This new configuration, necessitated by an in-flight anomaly and an explosion of a booster, …

Firefly’s SciTec Awarded $94 Million U.S. Space Force Contract to Advance Ground-Based Radar Digitization Program

Firefly Aerospace subsidiary SciTec has been awarded a $93.7 million contract by the U.S. Space Force to modernize ground-based radar systems. This firm-fixed price agreement aims to create a common architecture for upgrading radars, enhancing national defense and operational advantage while minimizing lifecycle costs. …

Firefly Aerospace revenue jumps 657% as Cedar Park company lands contracts

Firefly Aerospace, a Cedar Park-based company, reported a 657% increase in revenue, reaching $117.68 million, driven by new federal government contracts related to moon base ambitions. Despite the record revenue, the company posted a net loss of $92.3 million. Firefly has secured significant contracts, …

Firefly Aerospace Announces Second Quarter 2026 Financial Results With Record Revenue Of $117.7 Million, Up 659% Year-Over-Year

Firefly Aerospace reported record revenue of $117.7 million for Q2 2026, marking a 659% year-over-year increase and a 45.5% jump from the previous quarter. The company secured multiple contracts, including a $144 million NASA CLPS contract for a lunar mission and a $75 million …

Elbit Systems Ltd. Announces Quarterly Dividend of $1.00 (NASDAQ:ESLT)

Elbit Systems Ltd. (NASDAQ:ESLT) declared a quarterly dividend of $1.00 per share, payable on October 26th to shareholders of record on October 13th. The company reported strong Q2 earnings, exceeding analyst estimates with $4.14 EPS and $2.29 billion in revenue, and its defense order …

BWX’s Q2 Earnings Call: Our Top 5 Analyst Questions

BWX's Q2 Earnings Call: Our Top 5 Analyst Questions BWX's second quarter performance reflected robust demand across both its government and commercial nuclear businesses, with revenue growth led by increased activity in commercial nuclear power and aftermarket services. Management pointed to strong operational execution …

Embraer SA (EMBJ) (Q2 2026) Earnings Call Highlights: Record Backlog and Strong Revenue Growth ...

Elbit Systems (TASE:ESLT) Stock Commands A Premium On Record Backlog

Northrop Grumman (NOC) Stock Looks Discounted To Fair Value But Less Clear After A 69% Run

Northrop Grumman's stock has seen a significant 69.3% return over the past five years, and current valuations suggest it may still be undervalued based on Discounted Cash Flow (DCF) and earnings multiples. While DCF analysis indicates a 16.4% upside, and the P/E ratio is …

Dow Jones Futures: 3 Nvidia Partners Lead Earnings Movers; CPI Inflation Data Due

The major market indexes pulled back amid higher oil prices and upcoming CPI inflation data. Nvidia partners Lumentum, CoreWeave, Super Micro reported late. Continue Reading

Karman Holdings | 10-Q: Q2 2026 Earnings Report

This document is the Q2 2026 Earnings Report for Karman Holdings. It is filed as a 10-Q, indicating a quarterly report submitted to the Securities and Exchange Commission. The report details the company's financial performance and operations for the second quarter of 2026.

Kratos (KTOS) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Tuesday, Aug. 4, 2026 at 5 p.m. ET CALL PARTICIPANTS Vice President and General Counsel - Marie MendozaPresident and Chief Executive Officer - Eric DeMarcoExecutive Vice President and Chief Financial Officer - Deanna Lund TAKEAWAYS Revenue -- $458.8 …

AVEX Stock Soars On Double-Beat Q1 In Earnings Debut – Retail Says Dronemaker Is Firing On All Cylinders

Archer Aviation (ACHR) Stock Rally Faces Cash Burn And Boeing Deal Risk