Financial Data and Key Metrics Changes - Revenue for the third quarter was $11.3 billion, up 26% year-over-year, with operating profit also increasing by 26% to $2.3 billion [15][19] - Earnings per share (EPS) grew 44% to $1.66, driven by increased operating profit, a lower tax rate, and a reduced share count [15][19] - Free cash flow reached $2.4 billion, up 30%, with over 130% conversion from earnings [15][19] Business Line Data and Key Metrics Changes - In Commercial Engines and Services (CES), orders were up 5%, with services orders increasing by 32% and equipment orders down 42% due to timing [17][19] - CES revenue grew 27%, with services revenue up 28% and internal shop visit revenue up 33% [17][19] - In Defense and Propulsion Technologies (DPT), revenue grew 26%, with engine volume up 83% year-over-year [19][19] Market Data and Key Metrics Changes - Year-to-date, orders increased by 13%, with services orders up 31% [4] - The total DPT backlog is at $19 billion, up $1.5 billion year-over-year [19] - The company expects to grow LEAP deliveries more than 20% for the full year, up from a prior outlook of 15% to 20% [7][19] Company Strategy and Development Direction - The company is focused on enhancing its FlightDeck operating model to improve delivery and meet customer demand [3][5] - Investments in LEAP durability and next-generation technologies are prioritized to deliver value to customers [10][12] - The company is committed to expanding its supply chain capacity, investing nearly $1 billion to support growth [9][19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong demand for services and products, raising full-year guidance across the board [5][19] - The company anticipates continued growth in commercial services and engine deliveries, with a positive outlook for 2026 [20][56] - Management highlighted the importance of addressing supply chain challenges and improving material availability [78] Other Important Information - The company has secured significant commitments from major airlines, including Korean Air and Cathay Pacific, for its engines [12][13] - The company is actively working on next-generation engine technologies, including the GE9X and RISE program [11][12] Q&A Session Summary Question: Can you elaborate on the services performance and factors driving it? - Management noted that improved material availability and increased work scopes contributed to strong services growth, with expectations for continued demand [28][30] Question: What gives confidence in the LEAP services margin outlook? - Management highlighted ongoing improvements in supply chain performance and operational efficiencies as key factors supporting the margin outlook [34][36] Question: How does the company balance capital deployment and share repurchase? - Management stated that the capital allocation approach remains balanced, focusing on reinvestment in the business while returning capital to shareholders [41][42] Question: What is the outlook for 2026, particularly regarding CES revenue growth? - Management indicated a positive outlook for 2026, expecting solid revenue growth driven by an increasing installed base and higher shop visit demand [55][56]

BREAKING: Futures Mixed; Netflix Leads Earnings Movers Dow Jones futures, along with S&P 500 futures and Nasdaq 100 futures, traded slightly higher ahead of Tuesday's open, after the stock market rallied near record highs. Meanwhile, Apple (AAPL), Google parent Alphabet (GOOGL), Netflix (NFLX) and Tesla (TSLA) were big winners on the stock market Monday, but artificial intelligence leader Oracle (ORCL) sold off for a second straight session.… Related news Get instant access to exclusive stock lists, expert ...

Market Overview - Stocks were trading higher at the start of the week, with the S&P 500 and Nasdaq gaining over 1% [1] - The S&P 500 is approaching its record close from October 8, driven by strong performance from Apple [1] - Optimism regarding easing trade tensions between the U.S. and China contributed to the market's strength [1] Company Highlights - Apple is expected to close at a record high due to positive analyst mentions and encouraging iPhone sales [1] - Disney's stock rose over 1% after Citi raised its price target from $140 to $145, anticipating results in line with estimates but projecting fiscal 2026 above consensus [1] - Disney's experiences division forecast was trimmed due to softer macroeconomic conditions, while subscriber trends for Disney+ and Hulu showed increased churn rates in September [1] Upcoming Earnings - No Club earnings are set to be released after Monday's close, but key earnings reports are expected from Danaher, GE Aerospace, Lockheed Martin, RTX, General Motors, 3M, and Coca-Cola [1] - After Tuesday's close, Capital One, a portfolio holding of Netflix, is scheduled to report earnings [1]

Group 1 - L3Harris Technologies (LHX) won a portion of a $2.6 billion contract with the Republic of Korea to deliver modified Bombardier Global 6500 jets, leading to a 2.4% increase in stock price to 290.56 [1] - GE Aerospace and Alphabet reached record highs, contributing to a list of top-rated growth stocks added to the IBD 50 [1][2] - The stock market is experiencing mixed futures, with notable movements in defense and aerospace sectors, particularly with L3Harris and GE Aerospace [4] Group 2 - The Dow Jones index hit a record high, while gold and nuclear stocks faced declines, indicating a divergence in market performance [4] - Lockheed Martin and RTX have raised their outlooks, while Northrop Grumman has cut its sales forecast, reflecting varied expectations within the defense industry [4] - Upcoming market events include inflation data releases and earnings reports from major companies like Tesla and Netflix, which could impact market trends [4]

Time now for options corner. Joining us to take a deeper look at this chart is Rick Dukat, lead market technician here on Schwab Network. All right, Rick, take us through the trends you notice in this chart.>> Yes, good morning. And when we look at GE, you know, it's split into three companies. GE, the aerospace and defense company, GE Vernova, the energy company, and GE uh healthcare here.And it's kind of an interesting microcosm of how the market has gone here. uh energy very strong and GE itself doing qu ...

Core Insights - The S&P 500 companies are expected to report a year-over-year earnings growth of 8.4% for the third quarter, with a potential for the fourth consecutive quarter of earnings growth exceeding 13% [1] Earnings Reports Schedule - Key companies reporting on Monday include W.R. Berkley Corporation and Steel Dynamics [1] - On Tuesday, notable companies such as Netflix, GE Aerospace, Coca-Cola, Philip Morris International, Raytheon Technologies, Texas Instruments, Danaher, and Capital One are scheduled to release their earnings [1] - Wednesday's reports will feature Tesla, SAP, IBM, Thermo Fisher Scientific, AT&T, Lam Research, GE Vernova, and Amphenol [1] - Thursday will see earnings from T-Mobile, Intel, Union Pacific Railroad, Honeywell, Blackstone, Newmont, and Norfolk Southern [1] - On Friday, Procter & Gamble, Sanofi, HCA Healthcare, and General Dynamics are expected to report [1]

Hey, I'm Kramer. Welcome to Bad Money. Welcome to Cra America with me friends.I'm just trying to make a little money. My job is not just to entertain, but to put it in context, do some teaching here. So, call me 1800 743 CBC.Tweet me at Jim Kramer. The fourth year of the bull market begins just as the third ends with skepticism, with disbelief and contempt for the bulls. Of course, that's been the hallmark of the entire run, hasn't it.The conventional wisdom says that the true believers are either frauds or ...

Market Overview - The fourth year of the bull market begins with skepticism and disbelief among investors, which has characterized the entire market run [1][2] - Despite negative sentiment, buying the dips has proven profitable for investors over the past 45 years [2] - The Dow gained 238 points, the S&P 500 advanced 5.33%, and the Nasdaq climbed 0.52%, indicating strong market performance despite initial concerns [3] Earnings Reports and Expectations - Upcoming earnings reports are expected to exceed expectations, with key companies reporting throughout the week [6] - Cleveland Cliff's report is anticipated to provide insights into the real economy's performance [6] - American Express reported a strong quarter, which may positively influence other credit card companies like Capital One [10] Sector Insights - Coca-Cola is expected to deliver consistent results, while GE Aerospace is projected to surprise positively due to maintenance services for aircraft [8] - 3M and Danaher are also expected to report strong earnings, with Danaher potentially recovering from a previous downturn [9] - Tesla's upcoming report is anticipated to focus on self-driving technology rather than car sales, which may appeal to investors [12] Economic Indicators - The Bureau of Labor Statistics is expected to release a CPI report, with a number below 3% being significant for the market and Treasury yields [18] - Procter & Gamble's earnings report is highly anticipated, with expectations of a strong performance following recent stock price recovery [19] Conclusion - The market is expected to continue its upward trajectory as earnings reports drive stock performance, with a focus on individual company results rather than index performance [20][22]

Core Viewpoint - The bull market is expected to continue as companies are anticipated to report better-than-expected earnings, driving stock prices higher [1]. Group 1: Earnings Expectations - Cleveland Cliffs will provide insights into the health of the real economy on Monday, followed by Zions Bancorporation, which recently disclosed bad loans [1]. - Positive earnings are expected from GE Aerospace and Coca-Cola on Tuesday, with 3M and Danaher also predicted to report strong results [2]. - Capital One is anticipated to follow American Express' successful quarter, especially after its acquisition of Discover [3]. Group 2: Sector-Specific Insights - Data center builder Vertiv is likely to deliver excellent earnings, while GE Vernova may experience a multi-year growth period [3]. - IBM is expected to demonstrate growth, countering bearish sentiments, with a strong focus on quantum computing [3]. - Blackstone's data center business is projected to contribute to a particularly strong quarter [3]. Group 3: Market Reactions - T-Mobile is seeing increased bullish sentiment following record iPhone sales, with expectations for stock performance to improve [4]. - Procter & Gamble is believed to have reached a bottom after facing significant challenges, with earnings to be reported on Friday [4].

Market Overview - Markets recovered from last Friday's selling, with the Nasdaq and Russell both closing about 2.5% higher, the S&P adding 1.75%, and the Dow increasing by 1.5% [1] - All 11 sectors showed positive performance, with communications rallying 2.6%, real estate up 3.4%, and technology closing more than 2% higher [1] Gold Market - Gold futures climbed from 4,000 on Monday to nearly 4,400 on Friday, closing the week more than 5% higher [2] Trade Tensions - Renewed trade tensions between the US and China contributed to market volatility, with President Trump downplaying the addition of 100% tariffs on China and China responding with sanctions against US shipping units [3][4] Earnings Season - JP Morgan Chase reported a revenue jump to 47 billion, while Goldman Sachs also posted strong earnings, although both closed lower for the week [5] - Citigroup saw a rally of 3.3% due to strong dealmaking and trading revenue, while Wells Fargo jumped 7.3% after raising targets for returns on common equity [5][6] Regional Banks - Regional banks experienced a sell-off of more than 6% on Thursday after Zion's Bank Corp announced a $50 million charge due to apparent misrepresentations and defaults in loans [6] - However, regional banks rebounded with a 1.6% rally on Friday [7] Upcoming Events - The upcoming CPI report is expected to draw attention to inflation, especially with the government shutdown ongoing [7] - Major companies such as Tesla, IBM, Netflix, and Intel are anticipated to be in the spotlight during the earnings season, along with reports from GE Aerospace, GE Vernova, Texas Instruments, General Motors, and American Airlines [7]