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defense: Archive

Avisekh  Bhattacharjee

Howmet vs. GE Aerospace: Which Aerospace & Defense Stock Should You Bet On?

HWM's commercial and defense strength, rising estimates and share gains outweigh its premium valuation, making it the better pick over GE.

GEPositive Net Change HWMPositive Net Change SWKNegative Net Change

Zacks Equity Research

Do Options Traders Know Something About Aeromexico Stock We Don't?

Investors need to pay close attention to AERO stock based on the movements in the options market lately.

AERONegative Net Change

Debanjana Dey

Ampco-Pittsburgh vs. NN: Which Industrial Stock Is the Better Buy?

AP and NNBR are riding different industrial demand tailwinds, but which looks more compelling now? Let's dive in.

APNegative Net Change NNBRNegative Net Change

Debanjana Dey

SIFCO Stock Gains Nearly 50% in the Past Six Months: Time to Buy?

SIF's strong demand, backlog visibility, operational gains and lower debt are fueling investor optimism despite labor and supply-chain challenges.

SIFNegative Net Change PKEPositive Net Change OPXSNegative Net Change

Zacks Equity Research

LUNR Q2 Earnings Call Highlights Record Backlog and Expansion

LUNR highlights a record $1.8B backlog, expanding satellite and lunar programs, and a push toward recurring space infrastructure revenues.

LUNRNegative Net Change

Zacks Equity Research

SPCE Q2 Earnings Call Flags Delay but Strong Ticket Demand

Virgin Galactic delays its first commercial Delta flight to February 2027 but keeps its 2027 cash flow target as ticket demand stays strong.

SPCENegative Net Change

Shaun Pruitt

Buy, Sell, or Hold These 4 Dividend Kings After Earnings: BDX, ED, EMR, PH

Four Dividend Kings - Becton, Dickinson and Company (BDX), Consolidated Edison (ED), Emerson Electric (EMR), and Parker-Hannifin (PH) - reported earnings last week.

EMRNegative Net Change BDXNegative Net Change PHPositive Net Change EDPositive Net Change

Zacks Equity Research

Firefly Aerospace Q2 Earnings Call Focuses on Backlog and Alpha Ramp

FLY's Q2 call puts a $1.5B backlog, spacecraft scale, and Alpha's production ramp in focus, as 2026 revenue guidance remains at $420M-$450M.

FLYNegative Net Change

Zacks Equity Research

RKLB Q2 Earnings Call Highlights Neutron Scale, Iridium Strategy

Rocket Lab targets record Q3 revenues as Neutron scaling, launch demand and the planned Iridium deal broaden its launch, spacecraft and applications push.

RKLBNegative Net Change

Zacks Equity Research

DPRO Q2 Earnings Call Puts Defense Ramp-Up and Timing in Focus

Draganfly says defense and public safety demand is growing, but procurement cycles, changing specs and qualification needs are delaying its revenue ramp-up.

DPRONegative Net Change