Aerospace and Defense

Deep Research

02498

605488

688322

688071

02050

002050

HSAI

02525

603662

600480

BOSCH

300007

688582

TSLA

XPEV

09868

Entering 2025, three years into the OpenAI-led AI cycle, the industry remains in a full-on AI investment phase. Based on our recent work, Dolphin Research sees 2026 hinging on compute cost-down and on AI capex translating into deployments across software and hardware.The rollout of new hardware is the true incremental driver. Meanwhile, mass production of Tesla's Optimus is drawing closer, and humanoid robots could become the primary AI form factor, reshaping human interaction and productivity.On this premise, Dolphin Research is launching coverage on the robotics supply chain. This is Part 1.

ROBOSENSE

Fulai New Material

Orbbec

Honeywell

W-Ibeda

SANHUA

Sanhua

Hesai

HESAI-W

Keli

Lingyun Ind

Hanwei Electronics

XDLK

Tesla

XPeng

XPENG-W

Humanoid Robots: AI's Best Hope?

ATI released FY2025 Q3 earnings on October 28 Pre-Market (EST), actual revenue USD 1.126 B (forecast USD 1.124 B), actual EPS USD 0.7829 (forecast USD 0.7377)

ATI released FY2025 9 Months Earnings on October 28 Pre-Market (EST), actual revenue USD 3.41 B, actual EPS USD 2.1529

Allegheny Reports Third Quarter Net Income of $100 Million

ATI to Release FY2025 Q3 Earnings on October 28, Pre-Market EST; Forecast Revenue USD 1.124 B, EPS USD 0.7377

Khanna Maintains Buy Rating on Alleghany, Deutsche Bank Maintains Hold

ATI released FY2025 Q2 earnings on July 31 Pre-Market (EST), actual revenue and EPS data unavailable

ATI released FY2025 Semi-Annual earnings on July 31 Pre-Market EST, actual revenue USD 2.285 B, actual EPS USD 1.38

Aerospace and Defense Sales Growth Leads to Company's Increased Full-Year Guidance

ATI to Release FY2025 Q2 Earnings on July 31 Pre-Market EST, Forecast Revenue USD 1.151 B, EPS USD 0.7075

Robert S. Wertheimer sold 50,000 shares of Allegheny

Jefferies Financial Group Significantly Increased Holdings in ATI Inc.

Allegheny Company Holds 2025 Annual Shareholders' Meeting

KeyBank downgrades Allegheny stock rating

Robert S. Wetherbee Sold 50,000 Shares of Allegheny

Allegheny IBD Rating Rises From 80 to 97

ATI released FY2025 Q1 earnings on May 1 Pre-Market EST, actual revenue USD 1.144 B (forecast USD 1.079 B), actual EPS USD 0.67 (forecast USD 0.5779)

KeyBanc Analyst Upgrades ATI Inc. to Overweight

KeyBanc Capital Markets Raises ATI Inc. Stock Rating

Allegheny to Release Q1 2025 Earnings Report

ATI to release FY2025 Q1 earnings report on May 1 Pre-Market EST, forecast revenue USD 1.079 B, EPS USD 0.5779

EKSO Bionics

Antelope Enterprise

Aimei Health Tech

Profusa

Delixy

Urgently

Jyong Biotech

Cemtrex

CID Holdco

ON24

Byrna Tech

Optex

Safran SA

通用动力

Howmet Aerospace

RHEINMETALL AG UNSP ADR EACH REPR 0.2 ORD

BAE系统

Axon Enterprise

Heico

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