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With government bond yields in many major economies rising, investors are paying closer attention to companies tied to national security and long term defense commitments. That backdrop keeps interest on businesses that build aircraft, satellites and military systems, as well as those that support them with critical services. This article walks through three stocks from the US aerospace and defense space so you can decide whether any deserve a place on your watchlist. The three aerospace and defense stocks covered below are just a starting sample. The full screen surfaced 73 more companies with equally compelling narratives that are not included in this article. If you want to go broader and identify your own high conviction ideas in the sector, head straight to the Aerospace And Defense screener. Overview: Redwire is a space infrastructure company that supplies spacecraft hardware and mission services such as star trackers, sun sensors, antennas, space situational awareness payloads and in space manufacturing facilities to government and commercial space programs. These systems support navigation, communications and intelligence missions for defense and civil space customers. Additional offerings in software, microgravity payloads and uncrewed systems broaden its reach beyond pure defense work. Operations: Redwire generates roughly US$208.9 million of revenue from its Space segment and US$217.4 million from Defense Tech, with sales spread across the U.S., Europe and other regions. Market Cap: US$2.66b Redwire provides direct exposure to demand for space hardware that underpins modern defense, from star trackers and infrared payloads to uncrewed systems and antennas used in navigation, ISR and secure communications. Recent contracts with Space Systems Command, NATO allies and the US$981 million award linked to defense space infrastructure sit alongside commercial work such as SpaceMD’s SpaceX Starfall mission, contributing to a backlog tied to long duration programs. At the same time, Redwire is still loss making, has relied on external funding and share issuance, and has taken on complex fixed price projects and acquisitions that can pressure margins. The company’s ability to convert backlog, manage cash discipline and develop higher margin offerings such as in space manufacturing remains a key consideration for investors. Redwire’s backlog and mission contracts hint at a much bigger story that many investors may be overlooking. Get the full picture on cash discipline, program risk and upside scenarios in the analysis report for Redwire. Overview: General Electric, now focused as GE Aerospace, designs and services jet engines, power systems and key aircraft components for commercial airlines, business jets and military customers, giving investors direct exposure to the engines that power much of global aviation and a wide range of defense aircraft and missiles. Its Commercial Engines & Services arm is complemented by the Defense & Propulsion Technologies segment, which supplies engines, avionics, power and mission critical hardware for government and defense programs worldwide. Operations: GE Aerospace generates about US$37.7b of revenue from Commercial Engines & Services, US$11.5b from Defense & Propulsion Technologies and US$1.4b from Corporate & Other activities. Market Cap: US$348.3b Investors looking at aerospace and defense may find GE Aerospace hard to ignore because its engines and services are tied directly to aircraft utilization, long running defense platforms and a large installed base that feeds recurring MRO and spare parts revenue. A growing backlog in Defense & Propulsion, fresh contracts like the US$2.87b Navy deal for F414 engines and work on hypersonic and missile propulsion extend that visibility, while digital tools and AI in maintenance aim to protect margins even as supply chain issues and cost inflation create pressure. The stock carries high leverage and a premium valuation, so the key question is whether that engine and defense services franchise can justify those expectations over time. GE Aerospace’s engine and defense backlog keeps growing, yet the real story may be how that premium valuation lines up with expectations. Scan the analyst forecasts for General Electric before the next key contract or margin twist reshapes the picture. Overview: Boeing is one of the largest aerospace manufacturers in the world, producing commercial jetliners such as the 737 and 787 for airlines, while also supplying military aircraft, missiles, satellites and space systems to defense customers. Its Commercial Airplanes segment is the main driver. Defense, Space & Security and Global Services provide additional exposure to long term defense programs and ongoing support for aircraft already in service. Operations: Boeing generates about US$43.4b of revenue from Commercial Airplanes, US$29.4b from Defense, Space & Security and US$21.3b from Global Services, with sales spread across the United States, Asia, Europe and the Middle East. Market Cap: US$164.2b For investors focused on aerospace and defense, Boeing offers a direct line into global aircraft production and long dated defense programs, backed by a commercial backlog reported at more than US$500b and anchored by core platforms like the 737 and 787. A major F 15 sustainment and modernization contract running through 2037 highlights the depth of its defense pipeline. The growing Global Services arm adds higher margin, recurring work tied to fleet upkeep. At the same time, the Commercial Airplanes division has reported losses, carries heavy debt of US$53.3b and continues to work through production delays and regulatory scrutiny. How Boeing balances that repair job with the potential of its order book is what could matter most for long term returns in this theme. Boeing’s sizable order book and defense pipeline may give the impression that they are obscuring something investors have not fully pieced together yet. Explore the contracts, backlog quality, and debt story with the analysis report for Boeing Fresh ideas often move first. Screen for stocks building breakout momentum or quietly dropping into value territory before the crowd notices. These picks stay under the radar for now, act now. Spot under followed value plays with quality cash flows before interest intensifies by running the 50 high quality undervalued stocks while the gap between price and fundamentals still matters. Ride the early wave in infrastructure for AI by checking the 55 AI infrastructure stocks before capital floods in and tightens up entry points. Position ahead of potential gold sector momentum swings by reviewing the curated 35 elite gold producer stocks while many investors remain distracted elsewhere. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

It has been about a month since the last earnings report for Boeing (BA). Shares have lost about 0.9% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Boeing due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent drivers for The Boeing Company before we dive into how investors and analysts have reacted as of late. Boeing's Q2 Loss Wider Than Estimated, Revenues Increase Y/YThe Boeing Company incurred an adjusted loss of 76 cents per share in the second quarter of 2026, wider than the Zacks Consensus Estimate of a loss of 34 cents. The bottom line improved from the year-ago quarter’s reported loss of $1.24 per share.Including one-time items, the company reported a GAAP loss of 67 cents per share, narrower than the year-ago quarter’s reported loss of 92 cents. Revenues amounted to $24.56 billion, which marginally outpaced the Zacks Consensus Estimate of $24.05 billion by 2.1%. The top line also surged 8% from the year-ago quarter’s reported figure of $22.75 billion. Backlog at the end of second-quarter 2026 totaled $715.3 billion, up from $682.2 billion recorded at the end of 2025. Commercial Airplanes: Revenues in this segment surged 8% year over year to $11.8 billion, driven by higher jet deliveries. The segment incurred an operating loss of $322 million compared with the year-ago quarter’s operating loss of $557 million.During the quarter under review, Commercial Airplanes delivered 171 airplanes and backlog included over 6,200 airplanes valued at a record $597 billion.Boeing Defense, Space & Security (“BDS”): The segment recorded revenues of $7.5 billion, reflecting year-over-year growth of 13%. It generated an operating loss of $15 million against the year-ago quarter’s income of $110 million.Global Services: The segment recorded revenues of $5.3 billion, reflecting year-over-year growth of 1%. This unit generated an operating income of $0.97 billion compared with the year-ago quarter’s figure of $1.05 billion. Boeing exited second-quarter 2026 with cash and cash equivalents of $7.24 billion and short-term and other investments of $12.78 billion. At the end of 2025, the company had cash and cash equivalents of $10.92 billion and short-term and other investments worth $18.48 billion.Long-term debt amounted to $41.34 billion, down from $45.64 billion recorded at the end of 2025.The company’s net cash provided by operating activities in the first six months of 2026 was $1.19 billion against cash used of $1.39 billion in the year-ago period. It turns out, estimates revision have trended downward during the past month. The consensus estimate has shifted 7.29% due to these changes. At this time, Boeing has a nice Growth Score of B, though it is lagging a lot on the Momentum Score front with an F. However, the stock has a score of C on the value side, putting it in the middle 20% for this investment strategy. Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in. Estimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Interestingly, Boeing has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months. Boeing belongs to the Zacks Aerospace - Defense industry. Another stock from the same industry, Northrop Grumman (NOC), has gained 2.8% over the past month. More than a month has passed since the company reported results for the quarter ended June 2026. Northrop Grumman reported revenues of $10.88 billion in the last reported quarter, representing a year-over-year change of +5.1%. EPS of $7.68 for the same period compares with $7.11 a year ago. Northrop Grumman is expected to post earnings of $7.26 per share for the current quarter, representing a year-over-year change of -5.4%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged. The overall direction and magnitude of estimate revisions translate into a Zacks Rank #3 (Hold) for Northrop Grumman. Also, the stock has a VGM Score of B. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The Boeing Company (BA) : Free Stock Analysis Report Northrop Grumman Corporation (NOC) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Disney (DIS) shows concrete turnaround results, including 7% revenue growth and a $1.50 dividend, while Boeing (BA) still posts core losses with no payout. Boeing's workers rejected its final contract offer, adding a potential October strike to already-unresolved 737 and 777X certification timelines. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Disney didn't make the cut. Grab the names FREE today. Retirement-focused investors weighing Walt Disney (NYSE:DIS) against Boeing (NYSE:BA) are really answering one question: which multi-year turnaround has actually produced results, and which is still promising them? Both are iconic American businesses. Both are roughly flat to modestly negative over the past year. Disney is down 5.8% and Boeing down 9.8% over the trailing year as of August 26, 2026. The verdict below focuses on suitability for a reader drawing down a portfolio rather than forecasting relative price performance. Disney's evidence is concrete. Fiscal Q3 revenue rose 7% and segment operating income was up 21% versus prior-year results. Streaming reached a 13% SVOD operating margin, and Experiences posted record fiscal Q3 revenue and segment OI. CEO Josh D'Amaro told analysts the company is "operating from a real position of strength" and reaffirmed double-digit adjusted EPS growth for fiscal 26 and fiscal 27. Boeing's evidence is mixed and got harder. Q2 2026 core loss per share of $0.76, missing the $0.34 loss estimate, even as deliveries reached 171 airplanes, the highest quarterly total since 2018, and free cash flow turned positive at $631 million. CEO Kelly Ortberg acknowledged, "We know there's more work to do and remain clear-eyed about managing the risks in front of us." FAA certification of the 737-7, 737-10, and 777X models remains an active schedule risk. Winner: Disney. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Disney didn't make the cut. Grab the names FREE today. Disney has a trailing P/E of 23 and pays an annualized dividend of $1.50 in two semi-annual installments of $0.75. Boeing's trailing P/E of 76 is distorted by a one-time $9.67 billion divestiture gain, and the last common dividend had an ex-date of February 13, 2020. Practically, a Disney holder collects something while the turnaround plays out and has an earnings base to anchor valuation against. A Boeing holder is rewarded only if the share price rises. Disney's yield is modest; the point is that it exists at all. Winner: Disney. Boeing's near-term risk is on the calendar. According to reporting from Reuters and Seattle-area outlets, Boeing's engineers and technical workers voted on August 21 and 22, 2026, to reject the company's "best and final" offer and authorized a strike. Separate reporting indicates a potential work stoppage in early October 2026, while talks are reported to be resuming. Ortberg himself flagged that Boeing was "looking very hard at what we would do should we have a work stoppage." A whistleblower documentary has added reputational pressure, according to outside reporting. Importantly, demand remains strong: the company holds a record $715 billion order backlog and a commercial pipeline of more than 6,200 airplanes. The challenge is converting that backlog into delivered aircraft on schedule. Disney's risks are structural: linear network decline, ESPN sports-rights costs, and consumer sensitivity in Experiences, where park and cruise spending is discretionary. Josh D'Amaro noted "continued international attendance softness" at Shanghai and Hong Kong. These are known, priced-in pressures that the market has already absorbed. Winner: Disney, on risk profile suitable for a retiree. Disney wins clearly for the reader at or near retirement. The turnaround is already visible in reported results, there is an earnings base to value against, and shareholders collect a check while they wait. Boeing may well reward a growth-oriented investor with a long horizon and tolerance for headline risk, but asking a retiree to accept no income, no trailing profitability to anchor valuation, and an unresolved labor confrontation with a date attached is the wrong trade. Note: Disney is down 37.4% over five years while Boeing is roughly flat at −2.1%, so this verdict addresses suitability rather than relative future performance. Two checkpoints to monitor. For Boeing: the outcome of the labor vote, and whether the production rate ramp to 47 737s per month and the 777X first delivery in 2027 remain on track. For Disney: whether the 13% SVOD operating margin holds and whether Experiences demand remains resilient into fiscal 2027. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Disney didn't make the cut. Grab the names FREE today. Contact [email protected] for any questions or corrections.

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at aerospace stocks, starting with Boeing (NYSE:BA). Aerospace companies often possess technical expertise and have made significant capital investments to produce complex products. It is an industry where innovation is important, and lately, emissions and automation are in focus, so companies that boast advances in these areas can take market share. On the other hand, demand for aerospace products can ebb and flow with economic cycles and geopolitical tensions, which can be particularly painful for companies with high fixed costs. The 14 aerospace stocks we track reported a strong Q2. As a group, revenues beat analysts’ consensus estimates by 1.7% while next quarter’s revenue guidance was 5.5% above. In light of this news, share prices of the companies have held steady as they are up 3.7% on average since the latest earnings results. One of the companies that forms a duopoly in the commercial aircraft market, Boeing (NYSE:BA) develops, manufactures, and services commercial airplanes, defense products, and space systems. Boeing reported revenues of $24.56 billion, up 8% year on year. This print exceeded analysts’ expectations by 1.7%. Despite the top-line beat, it was still a slower quarter for the company with a significant miss of analysts’ EPS estimates. "I'm very pleased with the progress our team is making as we execute our plan. Our operations are more stable and key certification programs remain on plan. Our focus has been on restoring trust and we are now building on that through a sustained focus on safety, quality, and on-time performance," said Kelly Ortberg, Boeing president and chief executive officer. Interestingly, the stock is up 7.2% since reporting and currently trades at $226.65. Is now the time to buy Boeing? Access our full analysis of the earnings results here, it’s free. Integrating power outlets into many Boeing aircraft, Astronics (NASDAQ:ATRO) is a provider of technologies and services to the global aerospace, defense, and electronics industries. Astronics reported revenues of $260 million, up 27% year on year, outperforming analysts’ expectations by 6%. The business had a stunning quarter with a solid beat of analysts’ EBITDA estimates and full-year revenue guidance exceeding analysts’ expectations. Astronics delivered the highest full-year guidance raise among its peers. The market seems happy with the results as the stock is up 23.8% since reporting. It currently trades at $92.73. Is now the time to buy Astronics? Access our full analysis of the earnings results here, it’s free. Providing a one-stop shop that integrates multiple services and product offerings, AerSale (NASDAQ:ASLE) delivers full-service support to mid-life commercial aircraft. AerSale reported revenues of $70.93 million, down 33.9% year on year, falling short of analysts’ expectations by 12.7%. It was a disappointing quarter as it posted a significant miss of analysts’ EBITDA estimates and a significant miss of analysts’ EPS estimates. AerSale delivered the weakest performance against analyst estimates and slowest revenue growth of the whole group. As expected, the stock is down 6.3% since the results and currently trades at $5.90. Read our full analysis of AerSale’s results here. Becoming the first private company in the Southern Hemisphere to reach space, Rocket Lab (NASDAQ:RKLB) offers rockets designed for launching small satellites. Rocket Lab reported revenues of $234.1 million, up 62% year on year. This number surpassed analysts’ expectations by 0.9%. It was a stunning quarter as it also logged EBITDA guidance for next quarter exceeding analysts’ expectations and a beat of analysts’ EPS estimates. Rocket Lab scored the highest guidance raise in the group. The stock is up 3.1% since reporting and currently trades at $82.50. Read our full, actionable report on Rocket Lab here, it’s free. Inventing the first forged aluminum truck wheel, Howmet (NYSE:HWM) specializes in lightweight metals engineering and manufacturing multi-material components used in vehicles. Howmet reported revenues of $2.55 billion, up 24.1% year on year. This result topped analysts’ expectations by 4.9%. Overall, it was an exceptional quarter as it also put up full-year EBITDA guidance exceeding analysts’ expectations and full-year revenue guidance exceeding analysts’ expectations. Howmet had the weakest guidance update of the whole group. The stock is flat since reporting and currently trades at $289.10. Read our full, actionable report on Howmet here, it’s free. Over the past year, investors have been forced to repeatedly answer the same question: what is the market’s biggest risk? The answer has changed several times, and each shift has reshaped market leadership. Late in 2025 and early 2026, artificial intelligence became the market’s primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products. By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market’s dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals. Want to invest in winners with rock-solid fundamentals? Check out our 9 Best Market-Beating Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.

NEWPORT BEACH, Calif., Aug. 14, 2026 (GLOBE NEWSWIRE) -- PMGC Holdings Inc. (Nasdaq: ELAB) ("PMGC" or the "Company"), a diversified holding company, has filed its Quarterly Report on Form 10-Q (the "Quarterly Report") for the three and six months ended June 30, 2026, with the U.S. Securities and Exchange Commission ("SEC"). The Quarterly Report is available on the SEC's website at www.sec.gov under the Company's filings. Q2 2026 was a quarter of meaningful revenue and balance sheet growth, driven by the Company's operating platform and continued M&A execution, including the closing of the A&B Aerospace, Inc. ("A&B Aerospace") acquisition on May 11, 2026. A&B Aerospace is an AS9100D-certified precision machining and aerospace manufacturing company based in Southern California, serving Tier 1 customers including Boeing, Honeywell, and Moog. A&B Aerospace generated approximately $4.5 million in trailing-twelve-month revenue at closing and is cash-flow positive. Balance Sheet Highlights Total assets increased to approximately $36.6 million as of June 30, 2026, up 40% from approximately $26.0 million at March 31, 2026, up 184% from approximately $12.87 million at year-end 2025, and up 290% year-over-year. Shareholders' equity grew to approximately $17.4 million, up 38% from approximately $12.6 million at March 31, 2026, up 122% from year-end 2025, and up 92% year-over-year. Cash and cash equivalents ended the quarter at approximately $18.1 million, up from approximately $14.4 million at March 31, 2026 and approximately $5.4 million at year-end 2025, representing the largest cash balance in the Company's history. Net working capital improved to approximately $6.2 million, from approximately $5.1 million at March 31, 2026 and approximately $2.9 million at year-end 2025. Revenue Growth Q2 2026 revenue reflects contributions from all four operating manufacturing and packaging subsidiaries, with A&B Aerospace contributing a partial period following its closing on May 11, 2026. Revenue for the three months ended June 30, 2026 was approximately $1.31 million, compared to $nil for the same period in 2025. On a sequential basis, revenue grew approximately 92% from approximately $682,000 in the first quarter of 2026. Revenue for the six months ended June 30, 2026 was approximately $1.99 million, approximately 3.4 times the Company's entire FY2025 revenue of approximately $590,000. Q2 2026 reflects the trajectory the Company has been building toward: a diversified holding company with five acquired operating businesses spanning precision machining and aerospace manufacturing, specialty IT packaging, biosciences, and defense technology, supported by the strongest balance sheet in its history. PMGC believes the industries in which its subsidiaries operate, including the aerospace and defense supply chain and the semiconductor and data infrastructure markets, continue to benefit from durable, long-term demand drivers. The Company intends to continue pursuing strong, durable businesses within its current industries, while also evaluating opportunities in new industries and companies that it believes will be accretive and add long-term value for its shareholders. About PMGC Holdings Inc. PMGC Holdings Inc. is a diversified holding company that manages and grows its portfolio through strategic acquisitions, investments, and development across various industries. We are committed to exploring opportunities in multiple sectors to maximize growth and value. For more information, please visit https://www.pmgcholdings.com. Forward-Looking Statements Statements contained in this press release regarding matters that are not historical facts are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. Words such as "believes," "expects," "plans," "potential," "would" and "future" or similar expressions such as "look forward" are intended to identify forward-looking statements. Forward-looking statements are made as of the date of this press release and are neither historical facts nor assurances of future performance. Instead, they are based only on our current beliefs, expectations and assumptions regarding the future of our business, future plans and strategies, projections, anticipated events and trends, the economy, activities of regulators and future regulations and other future conditions. Because forward-looking statements relate to the future, they are subject to inherent uncertainties, risks and changes in circumstances that are difficult to predict and many of which are outside of our control. Although the Company believes that the expectations expressed in these forward-looking statements are reasonable, it cannot assure you that such expectations will turn out to be correct, and the Company cautions investors that actual results may differ materially from the anticipated results. Therefore, you should not rely on any of these forward-looking statements. These and other risks are described more fully in PMGC's filings with the United States Securities and Exchange Commission ("SEC"), including the "Risk Factors" section of the Company's Annual Report on Form 10-K for the year ended December 31, 2025, filed with the SEC on March 30, 2026, and its other documents subsequently filed with or furnished to the SEC. Investors and security holders are urged to read these documents free of charge on the SEC's web site at www.sec.gov. All forward-looking statements contained in this press release speak only as of the date on which they were made. Except to the extent required by law, the Company undertakes no obligation to update such statements to reflect events that occur or circumstances that exist after the date on which they were made. IR Contact: [email protected]

This story was originally published on CRE Daily. Join 70,000+ commercial real estate professionals getting daily news, market insights, and industry analysis delivered straight to their inbox with the free CRE Daily newsletter. JLL is negotiating a possible move to 100 N. Riverside Plaza, Boeing’s former headquarters in Chicago. The firm is expected to lease less space than its current 202K SF at Aon Center, reflecting a broader office downsizing trend. This potential relocation follows recent moves by other major brokerages and highlights pressure on legacy office towers in Chicago. Bisnow reports that JLL’s potential headquarters relocation comes at a time when major tenants are rethinking their office footprints and locations in downtown Chicago. According to CoStar News, JLL is considering a lease for the upper floors of the 36-story, 776K SF 100 N. Riverside Plaza—Boeing’s old HQ—amid wider office sector realignment. The brokerage’s move would follow a wave of recent high-profile departures and consolidations, including CBRE’s migration to a compact 55K SF space at 300 N. LaSalle St. and Newmark’s shift to Salesforce Tower in August 2025. As the anchor tenant shuffle continues, older trophy towers like Aon Center are increasingly competing for creditworthy tenants in a challenging macro environment. Per CoStar News, JLL’s discussions to move into the Boeing tower are still preliminary, and alternatives remain on the table. If the deal moves forward, JLL would reduce its total office footprint compared to the 202K SF it currently occupies at Aon Center. Hines and the Stahl Organization acquired Boeing’s leasehold interest in the building for $22M in late 2025. Stahl already holds the ground lease, which expires in 2084. Boeing itself exited 100 N. Riverside after more than two decades in the space, having initially signed a 15-year lease in 2001 and purchased the trophy property for $165.2M in 2005. The now-vacant upper floors present a rare high-profile block of contiguous space in Chicago’s office core. JLL’s potential downsizing lines up with a citywide reduction in office footprint among major occupiers. Aon Center, where JLL now resides, has become a poster child for distress, landing in special servicing after owner 601W Cos. missed tenant improvement and leasing commission payments earlier in 2026. Even blue-chip tenants like JLL, CBRE, and Newmark have reduced their physical presences, reflecting a sector-wide embrace of hybrid work and cost discipline. Across Chicago, the trend has left large Class A blocks available and is challenging landlords’ ability to preserve occupancy and cash flows, according to CoStar’s Q2 2026 market summary. This potential move signals a further blurring of lines between trophy and non-trophy space in Chicago’s post-pandemic office market. JLL previously benefited from recovering office leasing activity, highlighting the contrast between stronger transaction volumes and continued corporate downsizing. JLL’s willingness to relinquish space at a legacy tower underscores growing commitments to flexible, efficient accommodation and the strategic use of headquarters as cultural flagships—rather than pure square footage plays. The backdrop is financial distress hitting even well-located office towers: Aon Center’s special servicing status illustrates how rising debt costs and tenant departures weigh on owners. The Boeing tower transaction, wherein Hines and Stahl paid $22M for the leasehold, also spotlights sharply reduced asset values for aging but high-profile buildings that suddenly become vacant. With companies like CBRE taking just 55K SF in their new offices, the message is clear: size is less critical than quality and amenity in the hybrid age. According to JLL’s own 2025 tenant sentiment survey, 57% of corporate occupiers across the US plan to reduce office space by at least 20% by 2027. That puts yet more pressure on central business district landlords to compete on experience as the flight to quality shows no sign of slowing. If JLL executes a relocation, it would be among the largest downtown Chicago office moves of the year and would further shrink demand for large blocks of contiguous space in legacy towers. The company remains in the exploratory phase and is evaluating other options. Meanwhile, the competitive dynamics among landlords in the West Loop and along the Chicago River will intensify, with more Class A space likely to come to market amid ongoing corporate downsizing. As flagship tenants shed excess space, owners will need to get creative—through concessions, major capital upgrades, or repositionings—or risk further value erosion as demand settles at new, lower levels. Nearly All Distressed CMBS Mall Loans Predate 2017 Retail Store Closures Outpace Openings, Bigger Boxes Win $100M Mall Reopens Amid Uneven Pacific Palisades Recovery

TransDigm’s second quarter performance reflected broad-based growth across its commercial OEM, commercial aftermarket, and defense segments, with management highlighting particularly strong demand in the commercial transport aftermarket. CEO Michael Lisman credited the 18% year-over-year growth in commercial aftermarket to robust demand across engines, interiors, and passenger systems, despite ongoing geopolitical uncertainties. The company also reported double-digit growth in defense and commercial OEM markets, which management attributed to increased production rates at Boeing and Airbus and continued backlog expansion. Is now the time to buy TDG? Find out in our full research report (it’s free). Revenue: $2.74 billion vs analyst estimates of $2.67 billion (22.5% year-on-year growth, 2.5% beat) Adjusted EPS: $10.87 vs analyst estimates of $10.30 (5.5% beat) Adjusted EBITDA: $1.45 billion vs analyst estimates of $1.39 billion (52.8% margin, 3.8% beat) The company lifted its revenue guidance for the full year to $10.51 billion at the midpoint from $10.36 billion, a 1.4% increase Management raised its full-year Adjusted EPS guidance to $41.04 at the midpoint, a 3.8% increase EBITDA guidance for the full year is $5.52 billion at the midpoint, above analyst estimates of $5.43 billion Operating Margin: 44.8%, down from 46.4% in the same quarter last year Organic Revenue rose 13% year on year (beat) Market Capitalization: $67.63 billion While we enjoy listening to the management’s commentary, our favorite part of earnings calls is the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Robert Stallard (Vertical Research): Asked about potential impacts from "right to repair" defense legislation. Co-COO Patrick Murphy said the bill is still evolving and its effects on TransDigm are unclear until finalized. Kenneth Herbert (RBC Capital Markets): Inquired if the failed Stellant deal affects future defense M&A appetite. CEO Michael Lisman emphasized it was a unique situation and does not alter the company’s M&A strategy, highlighting continued activity in both commercial and defense pipelines. Gavin Parsons (UBS): Queried about the disconnect between aftermarket growth and underlying flight activity. Murphy explained their backlog provides short-term visibility but acknowledged that trends could change, noting, “one quarter is really hard for us to predict 3, 4 quarters out.” David Strauss (Wells Fargo): Sought clarification on margin expectations for Q4 amid recent acquisitions. CFO Sarah Wynne said some conservatism is built into guidance due to dilution from new acquisitions, but core margin improvement remains a priority. Sheila Kahyaoglu (Jefferies): Asked about sub-segment drivers within commercial aftermarket. Murphy noted broad-based strength, particularly in engine and passenger systems, while interiors remained solid and freight was stable. In the coming quarters, the StockStory team will monitor (1) the integration progress and revenue contributions from recent and pending acquisitions like Jet Parts, Victor Sierra, and Prince & Izant; (2) sustained commercial OEM and aftermarket growth as aircraft production and flight activity trends evolve; and (3) developments on regulatory issues such as right to repair, which could affect defense aftermarket dynamics. Continued margin performance and capital deployment strategy will also be key signposts. TransDigm currently trades at $1,226, down from $1,286 just before the earnings. Is the company at an inflection point that warrants a buy or sell? Find out in our full research report (it’s free for active Edge members). WHILE YOU’RE HERE: Top 9 Market-Beating Stocks. The best stocks don’t just beat the market once. They do it again. And again. Robust revenue growth, rising free cash flow, returns on capital that leave their competition in the dust. The market has already rewarded these businesses. But our AI platform says the party isn’t over. Find out which 9 stocks made the cut this week — FREE. Get Our Top 9 Market-Beating Stocks for Free HERE. Stocks that have made our list include now familiar names such as Nvidia (+1,460% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,552% between June 2020 and June 2025). Find your next big winner with StockStory today.

Ramat Gan, Israel, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Odysight.ai Inc. (NASDAQ/TASE: ODYS), a leader in AI-powered visual sensing and predictive maintenance (PdM) solutions for the aerospace, defense, and industrial markets, today announces its financial results for the first half of 2026, and provides a business update. Key Highlights Yehu Ofer, Chief Executive Officer of Odysight.ai commented: “The first half of 2026 was defined by the high caliber of the customers choosing to work with us. Receiving our first direct purchase order from Boeing is a significant commercial milestone in the Company’s history. It moves us from supplying national air forces to working directly with the OEM that builds and supports the platforms themselves, at Boeing’s own sites and on Boeing’s own equipment. We believe this order could serve as the foundation for a broader relationship across Boeing’s rotorcraft, commercial, and defense portfolios, with potential pathways into U.S. Department of War programs and manufacturing applications. Together with the proof-of-concept order from Honeywell Aerospace for its APU portfolio, we are now engaged with two of the largest names in aerospace. Alongside these OEM relationships, we continued to build our position with end users. We completed the first U.S. test flights of our system on a UH-60 Black Hawk with XP Services, signed a CRADA with the U.S. Navy’s NAWCAD covering carrier arresting cables, and received a further purchase order from Elbit Systems on behalf of the Israeli Ministry of Defense. Each of these programs is structured to lead to potentially wider deployment on successful completion, and together they give us multiple routes into the U.S. and Israeli defense markets.” Einav Brenner, Chief Financial Officer of Odysight.ai added: “Revenues for the first half of 2026 were $0.5 million. Backlog increased from $14.1 million as of June 30, 2026 to $16.45 million. Our first half revenues reflected the timing of order execution rather than the level of demand and, as stated in our earnings release for the first quarter of 2026, we expect revenues to be weighted towards the second half of the year as existing orders convert into deliveries based on current delivery schedules and customer timelines. We ended the first half of 2026 with approximately $17.6 million in cash and no debt. Operating expenses during this period were broadly flat against last year and net loss for the period was $9.5 million. We began implementing efficiency steps during the first quarter of 2026 and these measures helped mitigate the negative effect of changes in the USD/NIS exchange rate. We continue to invest in our U.S. and European commercial activities and deliveries, and remain focused on managing our cost base with discipline while funding the programs that we believe will drive the business over the medium term.” 1 Backlog is measured and defined differently by companies within our industry. We refer to “backlog” as our booked orders based on purchase orders or hard commitments but not yet recognized as revenue. Backlog is not a comprehensive indicator of future revenue and is not a measure of profitability. Orders included in backlog may be cancelled or rescheduled by customers. A variety of conditions, both specific to the individual customer and generally affecting the customer’s industry, may cause customers to cancel, reduce or delay orders that were previously made or anticipated. Projects may remain in backlog for extended periods of time.2 Including cash, cash equivalents, short-term deposit and restricted cash. Financial highlights for the six months ended June 30, 2026. Revenues were $0.5 million, compared to approximately $2.4 million for the six months ended June 30, 2025. The decrease in revenues was primarily attributable to $1.86 million first quarter 2025 revenues from a Fortune 500 medical company customer. This decrease included the full derecognition of a $1.690 million contract liability that had been recognized during the first quarter of 2025. Backlog1 was $14.1 million as of June 30, 2026, and approximately $16.45 million as of the date of this release. Cost of Revenues was $0.3 million for the six months ended June 30, 2026, compared to $1.8 million for the six months ended June 30, 2025. The decrease in cost of revenues is consistent with the decrease in revenues and primarily attributable to the same factors. Gross Profit was $0.2 million for the six months ended June 30, 2026, compared to gross profit of $0.7 million for the six months ended June 30, 2025. Operating expenses were approximately $10.0 million for the six months ended June 30, 2026, compared to approximately $9.7 million for the six months ended June 30, 2025. The increase in operating expenses was primarily driven by the expansion of the Company’s operations, enhanced global selling and marketing activities, including efforts to penetrate new markets and verticals and increase product visibility, and the effect of changes in the USD/NIS exchange rate, partially offset by expenses related to our fundraising and uplisting to Nasdaq, which occurred during the first quarter of 2025, and a decrease in stock-based compensation. Net loss was approximately $9.5 million for the six months ended June 30, 2026, compared to approximately $8.3 million for the six months ended June 30, 2025. Cash Balance2 as of June 30, 2026 was approximately $17.6 million. About Odysight.ai Odysight.ai, incorporated in Nevada U.S., with European and Israeli subsidiaries, is pioneering the Predictive Maintenance (PdM) and Condition Based Monitoring (CBM) markets with its visualization and AI-powered visual sensing. Providing video sensor-based solutions for critical systems in the aviation, transportation, and energy industries, Odysight.ai leverages proven visual technologies and products from the medical industry. Odysight.ai’s unique video-based sensors, embedded software, and AI algorithms are being deployed in hard-to-reach locations and harsh environments across a variety of PdM and CBM use cases. Odysight.ai’s platform allows maintenance and operations teams visibility into areas that are otherwise inaccessible during normal operation, or where the operating ambience is not suitable for continuous real-time monitoring. We routinely post information that may be important to investors in the Investors section of our website. For more information, please visit: http://www.odysight.ai or follow us on X (formerly Twitter) , LinkedIn and YouTube. Backlog We present our results of operations in a way that we believe will be the most meaningful and useful to investors, analysts, rating agencies and others who use our financial information to evaluate our performance. Backlog is presented for supplemental informational purposes only, and is not intended to be a substitute for any GAAP financial measures, including revenue or net income (loss), and, as calculated, may not be comparable to companies in other industries or within the same industry with similarly titled measures of performance. In addition, backlog should not be construed as an inference that our future results will be unaffected by unusual or non-recurring items. Therefore, backlog should be considered in addition to, not as a substitute for, or in isolation from, measures prepared in accordance with GAAP. Forward-Looking Statements Information set forth in this news release contains forward-looking statements within the meaning of safe harbor provisions of the Private Securities Litigation Reform Act of 1995 relating to future events or our future performance. All statements contained in this press release that do not relate to matters of historical fact should be considered forward-looking statements, including, but not limited to, expectations regarding monetization and revenue recognition of backlog and improvements in financial performance, as well as statements regarding long-term growth prospects. In some cases, you can identify forward-looking statements by terminology such as “may,” “should,” “expects,” “plans,” “anticipates,” “believes,” “estimates,” “predicts,” “potential” or “continue” or the negative of these terms or other comparable terminology. Those statements are based on information we have when those statements are made or our management’s current expectation and are subject to risks and uncertainties that could cause actual performance or results to differ materially from those expressed in or suggested by the forward- looking statements. Factors that may affect our results, performance, circumstances or achievements include, but are not limited to the following: (i) our ability to scale up our operations, including market acceptance and large-scale adoption of our vision-based sensor products, (ii) the amount and timing of future sales and our long and unpredictable sales cycles, (iii) our ability to maintain product quality and performance at an acceptable cost and meet technical and quality specifications, (iv) our ability to accurately estimate the future supply and demand for our solutions and changes to various factors in our supply chain, (v) the market for adoption of vision-based sensor technologies, (vi) compliance with existing laws and regulations and regulatory developments in the United States, Israel, and other jurisdictions, including trade control laws, export authorizations and safety regulations, (vii) our plans and ability to obtain, maintain, and protect intellectual property rights, including extensions of patent terms, and our ability to avoid infringing the intellectual property rights of others, (viii) the need to hire additional personnel and our ability to attract and retain such personnel, including key members of our senior management, (ix) our estimates regarding expenses, backlog, future revenue, capital requirements and need for additional financing, (x) our dependence on third parties, including suppliers and strategic partners, (xi) our dependence on a limited number of customers for a substantial portion of our revenues, and the impact if order volumes from existing or anticipated customers do not meet expectations (xii) our financial performance and history of operating losses, (xiii) the growth of regulatory requirements and incentives, (xiv) the incorporation of artificial intelligence, or AI, and machine learning, or ML, into our products, (xv) risks related to product liability claims or product recalls, (xvi) cybersecurity risks and potential data security breaches, (xvii) the overall global economic environment and trade tensions, including the adoption or expansion of economic sanctions, tariffs or trade restrictions, (xviii) challenges and risks related to sales to government entities and highly regulated organizations, (xix) the impact of competition and new technologies, (xx) limitations and exclusivity provisions in our customer agreements and restrictions on the use of intellectual property, (xxi) our ability to ensure that our solutions interoperate with a variety of hardware and software platforms, (xxii) our plans to continue to invest in research and develop technology for new products, (xxiii) our plans to potentially acquire complementary businesses, (xxiv) the impact of future pandemics on our business and on the business of our customers, (xxv) fluctuations in foreign currency exchange rates, (xxvi) security, political and economic instability in the Middle East that could harm our business, including due to the security situation in Israel; and military conflicts with Iran and terrorist organizations, (xxvii) the increased expenses and requirements associated with being a listed public company on the Nasdaq Capital Market, or Nasdaq, and (xxviii) risks associated with our dual listing on the Tel Aviv Stock Exchange, or the TASE, including price volatility, liquidity and regulatory requirements. These and other important factors discussed in Odysight.ai’s Annual Report on Form 10-K filed with the Securities and Exchange Commission (“SEC”) on March 19, 2026, and our other reports filed with the SEC, could cause actual results to differ materially from those indicated by the forward-looking statements made in this press release. Except as required under applicable securities legislation, Odysight.ai undertakes no obligation to publicly update or revise forward-looking information. Company Contact: Einav Brenner, [email protected] Investor Relations Contact: Miri SegalMS-IR [email protected]: +1-917-607-8654 ODYSIGHT.AI INC. INTERIM CONDENSED CONSOLIDATED BALANCE SHEETS ODYSIGHT.AI INC. INTERIM CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS AND COMPREHENSIVE LOSS

Archer's post-earnings rally was driven by a dual catalyst: an all-stock acquisition of three Boeing units and a Q2 revenue beat of over 150%. Archer Aviation (ACHR) reported Q2 FY2026 after the close on August 10, and the stock rose 8.5% the following day. Only part of that traced to the quarter itself. What changed is that a company that has yet to certify its own aircraft agreed to buy a profitable drone maker with revenue across 35 countries, and it is paying with equity rather than cash. The deal covers three Boeing-owned businesses, Wisk Aero, Insitu, and SkyGrid, in an all-stock transaction management expects to close by the end of 2026, with Boeing taking a roughly 20% stake plus warrants. Insitu matters immediately: management says it is profitable today, with over $200 million in annual revenue across 35 countries. Archer's own revenue over the trailing twelve months is about $7 million. The stock followed the deal rather than the industry: the move came on August 11, the first trading day after the report, while peers JOBY fell 4.4% and EVEX was flat over the same span. Set against that, the reported quarter was small. Revenue was $5 million, more than triple the prior quarter, and management credits the increase to growing operations at Hawthorne Airport in L.A. The $0.25 loss per share matched consensus and was two cents narrower than a year earlier; revenue came in ahead of estimates. Midnight, the air taxi, still has to clear certification before it scales: management says Archer is in the fourth and final phase of FAA type certification, has flown more than 150 piloted test flights, and is targeting about 250 charging sites by 2030. Q2 adjusted EBITDA was a loss of $177 million against $1.6 billion of liquidity, and paying Boeing in shares leaves that liquidity intact, at the cost of roughly a fifth of the company. Preserving cash matters most when a balance sheet is still funding development rather than being funded by it, and defensible balance sheets are one of the things the Trefis High Quality Portfolio insists on in its holdings. How fast that liquidity goes out is what the spend guide addresses. For Q3 2026 management guided the adjusted EBITDA loss to $170 million to $200 million, the same range guided for Q2, spend that already carries the Midnight flight test program, the hybrid aircraft Archer is developing with Anduril and ZEE, its aviation foundation model. Once the acquisitions close, management says cash burn stays relatively flat from where it is today. That is the commitment from this report a shareholder can most directly check. The reason to own Archer has changed shape: it was a bet on certifying Midnight, and it is now also a bet that a certification company can run an acquired drone manufacturer on the same spending. Options price ACHR at an implied volatility of 80%, in the 65th percentile of its trailing year, so the market is not treating the outcome as settled either. A pop like this is the payoff for holding through the uncertainty, and it is also how sizeable positions quietly get bigger. A position that has grown large enough to matter is worth sizing deliberately rather than by accident. What a position that size would do to your net worth is exactly what the Trefis Wealth team computes, with the same rules-based systematic discipline that runs our High Quality Portfolio. Request a free vulnerability audit of your biggest positions.

Archer Aviation Inc. ACHR used its second-quarter earnings call to frame its growth plan around a broader aerospace, defense and aviation-AI platform, led by planned acquisitions from Boeing. Management also kept Midnight certification and early operations at the center of spending priorities, while outlining nearer-term revenue paths from drones and software. Founder, CEO and chairman Adam Goldstein said Archer plans to acquire Wisk Aero, Insitu and SkyGrid from Boeing, with Boeing taking a strategic equity stake. Archer is targeting a year-end close. CEO Goldstein said Wisk would add autonomy and flight-control capabilities, while Insitu would bring a profitable business with more than $200 million in annual revenues. SkyGrid is intended to complement Archer's ZEE aviation AI platform. In Q&A, a Raymond James analyst asked how the engineering teams would integrate. CEO Goldstein said there would be an exploratory period, but emphasized overlap in aircraft architecture and complementary autonomy expertise. CEO Goldstein stressed that Midnight remains a top priority even as Archer broadens its portfolio. He said the program is in the fourth and final phase of FAA type certification with an accepted means of compliance. CEO Goldstein also highlighted FAA approval of Archer's quality management system and said the company is working on for-credit testing this year. CTO Thomas Muniz told a Raymond James analyst that Archer has completed more than 150 piloted test flights, is flying up to five times a day and has logged many flights longer than 50 miles. Initial eIPP operations remain planned for later this year. CTO Muniz described Halo and Thunder as a clean-sheet hybrid platform designed for heavier payloads, longer range and higher speed than Midnight, while reusing batteries, motors and flight-control technology. CTO Muniz said the target is to fly the platform in 2027, work toward customer deliveries in 2029 and scale from 2030. In response to an H.C. Wainwright analyst, CTO Muniz said Archer plans to pursue the defense variant first under military-specific airworthiness, then expand toward civil markets. Acting CFO and VP of Finance Priya Gupta said Archer's near-term goal is for its AI products to generate revenues and become profitable as early as 2027, with a potential significant ramp in the second half of 2027 and beyond. CEO Goldstein said ZEE is being developed for pilot applications, air traffic management and airline operations, with deployment in the cloud or offline at the edge. When a Raymond James analyst asked about the path to software cash flow, CEO Goldstein said Archer is already in discussions with government agencies and industry partners and has early deployments underway. Acting CFO Gupta said second-quarter adjusted EBITDA was a loss of $177.1 million, near the lower end of the company's $170 million to $200 million guidance range. For the third quarter, Archer expects the adjusted EBITDA loss to remain between $170 million and $200 million. Revenues of $5 million topped the Zacks Consensus Estimate of $2 million, a 156.00% surprise. The reported loss of $0.25 per share matched the Zacks Consensus Estimate, for a 0.00% surprise. Archer Aviation Inc. price-consensus-eps-surprise-chart | Archer Aviation Inc. Quote Acting CFO Gupta said Insitu is expected to contribute positive free cash flow after closing, supporting Archer's goal of keeping cash burn relatively flat through integration while funding Midnight, Halo and ZEE. CEO Goldstein's central message was that defense and autonomous systems provide a pathway to earlier revenue and operating learnings without displacing Midnight as the core commercial program. Acting CFO Gupta framed the next phase around closing the Boeing transaction by year-end, integrating the acquired businesses efficiently and controlling spending while advancing the three main platforms. ACHR currently carries a Zacks Rank #2 (Buy), which is a favorable near-term signal under a methodology centered on earnings-estimate revisions. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Its Style Scores are less supportive, with an F for Value, F for Growth, C for Momentum and a VGM Score of F. Zacks methodology identifies A or B Style Scores as the strongest complements to Zacks Rank #1 and #2 stocks, so ACHR's current grades provide a mixed setup rather than broad confirmation. The Zacks Rank can change as analysts revise estimates following the just-reported results. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Archer Aviation Inc. (ACHR) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research