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Boeing (NYSE: BA) delivered 64 commercial airplanes in June, bringing its second-quarter total to 171 jets and its first-half total to 314 -- the company's best first half since 2018. For a plane maker still working its way back to consistent profitability, that delivery pace is the single most important input into the second-quarter results Boeing will report on Tuesday, July 28. Deliveries matter this much because of how Boeing gets paid. The company collects the bulk of an airplane's purchase price when it hands the jet to the customer, so every additional delivery brings in more cash. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » The second quarter's 171 commercial deliveries included 129 737s and 25 787s. And output has been climbing for more than a year. Boeing delivered 130 airplanes in the first quarter of 2025, 143 in this year's first quarter, and now 171 in the second quarter. Boeing's first-quarter report showed why the ramp matters. Revenue rose 14% year over year to $22.2 billion. The company's core (non-GAAP) loss per share narrowed to $0.20 from $0.49 a year earlier. And free cash flow, while still negative at $1.5 billion, was an improvement from a $2.3 billion outflow in the year-ago quarter. Losses shrinking and cash flow improving, quarter after quarter, is the entire investment story here -- and it runs on deliveries. The second quarter added 28 more deliveries than the first. If Boeing's per-plane economics held steady, that higher volume should translate into a smaller loss and better cash flow when the company reports. Investors should also listen for any word on production rates. Boeing has been ramping up its 737 production to 47 jets per month, up from 42, with the concurrence of the Federal Aviation Administration. That higher rate raises the delivery ceiling for 2027 and beyond. There's a backlog reason to care, too. Boeing ended the first quarter with a record $695 billion in total backlog, including more than 6,100 commercial airplanes. The company doesn't have a demand problem. It has a production problem, which is why every month of higher output works directly on the constraint that has been holding th...

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. The brokerage reiterated positive views on commercial aerospace, defense and space, highlighting durable aftermarket demand driven by sustained fleet utilization, low aircraft retirement rates, constrained maintenance capacity and continued engine maintenance needs. It also said Boeing's production recovery is gaining momentum, with the 737 MAX running at 47 aircraft per month and further certification milestones expected to support the commercial aerospace outlook. In defense, Morgan Stanley said investors continue to underestimate the likelihood of a roughly $1.1 trillion U.S. fiscal 2027 base defense budget, arguing that supply-chain improvements and expanding missile production capacity should provide further upside for the sector. The firm also expects space companies to benefit from upcoming launch milestones, improving order trends and NASA's commercial International Space Station procurement. Reflecting changing valuations rather than weakening fundamentals, Morgan Stanley downgraded Loar Holdings and TransDigm to Equal-weight, while cutting CAE and Voyager Technologies to Underweight. At the same time, it named FTAI Aviation as its top commercial aerospace pick, Northrop Grumman as its preferred defense stock and HawkEye 360 as its top space investment. The brokerage also revised several price targets, lowering targets for companies including Honeywell Aerospace, VSE, Textron, StandardAero, Loar and TransDigm, while raising targets for Heico, Curtiss-Wright and Moog. It said the expanding universe of publicly traded aerospace and defense companies has increased investment opportunities but also requires greater selectivity. Related articles Morgan Stanley stays bullish on aerospace, defense ahead of Q2 earnings Nvidia's new Alpamayo project: What it means for Tesla? This sector is 'poised for a big, beautiful year': Truist

ARLINGTON, Va., July 14, 2026 /PRNewswire/ -- The Boeing Company [NYSE: BA] announced today major program deliveries across its commercial and defense operations for the second quarter of 2026 as follows: Contact: Investor Relations: [email protected] Communications: [email protected] View original content:https://www.prnewswire.com/news-releases/boeing-announces-second-quarter-deliveries-302825298.html

As the second-quarter earnings season heats up, investors are looking for companies that combine durable long-term growth drivers with strong underlying fundamentals. While quarterly reports can create short-term volatility, they also provide opportunities to build positions in high-quality businesses that have the potential to outperform over time. 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). Each operates in an industry with attractive long-term demand trends, boasts market-leading positions, and has catalysts that could support further upside if quarterly results reinforce their investment theses. GE Aerospace has emerged as one of the market's premier industrial companies following its transformation into a pure-play aerospace business. The company continues to benefit from robust commercial air travel demand following the COVID-19 pandemic, rising aircraft utilization, and a growing backlog of engine service work. Perhaps GE's greatest strength is its highly profitable aftermarket business. As airlines keep aircraft flying longer amid ongoing delivery constraints from Boeing BA) and Airbus EADSY), demand for maintenance, repair, and overhaul services continues to rise. Since servicing engines typically generates higher margins than selling new ones, this dynamic has helped drive steady earnings expansion. Analysts expect another quarter of solid revenue and earnings growth as commercial aviation remains healthy despite lingering supply-chain challenges. GE’s Q2 revenue is expected to be up nearly 17% to $11.86 billion, with quarterly EPS projected to rise 12% to $1.86. Few companies are more important to the artificial intelligence investment story than Taiwan Semiconductor. As the world's largest contract chip manufacturer, TSM produces the advanced semiconductors powering AI accelerators designed by Nvidia NVDA), AMD AMD), Broadcom AVGO), and Apple AAPL). Demand for advanced manufacturing capacity continues to outpace supply, allowing Taiwan Semiconductor to benefit from favorable pricing, exceptional capacity utilization, and expanding profit margins. Adding confidence ahead of earnings, the company most recently reported record quarterly revenue and EPS during Q1 at $35.89 billion and $3.49 per share, respectively. Wall Street expects...

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

DUBLIN, July 3, 2026 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap") (NYSE: AER) has announced its major business transactions during the second quarter 2026: Signed 120 lease agreements, including 11 widebody aircraft, 47 narrowbody aircraft, 49 engines and 13 helicopters. Completed 33 purchases of 25 aircraft (including 9 Airbus A320neo Family aircraft, 10 Boeing 737 MAX aircraft, 5 Boeing 787-9s and 1 Embraer E195-E2 for AerCap's owned portfolio), 5 engines for AerCap's owned portfolio and 3 helicopters. Completed 49 sale transactions for 45 aircraft (including 15 Airbus A320 Family aircraft, 14 Airbus A320neo Family aircraft, 1 Airbus A350, 2 Boeing 737NGs, 1 Boeing 787-8, 1 Boeing 767-300ERF and 1 Embraer E195-E2 from AerCap's owned portfolio and 10 aircraft from AerCap's managed portfolio), 2 engines (including 1 engine from AerCap's owned portfolio and 1 engine from AerCap's managed portfolio) and 2 helicopters. Signed financing transactions for approximately $2.2 billion. Repurchased approximately 4.9 million shares, at an average price of $141.24 per share, for a total of approximately $691 million. Declared quarterly cash dividend on ordinary shares of $0.40 per share. About AerCapAerCap is the global leader in aviation leasing with one of the most attractive order books in the industry. AerCap serves approximately 300 customers around the world with comprehensive fleet solutions. AerCap is listed on the New York Stock Exchange (AER) and is headquartered in Dublin with offices in Shannon, Memphis, Singapore, Miami, London, Dubai, Shanghai, Amsterdam and other locations around the world. Forward-Looking Statements This press release contains certain statements, estimates and forecasts with respect to future performance and events. These statements, estimates and forecasts are "forward-looking statements". In some cases, forward-looking statements can be identified by the use of forward-looking terminology such as "may," "might," "should," "expect," "plan," "intend," "will," "aim," "estimate," "anticipate," "believe," "predict," "potential" or "continue" or the negatives thereof or variations thereon or similar terminology. All statements other than statements of historical fact included in this press release are forward-looking statements and are based on various underlying assumptions and expectations and are subject to known and unknown risks, unc...

ARLINGTON, Va., July 1, 2026 /PRNewswire/ -- The Boeing Company [NYSE: BA] will release its financial results for the second quarter of 2026 on Tuesday, July 28. President and Chief Executive Officer Kelly Ortberg and Executive Vice President and Chief Financial Officer Jay Malave will discuss the results and company outlook during a conference call starting at 10:30 a.m. ET. The event webcast, news release and presentation materials, as well as a subsequent transcript, can be accessed on the Events and Presentations section of www.boeing.com/investors. Participants are encouraged to verify access to the webcast and materials prior to the start of the event. ContactInvestor Relations: [email protected] Communications: [email protected] View original content to download multimedia:https://www.prnewswire.com/news-releases/boeing-to-release-second-quarter-results-on-july-28-302813779.html

Boeing has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 10.6% to $228.58 per share while the index has gained 9.3%. Is BA a buy right now? Find out in our full research report, it’s free. One of the companies that forms a duopoly in the commercial aircraft market, Boeing (NYSE:BA) develops, manufactures, and services commercial airplanes, defense products, and space systems. Revenue growth can be broken down into changes in price and volume (the number of units sold). While both are important, volume is the lifeblood of a successful Aerospace company because there’s a ceiling to what customers will pay. Boeing’s units sold punched in at 143 in the latest quarter, and over the last two years, averaged 69.7% year-on-year growth. This performance was fantastic and shows its offerings have a unique value proposition (and perhaps some degree of customer loyalty). We track the long-term change in earnings per share (EPS) because it highlights whether a company’s growth is profitable. Boeing’s full-year EPS flipped from negative to positive over the last five years. This is a good sign and shows it’s at an inflection point. Free cash flow isn’t a prominently featured metric in company financials and earnings releases, but we think it’s telling because it accounts for all operating and capital expenses, making it tough to manipulate. Cash is king. Boeing’s demanding reinvestments have drained its resources over the last five years, putting it in a pinch and limiting its ability to return capital to investors. Its free cash flow margin averaged negative 3.1%, meaning it lit $3.15 of cash on fire for every $100 in revenue. Boeing’s merits more than compensate for its flaws, but at $228.58 per share (or 560.9× forward P/E), is now the right time to buy the stock? See for yourself in our comprehensive research report, it’s free. WHILE YOU’RE HERE: Top 9 Market-Beating Stocks. The best stocks don’t just beat the market once. They do it again. And again. Robust revenue growth, rising free cash flow, returns on capital that leave their competition in the dust. The market has already rewarded these businesses. But our AI platform says the party isn’t over. Find out which 9 stocks made the cut this week — FREE. Get Our Top 9 Market-Beating Stocks for Free HERE. Stocks that have made our list in...

Image source: The Motley Fool. Wednesday, April 22, 2026 at 10:30 a.m. ET President and CEO — Robert Ortberg Executive Vice President and CFO — Jesus Malave Need a quote from a Motley Fool analyst? Email [email protected] Robert Ortberg: Thank you, Eric, and good morning, everyone. Thanks for joining in today's call. As we reflect on our first quarter performance today, we're off to a really good start and headed in the right direction. We remain on plan and are building momentum from solid performance across all 3 of our businesses. Our Commercial Airplanes team continues to integrate our safety and quality plan into its operations, which has enabled us to increase production rates and deliver high-quality airplanes to customers around the world. Our Defense & Space team continues to stabilize operations and after 2 years of hard work and development, we're starting to achieve inspiring milestones like the recent Artemis II launch that carried NASA astronauts to space on the Boeing-built core stage rocket. The launch and landing were a truly profound moment as humans reached farther into space than ever before and serves as a great reminder of what Boeing, our industry partners and our country can do. In Boeing Global Services, our team is off to a strong start, adding further orders to its record backlog, meeting customer demand and continuing to deliver solid operating results. While we are seeing some regional instability as a function of the Iran war, we remain confident in the long-term future of our industry. Aviation has seen moments like this before, whether it be a recession, pandemic or conflict. The resilience of our industry has always led to a recovery and return to growth trends. Our market remains robust and the Boeing portfolio of versatile, fuel-efficient airplanes, defense platforms and services is built for the dynamic environment of our time. So far, we have not seen any impact on our airplane deliveries. As always, we stay close to our commercial customers if they make adjustments to their plans, in which case, I think the strength and diversity of our backlog gives us a lot of flexibility. And I should note, we're already seeing higher demand in our defense business given the increased operational tempo, which over time will be a good offset to any potential commercial MRO weakness that results from these higher fuel prices. We are confident...

This article first appeared on GuruFocus. Release Date: May 28, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Park Aerospace Corp (NYSE:PKE) reported Q4 sales of $24.187 million, which was within their estimated range, demonstrating accurate forecasting. The company has a strong relationship with Arian Group, being the exclusive North American distributor for their Raycar C2B fabric, which is crucial for missile programs. Park Aerospace Corp (NYSE:PKE) is involved in significant aerospace programs, including the A320 NEO family and the Boeing 777X, indicating a strong presence in the commercial aerospace sector. The company has zero long-term debt and a strong cash position, with $89.4 million in cash and marketable securities. Park Aerospace Corp (NYSE:PKE) has a history of 41 consecutive years of dividends, showcasing a commitment to returning value to shareholders. The gross margin for Q4 was 28.7%, which is below the company's preferred threshold of 30%, indicating pressure on profitability. There are ongoing challenges with supply chain disruptions and misshipments, which are impacting the company's ability to meet demand. The company is facing increased competition and potential risks from alternative products to the C2B fabric, which could impact future sales. Park Aerospace Corp (NYSE:PKE) is planning significant capital expenditures for a new manufacturing plant, which may require additional funding. The aerospace industry has been slow to recover post-pandemic, with the company only recently reaching pre-pandemic sales levels. Warning! GuruFocus has detected 8 Warning Signs with PKE. Is PKE fairly valued? Test your thesis with our free DCF calculator. Q: On the C2B fabric, is there any alternative that's used in any missile programs that you know of? A: There are stockpiles of two different types of fabric available, but they are not in production anymore, and there's no plan to put them back in production. Some defense contractors were counting on these stockpiles, but with increased demand, they are realizing these won't last long. There are efforts to develop new products equivalent to C2B, but currently, C2B is considered the premier material for solid rocket motors. Brian Shore, CEO Q: Do tariffs apply to the C2B fabric imported from France? A: Yes, tariffs do apply to products import...

It has been about a month since the last earnings report for Boeing (BA). Shares have lost about 6.2% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Boeing due for a breakout? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for The Boeing Company before we dive into how investors and analysts have reacted as of late. Boeing's Q1 Loss Narrower Than Estimates, Revenues Increase Y/YThe Boeing Company incurred an adjusted loss of 20 cents per share in the first quarter of 2026, narrower than the Zacks Consensus Estimate of a loss of 95 cents. The bottom line improved from the year-ago quarter’s reported loss of 49 cents per share.Including one-time items, the company reported a GAAP loss of 11 cents per share, narrower than the year-ago quarter’s reported loss of 16 cents. Revenues amounted to $22.22 billion, which outpaced the Zacks Consensus Estimate of $21.87 billion by 3.5%. The top line also surged 14% from the year-ago quarter’s reported figure of $19.5 billion. Backlog at the end of first-quarter 2026 totaled $694.7 billion, up from $521.3 billion recorded at the end of 2025. Commercial Airplane: Revenues in this segment surged 13% year over year to $9.2 billion, driven by higher jet deliveries. The segment incurred an operating loss of $563 million compared with the year-ago quarter’s operating loss of $537 million.During the quarter under review, Boeing delivered 143 commercial planes. The figure improved 10% year over year.Boeing Defense, Space & Security (“BDS”): The segment recorded revenues of $7.6 billion, reflecting year-over-year growth of 21%. It generated an operating income of $233 million compared with the year-ago quarter’s figure of $155 million.Global Services: The segment recorded revenues of $5.37 billion, reflecting year-over-year growth of 6%. This unit generated an operating income of $971 million compared with the year-ago quarter’s figure of $943 million. Boeing exited first-quarter 2026 with cash and cash equivalents of $9.44 billion and short-term and other investments of $11.46 billion. At the end of 2025, the company had cash and cash equivalents of $10.92 billion and short-term and other investments worth $18.49 billion.Long-term debt amounted to $44.35 billion,...

This article first appeared on GuruFocus. Release Date: May 15, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Syensqo SA (SHBBF) delivered net sales of EUR1.4 billion with an underlying EBITDA of EUR251 million, marking a 6% sequential increase. The company secured a new multi-year agreement with Boeing, reinforcing its position in the aerospace sector. Syensqo SA (SHBBF) completed the sale of its oil and gas business, generating net proceeds of approximately EUR130 million. The company has implemented pricing actions to offset increased costs due to the Middle East conflict, maintaining its gross margin at 32%. Syensqo SA (SHBBF) reduced its capital expenditure by 44% year-on-year, demonstrating disciplined capital deployment and improved cash flow management. The ongoing conflict in the Middle East has led to increased energy costs, logistics complexity, and higher raw material prices, impacting global markets. Despite improvements, the company's performance is not yet at its full potential, with challenges in specialty polymers and electronics. Syensqo SA (SHBBF) experienced a 13% year-on-year decline in underlying EBITDA, primarily due to lower performance in specialty polymers. The company faces uneven demand and regional divergence in the coatings segment, affecting its performance and care division. Syensqo SA (SHBBF) has a modest exposure to data centers, which limits its growth potential in this expanding market. Warning! GuruFocus has detected 3 Warning Sign with SHBBF. Is SHBBF fairly valued? Test your thesis with our free DCF calculator. Q: How has the competitive landscape changed recently, particularly in relation to NovCare and specialty polymers? Have you noticed any reduced import pressure? A: (CEO, Mike Rodosic) We have not seen any material impact from changes in the competitive dynamics in NovCare or specialty polymers. Our assumption is that there will be limited impact on product volumes from the Middle East, and we are leveraging our diversified supplier base to mitigate higher costs through pricing actions. Q: Can you explain the synergies between specialty polymers and the composite division, particularly regarding the cross-selling of pre-PEG materials? A: (President of Composite Materials, Rodrigo Elizondo) Composite Materials has dedicated commercial teams, but there are...