Key Takeaways RTX shares soared 15.1% in three months, topping industry and sector gains.Recent quarterly growth, contract wins and collaborations fueled investor optimism.Valuation remains below industry, though supply-chain and trade risks linger.Shares of RTX Corporation (RTX) have surged 15.1% in the past three months, outperforming both the Zacks Aerospace-Defense industry’s growth of 3.7% and the broader Zacks Aerospace sector’s gain of 3%. It also came above the S&P 500’s return of 7.7% in the same t ...

Core Insights - Boeing Company's shares have increased by 9.9% year-to-date, underperforming the Zacks Aerospace-Defense industry's growth of 32.5% [1][8] - The company is facing challenges such as labor shortages and ongoing supply-chain issues [1][3] Group 1: Challenges Faced by Boeing - Boeing is experiencing supply-chain disruptions, including shortages of engines and critical components, which are delaying aircraft deliveries and increasing production costs [3][4] - Geopolitical tensions and logistical challenges may prolong these supply constraints until the end of 2025 [4] - According to the International Air Transport Association (IATA), aircraft deliveries are currently about 30% below their previous peak, resulting in a record global aircraft backlog of 17,000 units, which negatively impacts Boeing's near-term revenue prospects [5][23] Group 2: Factors Supporting Boeing - Boeing remains a leading aircraft manufacturer in the U.S., with a 38% year-over-year growth in aircraft deliveries for Q3 2025, leading to a 49% increase in revenues for its Boeing Commercial Airplanes (BCA) segment [10][8] - The company secured 161 net commercial airplane orders in the third quarter, which is expected to enhance long-term revenue performance [11] - A new contract-and-delivery mechanism called Rapid Delivery Release (RDR) is anticipated to improve delivery times to military customers, benefiting Boeing's operational efficiency [12] Group 3: Financial Performance and Estimates - The Zacks Consensus Estimate for Boeing's earnings per share (EPS) indicates a significant decrease of 310.48% for 2025 and 34.86% for 2026 over the past 60 days [13] - Boeing's trailing 12-month return on invested capital (ROIC) is negative and below the peer group's average, indicating insufficient returns on investments [17] - Boeing's forward 12-month price-to-sales (P/S) ratio is 1.57X, which is lower than the industry's average of 2.35X, suggesting a discount in valuation compared to peers [18][19]

What Happened? Shares of internet, cable TV, and phone provider Cable One (NYSE:CABO) fell 6.2% in the afternoon session after its third-quarter report showed a significant loss of broadband subscribers and revenue that missed Wall Street's expectations, overshadowing a large earnings beat. The company's revenue for the quarter was $376 million, a 4.5% decline from the previous year and short of analyst forecasts. While its profit of $14.52 per share was nearly double what analysts had anticipated, inves ...

What Happened? Shares of telecommunications and cable services provider Altice USA (NYSE:ATUS) fell 5.5% in the morning session after the company reported disappointing third-quarter 2025 financial results that fell short of analyst expectations on both revenue and earnings. Total revenue for the quarter was $2.11 billion, a 5.4% decrease from the same period last year and slightly below forecasts. The company posted a GAAP loss per share of $3.47, a significant downturn from a loss of $0.09 in the prior ...

LIVE S&P 500 Set to Open Up as Market Awaits Key Earnings Memberships Subscribe to Barron's Last Updated: Updated 35 min ago Stock Futures Rising Ahead of Key Earnings. Markets Build on a Strong October. By George Glover Stock futures were climbing Monday as investors geared up for another batch of quarterly earnings, with data analytics software developer Palantir and chip maker Advanced Micro Devices among the listed companies set to report this week. Futures tracking the Dow Jones Industrial Average were ...

Well, we were just talking about rare earth uh and the that discussion point between the US and China. The stocks here in the US are taking a tumble as those trade tensions ease between the two nations. We saw those names rally on reports that China was considering export controls on their rare earth materials, pushing President Trump to threaten 100% tariffs on Chinese goods and focus on US development in the space.So, what is now the investment case for those stocks. Joining me now in this, Neil Dingman, ...

Trump hails 'amazing' meeting with Xi after months of trade tensions https://t.co/A221dlnVq9 ...

Key Points President Trump expressed his optimism for a deal in upcoming trade talks with China. Tesla reported $400 million in tariff costs during Q3, making any trade deal directly beneficial to the company's bottom line. These 10 stocks could mint the next wave of millionaires › Shares of Tesla (NASDAQ: TSLA) are flying on Monday, up 4.8% as of 3:12 p.m. ET. The move comes as the S&P 500 and the Nasdaq Composite gained 1% and 1.7%, respectively. The electric vehicle (EV) maker's stock is on the ...

Domestic Policy and Economic Landscape - High-income residents in Democratic states are expected to receive significant tax refunds in 2025 due to a relaxed SALT cap, which may greatly influence personal finances in high-tax states [2] - ExxonMobil has filed a lawsuit against California, claiming that new climate disclosure laws violate its First Amendment rights, as these laws require large companies to disclose greenhouse gas emissions and climate-related financial risks starting in 2026 [3] - California's Transportation Secretary has threatened to revoke the state's authority to issue commercial driver's licenses and withhold $160 million in funding due to regulatory failures, including issuing licenses to non-domiciled drivers [4] - The Federal Reserve's bank reserves have decreased by $59 billion to $2.93 trillion, marking the second-lowest level since January 2023, indicating liquidity shifts in the financial system [5] - The job market remains tough for recent graduates, with 58% still seeking employment, more than double the rate of previous generations [5] Geopolitical Dynamics and International Trade - Former President Trump is on a diplomatic trip to Asia, aiming to finalize a peace deal between Cambodia and Thailand [6] - Ongoing meetings between Russian officials and the Trump administration are focused on a potential Ukraine deal, with Trump stating he will only meet with Putin if a concrete agreement is in place [7] - Trade tensions are escalating, with Trump announcing a 10% increase in tariffs on Canadian goods in response to an anti-tariff advertisement, while The Economist suggests that China is "winning the trade war" [8][9] Corporate and Market Movements - SoftBank has approved a remaining $22.5 billion investment in OpenAI, contingent on the startup completing a corporate restructuring for a potential public offering, indicating strong confidence in AI growth [10] - Central banks globally are accelerating gold purchases, acquiring an annualized 830 tonnes in 2025, reflecting a strategic shift towards diversifying reserves amid economic uncertainties [11]

Geoff Freeman, U.S. Travel Association CEO, joins 'Power Lunch' to discuss the travel impacts between the U.S. and Canada, the other factors to help travel reliant businesses and much more. ...