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Forget Boeing. Every Plane Trump Just Sold to China Needs a GE Engine and GE Is Already Making Money
24/7 Wall St.89d agoneutral
Forget Boeing. Every Plane Trump Just Sold to China Needs a GE Engine and GE Is Already Making Money

Everyone is talking about Boeing (NYSE:BA) after President Trump’s China trip produced headlines about an initial order for 200 aircraft, with the possibility of expanding the deal to 750, the first major Boeing sale to China in nearly a decade. The financials tell a different story. The Boeing story sounds great in a press release. ... Forget Boeing. Every Plane Trump Just Sold to China Needs a GE Engine and GE Is Already Making Money

Boeing Just Got Its First Major China Order in Nearly a Decade and the Stock Is Down 7%. Here Is Why That Is the Entry
24/7 Wall St.89d agoneutral
Boeing Just Got Its First Major China Order in Nearly a Decade and the Stock Is Down 7%. Here Is Why That Is the Entry

At roughly $220, Boeing (NYSE:BA) is a Buy. The stock has pulled back into a window that aligns with operational turnaround, a record backlog, and a reopened door to China. That combination rarely appears in a duopoly business. Boeing is one half of the global commercial aviation duopoly with Airbus and a dominant U.S. defense ... Boeing Just Got Its First Major China Order in Nearly a Decade and the Stock Is Down 7%. Here Is Why That Is the Entry

Air Canada (TSX:AC) Valuation Check As Route Cuts And New Montréal Dublin Service Reshape Its Network
Simply Wall St.91d agobearish
Air Canada (TSX:AC) Valuation Check As Route Cuts And New Montréal Dublin Service Reshape Its Network

Air Canada (TSX:AC) has overhauled its international network, cutting 13 routes while planning new year-round Montréal to Dublin service using Airbus A321XLR aircraft. This change places greater emphasis on operational efficiency and route profitability. See our latest analysis for Air Canada. The share price has eased in recent months, with a 7 day share price return of 4.2% down and a 90 day share price return of 5.28% down. The 1 year total shareholder return of 2.40% points to only modest...

Boeing Gets Its China Deal at Trump’s Visit, With Many Questions
Bloomberg92d agoneutral
Boeing Gets Its China Deal at Trump’s Visit, With Many Questions

(Bloomberg) -- Boeing Co. appears to have secured its long-awaited order from China during US President Donald Trump’s visit to the country, but whatever accord was reached remained nebulous on numbers, aircraft type and a sense of timing. Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Nigerian Tycoon Femi Otedola Buys £53 Million Lo

Ethiopian Airbus Talks Highlight A220 And A350 Role In Growth Story
Simply Wall St.93d agoneutral
Ethiopian Airbus Talks Highlight A220 And A350 Role In Growth Story

Ethiopian Airlines is in early talks with Airbus for a possible aircraft order. The potential deal includes about 20 A220s and six A350 widebodies. Ethiopian Airlines would become a new A220 customer and broaden its fleet beyond Boeing. The discussions point to further interest in Airbus jets in the African aviation market. For investors tracking ENXTPA:AIR, these discussions highlight how Airbus continues to be part of fleet renewal and expansion decisions at major carriers. The mix of...

A Look At General Electric (GE) Valuation As Aerospace Demand And Engine Orders Accelerate
Simply Wall St.93d agoneutral
A Look At General Electric (GE) Valuation As Aerospace Demand And Engine Orders Accelerate

Annual meeting outcome and what it means for GE stock General Electric (GE) recently reported strong momentum in its Aerospace division, and the latest annual meeting added a governance angle, as shareholders declined a proposal for additional reporting on defense related products. This vote keeps the current disclosure framework intact. At the same time, GE Aerospace continues to see higher commercial engine and services activity, supported by increased air travel, aircraft production at...

RTX Corporation (RTX) Receives Order For SharpSight radars from Blue Raven
Insider Monkey94d agoneutral
RTX Corporation (RTX) Receives Order For SharpSight radars from Blue Raven

RTX Corporation (NYSE:RTX) is among the 9 Best Drone Stocks to Buy According to Wall Street Analysts. On May 6, the company announced that its Raytheon business had received an order for 120 SharpSight radars from Blue Raven. This marks the largest order so far for the multi-domain surveillance radar, which is used by both manned […]

Airbus Deepens Aftermarket Reach With Satair USM And Lifecycle Deal
Simply Wall St.95d agoneutral
Airbus Deepens Aftermarket Reach With Satair USM And Lifecycle Deal

Satair, an Airbus company, has completed the acquisition of Unical Aviation and its subsidiary ecube. The deal combines used serviceable material and aircraft end of life services into a single end to end platform. The transaction expands Airbus's role in the aerospace aftermarket and aircraft lifecycle management. Airbus, listed as ENXTPA:AIR, is trading around €172.52, with the stock up 9.1% over the past year and 93.6% over five years. Against that backdrop, Satair's move to fold Unical...

Ducommun Q1 Earnings Call Highlights
MarketBeat95d agoneutral
Ducommun Q1 Earnings Call Highlights

Ducommun (NYSE:DCO) reported a stronger first quarter for fiscal 2026, with management pointing to growth in both commercial aerospace and defense, improving margins and continued progress toward the company’s Vision 2027 targets. Chairman, President and CEO Steve Oswald said revenue reached a firs

Ducommun (DCO) Reports Revenue Beat as Aerospace Demand Supports Growth
InvestorsHub95d agobullish
Ducommun (DCO) Reports Revenue Beat as Aerospace Demand Supports Growth

Ducommun Incorporated (NYSE:DCO) released mixed first-quarter 2026 results on Monday, with revenue coming in above Wall Street expectations while earnings fell short of analyst forecasts. Shares of the aerospace and defense supplier were little changed in after-hours trading following the announcement.

Warren Buffett’s 1992 ‘Kamikaze Pricing’ warning came true at 3 a.m. on May 2
24/7 Wall St.100d agoneutral
Warren Buffett’s 1992 ‘Kamikaze Pricing’ warning came true at 3 a.m. on May 2

When Spirit Airlines’ yellow Airbus fleet went dark at 3:00 a.m. Eastern on May 2, stranding passengers and dissolving 17,000 jobs, the immediate culprits were obvious. A doubled jet fuel bill traceable to the Iran conflict. A bankruptcy court that had run out of patience. A group of senior creditors led by Citadel and Ares ... Warren Buffett’s 1992 ‘Kamikaze Pricing’ warning came true at 3 a.m. on May 2

GE Aerospace Stock Has Been Unfairly Punished. It’s a Buy.
Barrons.com100d agobullish
GE Aerospace Stock Has Been Unfairly Punished. It’s a Buy.

Stock market corrections are painful. GE Aerospace (don’t call it General Electric) stock has been unfairly punished since its first-quarter earnings report, with investors’ gaze now narrowly focused on the Middle East rather than on a horizon filled with more planes powered by GE’s aircraft engines. Problems started for GE Aerospace stock in March, right after missiles started flying in Iran.

Airbus (ENXTPA:AIR) Valuation After AirAsia’s Record A220 Order And Mixed Recent Share Price Performance
Simply Wall St.100d agoneutral
Airbus (ENXTPA:AIR) Valuation After AirAsia’s Record A220 Order And Mixed Recent Share Price Performance

Airbus (ENXTPA:AIR) is back in focus after AirAsia confirmed a firm order for 150 A220-300 jets, a roughly $19b deal that reshapes the programme and underscores demand for fuel efficient single aisle aircraft. See our latest analysis for Airbus. The AirAsia order lands after a mixed few months for the stock, with a 14.15% 1 month share price return and a year to date share price return of a 7.46% decline, yet a 112.78% 5 year total shareholder return that points to longer term momentum. If...

AirAsia signs $19bn deal for 150 Airbus A220 jets
AFP100d agoneutral
AirAsia signs $19bn deal for 150 Airbus A220 jets

Southeast Asia's AirAsia signed a $19 billion deal to buy 150 Canadian-made Airbus A220-300 jets, the two companies said, with the low-cost carrier adding Thursday that it could double the order to meet future demand.Southeast Asia's largest low-cost carrier said the agreement had "the strategic flexibility to upsize the commitment to 300 of the A220 Aircraft Family to meet future demand".