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Boeing outpaced broader market benchmarks with a 2.76% gain ahead of its upcoming earnings release. Analysts project significant year-over-year improvements in EPS and revenue, though consensus EPS e…
Private equity exits in the aerospace and defense sector surged in H1 2026, surpassing the total value for all of 2025. Driven by five major IPOs, including DPC Holdings, and strong demand for commer…
Sycamore Capital's Q2 2026 letter flagged L3Harris (LHX) as a top detractor amid defense sector derating, budget concerns, and its missile division spinoff, though long-term thesis remains intact.