Kilroy gets a welcome boost at West8

The U.S. State Department approved a $159 million deal for Boeing (BA) to provide aircraft ferry support and related equipment to Japan. Boeing will act as the principal contractor, according to the department's statement.

Leidos (LDOS) won a $127M U.S. Army contract to extend ARTEMIS airborne ISR mission through 2027, with option years. The contract supports intelligence, surveillance, and reconnaissance operations in Europe and other regions. Leidos provides the aircraft, systems, and services. The contract aligns with Leidos' NorthStar 2030 strategy, expanding its Defense Tech and Mission & Digital Solutions portfolio.

Evercore ISI analyst Greg Melich reaffirmed a Buy rating and $1,100 price target for Costco (COST) ahead of its Q4 earnings. He expects focus on membership fees, tariff refunds, and cash balance. Wall Street anticipates $94.85B revenue and $6.55 EPS, up 10% and 12% YoY respectively. Costco reported fiscal 2026 net sales of $297.3B, up 10.2%.

Apple has opened a claims window for a $250M settlement with iPhone users who alleged misleading claims about Siri's features. Eligible users, who bought specific iPhone models between June 2024 and March 2025, can claim up to $95 per device. Claims must be submitted by Dec. 21, 2026, and payments depend on the number of valid claims. Apple denies wrongdoing.

Vertex Pharmaceuticals (VRTX) reported positive Phase 2b results for Inaxaplin in additional patient groups with APOL1-mediated kidney disease, showing reductions in kidney damage markers. The company completed enrollment in its Phase 2/3 AMPLITUDE trial, with interim results expected in early 2027. Inaxaplin was generally safe and well-tolerated. VRTX stock is up 2.88% at $525.18.

ExxonMobil (XOM) raised its 2030 LNG sales target to 50 million tons, double its current output. The company aims for a 10% global LNG market share, up from 6%, despite recent disruptions. Exxon plans to expand existing projects and may acquire additional capacity to meet this goal, which could support its earnings and cash flow targets.