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Boeing recently received an amended type certificate from the U.S. Federal Aviation Administration for its 737-7 aircraft, clearing the smallest and longest-range member of the 737 MAX family for commercial service after extensive testing and safety reviews. In parallel, Odysight.ai Inc. announced a Memorandum of Agreement with Boeing to trial its computer vision-based predictive maintenance platform at two Boeing sites, highlighting Boeing’s interest in advanced monitoring technologies...

BAE Systems has delivered a very strong 5 year share price return, yet current checks suggest the stock now sits close to its estimated intrinsic value rather than offering an obvious discount. Over the past 5 years, BAE Systems has returned about 348.4%, which puts recent pricing under closer scrutiny for signs of over optimism or lingering value. Progress on programs such as DARPA's THREADS initiative may influence expectations for future defence electronics revenue, while project...

Agreement with the Pentagon and Raytheon covers avionics and ejector assemblies

JLL may move its global HQ to Boeing’s former Chicago tower, marking another major office downsizing in the city’s core.

The Pentagon reached an agreement with Boeing and RTX to increase production of components used for advanced interceptor missiles. Boeing and RTX both rose about 1%.

Boeing Co.’s efforts to turn around its business are getting a loud cheer from Wall Street, as analysts this week turned the most bullish on the company in nearly four years.

Boeing’s decision to unload three aerospace businesses initially left Bank of America questioning the logic, but the bank now sees the deal as a way for the plane maker to sharpen its focus without abandoning the technologies it helped develop. Boeing (BA) agreed on Aug. 10 to sell Wisk Aero, ...

Despite record revenue, GE Aerospace is falling further behind on orders. Spare parts delinquencies, a measure of shipments delayed by material shortages, grew last quarter. This is not a sign of weakness, but of demand so intense the company's industrial base cannot keep pace.

BA's fighter jet business stands to gain from rising defense spending, fleet modernization and demand for aircraft upgrades and sustainment.

Expensive stocks often command premium valuations because the market thinks their business models are exceptional. However, the downside is that high expectations are already baked into their prices, leaving little room for error if they stumble even slightly.

The company has partnerships with two large defense and aerospace companies.

The chess game between Iran and the U.S. hit another stalemate this week. In today’s issue I’m diving into a different geopolitical game: America’s bid to untangle its critical supply chains from China. The U.S. is taking a cue or two from China’s strategy, but it’s having some trouble executing.

TransDigm’s second quarter performance reflected broad-based growth across its commercial OEM, commercial aftermarket, and defense segments, with management highlighting particularly strong demand in the commercial transport aftermarket. CEO Michael Lisman credited the 18% year-over-year growth in commercial aftermarket to robust demand across engines, interiors, and passenger systems, despite ongoing geopolitical uncertainties. The company also reported double-digit growth in defense and commer

Lumen Technologies (NYSE:LUMN) appointed John M. Hinshaw to its Board of Directors. Hinshaw brings experience leading global operations and transformation initiatives at HSBC. His career includes executive roles at Hewlett-Packard, Hewlett Packard Enterprise, Boeing, and Verizon Wireless. For a broader view on how experienced leadership can shape corporate direction, it is worth exploring companies in the same theme through 19 top founder-led companies. NYSE:LUMN 1-Year Stock Price...

Missile shortages and a Pentagon production push could boost Lockheed Martin, RTX and defense ETFs as replenishment drives new orders.

Boeing recently sold three subsidiaries to Archer Aviation while gaining a stake in the company.

Archer Aviation's Boeing deal, defense partnerships and regulatory progress could accelerate its push into air taxis and autonomous aviation.

Archer Aviation's 49.2% rally reflects Midnight's commercialization progress, expanding production and advances in autonomous VTOL and aviation AI.

BA's rising deliveries, defense milestones and record backlog support growth, but production delays and 777X issues cloud its outlook.

China's homegrown C919 jet completed its first international commercial flight on Wednesday, a symbolic step towards Beijing's goal of challenging the decades-long aerospace dominance of Boeing and Airbus.The C919 completed its first commercial flight in May 2023, flying from the Chinese financial hub of Shanghai to Beijing.

Archer Aviation (ACHR) has spent years as a pre-revenue startup, burning cash while it waits for regulators to let its air taxis carry paying passengers. That description no longer fits. On Aug. 10, Archer said it will buy three Boeing subsidiaries in an all-stock deal, and the market pushed the ...

For Lockheed Martin shareholders, here is a trade that pays you a real income today, which you keep no matter what, in exchange for agreeing to sell your stock at a higher price if it gets there.

Boeing Co (NYSE:BA, XETRA:BCO)’s sale of subsidiaries Wisk Aero, Insitu and SkyGrid to Archer Aviation should allow the aerospace company to focus more closely on its core business, according to Bank of America analysts, who see the transaction as a sensible move despite initially questioning...

The FAA certified The Boeing Company (NYSE:BA)’s 737 MAX 7 on Monday, the smallest version of its bestselling jet, nearly a decade after the company first expected approval. Boeing shares jumped as much as 8% on the news, part of a broader rally that also included an analyst upgrade and falling oil prices. Southwest Airlines […]

The sales behind its multiple come from the passenger network it acquired, while the electric air taxi at the center of the story is still working through its final certification stage.

With its regulatory lead, strategic partnerships, and best-in-breed technology, Archer Aviation is positioned to be a leader in the burgeoning air taxi industry.

The case for buying Boeing stock is based on its absolute and relative valuation.

Archer is broadening into defense and aviation AI through planned Boeing acquisitions while keeping Midnight certification and early operations central.

Boeing upgraded, Under Armour downgraded: Wall Street's top analyst calls

Transportation Secretary Sean Duffy says the FAA has hired more than 2,000 new air traffic controllers as the Trump administration’s push to recruit gamers helps accelerate hiring. Sean Duffy Calls Hiring Push ‘Game Changer’ On Sunday, Duffy took to the...