Aerospace and defense company Boeing (NYSE:BA) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 34.9% year on year to $22.75 billion. Its non-GAAP loss of $1.24 per share was 5.8% above analysts’ consensus estimates.
Boeing’s second quarter was marked by significant year-on-year growth in sales volumes and revenue, yet the market responded negatively to the results. Management attributed the quarter’s improvement to higher aircraft deliveries, particularly in its commercial airplane division, along with operational changes that reduced production bottlenecks. CEO Robert K. Ortberg highlighted that the company delivered its highest number of commercial jets since 2018 and noted, “almost every customer I talk to has said they're seeing higher quality airplane deliveries.” However, persistent challenges remain, including the need to further stabilize production lines and manage ongoing supply chain risks.
Aerospace and defense company Ducommun (NYSE:DCO) announced better-than-expected revenue in Q2 CY2025, with sales up 2.7% year on year to $202.3 million. Its non-GAAP profit of $0.88 per share was 7% above analysts’ consensus estimates.
The issues that led to all three stocks underperforming the market in the first half of 2025 appear temporary, and their long-term growth prospects look superb.
Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets.
But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.
India has paused its defense procurement plans from U.S. companies like Lockheed Martin, Boeing, and General Dynamics, as diplomatic tensions and tariffs imposed by President Trump strain bilateral relations.
Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. Still, their generally high capital requirements expose them to the ups and downs of economic cycles,
and the industry’s six-month return of 3.7% has fallen short of the S&P 500’s 5.3% rise.
Firefly Aerospace (NASDAQ: FLY) recently made a highly anticipated entrance into the public market, experiencing a robust initial public offering (IPO) that saw its shares soar well above their initial pricing. However, the excitement was quickly tempered as the aerospace company's stock experienced a notable dip in the days following
Jim Cramer recommends buying Boeing (BA) after BofA raises price target to $270. Steer away from Lamb Weston (LW). SentinelOne (S) is just hype. KeyCorp (KEY) is a buy.
Wall Street experienced a day of divergent fortunes on Thursday, August 7, 2025, as the technology-heavy Nasdaq Composite surged to a new all-time high, signaling robust investor confidence in the tech sector's growth prospects. In stark contrast, the broader S&P 500 and the industrial-focused Dow Jones Industrial Average closed
In a move that has once again sent ripples through global trade, President Donald Trump has implemented a new round of U.S. tariffs, targeting a range of imported goods. While such significant policy shifts typically trigger sharp market volatility, Wall Street's immediate reaction has been notably muted, with major
Aerospace and defense technology solutions provider Astronics Corporation (NASDAQ:ATRO) missed Wall Street’s revenue expectations in Q2 CY2025 as sales rose 3.3% year on year to $204.7 million. On the other hand, the company’s full-year revenue guidance of $850 million at the midpoint came in 0.6% above analysts’ estimates. Its non-GAAP profit of $0.38 per share was in line with analysts’ consensus estimates.
The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning.
Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.
Vertical Aerospace's new airframe deal with a Tier 1 supplier and disciplined financials mark a crucial shift from flight testing to a focus on manufacturing.
