Mercury Systems Inc. is a leading provider of secure processing and storage solutions for aerospace and defense applications. The company specializes in designing and manufacturing advanced technology systems that enable mission-critical operations, particularly in embedded processing for various defense platforms. With a focus on innovative, high-performance solutions, Mercury Systems supports military and defense customers by delivering hardware and software that enhance the capabilities of their systems while also ensuring data security and reliability. The company is committed to advancing the state of technology in the defense sector, contributing to a safer and more secure global environment. Read More
Expensive stocks typically earn their valuations through superior growth rates that other companies simply can’t match.
The flip side though is that these lofty expectations make them particularly susceptible to drawdowns when market sentiment shifts.
A number of stocks fell in the afternoon session after the U.S. threatened to impose "massive increases" to tariffs on China in response to new export controls from Beijing. The potential countermeasures follow China's decision to place new restrictions on the export of strategic minerals and related products, including rare earths, which are critical for the defense, semiconductor, and manufacturing industries. This escalation in the economic competition between the two largest global economies is fueling investor anxiety. The new tariff threats raise concerns about disruptions to global supply chains, increased material costs for manufacturers, and a potential drag on an already sluggish economy. Industrial companies are particularly sensitive to these developments as they are often cyclical and heavily reliant on international trade.
Even if they go mostly unnoticed, industrial businesses are the backbone of our country. But their prominence also brings high exposure to the ups and downs of economic cycles.
Luckily, the tide is turning in their favor as the industry’s 26.8% return over the past six months has topped the S&P 500 by 8.4 percentage points.
Shares of aerospace and defense company Mercury Systems (NASDAQ:MRCY)
jumped 3.2% in the afternoon session after RBC Capital upgraded its rating on the company to Outperform from Sector Perform and raised its price target to $90.
As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the defense contractors industry, including Mercury Systems (NASDAQ:MRCY) and its peers.
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how defense contractors stocks fared in Q2, starting with CACI (NYSE:CACI).
A number of stocks jumped in the afternoon session after a key inflation data aligned with forecasts, bolstering hopes for continued interest rate cuts from the Federal Reserve.
Looking back on defense contractors stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including CACI (NYSE:CACI) and its peers.
As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the defense contractors industry, including Leonardo DRS (NASDAQ:DRS) and its peers.
A number of stocks jumped in the afternoon session after investors scooped up equities, shaking off the initial concerns inferred from the Fed's dot plot, with tech stocks leading the charge.
Wrapping up Q2 earnings, we look at the numbers and key takeaways for the defense contractors stocks, including AeroVironment (NASDAQ:AVAV) and its peers.
Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at General Dynamics (NYSE:GD) and its peers.
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how defense contractors stocks fared in Q2, starting with Huntington Ingalls (NYSE:HII).
Shares of aerospace and defense company Mercury Systems (NASDAQ:MRCY)
jumped 3.8% in the afternoon session after an unexpected drop in the Producer Price Index (PPI) for August, signaled easing inflation and raised expectations for a potential Federal Reserve interest rate cut.
As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the defense contractors industry, including Leidos (NYSE:LDOS) and its peers.
As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the defense contractors industry, including RTX (NYSE:RTX) and its peers.
As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the aerospace and defense industry, including Axon (NASDAQ:AXON) and its peers.
As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the defense contractors industry, including Lockheed Martin (NYSE:LMT) and its peers.
PALM BEACH, Fla., Sept. 04, 2025 (GLOBE NEWSWIRE) -- FN Media Group News Commentary - Drones and UAVs have disrupted a wide array of uses across various sectors, including agriculture, surveying, military operations, public safety and commercial applications. Drones and their operations allow for tasks such as aerial photography and mapping, infrastructure inspection, wildlife conservation, and delivering medical supplies to inaccessible areas. An article by industry watcher, Fact.MR illustrated a good example saying that: “The drone surveying market is expected to continue to gain momentum due to increasing demand for aerial intelligence and high-precision mapping across major sectors such as agriculture, mining, construction, and environmental monitoring. Fact.MR analysis indicates that the industry will be valued at USD 1.97 billion in 2025 and will grow to USD 11.49 billion by 2035, at a strong CAGR of 19.3% during the period.” It continued: “Technological improvements in LiDAR, thermal imaging, and real-time stream of data over the past three years have dramatically improved safety and efficiency in drone surveying. Drones are increasingly being employed by governments and institutions for commercial use as they are safe, accurate, and cost-effective. Fact.MR believes that support from the authorities, especially in Europe and North America, is fueling commercial usage with better codes in the law.” Active Companies in the drone industries include ZenaTech, Inc. (NASDAQ: ZENA), Mobilicom Limited (NASDAQ: MOB), Mercury Systems, Inc. (NASDAQ: MRCY), AeroVironment, Inc. (NASDAQ: AVAV), Joby Aviation, Inc. (NYSE: JOBY).
Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Byrna (NASDAQ:BYRN) and its peers.
While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns.
Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.
A number of stocks fell in the afternoon session after investors took some profits off the table as markets awaited signals on future monetary policy from the Federal Reserve's Jackson Hole symposium later in the week.
