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aerospace: Archive

Zacks Equity Research

HEICO Q3 Earnings Call Highlights Broad Demand and M&A Capacity

HEI highlights broad demand, record backlog and nearly $3B in revolver capacity while keeping near-term margin expectations measured.

HEINegative Net Change

Zacks Equity Research

FCNTX and FOCPX: Two Fidelity Funds Riding Out SpaceX Volatility

SpaceX volatility has tested FCNTX and FOCPX, but diversified holdings have helped both Fidelity funds deliver strong returns this year.

FCNTXNegative Net Change FOCPXNegative Net Change

Tanvi Sarawagi

Kratos Defense vs. Elbit Systems: Which One Is the Better Defense Bet?

KTOS and ESLT are expanding in advanced defense technologies as demand rises for unmanned systems, electronic warfare and more.

ESLTNegative Net Change KTOSNegative Net Change

Arijit Sarkar

ASTS Falls 47.5% in 3 Months as Execution Risks Stay Elevated

AST SpaceMobile's 47.5% slide comes as rapid satellite deployment, heavy spending and launch risk collide with a push toward commercial service.

ASTSNegative Net Change TPositive Net Change VZPositive Net Change

Adarsh Jaiswal

RKLB vs. PL: Which Space Stock Has the Stronger Investment Case?

Rocket Lab and Planet Labs advance satellite infrastructure, spacecraft systems and Earth-observation applications across the space industry.

PLNegative Net Change RKLBNegative Net Change

Zacks Equity Research

HEICO Q3 Earnings Top Estimates, Sales Increase Year Over Year

HEI posts strong Q3 results as organic growth and acquisitions drive record profit, higher sales and expanding margins.

HEINegative Net Change TDGNegative Net Change TDYNegative Net Change KTOSNegative Net Change

Tanvi Sarawagi

Can Redwire's Space and Defense Portfolio Drive a New Growth Phase?

RDW's record revenues, improving margins and rising Defense Tech contribution signal growing momentum in space and autonomous defense systems.

RDWNegative Net Change NOCPositive Net Change LHXPositive Net Change

Pulkit Chamria

Can Electronic Warfare Demand Boost L3Harris' Growth Prospects?

LHX is expanding its electronic warfare footprint as Viper Shield adoption grows and production ramps toward 233 systems for global F-16 programs.

LHXPositive Net Change BAESYNegative Net Change RTXNegative Net Change

Pulkit Chamria

Is Northrop Grumman Expanding Its International Defense Business?

NOC is expanding its global defense reach as allied spending rises, with international sales climbing and a $10B annual target by 2031.

NOCPositive Net Change LMTNegative Net Change RTXNegative Net Change

Zacks Equity Research

Caution Ahead: BPTRX and BPTIX's Heavy SpaceX Bet Raises the Stakes

SpaceX's outsized role in Baron Partners funds has boosted long-term returns but brought sharp 2026 swings as SpaceX and Tesla fell.

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