For the quarter ended March 2025, Loar Holdings Inc. (LOAR) reported revenue of $114.66 million, up 24.9% over the same period last year. EPS came in at $0.20, compared to $0.02 in the year-ago quarter.The reported revenue represents a surprise of +1.93% over the Zacks Consensus Estimate of $112.49 million. With the consensus EPS estimate being $0.16, the EPS surprise was +25.00%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall ...

Company Overview - Park Aerospace Corp. develops and manufactures advanced composite materials for the global aerospace markets, including film adhesives and lightning strike protection materials [5] - The company's products are utilized in various applications, such as jet engines, transport aircraft, military aircraft, UAVs, business jets, and rocket motors [5] - Park Aerospace aims to tackle projects that are considered too difficult or small by others in the industry [5] Financial Results Announcement - The company plans to release its financial results for the fourth quarter of the 2025 fiscal year and the fiscal year ending March 2, 2025, after the market closes on May 15, 2025 [1] - A conference call to discuss these results will take place at 5:00 p.m. EDT on the same day, with forward-looking information potentially being discussed [1] Conference Call Details - A live audio webcast and presentation materials will be available on the company's website at 5:00 p.m. EDT on May 15, 2025 [2] - For those unable to attend the live call, a replay will be accessible from 8:00 p.m. EDT on May 15, 2025, until 11:59 p.m. EDT on May 22, 2025 [3] - Additional financial or statistical data disclosed during the conference call will also be available on the company's website [4]

Ducommun (DCO) Q1 2025 Earnings Call May 06, 2025 01:00 PM ET Company Participants Suman Mookerji - Senior VP, CFO, Controller & TreasurerStephen Oswald - Chairman, President & CEOMike Crawford - SMD & Head of Discovery GroupKen Herbert - Managing DirectorMichael Ciarmoli - Managing Director - Aerospace & Defense Equity ResearchJason Gursky - Managing DirectorTony Bancroft - Portfolio Manager Conference Call Participants Noah Poponak - Research Analyst Operator Good day, and thank you for standing by. Welco ...

TransDigm Group (TDG) Q2 2025 Earnings Call May 06, 2025 11:00 AM ET Company Participants Jaimie Stemen - Director of Investor RelationsKevin Stein - President and CEOMichael Lisman - Co-Chief Operating OfficerSarah Wynne - Chief Financial OfficerRobert Stallard - PartnerScott Mikus - Director – Aerospace, Defense & Space ResearchKristine Liwag - Executive DirectorJoshua Korn - AVP - Equity ResearchSheila Kahyaoglu - Managing DirectorKen Herbert - Managing DirectorMyles Walton - Managing DirectorSeth Seifma ...

Embraer S.A. (NYSE:ERJ) Q1 2025 Earnings Conference Call May 6, 2025 8:00 AM ET Company Participants Gui Paiva - Head of IR and M&A Francisco Gomes Neto - President and CEO Antonio Carlos Garcia - CFO Conference Call Participants Marcelo Motta - JPMorgan Myles Walton - Wolfe Research Kristine Liwag - Morgan Stanley Steve Trent - Citi Andre Ferreira - Bradesco BBI Jordan Leone - Bank of America Lucas Marquiori - BTG Pactual Daniel Gasparete - Itau BBA Lucas Laghi - XP Investments Cristian Favaro - Valor Econ ...

Financial Data and Key Metrics Changes - The company reported a strong Q2 with an EBITDA margin of 54% driven by growth in the commercial aftermarket and defense markets [14][22] - The midpoint of fiscal '25 revenue guidance is $8,850 million, reflecting an approximate 11% increase [21] - The midpoint of fiscal '25 EBITDA guidance is $4,685 million, indicating a 12% increase with an expected margin of around 52.9% [22][23] - Free cash flow for Q2 was approximately $340 million, lower than usual due to timing of interest and tax payments, with full year guidance unchanged at $2,300 million [38][39] Business Line Data and Key Metrics Changes - Commercial OEM revenues were flat year-over-year but grew by about 17% sequentially [26] - Commercial aftermarket revenue increased by approximately 13% compared to the prior year, with all submarkets experiencing positive growth [28] - Defense market revenue grew by approximately 9% compared to the prior year, with growth evenly distributed across OEM and aftermarket components [35] Market Data and Key Metrics Changes - Global revenue passenger kilometers (RPKs) were up 3.3% year-over-year, with IATA expecting traffic to reach 113% of 2019 levels in 2025 [32] - Domestic air traffic was up about 1% compared to 2024 and 8% compared to 2019, while international travel was up 4.9% compared to 2024 [34] Company Strategy and Development Direction - The company focuses on proprietary aerospace businesses with significant aftermarket content, aiming for private equity-like returns with public market liquidity [11][12] - Capital allocation priorities include reinvesting in businesses, pursuing accretive M&A, and returning capital to shareholders through share repurchases or dividends [16][17] - The company remains disciplined in its M&A approach, actively seeking opportunities that fit its model while maintaining a strong pipeline [15][100] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's positioning for the remainder of fiscal '25, despite a dynamic macroeconomic environment [24][20] - The company does not anticipate significant headwinds from tariffs and is largely insulated due to its domestic manufacturing focus [20][43] - Management remains cautious about potential economic downturns but sees no current weakness in the commercial aftermarket order book [102] Other Important Information - The CEO announced retirement at the end of fiscal '25, with the Co-COO set to take over [4][6] - The company ended the quarter with a strong cash balance of over $2,400 million, providing significant liquidity for future opportunities [14][40] Q&A Session Summary Question: Comment on the acquisition interest in Jefferson from Boeing - The company was serious about the Jefferson business due to its high aftermarket content but maintained a disciplined approach to avoid overvaluation [48][49] Question: Will the company need to pass on tariff costs to customers? - The company does not expect significant impacts from tariffs and is focused on internal cost-saving measures [50] Question: Will share repurchases or special dividends become regular capital allocation? - The company views returning capital to shareholders as a priority and will consider special dividends or repurchases when appropriate [54] Question: Discuss the margin outlook for the second half of the year - Management acknowledged conservatism in guidance, with expectations for a potential margin step down due to mix shifts and other factors [59][72] Question: Are there any specific areas of strong bookings in defense? - The company noted uniform growth across all defense businesses, with no specific area dominating [67] Question: Any unusual pre-buy activity from airlines? - The company did not observe any significant pre-buy activity related to tariffs [80] Question: How is the M&A environment affected by market volatility? - The company remains active in evaluating targets but maintains a disciplined approach to acquisitions despite aggressive market multiples [100][115]

JetZero 与美国空军、美国宇航局和 FAA 合作，凭借数十年对混合翼技术的投资与研究，在2030年投入商 用，旨在为航空业提供一条清晰的道路，以推出载客 250 人以上、航程 5000 海里的中程市场客机，同时降 低碳排放。 JetZero 结构部门负责人 Kevin Brauning 强调：" 在打造大幅降低燃油消耗及碳排放的飞机之路上，Hexcel 公司是我们重要的伙伴。 合作中，Hexcel 不断展现其在柔性复合材料解决方案领域卓越的技术专长与对可 持续航空的承诺。" 凭借全面的碳纤维和树脂灌注技术，以及在先进航空材料方面的技术引领地位，Hexcel 被选为全翼设计飞机结构演示的复合材料供应商。 值得注意的是， Hexcel作为全美唯一垂直整合的复合材料供应商，凭借本土化供应链优势，正在构建航空 航天业的绿色转型基础设施。 目前双方已启动多路径材料验证计划，通过对比不同复合材料的性能参数， 优化飞机结构与功能设计。 根据规划，这款具备里程碑意义的全翼客机将于2030年投入商业运营。NASA 数据显示，若全球中程机队中30%采用该技术，每年可减少航空碳排放约1500万吨。这不仅是航空工程的重 大突破 ...

NEW YORK, May 05, 2025 (GLOBE NEWSWIRE) -- FTAI Aviation Ltd. (NASDAQ:FTAI) (the “Company”) today announced that Joe Adams, Chief Executive Officer, will present at the Barclays Americas Select Franchise Conference 2025 at 10:15AM (ET) on Tuesday, May 6, 2025 in London. As part of his presentation, Mr. Adams will discuss, among other items, the information in the below: A detailed walkthrough of FTAI’s outlook on Adjusted Free Cashflow for 2025.Expected uses of proceeds for excess cashflows generated throug ...

WICHITA, Kan., May 1, 2025 /PRNewswire/ --First Quarter 2025 Revenues of $1.5 billion EPS of $(5.21); Adjusted EPS* of $(4.25) Cash used in operations of $420 million; Free cash flow* usage of $474 millionSpirit AeroSystems Holdings, Inc. (NYSE: SPR) ("Spirit," "Spirit AeroSystems" or the "Company") reported first quarter 2025 financial results.RevenueSpirit's revenue in the first quarter of 2025 decreased from the same period of 2024, primarily due to lower production activity on most Boeing programs, part ...

Howmet Aerospace (HWM) Q1 2025 Earnings Call May 01, 2025 10:00 AM ET Company Participants Paul Luther - VP, IRJohn Plant - Executive Chairman, CEOKen Giacobbe - EVP and CFOSeth Seifman - Executive DirectorDavid Strauss - Managing Director - Aerospace & Defense Equity ResearchRobert Stallard - PartnerMyles Walton - Managing DirectorRonald Epstein - MD - Aerospace & DefenseSheila Kahyaoglu - Aerospace & Defense and Airlines Equity ResearchScott Deuschle - Director - Aerospace & Defense Equity Research Confer ...