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On September 3, The Wall Street Journal reported that The Boeing Company (NYSE:BA) has uncovered hundreds of millions of dollars in additional liabilities at Spirit AeroSystems beyond what it initially recognized after completing its $8.4 billion acquisition of the fuselage supplier in December 2025. Spirit’s assumed liabilities now exceed identifiable assets by roughly $1.9 billion. […]
Boeing's turnaround is real, but its debt load and negative free cash flow raise questions. SpaceX burns cash aggressively yet commands a large forward P/E.
Boeing's 35% revenue surge masks a negative free cash flow and 10x debt load, while Redwire burns cash but carries minimal leverage, a classic risk-reward trade-off.
Boeing (BA) grew revenue faster over the past twelve months than any of its aerospace and defense peers, GE Aerospace included, and its stock still fell. It is also the only one in that group running an operating loss. The growth has come with rising airplane deliveries, and the market is waiting to see whether those airplanes earn a margin.
Boeing is a century-old aerospace giant working to reclaim its reputation. Rocket Lab is a fast-moving space company building the infrastructure for the next era of commercial spaceflight.
Air Force boosts Boeing's KC-46 contract by $13.4 billion. AeroVironment subsidiary BlueHalo, Northrop Grumman awarded defense deals.
Boeing (BA) closed the most recent trading day at $210.45, moving +2.76% from the previous trading session.
Everybody on Wall Street knows everything there is to know about popular mega-cap stocks, right? Matt Fruhan, a top fund manager of Fidelity Mega Cap Stock Fund, disagrees.
AeroVironment posted a Q1 revenue and earnings beat with record backlog, prompting Moderate Buy ratings from analysts and price targets implying significant upside from current levels.
Boeing's debt burden and negative cash flow contrast sharply with GE's fortress balance sheet and $7.3 billion in free cash flow.
Archer is changing rapidly through partnerships and acquisitions.
At $337 a share, GE Aerospace (GE) trades at 39 times trailing earnings, which is not typically where an investment thesis begins. The bullish case here centers on cash generation instead. Management has raised 2026 free cash flow guidance to $8.9 billion to $9.2 billion, and on the CFO's own account that is more cash than the company expected to generate in 2028 when it framed that year in July 2025.
Boeing returned to profitability with 34.5% revenue growth, while Intuitive Machines burns cash but commands astonishing forward multiple.
Boeing trades at a 49x forward P/E amid a commercial rebound, while Lockheed Martin offers steadier cash flow at a 17x multiple, a stark contrast in recovery timing.
Boeing recently disclosed it quietly paid a US$3.1 million FAA penalty for 737 MAX quality violations and announced that longtime controller Michael J. Cleary will retire in 2027, with former Ernst & Young partner Ryan L. Shedd set to become senior vice president, controller, and principal accounting officer after the 2026 Form 10-K filing. At the same time, analysts have turned more positive on Boeing’s long-term prospects, highlighting record backlog and improving cash flows even as...
Boeing (BA) trades at $208.87, down 12.0% over the past twelve months while the S&P 500 returned 20.5%. The complaint behind it is simple: the company still loses money building airplanes. What complicates it is how fast that loss is shrinking.
Lockheed Martin (LMT) has spent the past three years handing its owners a slightly bigger slice of the company each year, and the arithmetic worked. Earnings per share grew faster than net income. The stock now sits well below its 52-week high, which makes the question worth asking again: is that quiet compounding still running at the speed the record suggests.
On August 11, Kristina Ruggeri from Argus upgraded The Boeing Company (NYSE:BA) from Hold to Buy, based on the company’s long-term prospects within the expanding commercial aerospace segment. The analyst expects the company’s impressive backlog, topline growth and margins to continue expanding after the management made progress in addressing concerns linked with production and profitability. […]
LEAP engines are arguably the single most important pieces of equipment for the commercial aerospace industry.
Archer burns cash in pre-commercial limbo while SpaceX generates $18.7B in revenue, but both carry crushing losses that reframe what "better" really means.
Two decades separate the sale from the repurchase. This month, the company agreed to let three more businesses go.
The contract covers production, upgrades, and sustainment of the F-15 Eagle Weapon System.
Both companies are burning cash at a massive scale with minimal revenue, but their balance sheets and risk profiles tell starkly different stories.
ASL Aviation Holdings, a Dublin-based provider of dedicated transportation service, on Monday announced the purchase of two Boeing 747-400 freighter aircraft that have been under the operation of subsidiary ASL Airlines Belgium as leased aircraft to ensure ongoing capacity for shippers. The news follows the recent decision to expand operations in Australia and New Zealand […] The post Express carrier partner ASL Aviation buys 747 freighters from lessor appeared first on FreightWaves.
AST SpaceMobile burns cash while pursuing satellite broadband, while Boeing grapples with debt and production challenges, both carry distinct risks that reshape the comparison.
A brisk rally in industrial stocks this year has defied higher oil prices, rising bond yields and restrictive trade policies, as investors bet on big gains from the artificial intelligence boom. Now signs are emerging the optimism may have gone too far.
Boeing hands over three subsidiaries and walks away owning about 16.5% of Archer. Insitu alone brings annual revenue 29 times Archer's own.
Five years ago, Wisk Aero sued Archer Aviation Inc. (NYSE:ACHR) for allegedly stealing its trade secrets. On August 10, Archer agreed to buy Wisk entirely, along with two other The Boeing Company (NYSE:BA) subsidiaries, in a deal that gives the aerospace giant a roughly 20% interest in the electric-aircraft company it previously accused of corporate […]
The eVTOL stock is still down more than 50% from its highs.
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