Mannion Capital

Full time trader

[Mannion Capital @WordBroWord]

Key takeaways

Growth in all metrics QoQ

Revenue growth accelerating YoY

FY 2026 estimates revised higher

Raytheon and Pratt & Whitney are the strongest segments

Share price made new ATH

[Mannion Capital @WordBroWord]

$RTX Q2 2026 Earnings Snapshot

[Mannion Capital @WordBroWord]

@Biotech2k1 $SEZL?

[Mannion Capital @WordBroWord]

No surprise $RTX and $GD separating themselves from the pack. They're the only two with a negative net contract position.

[Mannion Capital @WordBroWord]

@drlorenzmeier Dope

[Bloomberg @business]

Boeing Co. lifted production of PAC-3 seekers by 30% last year and plans a similar increase in 2026 as the US tries to replenish its stockpile of the air-defense interceptors. https://t.co/aNPjMVdOcQ

[Mannion Capital @WordBroWord]

Wow, where is the air defense at?

[OSINTdefender @sentdefender]

Video captures the moment that several Iranian medium to intermediate-range ballistic missiles struck Muwaffaq Salti Air Base in Jordan overnight, killing at least two and injuring several other American Servicemembers.

[Mannion Capital @WordBroWord]

Don't want to hear about the 1.5T budget anymore

[Mannion Capital @WordBroWord]

$KRE and the regional banks lead the way!

[Mannion Capital @WordBroWord]

Regional banks industry broadly preforming well YTD and NOT tied to AI infra momentum. Some leaders include $WSFS & $FBNC, both of which are hitting new ATH's.

[Mannion Capital @WordBroWord]

$CLSE is the best L/S ETF I've ever seen. Real outperformance

[RTX @RTX_News]

We continue to invest in technology, facilities and our workforce to ramp up production of Tomahawk, SM-6 and other critical munitions to ensure the United States and its allies have the decisive edge — now and in the future.

[Mannion Capital @WordBroWord]

$KRMN 2.7m investment increases production capabilities to strengthen maritime defense.

These capabilities will support the Navy’s need for more durable, high performance coatings and survivability treatments that strengthen mission readiness for LCAC100 class propulsion system components while also addressing evolving maritime threats relevant to the broader surface Navy fleet.

[Mannion Capital @WordBroWord]

@BlackScholesMan Great read, long $DCO and looking forward to earnings and commentary

[AV @aerovironment]

Two years ago, we committed to an expansive vision. Today, we're delivering on it and accelerating into the next decade.

At Investor Day, we unveiled our path to 2030:
• $3.5 - 4B revenue | 15-20% organic CAGR
• 7-9% R&D investment to stay ahead
• 18-20% adjusted EBITDA margins

Multi-domain. Multi-mission. One vision: layered defense across air, land, sea, space, and cyber.

https://t.co/klBNTrqfdh

[Jackson Alton Hinkle @jacksonaltonh]

Warfare is changing. Military budgets are expanding globally. In the US, President Trump requested a $1.5 trillion military budget. Countries in Asia, Europe, the Middle East, and South America are all increasing spending as well.

Kratos Defense, which builds full autonomous drones and hypersonic missiles, is well positioned to benefit from increased spending.

I spoke with their CEO about the state of the company as it exists today, whether or not we will see drones getting real authority in kill chains soon, and more.

Full interview available exclusively on Roundtable: https://t.co/TDgJ1wdehb

@RTB_io | @KratosDefense

[Breaking Defense @BreakingDefense]

UK to join US Army’s PrSM program, buy $254M in long-range missiles https://t.co/xWGYDWXsZF

[Mannion Capital @WordBroWord]

$PACS at ATH after falling 80% from a bogus short report. Pure market manipulation and goes to show you how credible these people are.

[Mannion Capital @WordBroWord]

@invest091 Pentagon awarded huge missile contracts recently that KRMN has exposure on, next Q backlog growth and FY outlook should be great. Chart still down trending though.

[Mannion Capital @WordBroWord]

$AIP new ATH with a clear setup and good R/R. It's a semi name with momentum, and if July seasonality plays out this shall continue to rally.

[Mannion Capital @WordBroWord]

Also, FY 2027 GAAP EPS estimate going into the print was 0.88 ,while management guided to 0.16-0.48.

[Mannion Capital @WordBroWord]

$AVAV earnings call, "We're assuming that there's going to be a continuing resolution. We see a defense budget approved sometime in December/January next calendar year."

Management expects FY2027 FCF to be negative due to higher capex for the year.