News

The surface narrative surrounding GE Aerospace (GE) is dominated by its massive second quarter 2026 earnings beat and raised full year guidance, but the underlying data reveals a distinct tension between top-line acceleration and profitability. The defining insight is not the adjusted earnings per share of $2.02 against a $1.86 consensus, nor the $12.6 billion in adjusted revenue that marked a 24% year over year increase. Rather, it is the margin compression that GE absorbed to physically delive

Boeing (BA) is close to completing certification of its long-delayed 737 Max 7 and has made signific

Fresh off last week's launch of new production capacity in Washington state, Boeing plans a splashy display of new commercial and defense offerings at next week's Farnborough International Airshow.Boeing launched the 777X program at the 2013 Dubai Airshow, originally targeting 2020 for deliveries.

(Bloomberg) -- President Donald Trump urged military contractors to speed up production, singling out General Dynamics Corp. during a summit aimed at strengthening the nation’s defense industrial base.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeA Cocaine Bus

Investing.com -- Morgan Stanley maintained a constructive outlook on the aerospace and defense sector ahead of second-quarter earnings, citing resilient commercial aerospace demand, improving aircraft production, and favorable long-term defense spending trends, while becoming more selective after recent stock volatility and valuation shifts.

As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the aerospace industry, including Boeing (NYSE:BA) and its peers.

BA rides on the global fleet renewal wave as strong demand, rising production and a $576 billion backlog support its long-term commercial aircraft outlook.

SpaceX stock is dangerously close to breaking its $135 IPO price. SpaceX is set to test its huge, fully-reusable Starship for the thirteenth time. Starship promises to dramatically lower the cost of reaching space while dramatically increasing SpaceX’s capacity to put things into orbit.

Pre-Market Stock Futures: Futures are trading higher after a nice bounce-back day for Wall Street, as a tepid June consumer price index report, combined with the President dropping the big Strait of Hormuz tolls, brought buyers back to the table. When the final bell rang, all of the major indices finished the day higher. The ... Here Are Wednesday’s Top Wall Street Analyst Research Calls: Allstate, AMC Entertainment, Boeing, CAVA Group, Check Point Software, Digital Realty Trust, FedEx, IBM, UPS

The Frost Total Return Bond fund has completely dominated its Morningstar intermediate core-plus bond fund category over the past three, five, 10, and 15 years.

Boeing recently came under renewed regulatory scrutiny that could push 777X certification into the late 2020s, while ongoing supply chain bottlenecks are constraining 737 MAX production and weighing on operations. At the same time, Boeing’s presence at the Farnborough Airshow with its MQ-28 Ghost Bat and 777X displays highlights its efforts to restore confidence and tap emerging autonomous defense opportunities despite these operational headwinds. We’ll now explore how renewed regulatory...

Three stocks that stand out ahead of their upcoming Q2 reports on Thursday, July 16 are GE Aerospace (GE), Taiwan Semiconductor (TSM), and UnitedHealth Group (UNH).

GE's Q2 upcoming earnings print follows a strong Q1 with revenue of $12.4 billion and adjusted EPS of $1.86.

The U.S. planemaker handed over 314 commercial aircraft through June, a 12% increase over the same period last year

New order may emerge at Farnborough Airshow

Boeing plans to debut its MQ-28 Ghost Bat autonomous combat aircraft at the Farnborough International Airshow 2026. The company is using the event to spotlight advanced defense programs and broader sustainability efforts. The MQ-28 public display highlights a push into autonomous and collaborative combat aircraft and expanded defense services. Boeing (NYSE:BA), trading at $215.51, is putting fresh attention on its defense and autonomous systems work with the upcoming public debut of the...

HWM is riding commercial aerospace demand as engine spares, aircraft backlogs and production recovery support growth prospects.

Starship is the key to the SpaceX (SPCX) investment thesis, and the next proof point is coming fast. Without Starship, Will SpaceX Stock Fall Apart.

Boeing is gearing up to release its second-quarter earnings later this month, and analysts anticipate a double-digit bottom-line surge.

President Donald Trump said the U.S. would resume a blockade of Iranian ships transiting the Strait of Hormuz.

One specializes in materials, the other builds complete aircraft, but their financial profiles and valuations tell very different stories.

The company's most important production line appears stable, but the real test for investors is still to come, and it hinges on one critical figure.

Expectations for defense earnings are low. That isn’t the case for commercial aerospace earnings, though.

Everyone beating themselves up for missing GE Aerospace's big run this year might want to check what the boring industrials ETF quietly did over the exact same stretch before feeling too bad about it.

Gov. Gavin Newsom accused President Donald Trump of corruption on Saturday, calling his Qatari-donated jet “Air Fraud One,” a day after the administration subpoenaed four The New York Times journalists over a report on the aircraft’s security gaps. Corruption Charge...

Companies with solid operating margins have a competitive edge, allowing them to reinvest for sustainable expansion. The best of these businesses balance profitability with reinvestment, setting themselves up for long-term success.

AIR is expanding aircraft MRO capabilities through added maintenance capacity, repair services and global support as industry demand for sustainment grows.

After a steep fall, the electric air taxi pioneer is making visible progress in the skies, forcing investors to weigh tangible momentum against a long and costly road to commercial service.

SpaceX faces valuation and execution concerns, but its leadership in satellite connectivity and reusable launches supports long-term growth prospects.

FTSE 100 down 5 points to 10,492 Oil prices hit 3-week high amid new US-Iran strikes Plus500, PageGroup, Oxford Nanopore post numbers 11.04am: Can markets absorb Gulf risks? This week "will be a test to see if the continued skirmishes between the US and Iran can be absorbed by...