SpaceX’s unstoppable rise: From a single launch in 2006 to a record-shattering ~165 orbital missions in 2025 alone! Reusability revolutionized the game—making space accessible like never before.Thanks to @elonmusk and the team for pushing humanity multiplanetary! 🚀🛰️ https://t.co/4IGVkZ9gpv ...

Boeing asked the FAA to temporarily exempt its 777 freighter from an international rule on greenhouse gas emissions that takes effect at the end of 2027, citing a global shortage of widebody cargo jets https://t.co/cLTXzjjWGR ...

分组1 - Boeing stock received a price target increase from JPMorgan analyst Seth Seifman, raising it from $240 to $245 per share, and the stock is now considered a top pick [5] - Boeing's air taxi subsidiary, Wisk Aero, successfully completed a test flight, while Joby plans to double its U.S. production [6] - Boeing's CFO updated cash goals and discussed the Spirit acquisition, which contributed to a rise in stock prices after a prolonged decline [10] 分组2 - Oracle's stock experienced a jump following reports that TikTok signed a deal to create a U.S. joint venture [7] - Citi has recommended buying GE Aerospace, projecting its market capitalization could reach $1 trillion [8] - Airbus stock surged despite a reduction in its delivery forecast, indicating market resilience [8]

U.S. stocks were higher, with the Dow Jones index gaining more than 250 points on Friday.Shares of Carnival PLC (NYSE:CUK) rose sharply during Thursday's session after the company announced better-than-expected fourth-quarter adjusted EPS results and issuedFY26 adjusted EPS guidance above estimates.Carnival shares jumped 16.3% to $30.61 on Friday.Here are some other big stocks recording gains in today’s session.NovaBay Pharmaceuticals Inc (NYSE:NBY) shares jumped 45.1% to $4.28.Intuitive Machines Inc (NASDA ...

Core Insights - Eve, Embraer's electric aircraft subsidiary, has successfully completed the first flight of its full-scale electric "flying car" prototype, which is a significant milestone in the development of electric vertical takeoff and landing (eVTOL) vehicles [1] Company Developments - The successful flight of the prototype indicates progress in the company's efforts to innovate in the electric aviation sector [1] - This achievement may enhance the company's position in the emerging eVTOL market, which is expected to grow significantly in the coming years [1] Industry Trends - The development of electric aircraft, particularly eVTOLs, is gaining momentum as companies seek to address urban mobility challenges and reduce carbon emissions [1] - The successful flight of Eve's prototype could attract further investment and interest in the electric aviation industry, potentially leading to increased competition and technological advancements [1]

Time for Jim and stop trading. >> One quiet winter clawing itself back after a quarter that people felt wasn't good yet I thought was good because of the cash flow is Boeing. Uh today JP Morgan raised his price target 240 to 245.Watch this company because as Kelly Ortberg is also David knows is a diff cut of a different cloth. He's a nononsense guy which is what's needed. care is obviously safety first, but this company is coming back and it's going to be a huge stock for 2026.I I wish we could get Hart in ...

Time for Jim and stop trading. >> One quiet winter clawing itself back after a quarter that people felt wasn't good yet I thought was good because of the cash flow is Boeing. Uh today JP Morgan raised his price target 240 to 245.Watch this company because as Kelly Ortberg is also David knows is a diff cut of a different cloth. He's a nononsense guy which is what's needed. care is obviously safety first, but this company is coming back and it's going to be a huge stock for 2026.I I wish we could get Hart in ...

Financial Data and Key Metrics Changes - Consolidated net income increased 35% to a record $188.3 million, or $1.33 per diluted share in Q4 Fiscal 2025, up from $139.7 million, or $0.99 per diluted share in Q4 Fiscal 2024 [9] - Consolidated operating income and net sales improved by 28% and 19% respectively compared to Q4 Fiscal 2024 [10] - Consolidated EBITDA increased 26% to $331.4 million in Q4 Fiscal 2025, up from $264 million in Q4 Fiscal 2024 [11] - Cash flow from operating activities increased 44% to $295.3 million in Q4 Fiscal 2025, up from $205.6 million in Q4 Fiscal 2024 [11] - Net debt-to-EBITDA ratio improved to 1.6 as of October 31, 2025, down from 2.06 on October 31, 2024 [11] Business Line Data and Key Metrics Changes - Flight Support Group's net sales increased 21% to a record $834.4 million in Q4 Fiscal 2025, up from $691.8 million in Q4 Fiscal 2024, driven by 16% organic growth [15] - Flight Support Group's operating income increased 30% to a record $201 million in Q4 Fiscal 2025, up from $154.5 million in Q4 Fiscal 2024 [16] - Electronic Technologies Group's net sales increased 14% to a record $384.8 million in Q4 Fiscal 2025, up from $336.2 million in Q4 Fiscal 2024 [18] - Electronic Technologies Group's operating income increased 10% to a record $89.6 million in Q4 Fiscal 2025, up from $81.8 million in Q4 Fiscal 2024 [19] Market Data and Key Metrics Changes - The flight support group's defense business is experiencing significant growth due to increased demand from the U.S. and allies, emphasizing defense readiness and cost efficiency [16] - The overall market environment is favorable, contributing to strong organic growth and increased demand across product lines [31] Company Strategy and Development Direction - The company plans to pursue selective acquisition opportunities that complement growth, maintaining a balance between organic growth and strategic acquisitions [22] - The focus remains on delivering high-quality, lower-cost alternative aircraft parts to support government and taxpayer cost reductions [16] - The company aims to continue expanding cash margins while delivering high-quality products and services [18] Management's Comments on Operating Environment and Future Outlook - Management expresses optimism about future growth, citing strong performance and a favorable market environment [9][31] - The company anticipates net sales growth across both business groups in Fiscal 2026, driven by organic growth and recent acquisitions [22] - Management acknowledges the challenges of predicting future growth but remains confident in the company's ability to outperform the market [33][86] Other Important Information - The company completed five acquisitions in Fiscal 2025, enhancing sales, earnings, and cash flow [12] - A semiannual cash dividend of $0.12 per share was declared, reflecting confidence in strong cash flow generation [11] Q&A Session All Questions and Answers Question: How is the growth outlook for the Flight Support Group? - Management acknowledges strong organic growth and attributes it to a combination of market conditions and the company's value proposition [31][32] Question: What is the outlook for M&A activity going into 2026? - Management indicates a robust pipeline of acquisition opportunities and expresses optimism about future deals [40][41] Question: How comfortable is the company with leveraging for acquisitions? - The CFO states that the company is open to taking on additional leverage for the right transaction, aiming to maintain a comfortable debt level [42][43] Question: What is the status of PMA parts for defense? - Management confirms progress on PMA parts for defense, viewing it as a medium-term opportunity [44] Question: How does the company view the defense and space segment's growth? - Management believes the mix will remain consistent, with significant opportunities in both commercial and defense sectors [48][49] Question: What are the expectations for FSG margins going forward? - Management anticipates continued margin improvement, with a target range of 23.5% to 24.5% for GAAP operating margins [56][59]

Financial Data and Key Metrics Changes - Consolidated net income increased by 35% to a record $188.3 million, or $1.33 per diluted share in Q4 Fiscal 2025, up from $139.7 million, or $0.99 per diluted share in Q4 Fiscal 2024 [9] - Consolidated operating income and net sales in Q4 Fiscal 2025 improved by 28% and 19% respectively compared to Q4 Fiscal 2024 [10] - Consolidated EBITDA increased by 26% to $331.4 million in Q4 Fiscal 2025, up from $264 million in Q4 Fiscal 2024 [11] - Cash flow from operating activities increased by 44% to $295.3 million in Q4 Fiscal 2025, up from $205.6 million in Q4 Fiscal 2024 [11] Business Line Data and Key Metrics Changes - Flight Support Group's net sales increased by 21% to a record $834.4 million in Q4 Fiscal 2025, up from $691.8 million in Q4 Fiscal 2024, driven by 16% organic growth [16] - Flight Support Group's operating income increased by 30% to a record $201 million in Q4 Fiscal 2025, up from $154.5 million in Q4 Fiscal 2024 [17] - Electronic Technologies Group's net sales increased by 14% to a record $384.8 million in Q4 Fiscal 2025, up from $336.2 million in Q4 Fiscal 2024 [19] - Electronic Technologies Group's operating income increased by 10% to a record $89.6 million in Q4 Fiscal 2025, up from $81.8 million in Q4 Fiscal 2024 [20] Market Data and Key Metrics Changes - The Flight Support Group's operating margin improved to 24.1% in Q4 Fiscal 2025, up from 22.3% in Q4 Fiscal 2024 [18] - Electronic Technologies Group's operating margin was 23.3% in Q4 Fiscal 2025, down from 24.3% in Q4 Fiscal 2024, primarily due to increased SG&A expenses [20] Company Strategy and Development Direction - The company anticipates net sales growth across both the Flight Support Group and Electronic Technologies Group, driven by organic growth and recent acquisitions [22] - The company remains focused on identifying high-quality businesses for acquisition that complement existing operations and strengthen strategic positioning [22] - The company emphasizes a disciplined financial management approach to create long-term shareholder value through a balanced combination of organic growth and strategic acquisitions [22] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's future, citing strong demand across all product lines and a favorable market environment [9][10] - The company is well-positioned to support defense readiness and cost efficiency priorities, with significant growth in missile defense manufacturing [17] - Management noted that the organic growth has exceeded expectations, driven by a strong value proposition and a decentralized operating structure [33] Other Important Information - The company completed five acquisitions in Fiscal 2025, enhancing sales, earnings, and cash flow [12] - The board declared a semiannual cash dividend of $0.12 per share, reflecting confidence in the company's strong cash flow generation [11] Q&A Session Summary Question: How is the growth in the Flight Support Group being driven? - Management noted that organic growth has been tremendous, driven by a rising tide in the industry and the value proposition offered to customers [31] Question: What is the outlook for M&A activity going into 2026? - Management indicated a strong pipeline of acquisition opportunities and a commitment to being discerning in their acquisition strategy [40][41] Question: How comfortable is the company with leveraging for acquisitions? - Management stated they are not afraid of leverage for the right transaction and would consider increasing leverage temporarily for beneficial deals [42][43] Question: What is the state of the aftermarket fundamentals into 2026? - Management expressed confidence that demand for older aircraft will remain strong, providing opportunities for aftermarket parts [61] Question: What are the expectations for FSG margins going forward? - Management expects continued margin improvement due to greater absorption of fixed costs and investments in manufacturing capabilities [56][59]

Core Points - Danish Aerospace Company A/S is changing its Certified Advisor due to the termination of collaboration with Baker Tilly Corporate Finance [1][2] - HC Andersen Capital has been appointed as the new Certified Advisor, effective January 1, 2026 [2] Company Overview - Danish Aerospace Company A/S operates in advanced medical instrumentation and engineering fields, primarily focused on space applications [3][4] - The company specializes in developing, integrating, and applying medical technologies for space, with products benefiting both space research and terrestrial applications [3][4] - Danish Aerospace Company has developed various equipment for spaceflight, including respiratory equipment and bicycle ergometers for astronauts [4][5] - The company's quality system is certified to BS EN ISO 9001:2015 and BS EN 9100:2018, which are recognized standards in the industry [5]