Investment opportunities in aerospace

Search documents
Moog: The Pain Is Temporary, The Growth Is Long-Term
Seeking Alpha· 2025-08-22 18:00
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.Moog (NYSE: MOG.A ) (NYSE: MOG.B ), a key Tier 1 supplier to the aerospace and defense industry, has shown underwhelming performance with a 4.3% gain compared to the S&P 500’s gain since my last report in June. While the stockDhierin runs the inv ...
Melrose Industries: Strong Buy On Aerospace And Defense Tailwinds
Seeking Alpha· 2025-08-18 01:00
Core Insights - Melrose Industries has significantly outperformed the S&P 500, with a stock increase of nearly 28% since May 2025 [1] Group 1: Company Performance - Melrose Industries stock has outperformed the S&P 500's gain of 8.9% [1] - The stock listing at the London Stock Exchange has shown a rally of nearly 28% since the report published in May 2025 [1] Group 2: Industry Context - The Aerospace Forum focuses on discovering investment opportunities in the aerospace, defense, and airline industry [1] - The analysis provided by the forum is informed by data and aims to contextualize developments in the industry [1]
Jet2: Excellent Airline Stock, CapEx Masks Operating Efficiency (Rating Downgrade)
Seeking Alpha· 2025-08-17 10:27
Group 1 - Jet2, the UK's largest tour operator, has seen a stock price increase of nearly 25%, outperforming the S&P 500's return of 23.3% [1] - The stock price approached the analyst's target of $25.53, peaking at $25.25 in June [1] - The Aerospace Forum focuses on identifying investment opportunities in the aerospace, defense, and airline sectors, leveraging data analytics for informed analysis [1] Group 2 - The analyst has a background in aerospace engineering, providing context to industry developments and their potential impact on investment theses [1] - The investing group offers direct access to data analytics monitors, enhancing the investment research process [1]
United Airlines: I Am Lowering My Price Target After Earnings
Seeking Alpha· 2025-07-17 10:14
Group 1 - United Airlines (UAL) exceeded Wall Street expectations with its Q2 2025 earnings, but the stock experienced minimal movement in after-hours trading [2] - Persistent operational and macroeconomic challenges may have dampened investor enthusiasm despite the strong quarterly results [2] - The Aerospace Forum aims to identify investment opportunities in the aerospace, defense, and airline sectors, leveraging data-informed analysis [2] Group 2 - The analyst behind the report has a background in aerospace engineering, providing context to industry developments and their potential impact on investment theses [2] - The investing group offers direct access to data analytics monitors, enhancing the analysis of the complex aerospace industry [2]
Oshkosh Corporation: Buy This Undervalued Tactical Vehicle Leader
Seeking Alpha· 2025-05-29 18:40
Company Overview - Oshkosh Corporation (NYSE: OSK) is a prominent manufacturer of purpose-built trucks, defense-grade vehicles, and machinery, playing a crucial role in supplying tactical wheeled vehicles to the U.S. Army and allied militaries [2]. Industry Context - The aerospace, defense, and airline industry presents significant growth prospects, with a focus on discovering investment opportunities within this sector [2]. Analyst Background - The analysis is conducted by an individual with a background in aerospace engineering, providing context to developments in the industry and their potential impact on investment theses [2].
FTAI Aviation Stock: Love Or Hate It - Still A Buy
Seeking Alpha· 2025-05-15 06:26
Core Insights - FTAI Aviation (NASDAQ: FTAI) has been a favored stock on Wall Street, but recent invalid concerns have prevented its price from recovering [1] - The analysis is provided by an expert in aerospace engineering, focusing on investment opportunities in the aerospace, defense, and airline sectors [1] - The investing group emphasizes data-driven analysis to inform investment ideas and offers access to data analytics monitors [1] Company Analysis - FTAI Aviation's stock performance has been impacted by concerns that were deemed invalid, indicating potential market volatility [1] - The company operates within a complex industry characterized by significant growth prospects, which may present future investment opportunities [1] Industry Context - The aerospace, defense, and airline industries are highlighted as sectors with substantial growth potential, attracting investment interest [1] - The analysis aims to provide context to industry developments and their implications for investment strategies [1]
CAE: A Gem To Capitalize On Commercial Aviation And Defense Demand
Seeking Alpha· 2025-05-14 20:09
Group 1 - CAE is positioned to benefit from the growing demand for training services and hardware in the aerospace and defense sectors [1] - The stock price of CAE has seen an increase since the last report [1] - The Aerospace Forum aims to identify investment opportunities within the aerospace, defense, and airline industries, leveraging data-informed analysis [1] Group 2 - The analyst has a background in aerospace engineering, providing insights into a complex industry with significant growth potential [1] - The investing group offers access to data analytics monitors to support investment decisions [1]
Intuitive Machines: Success After Lunar Failure
Seeking Alpha· 2025-05-14 16:11
Group 1 - Intuitive Machines (NASDAQ: LUNR) reported positive free cash flow in Q1 2025, surprising Wall Street [1] - Following the announcement, LUNR's stock experienced a 22.4% gain, although it remains below its January highs [1] - The Aerospace Forum, led by an analyst with a background in aerospace engineering, focuses on identifying investment opportunities in the aerospace, defense, and airline sectors [1] Group 2 - The investing group provides access to data analytics monitors to support investment analysis [1] - The analyst has a beneficial long position in LUNR shares, indicating confidence in the company's future performance [1]
AerCap: An Excellent Stock To Buy
Seeking Alpha· 2025-05-01 16:22
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]