Primer: Ducommun Inc (DCO US) - Aug 2026
Ducommun is strategically shifting its revenue mix towards higher-growth defense and space markets, particularly in missile defense programs,...
[Quiddity Index] MV Global Defense Sep26 Rebal Results: 1 ADD and 2 DELs; US$348mm One-Way Capping
The MV Global Defense Index rebal sees 1 ADD and 2 DELETEs. Flows are limited, mostly capping. There is one name with 1x ADV to sell.
MV Global Defense Industry Index Rebalance: 1 Add; 2 Deletes; US$695m Trade
1 add, 2 deletes, float changes and capping changes will result in an estimated one-way turnover of 5% resulting in a round-trip trade of US$695m....
Kaman Corporation – Morphing into an Aerospace Pure-Play
Kaman Corp (KAMN US) is a company with two distinct business segments, Aerospace and Industrial Distribution. Distribution is a leading distributor...
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