Dec 31, 2025 • StreetInsider
SOMEWHAT-BULLISH
TransDigm to acquire Stellant Systems for $960 million
TransDigm Group Incorporated announced it will acquire Stellant Systems, Inc. for approximately $960 million in cash. Stellant Systems specializes in high-power electronic components and subsystems for the aerospace and defense market, generating around $300 million in annual revenue, with about half from aftermarket sales. The acquisition, pending regulatory approvals, is expected to align with TransDigm's long-term return objectives.
Dec 31, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
Textron Inc. Stock Is Quietly Popping Off – Is This Sleeper Defense Play Worth Your Money?
Textron Inc. is gaining quiet attention in the defense and aviation sectors, despite not being a "meme stock." The company, known for brands like Bell and Cessna, is involved in military hardware, drones, electric aircraft, and business jets, benefiting from defense spending and a recovering aviation market. Investors are evaluating whether this low-hype, steady-growth stock offers a solid opportunity compared to its larger, more headline-grabbing rivals.
Dec 31, 2025 • ts2.tech
NEUTRAL
Lockheed Martin stock today dips despite $500 million Pentagon contract flow for Aegis, THAAD work
Lockheed Martin Corporation shares saw a slight dip of 0.18% despite the Pentagon disclosing approximately $500 million in contract modifications for Aegis ship systems and THAAD missile-defense work. These modifications, which include a $297.5 million award for Aegis sustainment and a $142.6 million modification for UAE's THAAD batteries, highlight recurring sustainment work and foreign military sales importance. Investors are now looking toward late-January earnings for future guidance and year-end trading dynamics, with the stock remaining below the $500 mark.
Dec 31, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
The Truth About Textron Inc: Why Wall Street Is Quietly Hoarding TXT
Textron Inc. (TXT) is a diversified industrial conglomerate quietly selling drones, defense systems, and private jets, attracting "smart money" rather than viral social media hype. While not a meme stock, its strong business in defense spending, aviation, and luxury travel, along with steady long-term stock performance, positions it as a solid, "workhorse" investment for a conservative portfolio. The article suggests TXT is a "quiet cop" for investors seeking durable businesses over quick speculative gains.
Dec 30, 2025 • Investing.com
BULLISH
Lockheed Martin secures $500 million in defense contracts
Lockheed Martin has been awarded approximately $500 million in new defense contracts. These contracts include a $297.5 million modification for AEGIS combat system sustainment, a $60.1 million modification for the MK 41 Vertical Launching System with potential to reach $144.7 million, and a $142.6 million modification for Terminal High Altitude Area Defense (THAAD) support for the UAE.
Dec 30, 2025 • The Globe and Mail
BULLISH
Huntington Ingalls Ships Arleigh Burke-Class Destroyer to US Navy
Huntington Ingalls Industries Inc. has delivered the Arleigh Burke-class guided missile destroyer Ted Stevens (DDG 128) to the U.S. Navy, marking its second Flight III destroyer delivery. This event highlights HII's role as a leading naval defense contractor amid rising global naval spending, which is predicted to grow by a CAGR of 5.6% between 2025 and 2030, benefiting HII and other defense companies like General Dynamics, BAE Systems, and Lockheed Martin.