Exhibit 99.1 | Table 1. Summary Financial | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | Results | Fourth Quarter | | | Full Year | | | | (Dollars in Millions, except per share data) | 2025 | 2024 | Change | 2025 | 2024 | Change | | Revenues | $23,948 | $15,242 | 57% | $89,463 | $66,517 | 34% | | GAAP | | | | | | | | Earnings/(loss) from operations | $8,777 | ($3,770) | NM | $4,281 | ($10,707) | NM | | Operating margins | 36.7 % | (24.7)% | NM | 4.8 % | (16.1)% | NM | | Net earnings/(loss) | $8 ...

Market Sentiment - The CNN Money Fear and Greed index showed an improvement in overall market sentiment, remaining in the "Neutral" zone with a reading of 55.3, up from 53.7 [5][6] - U.S. stocks settled higher on Monday, with the Dow Jones index gaining over 300 points, closing at 49,412.40, while the S&P 500 rose 0.50% to 6,950.23 and the Nasdaq Composite gained 0.43% to 23,601.36 [4] Company Performance - Revolution Medicines Inc (NASDAQ:RVMD) shares dropped 17% following reports that Merck is no longer in discussions to acquire the company [2] - Steel Dynamics Inc (NASDAQ:STLD) reported downbeat earnings for the fourth quarter [2] Economic Data - The Chicago Fed National Activity Index improved to -0.04 in November from -0.42 in October [3] - U.S. durable-goods orders rose 5.3% month-over-month in November, following a revised 2.1% decline in October, exceeding market estimates of a 3.7% increase [3] Sector Performance - Most sectors on the S&P 500 closed positively, with communication services, information technology, and utilities stocks recording the biggest gains, while consumer discretionary and consumer staples stocks closed lower [4]

Core Viewpoint - U.S. stock futures are mixed, with several companies expected to report earnings that may attract investor attention today [1] Group 1: Earnings Reports - General Motors Co (NYSE:GM) is expected to report quarterly earnings of $2.20 per share on revenue of $45.80 billion, with shares falling 0.5% to $79.05 in after-hours trading [1] - W R Berkley Corp (NYSE:WRB) reported quarterly earnings of $1.13 per share, meeting analyst expectations, while sales of $3.721 billion exceeded estimates of $3.661 billion, leading to a 1.2% increase in shares to $67.71 [1] - Boeing Co (NYSE:BA) is anticipated to post a quarterly loss of 39 cents per share on revenue of $22.47 billion, with shares rising 0.1% to $248.52 in after-hours trading [1] - Nucor Corp (NYSE:NUE) reported quarterly earnings of $1.73 per share, missing the consensus estimate of $1.91 per share, and sales of $7.687 billion also fell short of the $7.868 billion estimate, resulting in a 3.1% decline in shares to $172.13 [1] - UnitedHealth Group Inc (NYSE:UNH) is expected to report quarterly earnings of $2.10 per share on revenue of $113.82 billion, with shares dropping 8.7% to $321.22 in after-hours trading [1]

（来源：中国航空报） 更广泛的背景还包括新加坡与美国长期的防务关系，以及涵盖空军和海军领域的一系列部队现代化计划。P-8A的采购决定是在高级别双边会晤中宣布的， 此次会晤重申了1990年签署的谅解备忘录（最近一次续签是在2019年）下的合作，同时美国也继续支持新加坡武装部队的训练分遣队和联合行动，例如，在 爱达荷州举行的"锻造军刀"演习。与此同时，新加坡确认其20架F-35战斗机的生产已经开始，预计将于2026年底开始交付。此外，新加坡还表示，其海军现 代化计划包括建造"无敌"级潜艇、多用途作战舰艇、近海巡逻舰，以及升级装备"蓝矛"导弹的"可畏"级护卫舰。 波音P-8A"海神"反潜巡逻机源自美国海军的多任务海上飞机项目。该项目是在P-7项目取消后启动的，用以取代P-3C"猎户座"反潜巡逻机。2004年5月，波音 公司被选中基于737-800平台开发海上巡逻机，合同价值约150亿美元，至少生产108架飞机。首架测试飞机于2009年4月25日首飞，首架生产型飞机于2012年 3月交付美国海军，并在逐步提升反潜和反水面作战能力后，于2014年获准全面投产。截至2025年5月，已为美国及国际用户生产了超过185架P- ...

Group 1 - Boeing has experienced significant stock movement recently, and despite potential challenges in upcoming earnings reports, it is not recommended to sell the stock as it is viewed as the beginning of a multi-year turnaround [1] - The company designs and builds a variety of products including commercial aircraft, defense systems, and space technologies, with a focus on cash flow as a key metric for investment decisions [2] - Management has indicated that cash flow will be higher than expected, which has led to aggressive buying recommendations even during stock price declines [2] Group 2 - There is a belief that certain AI stocks may offer greater upside potential compared to Boeing, suggesting a competitive landscape for investment opportunities [3]

Could the airplane manufacturer finally go back to providing delivery or financial guidance? ...

Core Viewpoint - Boeing is expected to report an adjusted loss of 40 cents per share with revenue nearing $22 billion for the quarter, indicating a focus on cash flow and production updates as key indicators of financial performance [1][4][11]. Financial Expectations - Analysts anticipate a significant focus on Boeing's cash flow and production guidance during the upcoming earnings report, particularly regarding the ramp-up of the Max production [4][7]. - The stock has seen a rise of over 40% in the last 12 months and is currently trading near its 52-week high, although it has recently pulled back by 1% [2][10]. Production and Supply Chain - Improvements in supply chain resilience have been noted, with fewer issues related to non-conforming components and enhancements in key production indicators [5][6]. - The transition to a higher build rate for the Max is crucial for Boeing's financial performance, and analysts are looking for reassurances that this transition is proceeding as planned [7][11]. Market Sentiment and Trading Strategy - The implied volatility surrounding Boeing's earnings report is elevated but not excessively high, with the options market pricing in a potential move of about $11, which is less than 4.5% on a $250 stock [12][13]. - A trading strategy involving a neutral to bullish stance has been suggested, utilizing a short put vertical to capitalize on the stock's potential upward movement while managing risk [14][17].

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Airbus ( EADSF ) ( EADSY ) has been the world’s biggest jet maker for several years, as Boeing ( BA ) has been struggling with increasing production while maintaining product quality. However, we also see that Airbus has been having issues meetingD ...

Core Viewpoint - Boeing is experiencing a significant upward trend, with a 41% increase from year-ago levels, reaching two-year highs, indicating positive market sentiment and performance expectations [2]. Group 1: Stock Performance and Trends - Boeing's stock has shown a parabolic move over the last six to nine months, with a notable increase from previous years, although it remains below its all-time high of 446 reached in mid-2018 [3][4]. - The stock's recent performance includes a "golden cross" where the 50-day moving average has moved above the 200-day moving average, suggesting bullish momentum [5]. - The Relative Strength Index (RSI) is above 75, indicating that the stock is overbought on a technical basis, but positive news regarding new orders has contributed to this momentum [6]. Group 2: Market Expectations and Options Strategy - The options market is pricing in a potential move of approximately ±4.5%, equating to just over $11, indicating lower implied volatility at 13%, which is in the bottom 90% of the past 52 weeks [8]. - A neutral to bullish options strategy is suggested, involving a short $10 wide put vertical, which allows for profit even if the stock declines post-earnings [9][10]. - The proposed strategy includes selling an out-of-the-money put at a strike price of 242.5 and buying a put at 232.5, with a potential credit of approximately $2.30, and a break-even point at $240.20, which is about 4.6% below the current share price [10][11].

The Boeing Company (NYSE:BA) will release earnings for its fourth quarter before the opening bell on Tuesday, Jan. 27.Analysts expect the Arlington, Virginia-based company to report fourth-quarter loss of 39 cents per share. That’s lesser from the loss of $5.90 per share in the year-ago period. The consensus estimate for Boeing's quarterly revenue is $22.47 billion (it reported $15.24 billion last year), according to Benzinga Pro.On Jan. 13, Boeing said it delivered 600 airplanes in 2025.Shares of Boeing ro ...