If you want full access to all our reports, data, and investing ideas, join The Aerospace Forum , the #1 aerospace, defense, and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.My buy rating on Dassault Aviation ( OTCPK:DUAVF ) has not performed as expected, with a 5.4% decline in the share price since my last coverage, underperforming the S&P 500's 25.6% gain. I am, however, not disappointed with theDhierin runs the in ...

Group 1 - TAT Technologies (NASDAQ: TATT) stock has increased by 32% since the "Strong Buy" rating was issued, outperforming the S&P 500 [1] - Since coverage was initiated in April 2024, TAT Technologies shares have surged over 200%, marking it as one of the best aerospace picks [1] - The Aerospace Forum aims to identify investment opportunities in the aerospace, defense, and airline sectors, leveraging data-informed analysis [1] Group 2 - The analyst provides insights based on a background in aerospace engineering, focusing on the industry's growth prospects and developments [1] - The investing group offers direct access to data analytics monitors to support investment decisions [1]

Core Insights - Global travel and defense budgets are increasing, leading to heightened investor interest in aerospace stocks, particularly Boeing and RTX, which benefit from overlapping growth drivers [1][2][3] Financial Performance - Boeing's commercial revenues surged by 75% year-over-year in Q1 2025 due to rising global air traffic, while RTX achieved 8% organic sales growth driven by aftermarket services [9][10] - As of Q1 2025, Boeing reported $23.67 billion in cash and equivalents against $7.93 billion in current debt, indicating strong near-term solvency [5] - RTX has $5.16 billion in cash and equivalents, with $3.06 billion in current debt and $38.24 billion in long-term debt, maintaining solid short-term liquidity [6] Growth Catalysts - Both companies are positioned to benefit from a proposed 13% increase in U.S. defense spending to $1.01 trillion for FY26, with significant allocations for aerospace projects [7][8] - The International Air Transport Association projects a 5.8% year-over-year growth in passenger traffic for 2025, which will further support both companies' commercial aviation segments [9] Stock Performance - Over the past three months, Boeing's stock has increased by 33%, outperforming RTX's 26% increase, but RTX has outperformed Boeing over the past year with a 44.3% increase compared to Boeing's 22.9% [18][22] - Boeing trades at a more attractive forward sales multiple of 1.89 compared to RTX's 2.33 [18] Investment Outlook - Boeing presents a more compelling risk-reward opportunity in 2025, showing signs of recovery despite ongoing challenges, while RTX offers operational consistency and diversification [22][23]

Group 1 - Archer Aviation has raised additional funds, leading to a buy rating for the company, indicating a positive outlook for its future [2] - The company is expected to continue capital raises until it certifies its Midnight eVTOL and stabilizes production, suggesting ongoing financial activity [2] - The aerospace, defense, and airline industry presents significant growth prospects, which are analyzed through data-informed insights [2] Group 2 - The Aerospace Forum aims to discover investment opportunities within the aerospace, defense, and airline sectors, providing context to industry developments [2] - The analysis is supported by an in-house developed data analytics platform, enhancing the quality of investment research [2]

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in- house developed data analytics platform. I covered Rocket Lab (NASDAQ: RKLB ) a couple of days ago, discussing the intention to acquire Mynaric. Normally, I do not follow up with an article just days later. The exception is when there is a material event. That is the Dhierin runs the in ...