CAMDEN, Ark., July 17, 2025 (GLOBE NEWSWIRE) -- Following a meeting with Governor Sarah Huckabee Sanders and AEDC leadership at the 2025 Paris Air Show, L3Harris Technologies (NYSE: LHX) announced plans to build more than 20 new manufacturing facilities in Calhoun County, Arkansas, that will produce large solid rocket motors. The new campus will create 50 new jobs over two years, adding to L3Harris’ ~1,300-person workforce in Camden. “Arkansas is a great place for L3Harris to fortify the domestic solid rock ...

Financial Data and Key Metrics Changes - In Q2 2025, GE Aerospace reported a revenue increase of 23% year-over-year, exceeding $10 billion, with orders up 27% [41] - Profit reached $2.3 billion, a 23% increase, driven by services volume and price, resulting in margins of 23% [41] - EPS was $1.66, up 38% from the previous year, supported by a favorable tax rate and lower interest expenses [41] - Free cash flow nearly doubled to $2.1 billion compared to last year [41] Business Line Data and Key Metrics Changes - The Commercial Engines and Services (CES) segment grew revenue by 30%, with service revenue up 29% and equipment revenue up 35% [41][43] - The Defense and Propulsion Technologies (DPT) segment saw a revenue increase of 7%, with profit up 5% [41][45] - CES margins expanded by 50 basis points to 27.9%, while DPT margins declined by 20 basis points to 14.1% [41][45] Market Data and Key Metrics Changes - Departures grew nearly 4% in Q2 2025, aligning with expectations, with a conservative outlook for low single-digit growth in the second half of the year [13] - The commercial services backlog increased to over $140 billion, supporting future growth [14] - Air traffic growth is expected to outpace global GDP, particularly in Asia Pacific and the Middle East [15] Company Strategy and Development Direction - GE Aerospace aims to ramp up services and equipment to support customer fleets while fulfilling strong demand for new engines [16] - The company is investing over $1 billion in MRO and component repair facilities over the next five years to expand capacity [21] - GE Aerospace is focused on enhancing engine performance through technological advancements and operational improvements [17][26] Management's Comments on Operating Environment and Future Outlook - Management raised the 2025 guidance across all metrics, expecting total revenue growth in the mid-teens, up from low double digits [46] - The company anticipates strong adjusted revenue growth at a double-digit compounded rate through 2028, driven by robust demand for services and equipment [39] - Management expressed optimism about the long-term market growth, projecting a mid-single-digit compounded growth rate through 2028 [15] Other Important Information - GE Aerospace's R&D investment is approximately $3 billion in 2025, representing 6-8% of revenue [26] - The company has a strong competitive advantage with the world's largest installed base of engines, accumulating over 2.3 billion flight hours [26] - GE Aerospace plans to return over $24 billion to shareholders between 2024 and 2026, including $19 billion in buybacks [70] Q&A Session Summary Question: Concerns about second half EBIT guidance - Management explained that the second half EBIT guidance reflects a conservative approach, considering expected headwinds from GE9X shipments and corporate expenses [77][81] Question: Pricing assumptions and retirement rates - Management clarified that pricing is expected to offset inflation, with mid-single-digit pricing dynamics anticipated [88] - Regarding retirement rates, management noted that as the fleet ages, retirements are expected to increase, aligning with new aircraft deliveries and departure growth [92][93]

WOOD DALE, Ill., July 16, 2025 /PRNewswire/ -- AAR CORP. (NYSE: AIR), a leading provider of aviation services to commercial and government operators, MROs, and OEMs, reported today financial results for the fourth quarter and fiscal year 2025 ended May 31, 2025.FOURTH QUARTER FISCAL YEAR 2025 HIGHLIGHTS(As compared to Q4 FY2024) Sales of $755 million; increased 15% GAAP EPS of $0.95 Adjusted diluted EPS of $1.16; increased 32% GAAP Net income of $34 million Adjusted EBITDA of $91 million; increased 19% Ad ...

BOSTON, July 16, 2025 /PRNewswire/ -- Capstone Partners, a leading middle market investment banking firm, released its Aerospace, Defense, Government, & Security (ADGS) Annual Report & M&A Outlook, finding that the U.S. Aerospace and Defense Industry deal activity increased in 2024, outperforming broader M&A market levels. Secor public company earnings growth also surpassed benchmarks.U.S. Aerospace and Defense sector earnings outperformed the wider Public market in 2024, with sector index EBITDA rising 14% ...

Group 1 - GE Aerospace is set to release its earnings report on July 17, 2025, which is significant for investors using event-driven trading strategies [2] - Historically, GE stock has shown a tendency for positive one-day returns following earnings reports, with a 60% occurrence rate over the past five years and a median positive return of 5.1% [3][6] - Consensus estimates for the upcoming report project earnings of $1.40 per share on sales of $9.51 billion, an increase from the previous year's earnings of $1.20 per share on sales of $8.22 billion [4] Group 2 - GE currently has a market capitalization of approximately $283 billion, with $40 billion in revenue over the last twelve months, $7.5 billion in operating profits, and a net income of $7.0 billion [4] - There have been 20 earnings data points recorded over the last five years, with 12 positive and 8 negative one-day returns, indicating a 60% chance of positive returns [6] - The percentage of positive returns increases to 67% when considering the last three years, with a median of 5.1% for positive returns and -3.0% for negative returns [6]

Key Takeaways AXON's Q1 2025 Software and Services revenues jumped 39%, with ARR rising 34% to $1.1B. TDY saw 30.6% Aerospace and Defense growth, but supply-chain woes and debt weigh on performance. AXON trades at a premium 103.36X P/E but offers higher sales growth and stronger stock momentum.Axon Enterprise, Inc. (AXON) and Teledyne Technologies Incorporated (TDY) are two prominent names operating in the aerospace and defense equipment industry. As rivals, both companies are engaged in manufacturing hig ...

NEW YORK, July 16, 2025 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Red Cat Holdings, Inc. (NASDAQ: RCAT). Shareholders who purchased shares of RCAT during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/red-cat-holdings-inc-loss-submission-form/?id=156712&from=3  CLASS PERIOD: ...

A 100% Successful Demo In Real-Life Conditions, Progresses Parazero's DefendAir Counter-UAS Solution To International Sales Phase Kfar Saba, Israel, July 15, 2025 (GLOBE NEWSWIRE) -- ParaZero Technologies Ltd. (Nasdaq: PRZO) (the “company” or “ParaZero”), an aerospace defense company pioneering smart, autonomous solutions for the global manned and unmanned aerial systems (UAS) industry, recently announced the successful completion of a live demonstration of its DefendAir™ Personal Net Gun System to a select ...

Core Viewpoint - Airbus Group has received an upgrade to a Zacks Rank 1 (Strong Buy), indicating a positive outlook based on rising earnings estimates, which significantly influence stock prices [1][4]. Earnings Estimates and Stock Ratings - The Zacks rating system is primarily driven by changes in a company's earnings picture, with the Zacks Consensus Estimate reflecting EPS estimates from sell-side analysts [2][3]. - The recent upgrade for Airbus Group suggests an improvement in its earnings outlook, which could lead to increased buying pressure and a rise in stock price [4][6]. Impact of Earnings Estimate Revisions - There is a strong correlation between changes in earnings estimates and near-term stock price movements, with institutional investors using these estimates to assess fair value [5][7]. - The Zacks Rank system effectively utilizes earnings estimate revisions to classify stocks, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [8]. Specifics on Airbus Group's Earnings - For the fiscal year ending December 2025, Airbus Group is expected to earn $1.82 per share, unchanged from the previous year, but the Zacks Consensus Estimate has increased by 6.4% over the past three months [9]. Conclusion on Zacks Rating System - The Zacks rating system maintains a balanced approach, with only the top 5% of stocks receiving a "Strong Buy" rating, indicating superior earnings estimate revisions and potential for market-beating returns [10][11].

There's Tesla Inc. TSLA, and then there's the Tesla that flies — and it might just be Archer Aviation Inc. ACHR.As defense chatter ramps up over the Trump administration’s defense push, investors are starting to zero in on next-generation military technology. High on that radar: drone fleets, autonomous logistics and electric vertical takeoff and landing aircraft (eVTOLs). Archer checks all three boxes — and it's already in motion.While most retail eyes are on traditional defense contractors, the smarter tr ...