Falcon 9 delivers 28 @Starlink satellites to orbit from Florida https://t.co/LVTImgOY3N ...

Watch as Gilmour Space attempted to launch their Eris rocket for the first time from Bowen Australia, unfortunately the launch did not go as planned as the rocket shifted to the right and fell back to Earth. Thanks to Aussienaut's for the feed! Join our community Discord! https://discord.com/invite/xCm9UpDPE4 This coverage is made possible by our amazing community! Consider becoming a The Launch Pad Member and go behind the scenes with early video access, behind the scenes live streams and more! SUBSCRIBE t ...

Watch as Gilmour Space attempted to launch their Eris rocket for the first time from Bowen Australia, unfortunately the launch did not go as planned as the rocket shifted to the right and fell back to Earth. Thanks to Aussienaut's for the feed! Join our community Discord! https://discord.com/invite/xCm9UpDPE4 This coverage is made possible by our amazing community! Consider becoming a The Launch Pad Member and go behind the scenes with early video access, behind the scenes live streams and more! SUBSCRIBE t ...

PITTSBURGH, July 29, 2025 /PRNewswire/ -- The Board of Directors of Howmet Aerospace Inc. (NYSE: HWM) declared (a) a dividend of 12 cents per share on the outstanding Common Stock of the Company, to be paid on August 25, 2025 to the holders of record of the Common Stock at the close of business on August 8, 2025; and (b) a dividend of 93.75 cents per share on the outstanding $3.75 Cumulative Preferred Stock ("Class A Stock") of the Company, to be paid on October 1, 2025 to the holders of record of the Class ...

SpaceX does more meaningful, cutting-edge “research” on the advancement of rockets and satellites than all the academic university labs on Earth combined.But we don’t use the pretentious, low-accountability term “researcher”.Engineer. ...

GE Aerospace (GE) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.Analysts' growing optimism on the earnings prospects of this industrial conglomerate is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate ...

Market Overview - Pre-market futures are up due to various earnings reports, economic data, and a significant railway merger [1] - The Dow is slightly down by 12 points, while the S&P 500 is up by 11 points, and the Nasdaq is up by 88 points [1] Railway Merger - Union Pacific (UNP) is set to acquire Norfolk Southern (NSC) for $72 billion, or $320 per share, creating the first trans-continental railroad in the U.S. [2] - The merger requires approval from the Surface Transportation Board, and the current administration may favor the deal despite monopolistic concerns [3] Trade Balance - The Advanced U.S. Trade Balance in Goods for June shows a pullback to -$86 billion, better than expected, driven by a 4.2% decline in imports [4] - This indicates a slowdown in trade due to higher tariff expectations, contrasting with the record-low trade balance of -$162 billion in March 2025 [4] Q2 Earnings Highlights - Boeing (BA) reported a Q2 loss of $1.24 per share, improving by 30 cents over consensus, with revenues of $22.75 billion exceeding estimates by 4.1% [5] - UnitedHealth (UNH) missed earnings expectations with $4.08 per share versus $4.84 expected, while revenues of $111.6 billion slightly beat estimates [6] - Royal Caribbean (RCL) reported earnings of $4.38 per share, surpassing consensus by 6.8%, despite revenues of $4.54 billion missing projections [7] - Spotify (SPOT) reported a loss of $0.48 per share, significantly missing the $2.13 consensus estimate, with revenues of $4.76 billion also falling short [8]

Order Backlog and Production - Boeing's order backlog is improving significantly [1] - The company needs to increase production rates to meet the growing demand [2] Tariff and Trade - Many countries are placing orders with Boeing, potentially to gain favor [1] - The tariff deal with Japan is crucial due to Japan being a major importer for products, especially for the 787 program [2] - The current tariff situation is beneficial for Boeing and the US aerospace industry [2] Business Impact - These orders can generate substantial revenue for the company [1] - The positive tariff situation is expected to create jobs in the US [2]

Financial Data and Key Metrics Changes - Consolidated net sales for Q2 2025 reached $275 million, up more than 14% year over year, with organic growth exceeding 13% [14][15] - Consolidated operating profit increased by over 50% compared to Q2 2024, reflecting strong revenue growth and a 300 basis point expansion in operating margin [15] - Adjusted EBITDA rose 31% to nearly $48 million, with a margin improvement of 220 basis points to 17.4% [15] - Adjusted earnings per share increased to $0.61, representing a 42% growth year over year [15] Business Line Data and Key Metrics Changes Packaging Segment - Achieved organic sales growth of nearly 8%, driven by strong demand for dispensers in the Beauty and Personal Care market [18] - Operating profit margin improved by 30 basis points to 14.3%, with adjusted EBITDA margin up 70 basis points to 20.9% [18] Aerospace Segment - Recorded sales of approximately $100 million, with a growth rate of over 32% [20] - Operating profit nearly doubled year over year, with margin expansion of 650 basis points [21] Specialty Products Segment - North Cylinder experienced 13% year-over-year sales growth, but overall sales in the segment were down 6.8% due to the divestiture of AeroEngine [22] - Operating profit more than doubled, with a margin improvement of 250 basis points year over year [22] Market Data and Key Metrics Changes - The Aerospace group benefited from increased demand in the aerospace and defense market, leading to a strong order book and improved throughput [20][21] - The Packaging segment is monitoring the evolving global tariff environment, which poses challenges but is being managed through strategic sourcing and pricing adjustments [19] Company Strategy and Development Direction - The new CEO emphasized the importance of operational improvements, cost efficiencies, and growth through internal and external investments [11][12] - Focus on greater standardization across global operations to enhance efficiency and reduce complexity [11] - Commitment to integrating recent acquisitions to unlock their full potential and drive profitable growth [12] Management's Comments on Operating Environment and Future Outlook - Management raised the 2025 sales growth outlook to 8-10% and adjusted earnings per share guidance to $1.95 to $2.10, reflecting strong performance in Aerospace and positive trends in Specialty Products [25] - The company remains cautious about the changing tariff environment, which could impact customer order patterns and consumer demand [25] Other Important Information - The company reported a decline in net debt and improved free cash flow, indicating a strong capital position [17] - The CEO's early observations highlighted the talent and dedication of the workforce, as well as the innovative capabilities of the products and processes [10] Q&A Session Summary Question: What does the portfolio look like over the intermediate to longer term? - The CEO indicated a focus on maximizing the current portfolio and operational improvements, with an emphasis on integrating and optimizing existing businesses [36][38] Question: Is there a moderation in operating leverage for aerospace in the back half of the year? - Management confirmed that seasonal trends and unique customer benefits in Q4 would lead to a moderation in operating margins [39][40] Question: How much of the aerospace growth is due to competitor capacity loss versus market share gains? - Management stated that competitive issues had a minimal impact on growth, attributing success to market penetration and new customer acquisitions [46] Question: Are bottleneck issues in packaging resolved? - Management acknowledged ongoing opportunities for improvement in the packaging segment, with initiatives in place to enhance efficiencies [49] Question: What is the expected new accounts receivable run rate? - Management indicated that accounts receivable are currently on the high side but improvements are expected over time [53]

Financial Performance - Boeing's free cash flow burn was only $200 million, significantly lower than the street's anticipation of approximately $2 billion [2] - Year-to-date free cash flow burn is 22% [2] - 737 production rate reached 38 per month, representing 50% of Boeing's estimated free cash flow [3][9] - Defense sector is showing a turnaround, with no losses reported for the second consecutive quarter [13] Order Momentum & Backlog - Boeing's backlog is currently at 7 years of production [6] - Year-to-date, Boeing has approximately 650 official orders [6] - Preliminary orders from trade deals amount to around 450, including deals with Qatar, Indonesia, Japan, and the EU [6] Production Rate & Targets - The company aims to increase the 737 production rate by 5 per month, targeting 42 per month initially, followed by a potential increase to 47 [10] - The aspirational target for monthly production rate is 52 to 55 [10] Trade & Tariffs - Trade deals are expected to build order momentum and support pricing, which will positively impact free cash flow [7] - Trade deals are considered a significant factor for Boeing, potentially adding substantial business [5]