Boeing Co is a leading aerospace company that designs, manufactures, and sells airplanes, rotorcraft, rockets, satellites, and telecommunications equipment worldwide. The company serves a wide range of customers, including commercial airlines, government agencies, and defense organizations, providing innovative solutions for air travel and space exploration. Through its diverse portfolio, Boeing is involved in both commercial and military aircraft production, as well as technologies related to space and satellite operations, aiming to enhance global connectivity and advance aerospace technology. Additionally, Boeing engages in maintenance, repair, and logistics services to support its products throughout their lifecycle. Read More
Cathie Wood's recent buying activity suggests she sees national security technology as an emerging theme -- one that sits alongside more obvious artificial intelligence (AI) applications.
In an increasingly interconnected world, geopolitical events serve as powerful, often unpredictable, catalysts for shifts in global financial markets. From armed conflicts and elections to trade disputes and high-level diplomatic engagements, these occurrences inject a significant degree of uncertainty, directly influencing market stability and investor confidence. While the long-term trajectory
Despite the S&P 500 index scaling new heights on August 14, a closer examination of market internals reveals a more nuanced and potentially concerning picture. Beneath the surface of headline gains, a significant majority of stocks within the benchmark index experienced declines, signaling a lack of broad-based participation in
Ducommun’s second quarter results were met with a negative market reaction, despite the company surpassing Wall Street’s revenue and profit expectations. Management cited robust growth in its defense segment, particularly in missiles and radar systems, which offset ongoing challenges in commercial aerospace stemming from persistent inventory destocking by major customers like Boeing and Spirit AeroSystems. CEO Stephen Oswald emphasized, “Our missile business is up 39% in the second quarter, and our missile backlog also increased 30% compared to the year ago.” Management also acknowledged the continued impact of destocking on commercial aerospace and highlighted efforts to mitigate these effects through facility consolidation and strategic product portfolio growth.
Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital.
The select few that can do all three for many years are often the ones that make you life-changing money.
In this video, Ira Epstein discusses the stock market movements on August 13, 2025, highlighting gains in stock indices and specific stocks like Netflix and Boeing, while noting declines in NVIDIA and oil prices.
Global financial markets have breathed a collective sigh of relief following President Donald Trump's decision to extend the imposition of higher tariffs on Chinese goods for another 90 days. This eleventh-hour reprieve, announced just as the previous agreement was set to expire, has averted a significant escalation of the trade
Indian Prime Minister Narendra Modi is anticipated to visit the United States in September for the United Nations General Assembly (UNGA) and to hold discussions with President Donald Trump on trade and tariffs.
Albany’s second quarter was met with a significant negative market reaction as results showed a 6.2% year-over-year sales decline and a sharp drop in non-GAAP profitability, falling well below Wall Street’s earnings expectations. CEO Gunnar Kleveland attributed underperformance to operational disruptions, including facility closures and equipment downtime, which delayed shipments and compressed margins. Management described these issues as largely temporary, though they acknowledged that program ramp-ups, particularly in the Engineered Composites segment, are taking longer and requiring more investment than initially planned.
Aerospace and defense company Howmet (NYSE:HWM) announced better-than-expected revenue in Q2 CY2025, with sales up 9.2% year on year to $2.05 billion. The company expects next quarter’s revenue to be around $2.03 billion, close to analysts’ estimates. Its non-GAAP profit of $0.91 per share was 4.2% above analysts’ consensus estimates.
Aerospace and defense company TransDigm (NYSE:TDG) missed Wall Street’s revenue expectations in Q2 CY2025, but sales rose 9.3% year on year to $2.24 billion. The company’s full-year revenue guidance of $8.79 billion at the midpoint came in 0.9% below analysts’ estimates. Its non-GAAP profit of $9.60 per share was 3.1% below analysts’ consensus estimates.
TransDigm’s second quarter results were met with a significant negative market reaction as both revenue and non-GAAP profit missed Wall Street estimates. Management attributed the shortfall primarily to weaker-than-expected performance in its commercial OEM segment, which was affected by ongoing production issues at major aircraft manufacturers and inventory destocking. CEO Kevin Stein highlighted that while commercial aftermarket and defense revenues continued to grow, “OEM revenue was a limiter for our quarterly performance,” largely due to lingering effects of the Boeing strike and challenges at Airbus. Stein described the OEM headwinds as “transitory,” expressing confidence that trends would improve as production rates normalize.
