General Electric (GE)

Honeywell (NASDAQ: HON) is considering strategic options for its logistics-focused business units, as part of its restructuring to focus on automation. CEO Vimal Kapur says this aligns with their goal of concentrating on industrial, process, and building automation. The review process will not affect the planned spin-offs of other divisions. Jim Masso has been appointed to lead the process automation division. HON shares declined 0.24% premarket. Lockheed Martin leads in capital efficiency in the defense sector, but market response is lackluster.

Honeywell announced that it is reviewing options for two of its businesses ahead of the company's split to simplify its portfolio and focus on its core operations, specifically aerospace and automation.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".

Lockheed Martin uses its capital to generate profits most efficiently as compared to its peers; however, its ROCE has been tepid YoY.

As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the medical devices & supplies - imaging, diagnostics industry, including GE HealthCare (NASDAQ:GEHC) 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.

Kratos and Voyager are two mid-cap space and defense stocks with big long-term opportunities. Unmanned jets and space stations are key potential growth drivers.

Volatility cuts both ways - while it creates opportunities, it also increases risk, making sharp declines just as likely as big gains. This unpredictability can shake out even the most experienced investors.

Durable goods orders surged in June. Here are three stocks that could gain from a stronger economic outlook in the second half

Wall Street rallies as trade optimism and easing geopolitical risks boost stocks. Nike soars 18% on earnings, oil plunges and the dollar hits multi-year lows.

The equity raise comes as Kratos expands its role in next-gen defense systems, including a new propulsion partnership with GE Aerospace and growing investor interest driven by bullish analyst coverage.

Let’s dig into the relative performance of GE Aerospace (NYSE:GE) and its peers as we unravel the now-completed Q1 general industrial machinery earnings season.

BlackRock highlighted the defense sector as a prime investment opportunity amid geopolitical fragmentation and emphasis on national security.

GE Aerospace's value isn't in selling new engines but in its multi-decade, high-margin services business that locks in customers for life.

As broader U.S. equity funds suffered their largest weekly outflow of $18.43 billion since March this week, sector ETFs quietly shined.

However, the regulator has mandated enhanced safety inspections for the airline’s fleet of 33 Boeing 787 jets.