We came across a bullish thesis on V2X, Inc. on Monte Independent Investment Research’s Substack by Monte Investments. In this article, we will summarize the bulls’ thesis on VVX. V2X, Inc.'s share was trading at $63.77 as of February 12th. VVX’s trailing and forward P/E were 25.41 and 11.35 respectively according to Yahoo Finance. Truist Raises L3Harris Technologies' (LHX) Price Target to $353, Maintains Buy Rating Photo by Cibi Chakravarthi on Unsplash V2X Corporation (NYSE: VVX) is a diversified defe ...

Key Takeaways JOBY's Q4 loss of 20 cents per share matched estimates and wider than the year-ago reported loss of 19 cents.JOBY's Q4 revenues of $30.83 million beat the Zacks Consensus Estimate of $17.7 million.Full year 2026 total revenues is expected in the range of $105 million to $115 million.Joby Aviation, Inc. (JOBY) ) reported a fourth-quarter 2025 loss of 20 cents per share (on an adjusted basis), which matched the Zacks Consensus Estimate. In the year-ago reported quarter, JOBY incurred a loss of 1 ...

L3Harris Technologies, Inc. (NYSE:LHX) is included among the 13 Best Long-Term Dividend Stocks to Invest in Right Now. Baird Lifts L3Harris (LHX) Price Target on Confidence in Long-Term Strategy and Execution Photo by Dan Dennis on Unsplash On February 26, Baird raised its price target on L3Harris Technologies, Inc. (NYSE:LHX) to $420 from $385. It reiterated an Outperform rating on the stock. The firm updated its model after the company’s investor day, where management introduced 2028 targets that came ...

伯恩斯坦将L3Harris Technologies的目标价从406美元上调至435美元，维持"跑赢大市"评级。(格隆汇) ...

Key Takeaways GE plans to invest $1B in global MRO facilities to boost capacity and output.GE's LEAP shop visits rose 27% in Q4 2025, CFM delivered 1,802 engines.GE expects over 15% LEAP delivery growth in 2026, backed by strong demand.GE Aerospace (GE) remains focused on strengthening its growth pipeline through investments in lucrative projects. The company has been on track to invest more than $1 billion in its Maintenance, Repair and Overhaul (MRO) facilities around the world over the next few years. Th ...

Joby Aviation (NYSE:JOBY) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsJoeBen Bevirt - Founder and CEOKristine Liwag - Executive Director and Head of Aerospace & Defense Equity ResearchPaul Sciarra - Executive ChairmanRob Wiesenthal - CEORodrigo Brumana - CFOSavi Seip - Managing DirectorTeresa Thuruthiyil - Head of Investor RelationsConference Call ParticipantsAmit Dayal - Managing Director and Senior Equity Research AnalystAndres Sheppard - Managing Director and Senior Equity Ana ...

This presentation contains "forward-looking" statements that are based on our beliefs and assumptions and on information currently available to us. Forward-looking statements include information concerning our possible or assumed future results of operations, business strategies, product development plans, competitive position, potential growth opportunities, the effects of competition and the expected effects on the Company's business from the COVID-19 pandemic. Forward-looking statements include all state ...

Defense Stocks Are Taking a Hit. There Are 3 Reasons. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Defense Stocks Are Taking a Hit. There Are 3 Reasons.By [Al Root]ShareResize---ReprintsIn this article[LHX][LMT][GD][SPX][DJIA]The L3Harri ...

Core Insights - L3Harris Technologies, Inc. has secured its largest full-rate production contract for submarine communication systems, marking a significant milestone for the company [1] - The contract involves supplying 26 shipsets to General Dynamics Electric Boat for Virginia and Columbia-class submarines, with production continuing until 2033 and options for further expansion [2] Contract Details - The contract includes a follow-on agreement for ongoing production of submarine communication systems, with potential extensions for additional Columbia-class submarines and allied navies [2] - Additionally, L3Harris has obtained a $400 million contract from the Missile Defense Agency for producing solid rocket boost motors and Liquid Divert and Attitude Control Systems [2] Product Significance - The solid rocket boost motors are essential for the initial launch phase of the THAAD interceptor missile, while the Liquid Divert and Attitude Control Systems ensure precise targeting during the final intercept stages [4] - The THAAD system has achieved a 100% success rate in intercept tests, underscoring its importance for national security [5] Financial Impact - The new contracts are expected to enhance L3Harris Technologies' backlog in the Airborne Systems segment, which is projected to exceed $38.7 billion by 2025 [5] - The company provides comprehensive technology solutions across various domains, including air, land, space, sea, and cyber, contributing to national security [5]

Key Takeaways KTOS reported Q4 adjusted EPS of 18 cents, up 38.5% year over year, topping estimates.Kratos Defense posted 21.9% revenue growth, with book-to-bill at 1.3-1 and backlog of $1.212B.KTOS ended 2025 with $560.6M cash, no long-term debt, and guided 2026 revenues of $1.595-$1.675B.Kratos Defense & Security Solutions, Inc. (KTOS) reported fourth-quarter 2025 adjusted earnings of 18 cents per share, which beat the Zacks Consensus Estimate of 14 cents by 28.6%. The bottom line also increased 38.5% fro ...