Viavi Solutions (VIAV) Q3 2025 Earnings Call May 01, 2025 04:30 PM ET Company Participants Vibhuti Nayar - Director of Investor RelationsIlan Daskal - Executive VP & CFOOleg Khaykin - President and CEORuben Roy - Managing Director - Equity ResearchAndrew Spinola - DirectorMichael Genovese - Senior managing director and senior research analyst Conference Call Participants Ryan Koontz - Senior AnalystNone - AnalystTim Savageaux - MD & Senior Research Analyst Operator Good afternoon. My name is Audra, and I wi ...

The U.S. shipbuilding industry has been in a lull since the height of the pandemic, with companies tied to pre-COVID contracts that are not nearly as profitable now.But the budget winds in Washington appear to be shifting, and Huntington Ingalls Industries (HII -1.06%) is likely to be one of the primary beneficiaries if they do. Shares of Huntington Ingalls traded up 12.9% in April, according to data provided by S&P Global Market Intelligence, as investors begin to climb on board for what they believe will ...

Viavi Solutions (VIAV) Q3 2025 Earnings Call May 01, 2025 04:30 PM ET Speaker0 Good afternoon. My name is Audra, and I will be your conference operator today. At this time, I would like to welcome everyone to the Viavi Solutions Fiscal Third Quarter twenty twenty five Earnings Call. Today's conference is being recorded. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. At this time, I would like to turn the conferenc ...

Core Insights - AerCap (AER) reported earnings on April 30, surpassing analyst expectations for both revenue and earnings per share, indicating strong financial performance [1] - The stock price of AerCap has increased by 4% since the last report, contrasting with a nearly 7% decline in the S&P 500, highlighting the company's resilience in a challenging market environment [1] Company Analysis - AerCap operates within the aerospace, defense, and airline sectors, which are characterized by significant growth prospects [1] - The company benefits from a data-informed analysis approach, which aids in identifying investment opportunities and understanding market developments [1] Industry Context - The aerospace and defense industry is experiencing complex dynamics, and the analysis provided aims to contextualize these developments for better investment decision-making [1] - The investing group associated with AerCap offers direct access to data analytics monitors, enhancing the ability to track industry trends and performance [1]

Leonardo DRS (DRS) Q1 2025 Earnings Call May 01, 2025 10:00 AM ET Company Participants Stephen Vather - Vice President of Investor Relations & Corporate FinanceWilliam Lynn - Chairman & CEOMichael Dippold - Executive VP & CFOMichael Ciarmoli - Managing Director - Aerospace & Defense Equity ResearchAlex Ladd - Equity Research AssociateJon Tanwanteng - Managing DirectorMariana Pérez Mora - DirectorAndre Madrid - VP - Equity ResearchKarl Oehlschlaeger - Vice PresidentJan-Frans Engelbrecht - Senior Equity Resea ...

ATI (ATI) Q1 2025 Earnings Call May 01, 2025 08:30 AM ET Speaker0 Hello, and welcome, everyone, to the ATI First Quarter twenty twenty five Earnings Call. My name is Becky, and I'll be your operator today. I will now hand over to your host, David Weston, Vice President of Investor Relations, to begin. Please go ahead. Speaker1 Thank you. Good morning and welcome to ATI's first quarter twenty twenty five earnings call. Today's discussion is being webcast online at atimaterials.com. Participating in today's c ...

ATI (ATI) Q1 2025 Earnings Call May 01, 2025 08:30 AM ET Company Participants David Weston - Vice President - IRKimberly Fields - President & CEODon Newman - EVP, Finance and CFOScott Deuschle - Director - Aerospace & Defense Equity ResearchSeth Seifman - Executive DirectorJoshua Korn - Assistant VP, Equity ResearchTimna Tanners - Managing Director - Equity Research Conference Call Participants Andre Madrid - VP - Aerospace and Defense AnalystRichard Safran - Managing Director and Senior AnalystPhil Gibbs - ...

Amid escalating global tensions and renewed geopolitical flashpoints — ranging from Eastern Europe to the Indo-Pacific — defense spending is currently under a bright spotlight. For investors, this presents a compelling opportunity in the defense sector, where industry giants like Lockheed Martin (LMT) and General Dynamics (GD) stand to benefit. Lockheed, known for its fighter jets and missile systems, is the largest U.S. defense contractor with a broad portfolio. General Dynamics, with exposure to both comm ...

Core Viewpoint - The aerospace and defense sectors are experiencing growth due to increased air travel and defense spending amid geopolitical tensions, making Boeing and Airbus attractive for long-term investment [1]. Company Overview - Boeing operates a diversified business model that includes commercial aircraft, defense systems, and space technologies, with strong ties to the U.S. Department of Defense [2]. - Airbus has a similar integrated model but focuses more on commercial aircraft while expanding its defense and space operations [2]. Financial Performance and Growth Catalysts - Boeing has faced financial challenges, particularly with the 737 MAX program and a labor strike in 2024, but has secured significant defense contracts, leading to a robust defense backlog [5]. - Boeing's revenues increased by 17.7% year-over-year, with improved operational efficiency and higher commercial aircraft deliveries contributing to better financial health [6]. - Airbus maintained financial stability during the pandemic, achieving 6% revenue growth in 2024, primarily driven by the A320neo family [8]. - Airbus's commercial aircraft deliveries have outpaced Boeing's for five consecutive years, and its defense division has also contributed to growth [9]. Future Outlook - Boeing is focused on stabilizing its commercial operations and has ongoing certification efforts for key aircraft models [7]. - Airbus plans to ramp up A320neo production to 75 units per month by 2026, benefiting from rising NATO spending and geopolitical tensions [10]. Stock Performance - Boeing's stock has outperformed Airbus over the past three months and year, with a 3.1% increase compared to Airbus's 4.6% decline [16]. - Boeing's shares surged by 6.2% over the past year, while Airbus's shares slipped by 0.1% [16]. Valuation and Return Metrics - Airbus is trading at a forward sales multiple of 1.54X, slightly below Boeing's 1.56X [17]. - Boeing's Return on Invested Capital (ROIC) is below that of Airbus, indicating challenges in generating sufficient profit from investments [18]. Conclusion - Both companies are positioned to benefit from global defense modernization and rising air travel demand, with Boeing offering strong upside potential if it executes its turnaround plan, while Airbus presents a more stable investment case [19][20].

NEWPORT NEWS, Va., April 30, 2025 (GLOBE NEWSWIRE) -- HII (NYSE: HII), America’s largest military shipbuilder, is launching a series of 15-second television advertisements as part of its nationwide “Build It” campaign. The video advertisements, along with the broader “Build It” campaign, celebrate the crucial manufacturing work performed in the U.S. to build and deliver platforms and technologies in support of the national defense. These include American-built U.S. Navy ships and submarines, as well as uncr ...