#saic-divestment

#saic-divestment

While we don't know yet what will happen to the Illinois Operations Center or Corporate Headquarters, we will eventually pass back savings to our customers by reducing costs associated with unoccupied space. We simply have too much office space in Bloomington - about double what we need.

"If you capture them, you have a business, and if you don't, you have no business," Steckman said of these programs.

The stock market hates inflation. There are not many stocks that are little affected today, if any. However, safe-haven stocks may even rise due to demand. At the top of this list is Altria (NYSE: MO), the cigarette and tobacco king. People who smoke do not stop smoking, even during periods of conflict.

Our war fighters are leveraging a variety of advanced AI tools. These systems help us sift through vast amounts of data in seconds so our leaders can cut through the noise and make smarter decisions faster than the enemy can react. Humans will always make final decisions on what to shoot and what not to shoot and when to shoot, but advanced AI tools can turn processes that used to take hours and sometimes even days into seconds.

CEO Peter Matt stated, 'The CMC team delivered another strong quarter, driving a more than two-fold increase in core EBITDA compared to a year ago.' This reflects the company's robust performance amid challenging market conditions.

The RS-25 engine, by far the largest in L3Harris' portfolio and a former Rocketdyne product, is not part of the sale. The RS-25 was initially known as the Space Shuttle Main Engine and was designed for reusability. The expendable heavy-lift SLS rocket uses four of the engines, and NASA is burning through the 16 leftover shuttle-era RS-25 engines on the first four SLS flights for the agency's Artemis Moon program.

The ETF holds 50 positions, but the top two dominate in a way that makes the rest almost incidental. Johnson & Johnson carries a 25.4% weight, and Eli Lilly and Company sits at 21.4%. Together they account for roughly 46.8% of the entire fund.

Taiwan Semiconductor Manufacturing (NYSE:TSM) sits at the center of this fund, representing 22.3% of the portfolio - a concentration that reflects TSMC's irreplaceable role in global chip supply chains. It manufactures chips for Apple, Nvidia, AMD, and virtually every other major technology company, and that dominance shows up in its financials: 45% profit margin and 35% return on equity that few industrial companies anywhere in the world can match.

China accounts for roughly 90% of global NdPr production, yet even there, most of that output comes from just 2 hard rock mines and refineries. Outside China, only Mountain Pass and Australia's Mount Weld operate at meaningful scale. That structural scarcity is MP's most durable competitive advantage.

Manufacturing value-added reached $2.95 trillion in Q3 2025, accelerating at 3.2% growth after months of cyclical weakness. For investors considering concentrated industrial exposure, Vanguard Industrials Index Fund ETF Shares ( NYSEARCA:VIS) offers a straightforward solution: pure-play access to the sector's recovery without the complexity of options overlays or leverage. The question isn't whether industrials belong in portfolios right now. It's whether this particular vehicle delivers on its promise.

Revenue -- $2.2 billion, representing 5.7% year-over-year growth and 4.5% organic growth in the second quarter. EBITDA margin -- 11.8% for the quarter, a 70 basis point year-over-year increase, aided by strong program execution and favorable technology mix. Adjusted diluted EPS -- $6.81, up 14% from the prior year, reflecting higher operating income and a lower share count. Free cash flow -- $138 million in the quarter, with day sales outstanding at 57 days.

"Transform to Outperform represents a comprehensive and radical simplification of our operating model"