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5 Must-Read Analyst Questions From TransDigm’s Q2 Earnings Call
StockStory3h agoneutral
5 Must-Read Analyst Questions From TransDigm’s Q2 Earnings Call

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

China's C919 jet makes first international commercial flight
AFP23h agoneutral
China's C919 jet makes first international commercial flight

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.

Brazil aircraft maker Embraer raises outlook after record revenue
AFP2d agoneutral
Brazil aircraft maker Embraer raises outlook after record revenue

Brazilian aircraft manufacturer Embraer said Monday it expects higher profits than previously forecast in 2026 after record second-quarter revenues and an all-time high order backlog.The world's third-largest aircraft manufacturer after Airbus and Boeing, Embraer said it expects about $110 million more in profits.

Transdigm Group Q3 Earnings Call Highlights
MarketBeat3d agoneutral
Transdigm Group Q3 Earnings Call Highlights

TransDigm Group (NYSE:TDG) raised its fiscal 2026 sales, EBITDA and commercial aftermarket outlook after reporting third-quarter results that management said exceeded expectations, supported by growth across commercial OEM, commercial aftermarket and defense markets. President and Chief Executive O

Loar Q2 Earnings Call Highlights
MarketBeat4d agoneutral
Loar Q2 Earnings Call Highlights

Loar (NYSE:LOAR) reported record second-quarter sales, adjusted EBITDA and adjusted EBITDA margin, while raising its full-year 2026 outlook as commercial aerospace demand and organic business wins supported growth. Chief Executive Officer and Executive Co-Chairman Dirkson Charles said the quarter m

Ducommun Q2 Earnings Call Highlights
MarketBeat5d agoneutral
Ducommun Q2 Earnings Call Highlights

Ducommun (NYSE:DCO) reported record second-quarter revenue as growth in commercial aerospace and military programs lifted sales, margins and earnings. The company said it remains on track to meet its full-year revenue outlook despite expecting lower growth rates in the second half after pulling forw

Airbus (ENXTPA:AIR) Stock Still Looks Below Fair Value Despite A 103% Run
Simply Wall St.8d agoneutral
Airbus (ENXTPA:AIR) Stock Still Looks Below Fair Value Despite A 103% Run

Airbus stock has more than doubled over the past five years, and the latest valuation checks suggest the market price may still sit below an intrinsic value estimate rather than fully reflecting that strength. A 102.6% return over five years puts Airbus among the stronger performers in its sector peer group and raises the question of how much upside is already priced in. Recent aircraft orders, defence contracts and sustainability partnerships can support expectations for future cash flows,...

Is Lufthansa giving up on its Airbus A321 cargo fleet?
FreightWaves9d agoneutral
Is Lufthansa giving up on its Airbus A321 cargo fleet?

Lufthansa Cargo is trying to unload its four Airbus A321 converted freighters despite repeated assurances it plans to redeploy the aircraft in commercial service, which have been grounded since the sister passenger airline that provided the pilots went out of business. The post Is Lufthansa giving up on its Airbus A321 cargo fleet? appeared first on FreightWaves.

Hexcel Q2 Earnings Call Highlights
MarketBeat12d agoneutral
Hexcel Q2 Earnings Call Highlights

Hexcel (NYSE:HXL) reported higher second-quarter sales, margins and cash flow as commercial aircraft production rates increased, led by demand on wide-body programs including the Airbus A350 and Boeing 787. Second-quarter sales totaled $529 million, up 8% from the prior-year period, while adjusted

Stocks to Watch: Ford, Hermes, Microsoft, Meta
The Wall Street Journal14d agoneutral
Stocks to Watch: Ford, Hermes, Microsoft, Meta

↗️ Ford Motor (F): Despite posting a drop in second-quarter revenue, the automaker boosted its full-year earnings outlook. Shares climbed more than 4% premarket. ↗️ Kering (FR:KER): Shares in Gucci’s parent company jumped more than 11% after revenue rose, signaling a recovery after years of weak demand.

United (UAL) Unveils New Economy Plus Seating For Its Airbus A321XLR Fleet
Simply Wall St.15d agoneutral
United (UAL) Unveils New Economy Plus Seating For Its Airbus A321XLR Fleet

United Airlines Holdings (NasdaqGS:UAL) has introduced a new Economy Plus seating concept for its upcoming Airbus A321XLR fleet. The configuration includes extra elbow room and a shared table aimed at improving comfort on long international routes. United plans to be the first U.S. carrier to offer this specific Economy Plus option on the A321XLR. United Airlines is highlighting product design as a point of difference as long haul narrowbody aircraft like the Airbus A321XLR move closer to...

Tech Earnings, Fed Rate Decision: What to Watch This Week
The Wall Street Journal16d agoneutral
Tech Earnings, Fed Rate Decision: What to Watch This Week

Today Earnings (a.m.): Coca-Cola, UPS, Boeing, Sherwin-Williams, Hilton, Centene, PayPal, S&P Global Earnings (p.m.): Visa, Ford Motor, Mondelez International, Waste Management, PPG Industries, Bloom Energy, Avis Budget, Seagate Technology Economic data: Consumer confidence index, Johnson Redbook retail sales index, U.

Bloomberg17d agoneutral
Palantir’s Infamy Opens Doors for French Challenger

(Bloomberg) -- The latest transatlantic technology brouhaha unfolded on Instagram. Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksTrump Seethes as Iran War Spirals Anew With No End in SightAwakened Indian Students Hand Modi One of His Biggest SetbacksDuring a week in June when the leaders of the Group of Seven descended on France and Paris held

Deutsche Telekom (XTRA:DTE) Could Be 32% Undervalued After Its Quantum Projects Move
Simply Wall St.19d agoneutral
Deutsche Telekom (XTRA:DTE) Could Be 32% Undervalued After Its Quantum Projects Move

Deutsche Telekom (XTRA:DTE) is back in focus after teaming up with AIT Austrian Institute of Technology, THALES, Airbus and SES on two new European Commission backed quantum communication projects, PETRUS2 and HarmoniQCI. See our latest analysis for Deutsche Telekom. Despite the quantum communication projects bringing Deutsche Telekom back into the spotlight, the share price has slipped in the short term, with the 1 day and 90 day share price returns both declining. In contrast, the 3 year...

Airbus (ENXTPA:AIR) Launches C$13.7 Million Canada SAF Platform With Air Canada
Simply Wall St.19d agoneutral
Airbus (ENXTPA:AIR) Launches C$13.7 Million Canada SAF Platform With Air Canada

Airbus (ENXTPA:AIR) and Air Canada have created a C$13.7 million Sustainability Co-Investment Platform focused on sustainable aviation fuel production in Canada. The partners have also entered a multi-year SAF purchase agreement and plan to increase engagement with Canadian policymakers on aviation decarbonization. For investors tracking Airbus, this new platform with Air Canada sits at the intersection of aircraft manufacturing and fuel supply, an area that is drawing more attention as...