Defense contractors, aerospace primes, shipbuilders, intelligence vendors, and companies tied to national security spending.
The nonbinding agreement aims to position a future U.S.-based scandium supply chain, aligning materials development with defense-adjacent manufacturing needs.
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An independent investor letter highlighted Lockheed Martin’s position in a rising defense-demand environment while pointing to risks that investors should monitor.
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A Yahoo Finance-hosted recap of Leidos Holdings’ Q2 2026 earnings call gives investors a quick read on management’s updates, but the underlying operational and financial specifics are not available in the information provided here.
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The Federal Aviation Administration’s certification of Boeing’s 737 MAX 7 is the latest milestone in Boeing’s effort to regain momentum in a market it once dominated, even as details about timing and rollout remain to be clarified.
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The certification clears an important regulatory milestone for Boeing’s next-generation 737 MAX narrowbody variant, a model positioned for customers seeking both capacity efficiency and extended range.
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The government services contractor said second-quarter revenue rose 7% year over year to a record $4.56 billion, supported by strength across multiple business lines.
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The company says its expanded Vellox “agentic” cyber suite adds a new capability designed to adapt threat detection to specific environments, a move investors will watch for relevance to demand in government and regulated industries.
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Leidos Holdings reported Q2 results and raised its full-year 2026 revenue outlook, while GAAP net income and earnings per share were lower year over year. The update helped lift the stock about 10% in early trading.
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In its latest earnings discussion, Leidos said demand trends in defense and intelligence are firming and that it has raised full-year guidance, according to a transcript published by Yahoo Finance.
