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.Delta Air Lines (NYSE: DAL ) is set to report its Q3 2025 earnings on October 9. In this article, I provide an earnings preview, examine how analyst estimates have shifted, and update my price target. Since myDhierin runs the investing group The Ae ...

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.Commercial airplane orders announced by The Boeing Company (NYSE: BA ) and Airbus SE ( OTCPK:EADSF ) more often than not capture headlines. The announcement of Turkish Airlines ordering up to 225 airplanes is no exception. However, asDhierin runs t ...

Group 1 - The core viewpoint is that Dassault Aviation's stock has underperformed, with a 5.4% decline since the last coverage, contrasting with the S&P 500's 25.6% gain [1] - The investment group, The Aerospace Forum, aims to identify investment opportunities in the aerospace, defense, and airline sectors, leveraging data analytics for informed analysis [1] - The analyst emphasizes a data-driven approach to investment ideas, providing context to industry developments and their potential impact on investment theses [1] Group 2 - The analyst has no current stock or derivative positions in any mentioned companies and does not plan to initiate any within the next 72 hours [1] - The article reflects the analyst's personal opinions and is not influenced by compensation from any company mentioned [1]

Group 1 - The Boeing Company is experiencing strong momentum in 2023 with a revival of order inflow and production [1] - The company is part of the aerospace, defense, and airline industry, which has significant growth prospects [1] - The analysis provided by the investing group focuses on discovering investment opportunities and offers data-informed insights [1] Group 2 - The investing group utilizes an in-house developed data analytics platform to enhance their research capabilities [1] - The analyst behind the report has a background in aerospace engineering, which adds depth to the analysis of industry developments [1] - The report emphasizes the importance of data-driven analysis in forming investment theses [1]

Group 1 - Moog (NYSE: MOG.A) (NYSE: MOG.B) has shown underwhelming performance with a 4.3% gain compared to the S&P 500's gain since the last report in June [1] - The Aerospace Forum aims to discover investment opportunities in the aerospace, defense, and airline industry, providing analysis of a complex industry with significant growth prospects [1] - The investing group's analysis is driven by data-informed insights and offers direct access to data analytics monitors [1]

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]

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]

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].

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]

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]