Overview
- Insider Monkey released 5- and 8-stock drone lists built from companies with projected 10%+ five‑year EPS growth and the highest hedge‑fund holder counts in its Q4 2025 database.
- Boeing secured a $2.34 billion Department of War option exercise tied to the Air Force E‑7A Rapid Prototype Airborne Mission Segment, with work across Washington, Oklahoma City, Huntsville and Heath through 2032.
- RTX said Raytheon completed a $115 million expansion of its Alabama missile integration facility, boosting capacity by more than 50% following an agreement with the Department of War to increase deliveries of Tomahawks, AMRAAMs and other interceptors.
- AeroVironment missed Q3 revenue and EPS forecasts and said roughly $1.4 billion linked to the U.S. Space Force’s SCAR program is no longer expected to be awarded, prompting price‑target cuts from BTIG and Canaccord.
- Kratos announced a $7 million counter‑UAS production contract as investor commentary and analyst notes highlighted sustained interest in mission‑critical defense names such as L3Harris and RTX.