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| Ticker | Type | Sentiment | Impact | Summary | Date |
|---|---|---|---|---|---|
| DRS | 8-K | bullish | 6/10 | Leonardo DRS announced a definitive agreement to acquire Raft LLC, a mission software and AI company, for $450 million i | Jul 28, 2026 |
| BA | 8-K | mixed | 5/10 | Boeing reported Q2 2026 revenue of $24.56B (+8% YoY) and GAAP loss per share of ($0.67), but core loss per share of ($0. | Jul 28, 2026 |
| LMT | 8-K | bullish | 7/10 | Lockheed Martin reported Q2 2026 revenue of $20.1B (+11% YoY) and EPS of $7.94, beating consensus estimates of $19.33B a | Jul 23, 2026 |
| RTX | 8-K | bullish | 7/10 | RTX reported Q2 2026 adjusted EPS of $1.89, a 13.7% beat vs the $1.66 consensus, on sales of $24.7B (14% YoY growth). Th | Jul 23, 2026 |
| NOC | 8-K | mixed | 6/10 | Northrop Grumman reported Q2 2026 sales of $10.9B (+5% YoY), slightly above consensus, but GAAP EPS of $7.68 missed the | Jul 21, 2026 |
| DFNS | 8-K | neutral | 4/10 | T3 Defense Inc. filed an 8-K announcing an increased reverse stock split ratio from 1-for-50 to 1-for-125, effective Jul | Jul 16, 2026 |
| DFNS | 8-K | bearish | 5/10 | T3 Defense Inc. disclosed that its controlled SPAC, SC II Acquisition Corp., terminated a non-binding letter of intent w | Jul 15, 2026 |
| AVAV | 8-K | bullish | 7/10 | AeroVironment reported Q4 FY2026 revenue of $641.6M (vs consensus $559.1M, +133% YoY) and non-GAAP EPS of $1.84 (vs cons | Jun 29, 2026 |
| AVAV | 8-K | bearish | 8/10 | AeroVironment filed an 8-K announcing a restatement of its Q3 FY2026 financials due to a goodwill impairment calculation | Jun 22, 2026 |
| DFNS | 8-K | neutral | 2/10 | T3 Defense Inc. appointed Roy Cohen as Chief Financial Officer, effective June 1, 2026. Mr. Cohen brings over 25 years o | Jun 11, 2026 |
| BLIS | 8-K | neutral | 2/10 | NAPC Defense terminated Chief Legal Officer Craig Huffman effective June 8, 2026. No replacement has been named, and the | Jun 8, 2026 |
| AADX | 8-K | bearish | 7/10 | Applied Aerospace & Defense, Inc. (AADX) filed an 8-K disclosing a firm-commitment underwritten public offering of 32,50 | Jun 4, 2026 |
| RKLB | 8-K | neutral | 2/10 | Rocket Lab filed a prospectus supplement to register up to 2,277,002 shares for resale by selling stockholders, which we | May 8, 2026 |
| DFNSW | 8-K | bearish | 7/10 | T3 Defense Inc. received a Nasdaq notice for non-compliance with the minimum bid price of $1.00 per share. The company h | May 8, 2026 |
| KTOS | 8-K | bullish | 8/10 | Kratos reported Q1 2026 revenue of $371.0M (+22.6% YoY), beating consensus by a wide margin, and raised its full-year 20 | May 6, 2026 |
| BBAI | 8-K | neutral | 4/10 | BigBear.ai Q1 2026 revenue declined 1% YoY to $34.4M, but gross margin expanded to 34.0% from 21.3% and net loss narrowe | May 5, 2026 |
| MRCY | 8-K | bullish | 8/10 | Mercury Systems reported Q3 FY2026 adjusted EPS of $0.27, crushing the -$0.09 consensus, with revenue of $235.8M up 11.5 | May 5, 2026 |
| DRS | 8-K | bullish | 7/10 | Leonardo DRS reported Q1 2026 results that meaningfully exceeded expectations, with revenue of $846M (+6% YoY) and GAAP | May 5, 2026 |
| HII | 8-K | neutral | 4/10 | HII reported Q1 2026 revenue of $3.1B (+13.4% YoY) and diluted EPS of $3.79, flat YoY. Operating income fell 3.7% to $15 | May 5, 2026 |
| BWXT | 8-K | bullish | 7/10 | BWXT reported Q1 2026 revenue of $860.2M (+26% YoY) and non-GAAP EPS of $1.12 (+22% YoY), both beating consensus estimat | May 4, 2026 |
| GD | 8-K | bullish | 7/10 | GD reported Q1 2026 EPS of $4.10 (11% above consensus) and revenue of $13.5B (6% above consensus), with 10.3% YoY revenu | Apr 29, 2026 |
| DFNSW | 8-K | bearish | 7/10 | T3 Defense Inc. cancelled $2,138,962 in CEO Menachem Shalom's promissory notes and accrued interest in exchange for issu | Apr 28, 2026 |
| CDP | 8-K | bullish | 6/10 | COPT Defense Properties reported Q1 2026 FFO per share of $0.69, beating the $0.68 consensus by 1 cent and up 6.2% YoY. | Apr 27, 2026 |
| LMT | 8-K | neutral | 4/10 | Lockheed Martin reported Q1 2026 revenue of $18.0B (in line with estimates) and diluted EPS of $6.44, missing consensus | Apr 23, 2026 |
| LHX | 8-K | bullish | 7/10 | L3Harris Technologies closed a $1 billion strategic investment from the U.S. Department of War in its Missile Solutions | Apr 23, 2026 |
| BA | 8-K | bearish | 7/10 | Boeing reported a first-quarter GAAP loss per share of $0.11, missing analyst expectations, despite revenue growth to $2 | Apr 22, 2026 |
| RTX | 8-K | bullish | 8/10 | RTX reported strong Q1 2026 results with adjusted EPS of $1.78, a 21% year-over-year beat, and raised full-year guidance | Apr 21, 2026 |
| NOC | 8-K | bullish | 8/10 | Northrop Grumman reported strong Q1 2026 earnings with a 15% year-over-year increase in diluted EPS to $6.14, driven by | Apr 21, 2026 |
| DFNSW | 8-K | mixed | 6/10 | T3 Defense Inc. disclosed that its majority-owned subsidiary, Water IO Ltd., entered into a non-binding letter of intent | Apr 16, 2026 |
| DFNSW | 8-K | neutral | 4/10 | T3 Defense reported preliminary Q1 2026 revenue of $4.2 million and reaffirmed full-year 2026 revenue guidance of $26 mi | Apr 21, 2026 |