Honeywell International posts a robust Q4 with record orders and backlog, while announcing an accelerated timeline to spin off its core Aerospace business as a standalone public company by late 2026, a move set to redefine its investment profile.
SLB has won significant five-year contracts from Petroleum Development Oman for the giant Block-6 field. The deals mandate local wellhead manufacturing and deploy advanced recovery technologies, anchoring SLB's long-term service role and supporting Omani job creation.
Salesforce secures a potential 10-year, $5.6 billion IDIQ contract with the U.S. Army, a strategic win for its national security unit. Yet, analysts caution the headline figure is a ceiling, not a guarantee, with real value hinging on future task orders and AI integration.
Magellan Aerospace is capturing investor attention with a remarkable 132% surge in earnings per share and significant insider ownership, positioning the aerospace supplier as a standout in the industrial sector.
CLEAR Secure, the biometric identity company known for its airport expedited lanes, is deepening its ties to core government systems. CEO Caryn Seidman Becker's appointment to the Federal Reserve Bank of New York's board and a new contract with the Centers for Medicare & Medicaid Services signal a strategic push into financial and public health infrastructure.
Innodata Inc. (NASDAQ: INOD), a data engineering and AI services firm, has been awarded a place on a critical U.S. Missile Defense Agency contract vehicle, positioning it for future task orders in defense technology development and fueling analyst optimism for its 2026 growth trajectory.
Panama's President Jose Raul Mulino has moved to calm market and labor fears following a landmark Supreme Court ruling that annulled key port contracts held by a CK Hutchison subsidiary. He announced that APM Terminals Panama is prepared to step in temporarily to ensure continuity, with a guarantee of no job losses.
Shares of aerospace components maker Howmet Aerospace have cooled after a multi-year rally, presenting investors with a valuation puzzle. While long-term fundamentals tied to commercial aerospace and energy remain strong, a high P/E ratio raises questions about near-term risk.
TransDigm Group's recent acquisitions of Stellant Systems and Jet Parts Engineering, totaling over $3 billion, have analysts debating whether the moves solidify its lucrative aftermarket strategy or stretch its leveraged balance sheet too thin ahead of a critical earnings season.
Boeing's Wichita-based engineering union has overwhelmingly approved a new labor agreement, securing substantial pay raises and improved benefits for approximately 1,600 technical staff, many recently transitioned from Spirit AeroSystems.
Jacobs Solutions lands pivotal roles in California wastewater upgrades and UK nuclear project, reinforcing its position in sustainable infrastructure despite shares trading below analyst targets.
Investors in Camellia Plc (LON:CAM) have faced a challenging half-decade, with shares falling 34% as the company grapples with shrinking revenues and an elusive path to profitability. While dividends have softened the blow, the stock continues to lag the broader market.
Panama's Supreme Court has declared CK Hutchison's concession to operate the Balboa and Cristóbal ports unconstitutional, derailing a major sale and placing APM Terminals in temporary control. The ruling intensifies geopolitical tensions over control of the strategic Panama Canal.
Salesforce expands beyond its CRM roots with a landmark $5.6 billion U.S. Army deal and a new joint venture, EMBERPOINT LLC, aiming to apply its AI and cloud platforms to national defense and wildfire response, signaling a major shift into mission-critical public sector infrastructure.
German defense giant Rheinmetall has inked a significant, multi-year framework agreement to supply the Dutch armed forces with a range of hand grenades, deepening a strategic partnership that now spans artillery shells to infantry ordnance amid heightened European security concerns.
Following a year hampered by supply chain issues and inventory adjustments, advanced materials maker Hexcel signals a turning point, forecasting stronger sales and profitability in 2026 as commercial aircraft production is poised for a multi-year upswing.
Rigetti Computing's roadmap hits a snag as it delays its next-generation 108-qubit processor to address error rates and fails to advance in a strategic DARPA program. The dual setbacks intensify scrutiny on the company's competitive position against well-funded rivals in the race for practical quantum computing.
Aerospace systems provider Astronics Corporation launches its new automated circuit card testing system, designed to accelerate troubleshooting and maintenance for critical aviation and defense electronics, as analysts raise price targets on sustained sector demand.
York Space Systems (NYSE: YSS) has successfully launched its initial public offering, marking a significant milestone as it begins trading on the New York Stock Exchange. The move is set to accelerate the company's expansion in satellite manufacturing and solidify its position as a key contractor for U.S. national security and defense programs in orbit.
As ATI prepares to release its fourth-quarter results, investors are weighing steady analyst expectations against a mixed performance history and a buoyant aerospace sector.
