aerospace and defense

GXO Logistics stock fell 18% after Amazon's supply chain announcement, but strong Q1 earnings and CEO confidence suggest the decline may be overdone.

Lockheed Martin's 27% stock decline following weak Q1 earnings appears oversold; management's maintained guidance and analyst price targets $653-$700 suggest recovery potential.

NASDAQ-listed J-Star Holding partners with Patriot Green Energy to build solid-state battery manufacturing facility in Texas, targeting UAV market with DOE grant support.

Boeing reports strong Q1 2026 with 14% revenue growth and record $695B backlog, yet stretched valuation and manufacturing risks temper bullish outlook.

Textron stock jumped 4.9% after beating Q1 earnings forecasts and announcing plans to divest its underperforming Industrial division, positioning itself as a pure-play aerospace and defense contractor.

Viavi Solutions surged 25% after-hours on Q3 earnings beat and bullish Q4 guidance, driven by strong data center and defense spending.

Precision components maker $ELMT completes $125.5M IPO at $14/share, with full underwriter option exercised. Plans debt reduction and working capital.

Lockheed Martin shares rose premarket on Peru's F-16 deal but earnings missed estimates. Q1 sales fell short by $223M; stock faces technical weakness despite analyst Hold rating.

Global passive electronic components market projected to grow from $40.28B in 2025 to $65.73B by 2035 at 5.02% CAGR, driven by EVs and 5G infrastructure.

Velo3D partners with Andretti Performance as official sponsor for 2026 IMSA events, showcasing metal additive manufacturing technology in competitive motorsports.

Vicor reports 20% YoY revenue growth to $113M in Q1 2026, with backlog surging 70% to $301M amid AI and defense demand. Expanding manufacturing capacity.

L3Harris invests $1B in Virginia propulsion facility, creating 350+ jobs and doubling manufacturing capacity for national defense programs.

Spirit Electronics becomes authorized Microchip distributor, expanding high-reliability semiconductor access for U.S. defense and aerospace programs through DFARS-compliant channels.

Lockheed Martin wins $4.7 billion Pentagon contract to accelerate PAC-3 missile interceptor production, following January framework agreement to rebuild munitions stockpiles.

PMGC Holdings ($ELAB) surged 20.89% after deploying $20M equity facility for aerospace and medical sector acquisitions, though shares remain down 98.86% year-to-date.

Trump proposes $1.5T fiscal 2027 defense budget. UBS identifies RTX, General Dynamics, Huntington Ingalls as winners; flags Northrop Grumman as loser.

Lockheed Martin's Orion spacecraft successfully launched Artemis II with four astronauts, marking humanity's return to crewed moon missions after 53 years. Despite the historic achievement, $LMT stock declined 0.25% as analysts maintain Hold ratings citing premium valuation.

Mercury Systems awarded contract by L3Harris to supply solid-state data recorders for U.S. Space Development Agency's Tranche 3 satellite constellation, expanding its role across all four program tranches.

CPI Aerostructures posted $69.3M revenue and $0.8M loss in 2025 after A-10 program termination, but secured major defense contracts and refinanced debt favorably.

Five V2X 10% shareholders sold 2.5M shares for $173.6M on March 12, 2026, though company maintains $4.6B military contract and 20% earnings growth.