About this content About Josh Lamb After graduating from the University of Kent in the summer of 2022 with a degree in History, Josh joined Proactive later that year as a journalist in the UK editorial team. Josh has reported on a range of areas whilst at Proactive, including energy companies during a time of global crisis, aviation and airlines as the sector recovers from the pandemic, as well as covering economic, social and governance issues. Read more About the publisher Proactive financial news and ...

Aerospace Industry Overview - The aerospace industry is experiencing high demand for both commercial and defense equipment, driven by global unrest and post-pandemic recovery [2][3] - Commercial aircraft manufacturers like Airbus, Boeing, and Embraer are struggling to meet the high demand due to production constraints [3] - Defense equipment demand is rising, but sales have not fully materialized yet, creating a mixed sentiment in the sector [3] - Aerospace products have long-term value chains, with production programs lasting 15-30 years and aftermarket sales extending for decades [3] Boeing Analysis - Boeing has significant work to do to recover from its financial challenges, including repairing its balance sheet and improving cash flow [3] - The company raised $21 billion in capital to address its financial issues, but full recovery may take until the end of the decade or beyond [3] - Boeing's current valuation is not attractive due to negative shareholder equity, but long-term investors may find value if the company executes its turnaround plan [3] - The company faces credibility issues with customers and shareholders, requiring patience and belief in its engineering core for investment success [3] Spirit Airlines Analysis - Spirit Airlines is struggling with high debt and rising costs, including wages, maintenance, and navigation fees [2] - The airline's unit revenues are declining, making it a challenging environment for mergers and acquisitions [2] - Spirit Airlines expanded during the pandemic but failed to capitalize on its growth due to subsequent inflation and economic challenges [3] - Even with elevated unit revenues, the airline was unable to achieve profitability, indicating deeper structural issues [3] Defense Sector Opportunities - Lockheed Martin is a strong candidate for investment due to its F-35 program, growing defense budgets, and increasing international interest [3] - European defense companies like Saab and Rheinmetall are performing well and offer investment opportunities [4] - The defense sector benefits from long-term contracts and aftermarket sales, providing stability and growth potential [3] Space Industry Insights - The space industry is experiencing high demand for commercialization, driven by data, AI, and defense intelligence needs [4] - Companies like Rocket Lab and Intuitive Machines are emerging as key players in the space sector, with Rocket Lab well-capitalized for growth [4] - Established launch providers like United Launch Alliance face competition from SpaceX, which is becoming the preferred launch provider [4] - Cash flow is the most critical metric in the space sector, as many companies are cash flow negative and rely on capital raises or shareholder dilution [4] Investment Strategy - Long-term investment horizons are essential in the aerospace sector due to the extended value chains of its products [3] - Stock picking is favored over ETFs for investors willing to conduct thorough due diligence on individual companies [4] - Investors should focus on companies with a mix of commercial, defense, and aftermarket exposure to diversify risk and maximize returns [4]

The Boeing Company NYSE: BA has had a tumultuous 2024 mired by regulatory issues, negative publicity, lay-offs, rising debt, stock dilution, and mounting losses capped off by a 33,000 worker machinists’ union strike. The aerospace sector giant has seen its stock lose 46.2% year-to-date (YTD), hitting levels not seen in over two years. Many investors may believe Boeing’s incumbent position as an American monopoly and global duopoly for commercial airplane manufacturing makes it a viable long-term hold despit ...

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.For Boeing (NYSE: BA ) (NEOE: BA:CA ), the year has been a tumultuous one, with the Boeing 737 MAX accident at the start of the year leading to increased oversight and a cap on the Boeing 737 MAX production rate. If thatDhierin runs the investing g ...

ARLINGTON, Va., Nov. 15, 2024 /PRNewswire/ -- The Boeing Company [NYSE: BA] Board of Directors today announced that it has elected Tim Buckley as its newest member, effective January 1, 2025. Buckley will serve on the Finance and Governance & Public Policy committees.Buckley, 55, previously served as Chair and CEO of The Vanguard Group, where he successfully led one of the largest investment management firms in the world, with nearly $10 trillion in assets under management."Tim is a renowned, trusted leader ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Bell-Boeing— a joint venture (JV) between The Boeing Company (BA) and Bell Helicopter, an unit of Textron Inc. (TXT) — recently secured a contract involving the CMV-22 Osprey aircraft. The Naval Air Systems Command, Patuxent River, MD, has awarded the deal.Details of the DealValued at $18.7 million, the contract is expected to be completed by November 2029. Per the terms of the deal, Bell-Boeing will be engaged in offering research, development, test, evaluation, program management and engineering support f ...

Boeing said it is issuing layoff notices to employees who are included in the aerospace giant’s broader workforce reduction plan.The approximately 17,000 employees included in the cuts were notified this week and are expected to leave the company in mid-January, Boeing said. The cuts, which come after a labor union strike, equate to 10% of its workforce.“We are adjusting our workforce levels to align with our financial reality and a more focused set of priorities,” Boeing said in a statement to FOX Business ...

The company's equity raise will de-risk its operations, and that's great for its suppliers.When it comes to the commercial aircraft manufacturing industry, Boeing (BA -3.58%) is too big to trail. It's the largest U.S. exporter and a pivotal part of the economy. Its commercial aerospace and defense businesses provide employment and a key end market for leading companies such as GE Aerospace (GE 0.50%), RTX (RTX 0.31%), and smaller but no less crucial suppliers like Hexcel (HXL 0.10%).That's why its latest ne ...

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.Jet maker Airbus SE ( OTCPK:EADSF ) ( OTCPK:EADSY ) recently reached a delivery milestone with the first Airbus A321XLR being handed over to Iberia . To those who solely follow the headlines, one would think that Airbus isDhierin runs the investing ...