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Elbit Systems beats analysts, backlog reaches new peak

Elbit Systems reported strong second-quarter results, exceeding analyst expectations with a non-GAAP net profit of $199 million and earnings per share of $4.14. The defense company's orders backlog reached a new record of $32 billion, with 73% originating outside Israel, signaling continued high demand. …

3 Dividend-Paying Industrial Stocks to Buy in August

Key Points The semiconductor sector recently saw a $1.3 trillion wipeout, leaving many investors vulnerable. Diversification helps make portfolios more robust, especially by owning the companies with the financial strength to keep boosting their dividend payouts. Stanley Black & Decker, Emerson Electric, and Illinois …

Axon Enterprise, Inc $AXON is Defender Capital LLC.'s 2nd Largest Position

Defender Capital LLC significantly increased its stake in Axon Enterprise, Inc (AXON) by 25.6% in the second quarter, making it their second-largest holding, valued at $41.8 million. Axon recently surpassed analyst expectations with strong quarterly earnings and revenue growth of 35.3% year-over-year. Despite a …

Community Financial Services Group LLC Boosts Stake in Transdigm Group Incorporated $TDG

Community Financial Services Group LLC significantly increased its stake in Transdigm Group Incorporated ($TDG) by 1,467.6% in the second quarter, bringing its total holdings to 2,226 shares valued at $2.91 million. Other institutional investors like IFP Advisors Inc and DNB Asset Management AS also …

Renaissance Technologies LLC Buys New Stake in BWX Technologies, Inc. $BWXT

Renaissance Technologies LLC has acquired a new stake of 11,600 shares in BWX Technologies, Inc. (NYSE:BWXT) valued at approximately $2.37 million during the first quarter. BWX Technologies reported strong financial results with quarterly EPS of $1.07, surpassing estimates, and revenue up 18% year-over-year. Analysts …

Sei Investments Co. Purchases 102,592 Shares of Coda Octopus Group Inc. $CODA

Sei Investments Co. significantly increased its stake in Coda Octopus Group Inc. by 228.5% in the first quarter, acquiring 102,592 additional shares, bringing their total to 147,486 shares valued at $1.67 million. Institutional investors now hold 20.12% of the company, which has a "Moderate …

ESLT Looks 130.5% Overvalued on GF Value™

Elbit Systems Ltd. (ESLT) reported strong Q2 2026 results, exceeding revenue and earnings estimates, yet GuruFocus's GF Value™ indicates the stock is 130.5% overvalued. Despite solid financial strength and profitability, the company's growth and momentum scores are moderate, and its P/E ratio is significantly …

Vertical Aerospace (EVTL) Is Down 29.1% After Discounted US$35 Million Composite Units Offering - What's Changed

Vertical Aerospace (EVTL) has completed a discounted US$35 million composite units offering, issuing 33,333,334 units at US$1.05 each. This capital raise aims to extend funding for the VX4 program and broader operations, supporting near-term cash burn against a US$1.1 billion certification plan. While the …

Global Gas Turbine Orders Hit Record High as Power Demand Surges

Global orders for gas turbines have hit a record high as demand for power generation surges, according to JP Morgan. New gas turbine orders in the second quarter stood at 38 GW, which was 29% higher than orders in the first quarter of the …

Hexcel posts 8% sales growth and margin gains, raising 2026 guidance on aerospace demand.

Hexcel Corporation reported an 8% increase in Q2 sales and a significant rise in adjusted operating margin, driven by strong commercial aerospace demand, especially from Airbus A350 and Boeing 787 programs. The company subsequently raised its 2026 sales and EPS guidance, reflecting a positive …

Northrop awarded $46 million for Navy JCREW EW systems

Northrop Grumman Systems Corp. has been awarded a $46.1 million U.S. Navy contract modification for Joint Counter Radio-Controlled Improvised Explosive Device Electronic Warfare (JCREW) Increment One Block One (I1B1) systems. This contract covers the production, retrofit, and sustainment of these electronic warfare systems, which …

Kratos Stock Stumbles Into Q4 Earnings After Red-Hot Run: Can Contracts Offset Margin Fears?

Bank of America Corp DE Trims Stock Holdings in Textron Inc. $TXT

Bank of America Corp DE reduced its stake in Textron Inc. (NYSE:TXT) by 12.1% in the first quarter, selling 94,601 shares and now owning 687,672 shares valued at $60.21 million. Despite this, other institutional investors have either increased their positions or acquired new stakes …

Elbit Systems Declares $1 Dividend as Q2 Profit Reaches $173.6M

Assenagon Asset Management S.A. Has $11.06 Million Stock Position in V2X, Inc. $VVX

Assenagon Asset Management S.A. significantly increased its stake in V2X, Inc. by 871.3% in the second quarter, now holding 148,395 shares valued at approximately $11.06 million. The company, V2X, Inc., recently beat its quarterly earnings expectations, reporting $1.64 EPS against a $1.44 consensus and …

ELBIT SYSTEMS REPORTS SECOND QUARTER 2026 RESULTS

Elbit Systems (NASDAQ: ESLT) reported strong second-quarter 2026 results with double-digit growth in sales, backlog, and earnings per share, reaching a record backlog of $32.0 billion. Revenues increased to $2.287 billion, up from $1.972 billion in Q2 2025, with GAAP net income of $173.6 …

Firefly Aerospace (FLY) Earnings Date and Reports 2026 $FLY

Elbit Systems (ESLT) Earnings Date and Reports 2026 $ESLT

Rocket Lab projects $250M-$265M Q3 2026 revenue as it targets mid-2027 Iridium close

Earnings Call Insights: Rocket Lab (RKLB) Q2 2026 MANAGEMENT VIEW * “We achieved a record $234 million in Q2 revenue, up almost $90 million or 62% versus the same quarter last year.” (Founder, Chairman, President & CEO Peter Beck) He also said Rocket Lab …

Embraer Still Sees Commercial Aviation Deliveries Between 80 and 85 Aircraft for 2026 >EMBJ

Embraer has maintained its forecast for commercial aviation deliveries, expecting to deliver between 80 and 85 aircraft in 2026. This projection indicates the company's outlook on the future demand and production capacity within its commercial segment. The reiteration of these figures suggests confidence in …

Transdigm Group Incorporated (NYSE:TDG) Receives Consensus Recommendation of "Hold" from Analysts

Transdigm Group Incorporated (NYSE:TDG) has received a consensus "Hold" rating from seventeen research firms, with an average 12-month price target of $1,463.71. The company recently exceeded quarterly earnings expectations, reporting $10.87 EPS against a $10.30 consensus and revenue of $2.74 billion, a 22.5% increase …

Archer Aviation Exec Says Boeing Deal Will ‘Significantly Change the Profile’ as $200 Million Insitu Business Joins Portfolio

Archer Aviation Inc.'s (NYSE:ACHR) deal with Boeing Co.(NYSE:BA) could significantly reshape the electric vertical take-off and landing (eVTOL) company. Insitu's $200 Million Revenue Business During the company's second-quarter earnings call on Monday, Archer's Chief Financial Officer Priya Guptahailed the company's acquisition of unmanned aircraft …

ParaZero Net Pods Selected for Autonomous C-UAS & Physical Interception

ParaZero Technologies has secured an initial order for its DefendAir Net Pods from a Tier-1 European defense manufacturer. These Net Pods will integrate controlled, net-based physical interception into autonomous Counter-UAS platforms, providing a critical layer for neutralizing drone threats. The modular design allows for …

Rocket Lab slides as Neutron launch could slip to 2027 (RKLB:NASDAQ)

Rocket Lab's shares declined over 9% in premarket trading after the company indicated that the inaugural flight of its Neutron rocket might be delayed until 2027, rather than launching this year. This potential delay could impact Rocket Lab's competitiveness against SpaceX. Despite this, the …

Mercury Systems (MRCY) to Announce Quarterly Earnings on Tuesday

Mercury Systems (MRCY) is scheduled to release its Q4 2026 earnings on Tuesday, August 18th, with analysts projecting earnings of $0.385 per share and revenue of $266.2 million. The stock currently holds a "Moderate Buy" consensus rating with an average price target of $95.78, …

HEICO Corporation Announces Regular Quarterly Conference Call

HEICO Corporation (NYSE:HEI.A)(NYSE:HEI) announced its regular quarterly conference call to discuss third-quarter financial results. The company will release its financial results for the quarter ended July 31, 2026, on August 25, 2026, after the NYSE closing. A conference call will be held on Wednesday, …

Cadre Holdings (CDRE) Lifts Revenue Guidance, Is The Stock Fully Valued?

Vingroup unit VinSpace inks SpaceX deal for 2027 satellite launch

* VinSpace Joint Stock Co., a unit of Vingroup, signed an agreement with SpaceX (SPCX [https://seekingalpha.com/symbol/SPCX]) to launch its first satellites next year, the company said on Tuesday, as it seeks to build a domestic space business spanning satellite manufacturing, operations, and data services. …

Jim Cramer Discusses Retailers He Likes: Williams-Sonoma (WSM) and Ralph Lauren (RL)

During the August 6 episode of Mad Money, host Jim Cramer highlighted the power of investing in strong retail themes supported by resilient consumers. Grouping together two premier names in the luxury and home furnishings space, Cramer pointed out: I love themes. They help …

York Space Systems (NYSE:YSS) Reaches New 1-Year Low After Insider Selling

Jim Cramer Endorses Lockheed Martin as “Sensational”

Jim Cramer has endorsed Lockheed Martin (LMT) as "sensational," citing strong financial performance, a record $230 billion backlog, and an excellent CEO. He suggests a phased accumulation strategy for buying the stock due to its volatility. Despite Cramer's bullish view and rising hedge fund …

Archer Aviation Inc (ACHR) (Q2 2026) Earnings Call Highlights: Strategic Boeing Acquisition and ...

This article first appeared on GuruFocus. Release Date: August 10, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Archer Aviation Inc (NYSE:ACHR) announced a strategic transaction to acquire three Boeing-owned companies (Wisk, InSitu, …

Rocket Lab Corp (RKLB) (Q2 2026) Earnings Call Highlights: Record Revenue, Iridium Acquisition, ...

This article first appeared on GuruFocus. Release Date: August 10, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Rocket Lab Corp (NASDAQ:RKLB) achieved record Q2 revenue of $234 million, a 62% year-over-year increase, …

Goldman Sachs Maintains Ducommun Inc(DCO.US) With Buy Rating, Raises Target Price to $201

Goldman Sachs has reiterated its Buy rating on Ducommun Inc (DCO.US) and increased its target price to $201. This indicates a positive outlook from the investment bank regarding the company's future stock performance.

Hf Foods Group Q2 2026 Earnings Call Transcript

HF Foods Group reported record Q2 2026 revenue of $323.8 million, up 2.8% year-over-year, marking its sixth consecutive quarter of growth. Despite revenue gains, profitability was impacted by tariffs, fuel costs, and softer dine-in traffic, leading to a slight decrease in Adjusted EBITDA. The …

Byrna Technologies Inc. (BYRN) Options Chain

This article provides the options chain for Byrna Technologies Inc. (BYRN), including call and put options data delayed by 15 minutes. It lists contract names, last trade dates, strike prices, last prices, bids, asks, changes, volume, open interest, and implied volatility for various strike …