Core Viewpoint - Jefferies has initiated coverage of AAR Corp. (AIR) with a Buy rating and a price target of $100, highlighting the company's transformation into a full-service aviation aftermarket portfolio through five deals since 2023 [1] Group 1 - AAR's transformation is supported by an intellectual property stack and recurring software solutions, enhancing its service offerings [1] - The diversification into predictable, higher-margin channels is expected to contribute to an estimated 11% compound annual growth rate (CAGR) through 2028 [1]

Key TakeawaysJPMorgan Chase & Co. (JPM) is reportedly seeding a tokenized money market fund on Ethereum with $100 million in internal capital, marking a significant step in institutional digital asset adoption.Germany has exercised an option to purchase 20 additional Airbus H145M light combat helicopters from Airbus SE (AIR), bringing the total order to 82 aircraft valued at nearly $1.2 billion (€1 billion) for the new batch.Canadian existing home sales declined by 0.6% month-over-month in November, though ...

Group 1 - GE Aerospace is currently outperforming the Aerospace sector with a year-to-date gain of 72.2%, compared to the sector's average return of 27.2% [4] - The Zacks Rank for GE Aerospace is 2 (Buy), indicating a positive outlook based on earnings estimates and revisions [3] - The consensus estimate for GE's full-year earnings has increased by 5.7% over the past three months, reflecting improving analyst sentiment [3] Group 2 - GE Aerospace belongs to the Aerospace - Defense industry, which includes 25 companies and has an average year-to-date gain of 26.8% [5] - Another outperforming stock in the Aerospace sector is AAR (AIR), which has returned 32.4% year-to-date and also holds a Zacks Rank of 2 (Buy) [4][5] - AAR is part of the Aerospace - Defense Equipment industry, which has a year-to-date gain of 28.2% and consists of 37 stocks [6]

布斯卡利亚上周五在致客户的报告中表示，吉伦在投资组合管理、并购和资本配置方面的经验与IDEX 当前的重点高度契合，尤其是在资本配置问题仍备受关注的情况下。 在加入AAR之前，吉伦曾担任建筑材料制造商USG公司的副总裁兼财务主管。职业生涯早期，他曾是 高盛全球工业投资银行部门的副总裁，负责并购、企业分拆、股东维权和资本回报计划等工作。 在研究报告中，布斯卡利亚表示，此次聘用的时机意义重大。根据法国巴黎银行的分析，在吉伦任职 AAR期间，每股收益以约9%的复合年增长率增长，调整后EBITDA利润率从8%扩大至约12%。 法国巴黎银行分析师安德鲁.布斯卡利亚在一份报告中表示，IDEX(IEX.US)任命肖恩.吉伦为高级副总裁 兼首席财务官，消除了投资者的一大隐忧，因为这家工业技术公司正在填补今年早些时候空缺的职位。 吉伦还带领AAR度过了飞机售后市场业务的动荡时期，其中包括新冠疫情引发的经济衰退以及持续的 供应链中断。他在多项收购中发挥了主导作用，扩大了公司的业务范围，包括以7800万美元收购 HAECO的零部件部门、以1.46亿美元收购ADI美国分销商以及以1.2亿美元收购Trax。 IDEX表示，吉伦将于明年1 ...

We came across a bullish thesis on AAR Corp. on Valueinvestorsclub.com by roojoo. In this article, we will summarize the bulls’ thesis on AIR. AAR Corp.'s share was trading at $81.60 as of December 1st. AIR’s trailing and forward P/E were 104.01 and 18.87 respectively according to  Yahoo Finance. Canaccord Genuity Affirms ‘Buy’ Rating on AeroVironment (AVAV) on Drone Technology Demand AAR Corp. (AIR) is emerging as a compelling quality-play in the growing global aircraft maintenance, repair, and overhaul ...

Dec 4, 2025 4:47 PM Eastern Standard Time IDEX Corporation Appoints Sean Gillen as SVP, Chief Financial Officer Share NORTHBROOK, Ill.--(BUSINESS WIRE)--IDEX Corporation (NYSE:IEX) today announced the appointment of Sean M. Gillen as Senior Vice President and Chief Financial Officer of the Company, effective January 5, 2026. Akhil Mahendra, who has served as the Company's interim Chief Financial Officer since May 2025, will return to his role as Vice President, Corporate Development. Mr. Gillen brings exten ...

U.S. equity markets are experiencing a mixed afternoon on Monday, December 1st, 2025, as investors digest a confluence of factors ranging from lingering concerns over big tech valuations and cryptocurrency volatility to anticipation surrounding upcoming economic data and the Federal Reserve's next policy move. While major indexes initially faced headwinds at the open, they have shown resilience in afternoon trading, attempting to claw back losses.Major Market Indexes PerformanceAs of early afternoon ET, the ...

Airbus share price moved sideways as investors assessed the impact of last week's recall of its most important jet. AIR was trading at €204, down by 5.35% from its highest point this year. ...

Airbus SE - Airbus SE is under pressure to meet its 2025 delivery target of approximately 820 aircraft, having delivered 507 jets by September, requiring 313 additional deliveries in the last quarter [2][7] - The company faces challenges due to supply chain disruptions, particularly in engine supply from manufacturers like CFM International and Pratt & Whitney, leading to a backlog of undelivered aircraft [2][7] - Despite these challenges, Airbus executives express cautious optimism about achieving the target, citing signs of recovery in engine supply [3] - Airbus reported robust third-quarter earnings, driven by strong performance in its defense and space unit [3] - The company secured a significant order for 100 A321neo aircraft from Vietjet Air, indicating strong global demand for fuel-efficient jets [3] - Airbus is advancing plans to consolidate its space business with rivals Thales and Leonardo to enhance competitiveness [3] Dorad Energy Ltd. - Dorad Energy Ltd., an indirect holding of Ellomay Capital Ltd., reported a loss for the three months ended June 30, 2025, primarily due to an increase of approximately NIS 72.7 million in financing expenses [5] - The surge in financing expenses was largely attributed to NIS/USD exchange rate differences affecting USD-denominated deposits [5] - Dorad's revenues in June 2025 decreased by approximately 22% compared to the same month in the previous year, influenced by ongoing military operations [5] - As of July 22, 2025, Ellomay Luzon Energy increased its indirect share in Dorad to approximately 16.9% by acquiring an additional 15% of Dorad's share capital [5]

Group 1 - AAR CORP. announced significant developments in its operations and financial performance [1] - The company reported a revenue increase of 15% year-over-year, reaching $1.2 billion [1] - AAR CORP. highlighted its strategic initiatives aimed at expanding its market presence and enhancing service offerings [1] Group 2 - The company is focusing on technological advancements to improve operational efficiency [1] - AAR CORP. plans to invest in new facilities and workforce training to support growth [1] - The management expressed optimism about future market conditions and demand for its services [1]