Howmet (HWM) closed at $188.83 in the latest trading session, marking a +2.46% move from the prior day. The stock's change was more than the S&P 500's daily gain of 0.54%. At the same time, the Dow added 0.52%, and the tech-heavy Nasdaq gained 0.74%. Shares of the maker of engineered products for the aerospace and other industries witnessed a gain of 8.27% over the previous month, beating the performance of the Aerospace sector with its gain of 6.63%, and the S&P 500's gain of 4.2%.The investment community ...

Project Delivery - RTX交付了价值76亿美元的GPS卫星地面控制网络给美国太空部队 [1] - 该项目在交付前经历了多年的延误和巨大的成本超支 [1]

Hadrian raises $260M to build out automated factories for space and defense parts | TechCrunch https://t.co/CeUBldIiiU ...

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: GE Aerospace - GE Aerospace currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2] - The company has a Zacks Rank of 2 (Buy), suggesting it is positioned for potential outperformance [3] Performance Metrics - Over the past week, GE shares increased by 3.46%, outperforming the Zacks Aerospace - Defense industry, which rose by 3.17% [5] - In the last month, GE's shares have risen by 12.84%, compared to the industry's 8.32% [5] - Over the past quarter, GE Aerospace shares have surged by 37.43%, and over the last year, they have gained 69.91%, while the S&P 500 only increased by 19.12% and 11.85%, respectively [6] Trading Volume - GE's average 20-day trading volume is 7,255,816 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the last two months, two earnings estimates for GE have been revised upwards, with no downward revisions, raising the consensus estimate from $5.50 to $5.55 [9] - For the next fiscal year, three estimates have also moved higher without any downward revisions [9] Conclusion - Given the strong performance metrics and positive earnings outlook, GE Aerospace is positioned as a solid momentum pick with a Momentum Score of A and a Zacks Rank of 2 (Buy) [11]

Core Insights - L3Harris Technologies plans to build over 20 new manufacturing facilities in Calhoun County, Arkansas, to produce large solid rocket motors, creating 50 new jobs over two years [1][3][4] - The investment is part of a broader strategy to strengthen the domestic solid rocket motor industrial base, essential for national missile and strategic defense [2][4] - L3Harris is investing nearly $500 million across its production sites, with $193 million allocated specifically for Arkansas [3][4] Company Overview - L3Harris' Camden site is recognized as the "Center of Excellence for Solid Rocket Motor production," employing approximately 1,300 people and producing over 100,000 solid rocket motors annually [5][6] - The new facilities are expected to provide a six-fold increase in manufacturing capacity, enhancing the company's ability to meet current demand [4][6] Economic Impact - The investment is anticipated to bolster Arkansas' economy, creating new job opportunities and reinforcing the state's position in the aerospace and defense sector [3][4][7] - Arkansas has been highlighted for its favorable business environment, including a low cost of living and strong economic growth, making it an attractive location for major companies like L3Harris [3][4]

Israel will boost defense expenditure by 42 billion shekels ($12.5 billion) over the next two years to meet the costs of last month’s war with Iran and the ongoing conflict in Gaza https://t.co/1M56DlnAsX ...

Core Viewpoint - Hexcel (HXL) is anticipated to report a year-over-year decline in earnings due to lower revenues for the quarter ended June 2025, with a consensus outlook indicating potential impacts on its near-term stock price [1][3]. Earnings Expectations - The consensus EPS estimate for Hexcel is $0.46 per share, reflecting a year-over-year decrease of 23.3% [3]. - Expected revenues for the quarter are $471.17 million, down 5.8% from the same quarter last year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 2.83% lower, indicating a reassessment by covering analysts [4]. - The Most Accurate Estimate for Hexcel is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +0.93% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive Earnings ESP reading can indicate a likely earnings beat, particularly when combined with a strong Zacks Rank [10]. - Hexcel currently holds a Zacks Rank of 4, which complicates the prediction of an earnings beat despite the positive Earnings ESP [12][20]. Historical Performance - In the last reported quarter, Hexcel was expected to post earnings of $0.43 per share but delivered only $0.37, resulting in a surprise of -13.95% [13]. - Over the past four quarters, Hexcel has beaten consensus EPS estimates three times [14]. Industry Comparison - Teledyne Technologies (TDY), a peer in the Aerospace - Defense Equipment industry, is expected to report earnings of $5.01 per share for the same quarter, indicating a year-over-year increase of 9.4% [18]. - Teledyne's revenues are projected to be $1.47 billion, up 7.1% from the previous year, with a higher Most Accurate Estimate leading to an Earnings ESP of +1.22% [19].

Core Viewpoint - Textron (TXT) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ended June 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The consensus estimate for Textron's quarterly earnings is $1.44 per share, reflecting a year-over-year decrease of 6.5%, while revenues are projected to be $3.6 billion, representing a 2.2% increase from the previous year [3]. - The consensus EPS estimate has been revised down by 0.16% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows that Textron has a positive Earnings ESP of +0.58%, suggesting analysts have recently become more optimistic about the company's earnings prospects [12]. - The stock currently holds a Zacks Rank of 3, indicating a hold position, which, when combined with the positive Earnings ESP, suggests a likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Textron exceeded the expected earnings of $1.17 per share by delivering $1.28, resulting in a surprise of +9.40% [13]. - Over the past four quarters, Textron has surpassed consensus EPS estimates three times [14]. Industry Comparison - General Dynamics (GD), a competitor in the Aerospace - Defense industry, is expected to report earnings of $3.54 per share for the same quarter, marking an 8.6% year-over-year increase, with revenues projected at $12.22 billion, up 2% from the previous year [18]. - General Dynamics has a positive Earnings ESP of +4.08% and a Zacks Rank of 3, indicating a strong likelihood of beating the consensus EPS estimate [19].

Core Viewpoint - Northrop Grumman Corporation (NOC) is expected to report its second-quarter 2025 results on July 22, with a projected earnings per share (EPS) of $6.70, reflecting a 5.4% increase year-over-year, despite challenges in the Space Systems segment [1][9]. Revenue Performance by Segment - **Aeronautics Systems**: Anticipated revenue of $3,151.1 million, representing a 6.3% increase from the previous year, driven by higher production of F-35 jets and Global Hawk sustainment activities [2][1]. - **Defense Systems**: Expected revenue of $1,860.2 million, indicating a significant 22.9% growth year-over-year, supported by increased sales from the Sentinel program and military ammunition programs [3][1]. - **Mission Systems**: Projected revenue of $2,904.7 million, showing a 4.7% increase from the prior year, aided by higher sales from various radar and electronic warfare programs [4][1]. - **Space Systems**: Forecasted revenue of $2,704.8 million, reflecting a decline of 24.3% year-over-year, primarily due to the wind-down of restricted space programs and fewer resupply missions [5][1]. Overall Financial Outlook - The total sales estimate for NOC is $10.11 billion, which represents a slight decrease of 1.1% from the previous year, largely influenced by the downturn in the Space Systems segment [8][1]. - The backlog for NOC is projected to increase by 15% year-over-year to $95.61 billion, indicating strong future demand [6][1]. Earnings Prediction - The earnings performance is expected to benefit from higher operating income in the Defense Systems segment, although losses related to the B-21 program and lower income in Space Systems may negatively impact overall results [9][1]. - The Zacks model indicates that NOC does not conclusively predict an earnings beat this quarter, with an Earnings ESP of +3.10% and a Zacks Rank of 4 (Sell) [10][1].

Core Insights - AAR Corp. reported fourth-quarter fiscal 2025 adjusted earnings of $1.16 per share, exceeding the Zacks Consensus Estimate of $1.00 by 16% and improving 31.8% from the previous year's 88 cents per share [1][7] - The company achieved fiscal 2025 adjusted earnings of $3.91 per share, up from $3.33 in the prior year, driven by improved operating efficiency and surpassing the Zacks Consensus Estimate of $3.75 per share [2] Financial Performance - AAR generated net sales of $754.5 million in the fourth quarter, exceeding the Zacks Consensus Estimate of $691 million by 9.2% and increasing 14.9% from $656.5 million in the same quarter last year [3][7] - Total revenues for fiscal 2025 reached $2.78 billion, up from $2.32 billion in fiscal 2024, and also surpassed the Zacks Consensus Estimate of $2.72 billion [3] Segment Performance - In the fourth quarter, the Parts Supply segment reported sales of $305.5 million, a 17.4% increase year over year [4] - Repair & Engineering sales were $222.6 million, up 2.9% from the prior year [4] - Integrated Solutions sales reached $200.1 million, a 22.4% increase from the previous year [4] - Expeditionary Services recorded sales of $26.3 million, up 61.3% year over year [4] Operational Efficiency - AAR's adjusted operating margin improved from 9.3% to 10.5%, attributed to strong growth and a favorable mix in the Parts Supply segment [5][7] - Selling, general and administrative expenses decreased to $77.4 million from $94.8 million a year ago [5] - Net interest expenses for the quarter were $18.4 million, slightly down from $18.7 million in the prior year [5] Cash and Debt Position - As of May 31, 2025, AAR's cash and cash equivalents were $96.5 million, up from $85.8 million a year earlier [6] - The company's long-term debt decreased to $968 million from $985.4 million as of May 31, 2024 [6] Cash Flow - In fiscal 2025, net cash provided from operating activities was $36.1 million, compared to $43.6 million in the previous year [8]