But my excitement really comes from looking forward to 2026 and the opportunity to break all those records we set last year. Look. Looking into the future, all our end markets have strong tailwinds. The commercial aftermarket has experienced an increase in the average age of the in-service fleet. Pre-COVID, the average was approximately 11 years. Today, it sits at fourteen-plus years. The older the fleet, the more demand for aftermarket parts. We love that. This is a trend we can expect to continue well int ...

Key Takeaways GE plans to invest $1B in global MRO facilities to boost capacity and output.GE's LEAP shop visits rose 27% in Q4 2025, CFM delivered 1,802 engines.GE expects over 15% LEAP delivery growth in 2026, backed by strong demand.GE Aerospace (GE) remains focused on strengthening its growth pipeline through investments in lucrative projects. The company has been on track to invest more than $1 billion in its Maintenance, Repair and Overhaul (MRO) facilities around the world over the next few years. Th ...

Loar Holdings (NYSE:LOAR) Q4 2025 Earnings call February 26, 2026 10:30 AM ET Company ParticipantsBrett Milgrim - Executive Co-ChairmanDirkson Charles - CEO and Executive Co-ChairmanGlenn D'Alessandro - Treasurer and Chief Financial OfficerIan McKillop - Director of Investor RelationsKristine Liwag - Executive Director and Head of Aerospace and Defense Equity ResearchSheila Kahyaoglu - Managing Director and Airlines, Aerospace and Defense Equity ResearchConference Call ParticipantsJohn Godyn - Managing Dire ...

Loar Holdings (NYSE:LOAR) Q4 2025 Earnings call February 26, 2026 10:30 AM ET Speaker1Greetings, welcome to Loar Q4 and full year 2025 earnings call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. If anyone requires operator assistance during the conference, please press star 0 on your telephone keypad. As a reminder, this conference is being recorded. I would now like to turn the conference over to your host, Ian McKillop, Direct ...

TriMas (NasdaqGS:TRS) Q4 2025 Earnings call February 26, 2026 10:00 AM ET Company ParticipantsPaul Swart - CFOSherry Lauderback - VP of Investor RelationsThomas Snyder - President and CEOConference Call ParticipantsHamed Khorsand - Founder and AnalystKen Newman - Vice President and Equity Research AnalystOperatorLadies and gentlemen, good morning, welcome to the TriMas Corporation fourth quarter and full year 2025 earnings conference call. At this time, all participants are in listen-only mode. A brief ques ...

Key TakeawaysIran-US nuclear talks in Geneva have collapsed after Washington insisted on a "zero enrichment" policy, sparking immediate fears of a U.S. military strike and a rush by Gulf petrostates to export crude.The Pentagon has issued a "best and final" offer to Anthropic for unrestricted military use of its AI, warning the company could lose its government contracts or face "supply chain risk" designations by Friday.UK Gilt yields have plunged to multi-month lows, with the 10-year yield hitting its low ...

HEICO (NYSE:HEI) Q1 2026 Earnings call February 26, 2026 09:00 AM ET Speaker10Welcome to the HEICO Corporation First Quarter 2026 Financial Results Call. My name is Samara, and I will be your operator for today's call. Certain statements in this conference call will constitute forward-looking statements, which are subject to risks, uncertainties, and contingencies. HEICO's actual results may differ materially from those expressed in or implied by those forward-looking statements.Factors that could cause suc ...

Fourth Quarter and Full Year 2025 Earnings Presentation February 26, 2026 Disclaimer Forward-Looking Statements Any "forward-looking" statements, within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, contained herein, including those relating to TriMas' business, financial condition or future results, involve risks and uncertainties with respect to, including, but not limited to: general economic and currency conditions; competitive factors; ...

Core Viewpoint - GE Aerospace stock has achieved a remarkable 70% return over the past twelve months, driven by its successful transition into a standalone aviation leader and increasing global demand in the aerospace sector [2] Financial Strength - GE demonstrates high profit margins and consistent, healthy cash flow, indicating strong financial health [3] - The company maintains a disciplined, low-debt capital structure, contributing to its balance sheet strength [3] Market Position and Growth Potential - GE's substantial backlog of approximately $190 billion and service strengths are seen as critical in countering anticipated growth slowdowns and operational risks [6] - The Commercial Engines & Services (CES) revenue increased by 24% in 2025, with the services segment growing at an even higher rate of 26% [7] - The installed base of over 45,000 commercial engines provides a solid foundation for recurring service revenue [7] Revenue and Profitability Metrics - GE Aerospace experienced revenue growth of 18.5% in the last twelve months and an average of 18.3% over the past three years [7] - The average operating cash flow margin was about 14.4%, and the operating margin was 15.5% over the last three years, indicating long-term profitability [7] Market Sentiment and Future Outlook - The stock is currently trading 0.8% below its 52-week high, reflecting strong momentum [7] - FY26 guidance indicates a shift to 'low double-digit' growth, a significant slowdown from 18% in FY25, raising concerns about future performance [8] - The record backlog and increasing high-margin services revenue (+31% YoY) provide multi-year earnings visibility, despite temporary operational challenges [8]

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Austal ( AUTLF ) reported its second quarter earnings on the 22 nd of February. In response, the stock price has declined. Since my last report published in April 2025, the stock price has risenDhierin-Perkash Bechai is an aerospace, defense and ai ...