TUCSON, AZ / ACCESS Newswire / November 4, 2025 / Applied Energetics, Inc. (OTCQB:AERG), a pioneer in ultrashort pulse laser (USPL) and advanced directed energy solutions, today announced that Chris Donaghey, President and Chief Executive Officer of Applied Energetics, will moderate a panel at the Baird 8th Annual Defense & Government Conference on Tuesday, November 18, 2025 at 3:55 pm ET at The Ritz-Carlton, Tysons Corner, Virginia. Donaghey's Panel "Transforming Warfighting: DefenseTech Disruption" will i ...

TORONTO, Canada – TheNewswire - November 4, 2025 — SPARC AI Inc. (the “Company”) (CSE: SPAI) (OTCQB: SPAIF) (Frankfurt: 5OV0) SPARC AI has signed a non-exclusive Preferred Reseller Agreement with Precision Technic Defence Group (PTD), a global leader in advanced defense solutions. Under the agreement, PTD will resell and distribute SPARC AI’s target acquisition systems, autonomous navigation technology, and overwatch target intelligence platform across Australia, Europe, and the United States.Precision Tec ...

Leidos (NYSE:LDOS) Q3 2025 Earnings Call November 04, 2025 08:00 AM ET Company ParticipantsTom Bell - CEOStuart Davis - Head of Investor RelationsChris Cage - CFO and EVPConference Call ParticipantsSamantha Steier - AnalystKen Herbert - AnalystGautam Khanna - AnalystSheila Kahyaoglu - Managing Director and Senior Equity Research AnalystColin Canfield - Equity Research AnalystSeth Seifman - Equity Research AnalystScott Mikus - AnalystJonathan Siegmann - Managing Diector and Equity Research AnalystTobey Somme ...

Expanding the Company’s Strategic Reach Across Defense, Diplomacy, and Technology InnovationWEST HOLLYWOOD, Calif. and TEL AVIV, Israel, Nov. 04, 2025 (GLOBE NEWSWIRE) -- VisionWave Holdings, Inc. (Nasdaq: VWAV), a defense-technology and AI-driven sensing company, today announced the appointments of Admiral (Ret.) Eli Marum, former Commander-in-Chief of the Israeli Navy, and Ambassador (Ret.) Ned L. Siegel, former U.S. Ambassador to the Commonwealth of the Bahamas, to its Advisory Board. These distinguished ...

WEST HOLLYWOOD, Calif. and TEL AVIV, Israel, Nov. 04, 2025 (GLOBE NEWSWIRE) -- VisionWave Holdings, Inc. (Nasdaq: VWAV), a defense-technology and AI-driven sensing company, today announced the appointments of Admiral (Ret.) Eli Marum, former Commander-in-Chief of the Israeli Navy, and Ambassador (Ret.) Ned L. Siegel, former U.S. Ambassador to the Commonwealth of the Bahamas, to its Advisory Board. These distinguished leaders bring unmatched experience in defense strategy, global diplomacy, and international ...

AVENTURA, Fla. and OSLO, Norway--(BUSINESS WIRE)--Safe Pro Group Inc. (Nasdaq: SPAI) ("Safe Pro†or the "Company†), a leader in artificial intelligence (AI)-powered defense and security solutions and Norwegian People's Aid (NPA) today announced preliminary results from an 18-month field study validating the operational and financial impact of Safe Pro's SpotlightAIâ"¢ technology on humanitarian demining efforts in Ukraine. The findings, presented at the Geneva International Centre for Humanitaria. ...

SYDNEY, Nov. 03, 2025 (GLOBE NEWSWIRE) -- HII (NYSE: HII) and Shield AI announced today at the Indo Pacific International Maritime Exposition that they have successfully completed the first major test of their integrated autonomy solution aboard HII’s ROMULUS unmanned surface vessel (USV), marking a key step toward operational deployment of the AI-enabled ROMULUS fleet. The three-day test, conducted in late October in Virginia Beach, Virginia, integrated Shield AI’s combat-proven Hivemind autonomy software, ...

Palantir (PLTR) stock fell Tuesday as Wall Street analysts debated whether its latest solid earnings report justified its soaring valuation. Shares fell over 6% in premarket trading, to almost erase the 7% jump that came in the immediate wake of the report. Palantir's fourth quarter guidance came in above Wall Street's expectations Monday after the bell despite some analyst concerns over impact from the ongoing US government shutdown. Palantir said it foresees revenue of just over $1.3 billion for the ...

Palantir's (PLTR) fourth quarter outlook came in above Wall Street's expectations Monday despite some analyst concerns over impact from the ongoing US government shutdown. Shares fell over 6% in premarket trading, to almost erase the 7% jump that came in the immediate wake of the report. Palantir said it foresees revenue of just over $1.3 billion for the fourth quarter, ahead of the $1.2 billion projected by Wall Street analysts tracked by Bloomberg. The defense tech firm expects to see an adjusted oper ...

行业背景与投资主题 - 全球安全威胁上升推动国防开支增加 使主要国防公司如Kratos Defense & Security Solutions (KTOS)和诺斯罗普·格鲁曼(NOC)成为投资者焦点 [1] - 大型公司正投资于自主防御技术和军用无人机 这些技术能改善情报收集 降低高危环境中的人员风险 并通过实时数据提高作战效率 [1] - 无人机可替代昂贵的军事资产 通过提供比常规力量成本更低的方案来获得战略优势 未来无人机将更依赖人工智能实现自主决策 其蜂群技术预计将显著增强 [2] Kratos Defense & Security Solutions (KTOS) 分析 - 公司专门提供高性能喷气动力无人空中靶机系统 用于模拟敌方最新战斗机 导弹及其他威胁 是美国空军 海军 陆军及许多外国防务机构的主要供应商 [3] - 知名无人靶机系统包括Valkyrie BQM-177 BQM-167和MQM-178 目前正在开发Thanatos Apollo Athena和Air Wolf等靶机项目以扩大在无人机系统市场的存在 [4] - Athena战术无人机已完成多次试飞 其Ghost Works部门正在开发新一代喷气式无人机 首次飞行预计在2026年上半年 产品管线显示出强劲的内生增长潜力 [5] - 2025年第二季度末现金及现金等价物为7.84亿美元 较2024年底的3.29亿美元显著增加 长期债务总额为2.33亿美元 无重大近期到期债务 财务状况强劲 [12] - 总债务与资本比率为7.97% 过去三个月股价上涨54.2% [16][17] 诺斯罗普·格鲁曼 (NOC) 分析 - 公司产品组合定位於高优先级领域 如国防电子 无人飞机和导弹防御 并广泛参与空军 太空和网络安全项目 [6] - 拥有更广泛的产品组合 包括隐形轰炸机 空间系统 导弹防御和先进网络能力 是规模庞大且多元化的军事技术巨头 在整合人工智能驱动自主性 先进传感器和安全通信技术方面领先 [7] - 关键项目如B-21 Raider隐形轰炸机 MQ-4C Triton和RQ-4 Global Hawk展示了其在战略无人及半自主平台方面的优势 [7] - 截至2025年9月30日 现金及现金等价物为19.6亿美元 较2024年底的43.5亿美元下降 长期债务净额为151.6亿美元 较2024年底的146.9亿美元增加 [13] - 总债务与资本比率为48.67% 过去三个月股价上涨1.5% [16][17] 财务指标与估值比较 - Zacks共识预期显示 Kratos Defense的2026年每股收益预期在过去60天内上调了1.41% 2025年预期保持不变 [9][11] - 诺斯罗普·格鲁曼的2025年每股收益预期在过去60天内上调了2.44% 但2026年预期下调了0.10% [10] - KTOS股票的前瞻12个月市销率为10.11倍 而NOC为1.91倍 从估值角度看NOC更具吸引力 [15] 公司前景总结 - Kratos Defense受新兴国防趋势和自主系统预算扩张驱动 具有高增长潜力 [18] - 诺斯罗普·格鲁曼受益于长期国防合同和现代化项目 [18] - 两家公司均将从美国及盟国日益关注人工智能赋能和自主作战系统中获益 [18]