The National Security team is placing leading drone maker AeroVironment on Hold following a series of events concerning an important program it recently lost and confirming information about that loss in its most recent earnings report.
Amentum is the behind-the-scenes operator keeping U.S. nuclear, space, and military assets operating, with plenty of chances to expand from here as key markets continue to evolve.
Intel’s U.S. semiconductor manufacturing and packaging facilities are critical for national security, and its foundry and custom chip businesses represent massive long-term opportunities.
Espey Manufacturing & Electronics is a component manufacturer that specializes in niche power systems used in radar systems, converting AC power to DC for locomotives, smart circuit breakers, transformers, and high-density energy storage systems for advanced weaponry such as rail guns and lasers.
Ducommun (NYSE: DCO) is an aerospace and defense subcontractor that primarily manufactures electronic and structural components for commercial and military customers.