Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Trump tariff pivot could benefit Brazil's Embraer, US airlines and aerospace industry February 24, 202610:03 AM UTCUpdated ago By Allison Lampert, David Shepardson and Gabriel Araujo Sign up here. Commercial aircraft, engines and aerospace parts are set to be exempt from the temporary 10% global import duty being introduced under Section 122 of the Trade Act of 1974, according to an annex to U ...

Synopsys Appoints Former Deloitte Executive Peter Shimer to Board of Directors and Announces Board Transitions [Accessibility Statement] Skip NavigationSUNNYVALE, Calif., Feb. 19, 2026 /PRNewswire/ -- [Synopsys], Inc. (NASDAQ: SNPS) today announced the appointment of Peter A. Shimer to its board of directors. Shimer brings four decades of experience at international public accounting firm Deloitte where he held numerous executive roles, including serving as its interim chief executive officer (CEO). During ...

Core Insights - Ben Brookman has been promoted to Vice President of Real Estate and Airport Affairs at Alaska Airlines, bringing 17 years of airline industry experience to lead the company's global real estate strategy and airport investments [1][1][1] Company Strategy - Alaska Airlines is investing over $3 billion in hub airports to enhance the guest experience and support long-term network growth for both Alaska and Hawaiian brands [1][1] - The airline's network now includes more than 140 destinations, with 29 international markets across North America, Latin America, Asia, the Pacific, and Europe starting in spring 2026 [1][1] Leadership and Experience - Brookman previously served as Managing Director of Airport Affairs, where he led airport planning efforts and developed Alaska's long-term airport infrastructure strategy [1][1] - His past roles include Director of Network and Capacity Planning, contributing to the growth of Alaska's Seattle hub and developing networks in Portland and San Diego [1][1] New International Destinations - Alaska Airlines has launched flights to five intercontinental destinations in Europe and Asia, including Seoul, Tokyo, Reykjavik, London, and Rome, with various flight frequencies starting in 2026 [1][1][1] Company Overview - Alaska Air Group includes Alaska Airlines, Hawaiian Airlines, and Horizon Air, operating globally with hubs in major cities and serving over 140 destinations [1][1] - Alaska Airlines is a member of the oneworld alliance, with Hawaiian Airlines scheduled to join in spring 2026, allowing guests to earn and redeem points for travel to over 1,000 destinations [1][1]

Core Viewpoint - American Airlines is facing increased pressure from its unions regarding its lagging profitability compared to Delta and United Airlines, leading to demands for accountability and potential leadership changes [1]. Profitability Concerns - American Airlines has generated $352 million in adjusted pretax profit for 2025, significantly lower than Delta's approximately $5 billion and United's $4.6 billion [1]. - The airline's shares have decreased by about 10% over the past year, while Delta and United have seen gains of approximately 14% and 12%, respectively [1]. - Unions attribute worker frustration to the profit gap and smaller profit-sharing payouts, with some crew members receiving as little as $150 in profit-sharing for 2025 [1]. Union Actions - The pilots' union has urged the board to take decisive action and requested a meeting with the full board, while the flight attendants' union has issued a no-confidence vote in CEO Robert Isom [1]. - The Association of Professional Flight Attendants (APFA) has called for accountability and leadership change, planning a protest outside American's headquarters [1]. Operational Challenges - American Airlines has faced operational issues, including a winter storm in January that led to widespread flight cancellations, highlighting weaknesses in its recovery system [1]. - Data indicates that American's reliability has lagged behind key competitors, with the highest cancellation rate among major airlines [1]. Future Outlook - American Airlines aims to improve its profitability by investing in premium products and operational reliability, with expectations to cut debt to under $35 billion by 2026 [1]. - Analysts predict that American's share of combined pretax profits among the three major airlines could rise from just under 4% in 2025 to about 12% in 2026 [1].

Core Insights - Hawaiian Airlines has launched a significant credit card promotion aimed at rewarding loyal cardmembers with opportunities to earn and win Atmos Rewards points throughout 2026 [1] - The promotion includes a year-long sweepstakes where every transaction with the Hawaiian Airlines® World Elite Mastercard® counts as an entry [1] - Hawaii resident cardmembers will receive a 50% bonus on Atmos Rewards points for every dollar spent, up to 5,000 bonus points during the promotional period [4] Promotion Details - The promotion runs from February 1 to December 31, 2026, with seven weekly winners receiving 100,000 Atmos Rewards points and one monthly grand prize winner receiving one million points [5] - Cardmembers can earn up to five times more points on flights between the Neighbor Islands, with award redemptions starting at just 4,500 points one-way [2] - The Hawaiian Airlines® World Elite Mastercard® offers various benefits, including companion discounts, free checked bags, and status points for qualifying purchases [3][6] Earning Atmos Rewards Points - Cardmembers earn 3 points for every dollar spent on eligible Hawaiian Airlines and Alaska Airlines purchases, 2 points for gas, dining, and grocery store purchases, and 1 point for all other purchases [7] - There is no limit to the total Atmos Rewards points that can be earned, and members can share points with up to 10 friends and family [10] Company Commitment - The promotion reflects Hawaiian Airlines' dedication to its local community and aims to provide unmatched value to Hawaii residents [1][4] - The company is also preparing to join the oneworld alliance in spring 2026, expanding its global reach and partnership opportunities [9]

Core Insights - Alaska Airlines and Hawaiian Airlines have opened a new 660,000 square foot Global Training Center to centralize training for various employee groups, marking a significant investment in employee development and operational efficiency [1][4][6] Investment and Facility Details - The total investment in the Global Training Center exceeds $200 million, aimed at enhancing the airline's transformation into the fourth global airline in the U.S. [4][6] - The facility is located in Renton, Washington, approximately five miles from Alaska's headquarters, and was previously owned by Boeing [4][8] Training Capabilities - The center features advanced training technologies, including 10 full-motion simulators, 5 inflight mock bays, and virtual reality training rooms [7][8] - It includes 89 classrooms and is designed to accommodate 550 employees from 14 different workgroups, with thousands more participating in regular training sessions [10] Design and Amenities - The design of the facility reflects the natural beauty of the Pacific Northwest, incorporating wood elements and a color scheme inspired by local landscapes [2] - Amenities include a cafeteria, café, fitness center, bike storage, and a one-mile walking trail, promoting employee well-being [3]

Our meteorologist just said he thinks that air travel is going to be ground to a halt for the next week. Is that true. What's going on behind the scenes to prepare for this storm.>> Well, you know, and and Bernie owes he said one thing that always puts shivers down my spine when he said about ice, and I will tell you being an operator for, you know, over three decades, >> airplanes and ice just don't mix. And when you're talking about a quarter inch of ice, it is so difficult to deise airplanes that have th ...

BRING IN THE CEO OF ALASKA AIR, BEN MINICUCCI. ALSO ON THE HEELS OF THEIR EARNINGS, HAS THE SHARES UP NICELY TODAY. HE JOINS US ALONGSIDE PHIL LEBEAU.WELCOME TO BOTH OF YOU PHIL KICK IT OFF. >> THANK YOU KELLY BEN LOOK YOU HAD YOUR EARNINGS AFTER THE BELL YESTERDAY. YOU BEAT THE STREET.BUT YOUR GUIDANCE FOR 2026. YOU SAID IT AT A PRETTY WIDE PERIMETER I THINK BETWEEN 350 AND 650 A SHARE. WHAT'S YOUR OUTLOOK IN TERMS OF DEMAND IN THE FIRST QUARTER.AND THEN FOR THE REST OF THE YEAR. >> HEY, GOOD TO BE WITH YO ...

Core Viewpoint - Boeing has experienced a significant stock rally of 43% over the past 52 weeks, driven by strong fundamental developments and positive growth indicators [1] Financial Performance - Boeing reported a 30% year-on-year revenue growth for Q3 2025, reaching $23.3 billion, despite operating level losses attributed to a $4.9 billion charge related to updated 777X certification [4] - The company has a total backlog of $636 billion, providing clear revenue visibility for future growth [4] Production and Operational Developments - Boeing has made meaningful progress in stabilizing production on its 737 and 787 programs, which is expected to support growth and improve cash flows following the acquisition of Spirit AeroSystems [2] - The company ended 2025 with a robust order backlog of 6,130 planes, indicating strong demand and future revenue potential [6] Market Position and Competitive Landscape - Boeing surpassed Airbus in jet orders for the first time since 2018, signaling a real turnaround for the company according to aerospace analyst Scott Hamilton [3] - In early 2026, Boeing received significant orders from Delta Air Lines for up to 60 Boeing 787 Dreamliners and from Alaska Airlines for 105 737-10 airplanes, indicating a positive growth outlook [7] Defense and Space Segment - The defense and space business segment has shown significant improvement in operating margins, with a backlog of $76 billion, enhancing revenue visibility [8] - Approximately 20% of the defense backlog comes from international customers, expanding Boeing's total addressable market amid global geopolitical tensions [8]

Summary of Boeing's Recent Performance Core Insights - Boeing has shown signs of recovery by logging net orders for 1,173 airplanes in the previous year, marking the first time it outsold Airbus since 2018 [1] - The company delivered 600 aircraft in the last year, the highest annual total in seven years, with 44 of those being 737 Maxes [2] - Despite Boeing's recovery, Airbus still outperformed in deliveries with 793 aircraft, although this was below its record of 863 in 2019 [2] Orders and Deliveries - Boeing's net orders for the last month reached 174 planes, including over 100 737 Maxes for Alaska Airlines and at least 30 Boeing 787 Dreamliners for Delta Air Lines [4] - The deliveries of aircraft are crucial for manufacturers as airlines pay the majority of a jet's price upon receipt [3] Production and Future Outlook - Boeing executives are set to discuss the production plan during the quarterly results report scheduled for January 27 [5]