Aerospace & Defence Sector News
Solid State secures two significant US defence contracts
10th October 2024
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 strong growth curve
23rd September 2024
Filtronic to trade ahead of expectations on SpaceX order
2nd September 2024
VanEck reports massive interest in its defense sector ETF
21st August 2024
Filtronic soars: revenue up 55% as profits explode
1st August 2024
Cohort rides defence spending wave
29th May 2024
More Aerospace & Defence Sector News
How will upcoming European elections affect stocks?
24th May 2024
Upcoming European elections could have major implications for several key sectors, including defence and energy stocks.
This FTSE 250 stock offers great exposure to defence sector as conflicts continue
25th April 2024
With conflicts in the Ukraine and Middle East continuing, James Coffey likes the look of this FTSE 250 defence stock
Time to look at blue chip defense stocks as Middle East tensions rise
18th April 2024
Our US stock picker Raine Lahtinen adds another stock to his already market beating portfolio of Wall Street gems.
Solid State beats analyst forecasts with strong performance in systems division
11th April 2024
Solid State has a record-breaking year with revenues and profit before tax being ahead of analysts’ consensus
Defense ETFs launching to meet investor appetite for New World Order
21st February 2024
A trio of fund managers have now launched dedicated defense sector ETFs designed to track the performance of major sector players.
From battlefield to broadband: Filtronic targets next-gen defence and space contracts
14th February 2024
AIM listed electronic components stock Filtronic set to comfortably exceed market expectations for the next half year
Why I am buying in to this pedigree US defence stock
14th December 2023
With global tensions high from the ongoing Ukraine/Russia and Israel/Hammas conflicts, Raine Lahtinen is buying this US defence stock
QinetiQ enjoys strong year of growing revenues and margins
1st November 2023
QinetiQ is making progress penetrating the US defence market with key DoD contract wins as global defence spending accelerates
Solid State shares remain attractive following another positive set of results
31st October 2023
Solid State continues its strong performance with half-year update showing revenue up 48% and profit before tax, up 67%
Gooch & Housego trading ahead of expectations with scope to grow
3rd October 2023
Gooch and Housego expecting revenues and profits for full year to be ahead of market expectations despite contraction in order book
Cohort expects strong demand to continue in a growing market
26th September 2023
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: will global defence spending boom boost the stock in 2023?
4th September 2023
RTX Corp is forecasting $9bn free cash flow by 2025: should investors be keeping faith with this world leading engine manufacturer?
Does General Dynamics stock price rise suggest bullish trend reversal?
13th July 2023
General Dynamics stock recently tested a major support line but the stock has rebounded strongly and surpassed this critical support level
Cohort expects record year as global instability rumbles on
12th June 2023
Cohort reports record order book on the back of geo-political uncertainty brought on by war in Ukraine and tensions in Pacific region
Our top five aerospace and defence stocks from around the world to watch in Q2
23rd May 2023
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
9th May 2023
TT Electronics maintains strong momentum into 2023, but experiencing supply chain issues and the effect of inflation on components
Solid State expecting record revenues on strong second-half
5th April 2023
Solid State expecting record revenues; still experiencing supply chain issues, but built up inventory. Cash surplus used to pay down debt
Filtronic expecting short-term supply issues to ease
16th February 2023
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 expecting 20% growth as Leopards roll into Ukraine
10th February 2023
Rheinmetall anticipating 20% growth for the year as Germany deploys Leopard I main battle tanks in the war in Ukraine
Cohort sees y-o-y profits increase by nearly 200%
14th December 2022
Cohort reports improved profit, revenue and sales as defence spending grows to stave of transnational threats.
Is it time to buy back into Babcock shares yet?
5th December 2022
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 confirms £600m contracts in pipeline
14th November 2022
SRT Marine Systems announces 300% increase in y-o-y revenues to GBP18,8m with GBP600m of verified government contracts in pipeline
BAE Systems surging share price has more room to run
9th November 2022
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
SRT Marine Systems: maritime civil defence in focus
2nd November 2022
As global insecurity increases civil defence contractor SRT Marine Systems looks forward to a year of growth and expansion
Rolls-Royce: how are institutional investors positioned right now?
31st October 2022
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 senses strong year ahead
13th October 2022
Transense Technologies is riding on the back of a 10-year agreement with Bridgestone, committing more R&D to its SAW technology
France’s defence sector gem with better financials than Thales
30th August 2022
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 expecting growth in all business lines
5th August 2022
TT Electronics bounces back after lockdown, reporting double pre-pandemic order book and operating profits up 4%
Cohort profits up to GBP10.2m with record closing order book
28th July 2022
Cohort PLC results: Profits up to GBP10.2m, EPS up to 22.5p, orders up to GBP186.4m as global security concerns highlight defence spending
Cohort could become a winner from the war in Ukraine
20th July 2022
As War in Ukraine rages on, AIM-listed Cohort could benefit from increased spending on defence from Western democracies
The new FAANG stocks for a changing world
16th March 2022
Merrill Lynch has published its FAANG 2.0 analysis, looking at the sectors it thinks are going to do well out of the present realities.
Is there potential for Avon Protection after wind down of body armour business?
17th January 2022
Selin Bucak looks at protective equipment maker Avon Protection as it makes an effort to turn itself around.
Wombat Invest to offer UK investors dedicated space ETF
20th July 2021
Latest ETF on the Wombat Invest platform is designed to provide dedicated portfolio of space companies in an easily investable format.
Babcock International: share price of defence engineer soars as jobs slashed
13th April 2021
Despite the announcement of 1000 redundancies and further write downs, Babcock International shares have soared 33%
Rolls Royce share price: investors are backing RR again despite 2020 losses
15th March 2021
The 2020 numbers were worse than many shareholders were expecting, but big allocators are starting to stack up on the long side of RR stock.
Raytheon Technologies: bullish projections for aviation recovery are driving this stock
25th February 2021
Already boosted by vaccines, Raytheon Technologies surprised analysts with its excellent FCF numbers and how it soldiered through the depths of the pandemic.
Tax on Big Tech and the United Technologies and Raytheon mega-merger
10th June 2019
Peter Watson reviews the news to bring you two of his favourite stories each day. Today he talks about tax on Big Tech and the United Technologies and Raytheon mega-merger
Why it may be time to start worrying about Airbus
15th January 2018
Airbus shares did well last year, but will they continue if the company can't sell its A380 aircraft to the Middle East?
Is the BAE Systems share price in trouble?
10th October 2017
As it slashes 2000 jobs in the UK we ask if investors should be holding onto BAE Systems shares