Aerospace & Defence Sector News

Investors are piling into defence stocks as geopolitical tensions and the sector’s strong fundamentals boost performance.

United Airlines is doubling down on direct air capture technology via its venture fund as a solution to carbon emissions.

With Germany's main stock market index setting 18 all time highs and up 14% since the start of the year, here are five stocks to watch

With the US now insisting that European governments spend more on defence, we look at some of the stocks that could benefit.

Transense Technologies is expecting further growth ahead of its interim report with SAWsense revenues up 330% year-on-year

China has moved to restrict exports of tungsten prompting investors to start buying stock in Canadian-listed tungsten miners.

Cohort has completed the acquistion of Australia's EM Solutions, enhancing naval defence capabilities after a record year's results

SRT Marine Systems secures five-year $15m contract with a sovereign-nation coastguard to implement its maritime domain awareness system

Avon Protection looks like one of the best quality stocks on the LSE at the moment, driven partly by fund manager love.

Volex reports a strong nine months with income up 21% and is on course to meet its target revenues of at least £1bn by 2027

SRT Marine Systems latest results show the company is turning itself around, reporting an increase in revenues of more than 360%

Solid State disappoints with its interims, but optimism remains as management sees signs of a cyclical improvement

With £1.2bn of contracts in the pipeline and the strong possibility of winning a big deal, SRT Marine Systems outlook looks favourable

TT Electronics resists three unsolicited take-over offers. North American performance drags down an encouraging period for the group

Solid State has secured two contracts worth in total nearly £4m to supply its ruggedised batteries to defence contractors in the US

Transense Technologies continues its strong performance with revenue, profit, and EPS up. Gains inclusion in two significant development projects

Filtronic expects to trade ahead of expectations after securing a new £6.4m order from SpaceX for E-band solid state power amplifier modules

Fund manager reports huge increase in volumes in its core European listed defence sector ETF as geopolitical worries continue.

Filtronic has a strong year, with operating profit up 1,700% year-on-year, revenue up 55.8% and earnings increased by 277%

SRT's shares take a Category Three battering on the back of delayed contracts and procurement investigation, but confident of calm waters ahead

Equipmake expecting a busy year as increases revenue by 60% year-on-year with significant contribution from bus repowering and retrofitting

Cohort's profitability on the rise. Metrics outperform industry peers. Confident of meeting or exceeding market expectations on back of GBP518m record closing order book

Upcoming European elections could have major implications for several key sectors, including defence and energy stocks.

With conflicts in the Ukraine and Middle East continuing, James Coffey likes the look of this FTSE 250 defence stock

Our US stock picker Raine Lahtinen adds another stock to his already market beating portfolio of Wall Street gems.

Solid State has a record-breaking year with revenues and profit before tax being ahead of analysts’ consensus

A trio of fund managers have now launched dedicated defense sector ETFs designed to track the performance of major sector players.

AIM listed electronic components stock Filtronic set to comfortably exceed market expectations for the next half year

With global tensions high from the ongoing Ukraine/Russia and Israel/Hammas conflicts, Raine Lahtinen is buying this US defence stock

QinetiQ is making progress penetrating the US defence market with key DoD contract wins as global defence spending accelerates

Solid State continues its strong performance with half-year update showing revenue up 48% and profit before tax, up 67%

Gooch and Housego expecting revenues and profits for full year to be ahead of market expectations despite contraction in order book

Cohort reports strong year-to-date with its order book at over GBP370m, over 90% of its expected revenue for the full year

RTX Corp is forecasting $9bn free cash flow by 2025: should investors be keeping faith with this world leading engine manufacturer?

General Dynamics stock recently tested a major support line but the stock has rebounded strongly and surpassed this critical support level

Cohort reports record order book on the back of geo-political uncertainty brought on by war in Ukraine and tensions in Pacific region

We take a tour of five of the top-rated defence and aerospace stocks around the world, including US, UK and Israeli companies.

TT Electronics maintains strong momentum into 2023, but experiencing supply chain issues and the effect of inflation on components

Solid State expecting record revenues; still experiencing supply chain issues, but built up inventory. Cash surplus used to pay down debt

Filtronic announces new LEO contract and hopes for further wins in aerospace, defence and space in 2023 as targets 20% EBITDA by 24/25

Rheinmetall anticipating 20% growth for the year as Germany deploys Leopard I main battle tanks in the war in Ukraine

Cohort reports improved profit, revenue and sales as defence spending grows to stave of transnational threats.

We take a look at struggling defence stock Babock International Group to assess whether it has the scope to bed a turnaround play.

SRT Marine Systems announces 300% increase in y-o-y revenues to GBP18,8m with GBP600m of verified government contracts in pipeline

BAE Systems bucks the FTSE100 trend with share price rising 43% YTD versus a 3% decline in the index, but has even more potential upside

As global insecurity increases civil defence contractor SRT Marine Systems looks forward to a year of growth and expansion

We take a deeper dive into the Rolls-Royce numbers in the wake of last week's results and analyse the posture of larger investors.

Transense Technologies is riding on the back of a 10-year agreement with Bridgestone, committing more R&D to its SAW technology

Our tip this week is a small French defence and aerospace play trading well below its 52 week high but with solid financials.

TT Electronics bounces back after lockdown, reporting double pre-pandemic order book and operating profits up 4%