Core Viewpoint - Safran forecasts increased revenue and earnings for 2026, driven by strong aftermarket demand for civil jet engines [1] Financial Performance - Safran projects recurring operating profit for 2026 to be between 6.1 billion to 6.2 billion euros ($7.2 billion to $7.4 billion), with an estimated revenue increase in the "low to mid teens," specifically 12% to 15% [1] - For 2025, Safran reported a 26% rise in recurring operating income to 5.2 billion euros, with a margin gain of 1.5 percentage points to 16.6% [1] - Adjusted revenue for 2025 rose 15% to 31.33 billion euros, and the company generated 3.92 billion euros in free cash flow [1] Market Demand - Services revenue for civil engines increased by 30% in U.S. dollar terms, attributed to rising demand for air travel and interest in older jets amid production delays [1] - Positive momentum in the defense sector is noted, partly due to new orders for the Rafale fighter jet, for which Safran manufactures engines [1] Long-term Projections - Safran has upgraded its financial targets for 2028, raising the forecast for recurring operating income to 7.0 billion to 7.5 billion euros, up from the previous estimate of 6.0 billion to 6.5 billion euros [1]

Group 1 - Boeing Co (NYSE:BA) has been awarded a contract to build the U.S. Air Force's latest fighter jet, the F-47, which is impacting its competitors negatively, particularly Lockheed Martin (LMT) [1] - Boeing's shares increased by 1.9% to $181.47, marking the highest level in over a month, and have risen 16.4% over the last six months [2] - Northrop Grumman Corp (NYSE:NOC) shares are trading at $491.38, up 0.1%, with a notable increase of 14.4% over the last nine months, although it faces resistance around the $510 level [3] Group 2 - General Dynamics Corp (NYSE:GD) shares are up 0.2% to $263.91, having trimmed a 14.4% deficit over six months, and successfully retested the $260 support level [4] - The stock of General Dynamics has shown resilience after bouncing back from a 52-week low of $239.87 [4]

Core Viewpoint - Boeing Co has secured a significant US Air Force contract for the Next Generation Air Dominance (NGAD) program, which is expected to be worth tens of billions of dollars over its multi-decade lifespan [1][2][3] Group 1: Contract Details - The contract is for the design, construction, and delivery of the sixth generation fighter jet, known as the F-47, and is valued at potentially $20 billion over the next five years [2] - This award marks a pivotal moment for Boeing, as it has not held the prime contractor role for a US fighter jet in decades [3] Group 2: Market Impact - Analyst Noah Poponak has maintained a Buy rating for Boeing with a price target of $213, reflecting confidence in the company's future prospects following the contract win [1][2] - Boeing's shares increased by 2.97% to $183.40 at the time of publication, indicating positive market sentiment [4] Group 3: Competitive Landscape - The loss of the contract for Lockheed Martin raises questions about its future offerings following the F-35, which currently constitutes approximately 25% of its earnings [3]

Core Viewpoint - Boeing Co has faced significant challenges over the past year, including issues in its commercial and defense units, as well as a workers' strike, leading to its inclusion on a list of the 25 worst S&P 500 stocks to own in March [1] Group 1: Stock Performance - Boeing's stock averaged a 5% loss in March over the last decade, with only three instances of closing higher during that period [2] - The stock is currently trading at $175.27, indicating a potential drop to around $166 if it follows historical trends [2] - Boeing's stock has a year-over-year deficit of 15.2% and has struggled to close above the $188 level since January, with five consecutive closes below the 20-day moving average [3] Group 2: Market Sentiment - Despite Boeing's recent struggles, options traders remain optimistic, as indicated by a 50-day call/put volume ratio of 2.14, which is higher than 98% of annual readings [4] - Short sellers maintain a strong position, with 19.18 million shares sold short, representing 214.7% of the stock's available float, despite a 16.6% decrease in short interest over the last two reporting periods [5]