Standing down from this morning’s @Starlink launch from pad 39A in Florida. Now targeting Sunday, November 9 → https://t.co/Y9Hg9vrwD0 ...

Core Insights - GE Aerospace has been recognized for its innovative approach and significant transformation under CEO Larry Culp, leading to substantial financial gains for investors [1]. Company Overview - GE Aerospace specializes in the development and production of aircraft engines, components, and power systems for both commercial and defense applications. The company also offers maintenance, repair, and overhaul services for engines [2].

Group 1 - The Aerospace Forum is a leading investment research service focused on aerospace, defense, and airline sectors, providing access to data analytics and investment ideas [1][2] - Dhierin-Perkash Bechai, an analyst with a background in aerospace engineering, leads the group and aims to identify investment opportunities within the industry [2] - The analysis provided by the group is data-driven, offering insights into how industry developments may impact investment strategies [2]

Group 1: Joby Aviation - Joby Aviation is experiencing a pullback but is preparing for an unveiling at the Dubai Air Show, generating excitement within the company [1] Group 2: Marathon Petroleum - Marathon Petroleum is showing strong financial performance with record free cash flow, increasing dividends, and record share buybacks [2] Group 3: Exxon Mobil - Exxon Mobil has performed well despite a 20% decline in crude oil prices year-to-date, indicating strong momentum in the stock [2] Group 4: Meta - Meta is described as a "permanent compound," suggesting a strong and stable investment outlook [3]

Boeing is plowing more than $1 billion into its 787 Dreamliner factory complex in South Carolina, aiming to double monthly production as sales surge for its advanced widebody jet. https://t.co/IZVGNeUKhX ...

Imagine yourself last summer on the plane turning into land on your dream holiday. Ignoring the crying baby on your left and a seat reclined to your face. You may choose to look outside instead.And on the edge of the wing, you will often notice some mechanisms, some disjointed, disconnected surfaces moving up and down with a mechanical worring sound. Now bring yourself to the future. It's quiet, smooth, seamless transitions all along this shape-shifting wing.Last summer, I embarked on an independent researc ...

Core Insights - AerSale (NASDAQ: ASLE) reported Q3 CY2025 revenue of $71.19 million, falling short of analyst expectations of $102.4 million, representing a 13.9% year-on-year decline and a 30.5% miss [6] - The company's non-GAAP profit was $0.04 per share, significantly below the consensus estimate of $0.18, marking a 77.1% miss [6] - Management attributed the revenue shortfall primarily to the absence of engine or aircraft sales, which were five in the same quarter last year [3][7] Financial Performance - Revenue: $71.19 million vs analyst estimates of $102.4 million (13.9% year-on-year decline, 30.5% miss) [6] - Adjusted EPS: $0.04 vs analyst expectations of $0.18 (77.1% miss) [6] - Adjusted EBITDA: $9.48 million vs analyst estimates of $14.92 million (13.3% margin, 36.5% miss) [6] - Operating Margin: 4%, up from 2.4% in the same quarter last year [6] - Market Capitalization: $329.8 million [6] Operational Highlights - The decline in revenue was entirely driven by the lack of whole asset sales, with management noting that these transactions are unpredictable and can significantly impact short-term results [7] - Leasing and used serviceable materials (USM) activity grew robustly, with an 18.5% increase in the balance of the business, supported by disciplined feedstock acquisitions [7] - The Roswell facility shifted focus toward higher-margin teardown and decommissioning work, contributing to margin improvements [7] Future Outlook - AerSale's outlook focuses on expanding its recurring revenue base and launching new operational capacity, with expectations for revenue growth into 2026 [4] - Completion of new Maintenance, Repair, and Overhaul (MRO) facility expansions is anticipated to drive significant revenue growth in 2026 and beyond [4][7] - Deliveries of AerSafe, a safety solution required to meet FAA directives, are expected to remain strong through 2026, with a reported backlog of $22 million [8]

Core Viewpoint - Wizz Air has postponed the delivery of 88 Airbus jets to fiscal year 2033, moving it from the previously scheduled year of 2030 [1] Company Summary - Wizz Air is adjusting its aircraft delivery schedule, which may impact its operational capacity and growth plans in the near term [1] Industry Summary - The delay in aircraft deliveries reflects broader trends in the aviation industry, where airlines are reassessing their fleet expansion strategies in response to market conditions [1]

Core Viewpoint - The 27th China International High-Tech Achievements Fair (CIHTAF) will be held from November 14 to 16, 2025, in Shenzhen, showcasing China's advancements in high technology and innovation [1][2]. Group 1: Event Overview - The CIHTAF has been held annually since 1999, marking its 27th edition this year, and has become a significant platform for showcasing China's high-tech achievements [2]. - The event will feature an exhibition area of 400,000 square meters, with 22 specialized exhibition zones focusing on key sectors such as artificial intelligence, semiconductors, and commercial aerospace [4]. - It is expected to attract over 450,000 professional visitors [4]. Group 2: Key Themes and Focus Areas - The fair will highlight major technological achievements from state-owned enterprises, including the global launch of China's space tourism project by the China Aerospace Science and Technology Corporation [4]. - The event will emphasize the integration of technology and industry, particularly in strategic emerging industries like AI and renewable energy [4][6]. - A "136" plan will be implemented to enhance trade, aiming for 10% international buyers, 30% provincial buyers, and 60% out-of-province buyers [5]. Group 3: International Participation and Activities - The fair will host over 30 domestic and international delegations, including regions like Hong Kong and countries such as Germany and Singapore [4]. - More than 200 activities will take place during the event, including professional forums and product launches, aimed at fostering international cooperation in technology [5]. Group 4: Economic and Innovation Impact - Shenzhen's R&D investment reached 223.66 billion yuan in 2023, accounting for 6.46% of its GDP, positioning it as a leader in national innovation efforts [6]. - The fair serves as a critical link between technology and capital, facilitating the growth of high-tech enterprises and contributing to Shenzhen's development as a global innovation hub [7].

RT Kiko Dontchev (@TurkeyBeaver)With today’s launch, @SpaceX has hit 170 launches on a rolling 365 day clock 🚀😍This is made possible by a hardcore focus on safety and reliability! ...