Palantir (PLTR) has a knack for doing precisely what its skeptics say it couldn’t pull off.
It has effectively scaled AI from battlefields to boardrooms, turning momentum into laborious numbers.
Living proof is its bombastic second-quarter earnings print, the place its revenues jumped 48% year-over-year to just about $1 billion, led by a 93% soar in U.S. business gross sales to $306 million.
On high of that, its administration bumped full-year steerage to $4.14-$4.15 billion and forecasted third-quarter gross sales of $1.083-$1.087 billion, up 50% year-over-year.
Palantir CEO Alex Karp didn’t mince phrases, both, calling it “the very best sequential quarterly income progress in our firm’s historical past.”
Wall Avenue has clearly taken discover.
Palantir shares are up 140% yr to this point, propelling the Denver-based firm to turn out to be one in all 2025’s largest winners, and pushing it additional into mainstream AI.
Past the numbers, Palantir continues racking up marquee alliances from the UK Ministry of Defence and NATO to Fannie Mae, proof that its AI is slipping into locations few thought attainable.
And one other domino is falling: a recent production-floor AI rollout with a 109-year-old aerospace-defense producer, which is remodeling platform hype into throughput, timelines, and deliveries.
Palantir will get a shot of adrenaline from Boeing’s AI guess. Picture supply: Reynolds/AFP by way of Getty Photos
Palantir Applied sciences simply landed a significant protection contract with Boeing (BA) , deepening its position in AI-driven manufacturing.
Scope: Deployment throughout Boeing Protection, Area & Safety Companions (BDS) geographically dispersed factories and weapons packages, which cowl plane, satellites, and missile manufacturing traces.
Platform: Palantir’s Foundry AI system effectively integrates advanced knowledge streams right into a single, intuitive one-stop-shop-type interface for operators and executives.
Impression: Standardized analytics throughout packages, faster manufacturing cycles, and unified oversight.
Categorized work: Direct AI assist for delicate and undisclosed protection missions, strengthening Palantir’s position in nationwide safety.
Palantir shall be rolling out its in style Foundry platform throughout Boeing’s BDS division, offering the nation’s largest protection contractors a brand new digital spine.
For perspective, Boeing’s BDS unit covers over a dozen manufacturing traces, growing fighter jets, rotorcraft, satellites, spacecraft, and missile methods.
Extra Palantir:
Furthermore, Palantir’s Foundry is designed to drag in knowledge from these siloed methods, layering them collectively beneath a uniform AI-driven interface, whereas offering a clearer and quicker image to managers.
In accordance with BDS CEO Steve Parker:
Palantir is on the leading edge with regards to leveraging synthetic intelligence to speed up getting essential merchandise, companies, and capabilities within the arms of army operators.
On high of that, the deal cuts so much deeper by providing AI experience for undisclosed labeled and proprietary protection missions.
As Palantir protection chief Mike Gallagher bluntly places it:
This partnership will turbocharge manufacturing and innovation… America’s enemies aren’t slowing down and neither can we.
Palantir’s merger-and-acquisition (M&A) posture is generally conservative.
It hardly ever buys, because it prefers build up its personal proprietary platforms and placing alliances. As an illustration, its 2024 10-Okay notes the corporate may doubtlessly consider strategic offers, however there’s a choice for partnerships and joint ventures, like these with SOMPO Japan and HD Hyundai.
Additionally, it’s necessary to notice that no materials acquisitions had been disclosed for final yr, and Palantir’s Q1 2025 10-Q confirmed no new investments beneath its prior SPAC-era “Funding Agreements.”
On capex, it logged $12.6 million final yr for property and tools and shelled out one other $7.6 million in Q2 2025, implying a low tens of hundreds of thousands annual run fee.
UK Ministry of Defence: A five-year partnership value as much as £750 million ($950 million), with Palantir investing as a lot as £1.5 billion in increasing operations and growing their base within the European protection HQ in London.
NATO “Maven Sensible System”: Introduced in April 2025, it provides NATO allied operations entry to Palantir’s AI resolution platforms.
Fannie Mae: In June 2025, it launched a potent AI-powered Crime Detection Unit with Palantir to root out mortgage-related fraud.
Nuclear Working System: On June 26, 2025, it collaborated with The Nuclear Firm in placing out an AI platform that hurries up reactor building, which is backed by $100 million in deliberate funding.
Associated: Financial institution of America Nvidia-OpenAI name places half trillion on the desk
