Key Highlights

  • On November 12, 2026, AEVEX (NYSE:AVEX) rose 25.72% to USD 15.25 after third-quarter Revenue grew 56.5% and 2026 revenue guidance was lifted to USD 820 million through USD 840 million.
  • Intuitive Machines (NASDAQ:LUNR) gained 18.02% following record quarterly revenue of about USD 269 million and a Backlog of USD 1.9 billion.
  • CuriosityStream (NASDAQ:CURI) surged 25.32% after moving to Net Income of USD 4.84 million and lifting guidance, while United Maritime climbed 28.05% after it doubled its dividend.
  • Worksport (NASDAQ:WKSP) advanced 16.55% after record third-quarter sales of roughly USD 7.2 million and a steep reduction in operating cash burn.

1. AEVEX (NYSE:AVEX)

AEVEX (NYSE:AVEX) shows the most robust results behind its move. This defence technology Business gained 25.72% to USD 15.25 from roughly USD 12.13 on 3.1 million shares, adding to an 11.49% after-hours advance that followed its third-quarter report on November 11. Sales jumped 56.5% to USD 189.7 million, the Airborne division grew 67.1% to USD 147.8 million with a 22.6% margin, and adjusted EBITDA came in at USD 30.8 million, or a 16.2% margin. Guidance is the headline. Revenue projections for 2026 went from USD 700 million to USD 720 million up to USD 820 million to USD 840 million, while adjusted EBITDA projections moved from USD 105 million to USD 111.5 million up to USD 128 million to USD 132 million. The numbers are underpinned by visibility: orders totaled USD 250.2 million for a book-to-bill near 1.3, funded backlog hit USD 444.3 million, roughly 96% of the guidance midpoint is covered, and the pipeline climbed 58% sequentially to USD 16.6 billion. A contract vehicle for unmanned systems worth close to USD 400 million was added on November 10. The net loss of USD 16.8 million came from a USD 41.7 million tax provision, not from operations. Trading at about 19.49 times trailing Earnings with a Market Value near USD 1.93 billion, the stock already discounts growth, yet the guidance increase is comfortably backed.

2. Intuitive Machines (NASDAQ:LUNR)

Intuitive Machines (NASDAQ:LUNR) rose 18.02% to USD 14.38 from a November 11 close of USD 12.18 on 14.87 million shares, reacting to third-quarter numbers released ahead of the opening bell. Record revenue of roughly USD 269 million represented growth of about 413.5% against a year earlier, driven by satellite builds, lunar delivery work and ground communications. Gross Profit reached about USD 69 million, a 26% Margin supported by favourable program adjustments. Its net loss of USD 4.2 million, equal to USD 0.02 per share, beat the roughly USD 0.12 per share loss that had been projected. Cash Flow is the highlight: USD 66 million from operations and about USD 33 million of free cash flow point to a business starting to fund its own growth, easing the share-issuance concerns that typically weigh on space names. Backlog set a record of USD 1.9 billion, rising USD 1.7 billion since 2025 ended, and on November 9 the company won a place in NASA's next-generation lunar delivery program, which has a combined ceiling of USD 10 billion among its awardees. The 2026 revenue range was tightened to USD 920 million to USD 950 million, and positive adjusted EBITDA is expected. Some quarterly figures come from secondary write-ups of the release, and margin boosts may not recur, placing the company just behind AEVEX.

3. CuriosityStream (NASDAQ:CURI)

CuriosityStream (NASDAQ:CURI) climbed 25.32% to USD 2.97 from about USD 2.37 on 4.12 million shares, around 6.6 times normal activity, following its November 11 third-quarter release. Revenue grew 13% to USD 20.72 million, and the streaming firm posted net income of USD 4.84 million, or USD 0.08 per diluted share, compared with a USD 3.74 million loss. The total includes a remeasurement benefit of approximately USD 0.9 million, but Operating Income of USD 3.68 million, against a USD 4.49 million loss, confirms the turnaround is genuine. Adjusted EBITDA surged 67% to USD 4.97 million, marking a seventh consecutive positive quarter, while operating expenses declined USD 5.8 million, or 25%. Gross margin contracted to 48.8% from 58.7% as licensing revenue from AI Training content, a new and growing revenue stream, carried a revenue share. The firm lifted 2026 targets to USD 79 million to USD 82 million in revenue and USD 20 million to USD 22 million in adjusted EBITDA. Cash is the weak point: roughly USD 10.0 million in cash and securities, no Debt and an unused USD 10 million revolver exist, yet nine-month dividends totaled about USD 15.0 million against roughly USD 1.5 million of operating cash inflow. The USD 0.085 quarterly payment due December 15 and the 13.92% trailing Yield depend on cash flow improving.

4. United Maritime (NASDAQ:USEA)

United Maritime (NASDAQ:USEA) soared 28.05% to USD 3.15 from about USD 2.46 on 454,610 shares, around 8.2 times normal, after third-quarter results on November 12 and a doubled payout. Net revenues moved up to USD 12.0 million from USD 11.0 million, net income advanced to USD 3.2 million, or USD 0.31 per diluted share, from USD 1.1 million, and adjusted EBITDA jumped 48% to USD 8.0 million. Daily charter rates drove this: time charter equivalent earnings climbed 37% to USD 20,737 per day with 99.3% fleet utilisation. The quarterly Dividend was doubled to USD 0.20, the 16th consecutive distribution, bringing total payouts to USD 2.24 per share. Coverage ahead is firm. Roughly 88% of fourth-quarter days are booked at about USD 23,339 per day, while two 2027 charters paying above USD 35,000 and USD 29,100 daily lock in close to USD 23.1 million of gross revenue. The dry bulk operator is also buying a 2009-built Capesize ship for USD 33.0 million, set for early 2027 delivery and taking the fleet to six vessels. Balance Sheet strain limits the ranking: debt and leases total USD 83.7 million against USD 24.4 million of cash and USD 56.1 million of equity, average vessel age is about 13.8 years, and freight Volatility is an ongoing exposure. A 15.85% trailing yield reflects that cyclical risk.

5. Worksport (NASDAQ:WKSP)

Worksport (NASDAQ:WKSP) advanced 16.55% to USD 0.3239 from roughly USD 0.278, extending the reaction to final third-quarter numbers issued November 10, although relative Volume was only about 0.27 times normal. Net sales climbed 44.2% to a record near USD 7.2 million, roughly 38% above the second quarter, and September alone generated about USD 2.68 million with gross margin above 30%. Cash moved in the right direction: operating cash consumption shrank to about USD 0.37 million for the quarter, roughly 89% below the prior quarter, as stock on hand fell to about USD 9.6 million from USD 12.1 million. The sales mix is shifting toward commercial buyers, with business-to-business and distribution accounting for about 50% of September sales against roughly 25% in December 2025. On November 4 the pickup truck bed cover maker entered a non-binding term sheet to acquire a US-manufactured truck accessory company, its first deal of this kind. It ranks last because it still lacks profit. The second-quarter net loss was USD 3.97 million on USD 5.23 million of sales, third-quarter net loss data was absent from the materials reviewed, and trailing losses are USD 2.34 per share. With the shares well below USD 1.00 and a market value near USD 6.56 million, listing and funding risks remain.

Where Things Stand

AEVEX leads the five earnings-driven gainers of November 12 for underlying results, as 56.5% revenue growth arrived with a guidance raise roughly 96% covered by backlog and orders. Intuitive Machines follows closely with record revenue and positive free cash flow, CuriosityStream is profitable yet pays out more than it earns in operating cash, United Maritime generates solid earnings but is leveraged, and Worksport remains loss-making. The next test for all five is delivering against raised fourth-quarter targets.