Aerospace and Defense

Rheinmetall is the top contractor to Germany, which is spending more on defense, while Leonardo is a top name in electronics defense systems.

Defense stock investors need to know three things about the future of warfare.

Investors have started to worry that the U.S. could be headed for a spell of stagflation. The U.K. might already be there.

Firefly Aerospace launches IPO above expectations, the housing market looks out of whack, and more news to start your day.

Firefly, which landed a spacecraft on the moon in March, is now looking at a more than $6 billion valuation.

Revenue grew 48% year over year, and CEO Alex Karp sees no reason for the company’s growth to relent.

Around 3,200 workers at Boeing facilities in Missouri and Illinois voted to reject a modified four-year labor deal on Sunday.

Machinists rejected the latest contract offer.

The Renaissance IPO ETF, which invests in newly public stocks, is up 5% this year and has soared 40% from its low point of the year in early April.

Industrials have emerged as the top-performing S&P 500 sector.

Palantir landed a software-licensing agreement with the military worth up to $10 billion over a decade.

Coming into earnings, Boeing stock was very strong, up 30% over the preceding three months.

Revenue at SoFi jumps 44%, UnitedHealth slides after restoring financial guidance, and Sarepta soars after being notified by the FDA the company may lift its voluntary pause on shipments of Elevidys for ambulatory patients with Duchenne muscular dystrophy.

The space technology start-up is looking to sell 16.2 million shares for $35 to $39 apiece in an initial public offering of stock.

Commercial jet maker Boeing announced a loss per share of $1.24 on sales of $22.7 billion, better than analysts projected.

Google awaits judge’s order, Blackstone executive killed in NYC shooting, Figma raises IPO price range, and more news to start your day.

Boeing is facing another labor strike just months after resolving a contract dispute with workers in the Pacific Northwest. This stoppage could impact the defense business.

Tesla rises after President Donald Trump says he struck a deal to set 15% tariffs on goods from the European Union, including automobiles.

Friday, Booz Allen reported fiscal first-quarter earnings per share of $1.48 from sales of $2.9 billion.

Trump is showing signs of willingness to renew U.S. support Ukraine, Angela Stent writes in a guest commentary.

L3Harris announced second-quarter earnings per share of $2.78 from sales of $5.4 billion. Wall Street was looking for earnings per share of $2.48 from sales of $5.3 billion, according to FactSet.

Some 71% of analysts covering the company rate the shares Buy, according to FactSet, compared with 52% at the start of the year.

Analysts see a potential path for other trading partners, including South Korea and the European Union, to strike their own deals.

Shares of defense contractor Lockheed are rebounding after a Tuesday plunge on disappointing earnings.

General Dynamics reported earnings per share of $3.74 from sales of $13 billion. Wall Street was looking for EPS of $3.55 from sales of $12.4 billion.