Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
Sycamore Capital Management, a franchise of Victory Capital Management, released its Q2 2026 investor letter for “Sycamore Mid Cap Value Equity Strategy”. A copy of the letter can be downloaded here. Sycamore Capital’s Mid Cap Value investment team focuses on a bottom-up approach to identify undervalued businesses with growth potential. In Q2 2026, the strategy […]
Cash burn and a softer gross-margin guide have added to a slide that leaves the stock well below its high, yet its operating loss per dollar of revenue has narrowed in each of the last three years.
LHX expands defense opportunities through its platform-agnostic model, broad technology portfolio and flexible program participation.
MSI pairs double-digit growth and record backlog with a premium valuation, raising the stakes for sustained earnings execution.
MSI raises its 2026 outlook again as record orders lift backlog to $15.6 billion, with software and public-safety demand driving growth.
In early August 2026, L3Harris Technologies announced it had selected Intuitive Machines to design, build, and deliver 18 IM‑300 spacecraft platforms for the U.S. Space Development Agency’s Accelerated Missile Defense Tranche 3 mission, supporting hypersonic and ballistic missile tracking under the Golden Dome initiative. This defense award highlights how Intuitive Machines is extending its space hardware beyond lunar missions, leveraging its IM‑300 platform across missile tracking, Earth...
From laser weapons to color schemes, transporting the president around the world is a study in details.
Lockheed Martin, Raytheon, and L3Harris are leaders in supplying U.S. missile defense systems.
L3Harris just posted a great quarterly report, but the market is reacting negatively to IPO-related news.
L3Harris Technologies (NYSE:LHX) reported higher second-quarter revenue, earnings and cash flow, citing broad-based growth across its three business segments and increased international sales. The defense contractor also raised its full-year 2026 revenue and earnings-per-share outlook while maintain
Revenue surges 8% to $5.9 billion, with a record $7.3 billion in orders and raised full-year guidance.
While the top- and bottom-line numbers for L3Harris (LHX) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
L3Harris (LHX) delivered earnings and revenue surprises of +11.79% and +1.50%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
The defense contractor said it now expects full-year earnings between $11.80 and $12.00 a share, up 40 cents from the company’s previous guidance.
General Dynamics, L3Harris and Hexcel enter Q2 earnings with strong demand and production-but costs and supply risks remain.
L3Harris Technologies recently declared a quarterly dividend of US$1.25 per share and earlier received a U.S. Space Force contract to build 18 Accelerated Missile Defense Tranche 3 satellites equipped with missile-tracking payloads. This combination of continued cash returns to shareholders and expanding missile defense work underscores L3Harris’ role in space-based national security infrastructure. Against this backdrop, we’ll explore how the new U.S. Space Force missile-defense satellite...
Firms like Northrop Grumman are struggling on the market despite record military spending. Investors are now watching Congress—and a new generation of startups.
L3Harris Technologies (LHX) drew investor attention after securing a U.S. Space Force contract to build 18 Accelerated Missile Defense Tranche 3 satellites, expanding its role in missile tracking and space-based defense capabilities. See our latest analysis for L3Harris Technologies. The recent Space Force contract arrives after a mixed period for L3Harris Technologies’ stock, with the share price up 6.45% over the past week but down 5.45% over 90 days, while the 1 year total shareholder...
L3Harris Technologies stock has delivered a 65.7% return over the past three years, and the current Discounted Cash Flow (DCF) intrinsic value estimate suggests the shares may still be trading at a 31.9% discount to that fair value. This raises the question of how much upside is already reflected in the price after this run. A 65.7% three year return puts L3Harris Technologies in focus for investors asking whether the recent share price performance has already captured much of its long term...
GD heads into Q2 earnings with a record backlog and improving defense operations as investors watch for updates on submarines and Gulfstream.
LHX enters Q2 earnings with expected support from communications, ISR, space and missile programs, while sales and EPS are projected to grow.
TXT's Q2 sales are likely to rise as Aviation, Bell and Systems strength offsets Industrial weakness, while higher costs pressure earnings.
BA heads into Q2 with higher commercial deliveries and production gains, but supply-chain bottlenecks could shape revenues and cash flow.
RTX beats Q2 estimates as commercial aftermarket and defense demand drive revenue growth, lift backlog to $289B and prompt a higher 2026 outlook.
Ondas has quietly assembled a counter-drone, loitering munitions, and agentic-AI portfolio that looks more like a prime contractor's missing puzzle piece than a standalone small-cap. Four defense giants are sizing it up, and the ranking of who fits best may surprise you.
NOC is deepening its ISR reach through a NATO-focused Airbus pact centered on MQ-4C Triton systems and allied interoperability.
HWM's aerospace momentum, defense growth and rising estimates outpace LHX, highlighting why it may be better positioned to benefit from industry tailwinds.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
