Core Insights - The 2025 Northeast Asia (Shenyang) Conference on Exchange of Professionals aimed to gather global talents to revitalize the region, featuring a record-breaking 84,000 job positions offered by 4,000 employers [2][3] Group 1: Event Overview - The conference took place on October 26, 2025, at the Industrial Museum of China, attracting significant participation with 38,653 attendees on the opening day [3] - A total of 98,000 resumes were received by companies during the event, indicating strong interest from job seekers [3] Group 2: Job Market Insights - The event showcased a total of 84,000 job positions, with 49,000 positions (nearly 60%) in future-oriented industries such as artificial intelligence, advanced materials, new energy, and biomedicine [4] - Popular fields included electrical engineering, mechanical engineering, and embedded software development, reflecting current market trends [4] Group 3: Shenyang's Development Strategy - Shenyang is positioning itself as an international central city in Northeast Asia, focusing on high-quality development and revitalization efforts for Northeast China and Liaoning Province [5] - The city has established five 100-billion-yuan industrial clusters in sectors like automobiles, high-end equipment, and aerospace, supported by 45 universities and 56 major research institutes [3][5] - The "Shenyang Talent Initiative" aims to provide comprehensive support for talent development, enhancing public service resources in education, healthcare, and other sectors [5]

Launch Information - SpaceX launched 29 Starlink satellites to orbit from Florida [1]

Market Overview - U.S. stocks experienced an upward trend, with the Nasdaq Composite gaining over 100 points on Wednesday. The Dow increased by 0.58% to 47,983.30, the NASDAQ rose by 0.44% to 23,931.25, and the S&P 500 gained 0.18% to 6,903.20 [1] - Information technology shares saw a notable increase of 1.2%, while real estate stocks declined by 1.4% [1] Company Performance - Boeing Company reported a wider third-quarter loss, with an adjusted loss per share of $7.47, missing the estimate of $5.15. However, revenue increased by 30% year-over-year to $23.27 billion, surpassing the consensus of $21.97 billion [2] - Cambium Networks Corp shares surged by 189% to $1.7899 following the integration of its Cambium ONE Network solution with Starlink satellite Internet services [9] - Flowserve Corporation's shares rose by 27% to $66.72 after reporting strong quarterly earnings [9] - ProPetro Holding Corp. shares increased by 37% to $9.99 after better-than-expected quarterly financial results [9] - Fiserv, Inc. shares dropped by 41% to $74.40 due to weaker-than-expected third-quarter results and a lowered FY2025 adjusted EPS guidance [9] - Stride Inc shares fell by 49% to $78.66 after providing second-quarter sales guidance below analyst estimates [9] - Varonis Systems Inc shares decreased by 46% to $33.90 after reporting third-quarter revenue below estimates and providing fourth-quarter guidance below expectations [9] Commodity Market - In commodity news, oil prices increased by 1.3% to $60.91, gold rose by 1.1% to $4,028.00, silver gained 1.9% to $48.215, and copper rose by 1.2% to $5.2330 [5]

Group 1 - Bank of America raised the price target on Embraer to $70 from $65 and maintained a Buy rating after attending the company's 2025 investor day [1] - Citi analyst also raised the price target on Embraer to $70 from $59, keeping a Buy rating following the investor day, highlighting solid orders and financial results [2] - Embraer operates through various segments including Commercial Aviation, Defense & Security, Executive Aviation, Services & Support, and Other [3] Group 2 - The company is focused on supply chain and production management as it executes on its record backlog and new wins [1]

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Company Overview - GE Aerospace, formerly General Electric Company, is a leading designer, developer, and producer of jet engines, components, and integrated systems for military, commercial, and business aircraft [11] - The company is recognized for its aero-derivative gas turbines for marine applications and has a strong focus on product upgrades and innovation [11] - GE Aerospace operates globally, with a presence in the United States, Europe, Asia, the Middle East, Africa, and the Americas, offering a wide range of products and services [11] Investment Ratings - GE is currently rated 3 (Hold) on the Zacks Rank, indicating a neutral outlook [12] - The company has a VGM Score of B, suggesting a balanced investment profile [12] Momentum and Earnings Estimates - GE has a Momentum Style Score of A, with shares increasing by 3% over the past four weeks, indicating positive price momentum [12] - For fiscal 2025, five analysts have revised their earnings estimates upwards in the last 60 days, with the Zacks Consensus Estimate rising by $0.30 to $6.17 per share [12] - GE has demonstrated an average earnings surprise of +19.1%, reflecting strong performance relative to expectations [12] Investment Consideration - With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, GE Aerospace is recommended for investors' consideration [13]

Company Performance & Outlook - Eli Lilly's earnings are expected to increase by 75% this year and another 35% next year [4] - Howmet Aerospace's earnings are projected to grow by 335% this year and 184% next year [7] - MasTec's earnings are expected to rise by 60% this year and 231% next year [12] - Western Digital's earnings are projected to increase by 353% this year and another 217% next year [13] - Exxon Mobil's earnings are expected to decline by 182% due to weaker oil prices and weak chemicals [16] Valuation & Market Dynamics - Eli Lilly's PE ratio has decreased to 36 times, making it more attractive [5] - Howmet Aerospace has a PE ratio of 55, which is considered stretched [8] - MasTec is trading at 336 times earnings [12] - Western Digital has a PE ratio of 19, considered fairly cheap with its earnings growth [14] - Exxon Mobil is trading at 17 times earnings [18] Key Factors & Industry Trends - The pharmaceutical industry, particularly Eli Lilly, faces uncertainties regarding potential tariffs and manufacturing relocation to the US [3] - The success of Eli Lilly's weight loss drug pill and its pricing strategy are key factors to watch [3][4] - MasTec benefits from government spending and construction activities, including new manufacturing facilities [11] - Western Digital's data storage business is experiencing a resurgence [13] - Exxon Mobil's performance is heavily dependent on crude oil prices and the chemical sector's performance [17]

Core Insights - Boeing reported $23.27 billion in revenue for Q3 2025, a year-over-year increase of 30.4% and a surprise of +6.09% over the Zacks Consensus Estimate of $21.93 billion [1] - The EPS for the quarter was -$7.47, an improvement from -$10.44 a year ago, but a significant miss compared to the consensus estimate of -$3.85, resulting in a surprise of -94.03% [1] Revenue and Deliveries - Total deliveries were 160, exceeding the average estimate of 151 [4] - Commercial Airplanes deliveries included 121 for the 737, 24 for the 787, 9 for the 777, and 6 for the 767, all surpassing analyst estimates [4] - Revenues from Commercial Airplanes reached $11.09 billion, exceeding the $10.41 billion estimate and representing a +49.1% change year-over-year [4] - Global Services revenue was $5.37 billion, above the $5.17 billion estimate, with a year-over-year change of +9.6% [4] - Defense, Space & Security revenues were $6.9 billion, surpassing the $6.29 billion estimate, reflecting a +24.7% change year-over-year [4] Operational Performance - The loss from operations in Commercial Airplanes was $-5.35 billion, worse than the estimated loss of $-2.45 billion [4] - Earnings from operations in Defense, Space & Security were $114 million, exceeding the $75.97 million estimate [4] - Global Services earnings were $938 million, slightly below the $957.39 million estimate [4] Stock Performance - Boeing shares returned +3.5% over the past month, compared to the Zacks S&P 500 composite's +3.8% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market [3]

Financial Performance - Revenue increased to $23.3 billion in 3Q25 from $17.8 billion in 3Q24[7] - Operating margin improved from -32.3% in 3Q24 to -20.5% in 3Q25[7] - Core loss per share improved from ($10.44) in 3Q24 to ($7.47) in 3Q25[7] - Free cash flow turned positive, reaching $0.2 billion in 3Q25 compared to ($2.0 billion) in 3Q24[7] Segment Performance - Commercial Airplanes revenue increased to $11.1 billion in 3Q25 from $7.4 billion in 3Q24, but operating margin remained negative at -48.3%[10] - Defense, Space & Security revenue increased to $6.9 billion in 3Q25 from $5.5 billion in 3Q24, with operating margin turning positive to 1.7%[13] - Global Services revenue increased to $5.4 billion in 3Q25 from $4.9 billion in 3Q24, with a strong operating margin of 17.5%[16] Backlog and Production - Commercial Airplanes backlog stands at $535 billion, representing over 5,900 airplanes[11] - Defense, Space & Security orders valued at $9 billion, with a backlog of $76 billion[14] - Global Services orders valued at $8 billion, with a backlog of $25 billion[17] Cash and Debt - Cash and marketable securities remained stable at $23.0 billion[19] - Consolidated debt slightly increased to $53.4 billion[21]

Then there's speaking to Dow names Boeing moving lower in the pre-market after the company posted a wider than expected loss though revenue did exceed consensus. Let's get to Phil Leau who is with Kelly Orberg this morning. Morning Phil. >> Good morning Carl.Kelly, thanks for joining us today. Um I think the most interesting question that people have is going to be the question of this charge of $4.9% billion uh when it comes to the trip 7X. And it's a little more than I think some analysts expected, but it ...