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Lockheed Martin Tops Defense Peers In Capital Efficiency — But Market Isn't Impressed
Monday, July 7, 2025 - 2:16am | 997Lockheed Martin Corp. is a defense company that uses its capital to generate profits most efficiently as compared to its peers; however, the year-over-year growth of this specific metric has been tepid. What Happened: A company’s capital efficiency, or how profitable a company is with the...
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UK Antitrust Probe Targets Boeing's Spirit Deal As Airbus Sells Off Assets
Tuesday, July 1, 2025 - 6:30am | 394The competition regulator in Britain has announced it is proceeding with the preliminary probe into Boeing Co.'s (NYSE:BA) acquisition of Spirit Aerosystems Holdings Inc. (NYSE:SPR) What Happened: The Competition and Markets Authority (CMA) announced it will begin its phase 1 investigation into the...
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Boeing Announces CFO Transition, Shares Volatile After Hours
Monday, June 30, 2025 - 4:47pm | 364Boeing Co (NYSE:BA) shares are getting a slight bump in after-hours trading Monday after the company announced a CFO transition plan. What Happened: After the market close on Monday, Boeing announced that Jesus “Jay” Malave has been elected as incoming executive vice president and CFO....
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'This Should've Been Caught Years Ago:' Boeing Faces NTSB Heat Over 737 MAX 9 Alaska Airlines Mid-Air Blowout Incident
Tuesday, June 24, 2025 - 7:19am | 380Aircraft manufacturer Boeing Co. (NYSE:BA) is set to be probed for its role in last year's Alaska Air Group Inc. (NYSE:ALK) Flight 1282 incident involving a sudden loss of pressure in the aircraft's fuselage. What Happened: The NTSB or National Transportation Safety Board, is set to hold a hearing...
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Honeywell, ITT, Eaton See Bright Outlook As BofA Securities Cites Military Spending, Aftermarket Growth
Friday, June 20, 2025 - 2:27pm | 895BofA Securities analyst Andrew Obin hosted investor meetings at the Paris Air Show with Honeywell International (NASDAQ:HON), Eaton Corp (NYSE:ETN), Parker-Hannifin Corp (NYSE:PH), Ametek Inc (NYSE:AME), and ITT Inc (NYSE:ITT). All the companies the analyst met with were bullish on increased...
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Boeing Just Got A Major Stock Upgrade: It's Trump's 'Favored Trade Tool,' Says Bank Of America
Monday, June 2, 2025 - 12:47pm | 783Bank of America upgraded Boeing Co. (NYSE:BA) from ‘Neutral’ to ‘Buy,’ calling the jet maker a key beneficiary of President Donald Trump‘s trade talks. What Happened: "Boeing aircraft have emerged as the favored trade tool for the Trump Administration...
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Will Paris Air Show Signal Shift In Aerospace Trade? Analyst Flags EU Tariff Risks, Order Delays
Wednesday, May 28, 2025 - 3:04pm | 426On Friday, BOfA Securities analyst hosted Richard Aboulafia, a partner at AeroDynamic Advisory, to discuss expectations for the upcoming 2025 Paris Air Show. The analyst says that regarding news of potential 50% EU tariffs, Aboulafia warned that the Air Show could foreshadow how future...
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ATI Downgrade: Analyst Cautious As Near-Term Catalysts 'Have Quickly Played Out'
Tuesday, May 20, 2025 - 2:37pm | 481KeyBanc Capital Markets analyst Philip Gibbs downgraded ATI Inc. (NYSE:ATI) from Overweight to Sector Weight. At the beginning of May, ATI reported first-quarter results, with aerospace and defense sales of $754 million, representing 66% of sales. Gibbs has increased ATI’s 2025 estimates,...
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Elbit Systems' Q1 Revenue Jumps 22%, Backlog Swells To $23.1 Billion
Tuesday, May 20, 2025 - 8:57am | 387Elbit Systems Ltd. (NASDAQ:ESLT) shares are trading higher in the premarket on Tuesday after the company reported better-than-expected first-quarter 2025 results. The revenue for the quarter stood at $1.9 billion, beating the consensus of $1.69 billion. Adjusted EPS rose to $2.57 from...
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Warren Buffett's Big Bets: 10 Of Berkshire's Largest Deals Reveal Diversification Strategy
Monday, May 12, 2025 - 11:12am | 689Legendary investor Warren Buffett may have shocked the investing world recently with an announcement that he will be stepping down as the longtime CEO of Berkshire Hathaway (NYSE:BRK) (NYSE:BRK) at the end of 2025. With the latest news, here's a look back at some of the largest acquisitions made by...
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The Future of Flight? United Airlines Invests In Radical Jet Design
Friday, April 25, 2025 - 11:09am | 426United Airlines Holdings Inc. (NASDAQ:UAL) is expanding its push toward sustainable aviation with a strategic investment in aerospace startup JetZero, through its venture arm, United Airlines Ventures. The investment includes a potential deal to acquire as many as 200 futuristic aircraft featuring...
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GE Aerospace Jumps 4% As Soaring Margins, Robust Orders Offset Tariff Concerns
Tuesday, April 22, 2025 - 12:26pm | 585Shares of GE Aerospace (NASDAQ:GE) surged over 4% Tuesday after the company delivered a first-quarter earnings beat. The beat highlighted expanding margins and resilient demand across its commercial and defense segments despite economic headwinds. In a note shared Tuesday, Goldman Sachs analyst...
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RTX, Lockheed Martin, Northrup Grumman Report Earnings Tuesday: What To Watch
Monday, April 21, 2025 - 7:09pm | 603Three major U.S. defense contractors — RTX Corp. (NYSE:RTX), Northrop Grumman Corp. (NYSE:NOC) and Lockheed Martin Corp. (NYSE:LMT) — are all scheduled to report earnings before the market opens on Tuesday. Here's a look at what to watch in the reports. What To Know: The Trump administration has...
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What's Going On With Boeing Shares Today?
Monday, April 21, 2025 - 4:12pm | 420Boeing Co (NYSE:BA) shares are trading lower Monday after Benchmark lowered its price target on the stock from $250 to $215. What To Know: The firm still maintains a Buy rating, but the reduction reflects growing concern over Boeing's ongoing production issues and a challenging operating...
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Sidus Space, Reflex Aerospace Launch Global Satellite Venture
Wednesday, April 9, 2025 - 2:53pm | 333Sidus Space Inc. (NASDAQ:SIDU) has entered into a collaborative initiative with Germany-based Reflex Aerospace GmbH to enhance satellite production across defense, commercial, and governmental applications. The agreement sets the groundwork for a U.S.-based joint venture to deliver cost-effective...