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Kratos and BWXT reported strong Q4 2025 results, characterized by record-breaking backlogs and significant organic growth in specialized defense and commercial sectors. While BWXT is capitalizing on a massive surge in commercial nuclear demand, Kratos is seeing momentum in unmanned systems and space communications, signaling a robust outlook for high-tech defense contractors in 2026.
American Capital Management has significantly increased its position in Proto Labs, acquiring over 350,000 shares in the fourth quarter of 2025. The move comes as the digital manufacturer outperforms the S&P 500 by nearly 40 percentage points, signaling strong institutional confidence in on-demand industrial technology.
American Capital Management Inc. nearly doubled its position in Novanta (NOVT) during the fourth quarter of 2025, adding 163,005 shares. The $18.56 million trade boosts the firm's total holding to over $45 million, signaling a contrarian bet on the precision motion specialist despite its recent market underperformance.