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defense: Archive

Zacks Equity Research

RDW Q2 Earnings Call Centers on Backlog and Margin Discipline

Redwire's Q2 call highlighted a $542.1M backlog, stronger guidance visibility and disciplined margin expectations as it scales defense and space.

RDWNegative Net Change

Zacks Equity Research

KTOS Q2 Earnings Call Highlights Hypersonics and Engine Ramp-Up

Kratos ramps up hypersonics, jet engines and unmanned systems as new capacity, program funding and bookings support stronger second-half growth.

KTOSPositive Net Change

Zacks Equity Research

HWM Q2 Earnings Call Centers on Capacity and Higher Outlook

Howmet raises its 2026 outlook as aerospace and gas-turbine demand fuels capacity expansion, spares growth and higher capital spending into 2027.

HWMPositive Net Change

Zacks Equity Research

Gilat Q2 Earnings Call Highlights Defense and IFC Momentum

GILT's Q2 earnings call spotlights a stronger second half for Defense, record IFC terminal deliveries and the Comtech deal's scale potential.

GILTNegative Net Change

Shivangi Deora

How Woodward's Q3 Beat and Raised Outlook Could Shape 2027 Growth

Woodward's Q3 beat and higher outlook support 2027 growth, but fading pricing benefits, China exit effects and heavy spending cloud the path.

WWDNegative Net Change MOG.APositive Net Change RTXPositive Net Change

Shivangi Deora

Is Woodward Stock a Buy as Growth Clashes With a Premium Valuation?

Woodward's growth stays strong, but premium valuation, heavy spending and fading pricing tailwinds make patience the smarter call.

PHNegative Net Change WWDNegative Net Change RTXPositive Net Change

Shivangi Deora

Why WWD Fell 13.9% in a Week and Whether the Drop Is a Buying Chance

WWD's 13.9% weekly drop follows strong earnings, but fading margin tailwinds, higher spending and China exit risks keep the buying case uncertain.

PHNegative Net Change ETNNegative Net Change WWDNegative Net Change

Zacks Equity Research

BWXT Q2 Earnings Call Centers on Higher Outlook and Nuclear Focus

BWXT raises its 2026 outlook as stronger operations support higher guidance, while a medical divestiture and PCG deal sharpen its nuclear focus.

BWXTNegative Net Change

Andrew Rocco

Palantir: Wall Street's Most Compelling Growth Story

With unmatched revenue in the lucrative commercial and defense sectors, soaring free cash flow, and sustained earnings beats, Palantir is one of Wall Street's most compelling growth stories.

GOOGLNegative Net Change PLTRPositive Net Change

Zacks Equity Research

BA Q2 Earnings Call Highlights Production Ramp, Certification Progress

Boeing highlights rising aircraft output, certification progress and a record $715 billion backlog as it targets stronger cash flow and growth.

BAPositive Net Change