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.
Aerospace and defense supplier TransDigm prepares to release its fourth-quarter results before market open on Tuesday, with analysts anticipating double-digit revenue growth and steady performance in a buoyant sector.
Specialty metals maker Carpenter Technology posted record Q2 sales and raised its full-year operating income outlook, yet its stock fell sharply. The divergence highlights investor concerns over valuation and the company's heavy dependence on the aerospace cycle, even as demand in the sector remains robust.
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.
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.
Investment firm Artemis Investment Management has established a significant new position in Commercial Metals Company, a leading steel producer and recycler, signaling confidence in the firm's strategic direction and growth prospects despite a recent share price surge.
A fire erupted in a commercial building in Karachi on Monday, just weeks after a nearby inferno claimed dozens of lives. Firefighters are battling the flames as concerns mount over recurring safety lapses in the city's business districts.
Crane Company's fourth-quarter earnings outperformed expectations, fueled by robust growth in its Aerospace & Advanced Technologies division. While management celebrated strong execution, analysts on the earnings call zeroed in on the costs and complexities of integrating recent high-profile acquisitions.
A Sudan Airways domestic flight touched down in the war-scarred capital Sunday, marking only the second commercial arrival since conflict erupted nearly three years ago, as the government pushes to restore a semblance of normalcy.
Biotech firm Definium Therapeutics appoints seasoned commercial executive Roger Adsett to its board, signaling a strategic shift towards commercialization as key late-stage trial data approaches.
Danish industrial cleaning giant Nilfisk is consolidating its U.S. presence, moving manufacturing to Mexico while establishing a new commercial headquarters in Plymouth, MN, promising continued investment amid local job cuts.
Flagstar Bank returned to profitability in Q4 2025, driven by improved net interest income, cost controls, and a strategic pivot from commercial real estate towards commercial and industrial lending. Executives outline a path for sustained growth through 2027.
High-performance computing specialist One Stop Systems secures a significant initial order from a major aerospace contractor for next-gen in-flight entertainment hardware, as its stock continues a remarkable year-long rally.
Trane Technologies (TT) surpassed Wall Street expectations for Q4 2025, driven by surging demand in commercial HVAC systems and data center infrastructure. The company reported revenue of $5.14B, up 5.5% year-over-year, with earnings per share of $2.86. Management expressed confidence for 2026, citing a record order backlog.
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.
Selective Insurance Group reported robust profitability and investment returns for 2025, driven by disciplined underwriting actions. While celebrating an 18% book value growth, management detailed significant reserve strengthening in commercial auto and outlined a confident outlook for 2026, the year of its centennial.
Driven by surging demand in aerospace and defense, Carpenter Technology (CRS) announced record-breaking quarterly profitability and raised its full-year forecast, citing constrained supply and favorable long-term pricing agreements.
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.
D-Wave Quantum Inc. announces a tenfold speed boost in missile defense simulations with partners Anduril and Davidson, alongside a $20M academic deal and a Fortune 100 QCaaS contract, signaling broader quantum computing integration.
Solid-state battery developer QuantumScape appoints former NVIDIA CFO Geoffrey Ribar to its board, signaling a strategic shift towards manufacturing discipline and capital allocation as it transitions from R&D to pilot production.
