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Boeing Finally Beat Airbus. This Matters More.
Barrons· 2025-12-10 15:16
Core Viewpoint - Boeing is expected to surpass Airbus in jet orders for the year, but this outcome may not significantly influence stock performance in the near term [1] Group 1: Company Performance - Boeing is projected to achieve higher jet orders compared to Airbus this year, indicating a competitive edge in the market [1] - The anticipated increase in orders for Boeing may reflect a recovery in demand for air travel and aircraft [1] Group 2: Market Implications - Despite the expected lead in orders, the relationship between order volume and stock price movement remains uncertain [1] - Investors should consider other factors beyond order numbers when evaluating stock performance in the aerospace sector [1]
How Does Business Diversification Help Boeing Sustain Growth?
ZACKS· 2025-12-10 15:15
Core Insights - Boeing Company benefits from a diversified business model that includes commercial airplanes, defense systems, space technology, and global services, which helps mitigate financial risks [1][5] - The company's various segments provide stability during economic downturns, particularly through long-term government contracts in defense and space [2][5] - Boeing's extensive product line and shared resources across divisions enhance operational efficiency and cost management [3] Business Segment Contributions - For the nine months ended September 30, 2025, Boeing's revenue breakdown was approximately 46% from Commercial Airplanes, 30% from Defense, Space & Security, and 24% from Global Services, indicating a balanced revenue stream [4] - This diversification allows Boeing to maintain financial stability across different market conditions [5] Earnings Estimates and Stock Performance - The Zacks Consensus Estimate indicates a year-over-year improvement in EPS of 53.24% for 2025 and 110.15% for 2026, reflecting strong growth potential [8][9] - Boeing's shares have increased by 22.1% over the past year, outperforming the industry average growth of 15.8% [9][13] Valuation Metrics - Boeing's forward 12-month price-to-sales (P/S) ratio is 1.61X, which is below the industry average of 2.44X, suggesting the stock is trading at a discount [11]
X @Elon Musk
Elon Musk· 2025-12-10 14:13
RT Astro Desires (@AstroDesires)This scene in Iron Man 2 was shot at SpaceX HQ.Parts of Falcon 9 are visible in the background.Even the people in the background were real SpaceX employees working while they were filming. https://t.co/2tHSIQVSSR ...
X @Elon Musk
Elon Musk· 2025-12-10 14:06
RT SpaceX (@SpaceX)Deployment of 27 @Starlink satellites confirmed https://t.co/3ZNICuEjIO ...
X @Elon Musk
Elon Musk· 2025-12-10 14:02
RT Aakash Gupta (@aakashg0)In January 2015, Google and Fidelity wrote a combined $1 billion check for roughly 10% of SpaceX. The company was valued at $12 billion. Google’s portion: approximately $900 million for 7.4%.At the time, SpaceX had just successfully landed a Falcon 9 first stage for the first time. Starlink was a PowerPoint presentation. Revenue was a rounding error compared to today.Ten years later, SpaceX has become the most valuable private company on Earth.The valuation trajectory tells the st ...
HONEYWELL APPOINTS INDRA NOOYI TO BOARD OF DIRECTORS
Prnewswire· 2025-12-10 12:00
CHARLOTTE, N.C., Dec. 10, 2025 /PRNewswire/ -- Honeywell (NASDAQ: HON) announced today that its Board of Directors has appointed Indra Nooyi, 70, former Chair and Chief Executive Officer of PepsiCo, to its Board of Directors as an Independent Director, effective January 1, 2026. Nooyi served as Chief Executive Officer of PepsiCo from 2006 through 2018 and Chair of its board of directors from 2007 to 2019. Prior to that, she spent five years as President and Chief Financial Officer and was a member of the P ...
Flying taxis could be in UK skies from 2028 and end up being as cheap as an Uber
Sky News· 2025-12-10 11:32
Core Viewpoint - Vertical Aerospace is planning to introduce electric flying taxis, specifically the Valo aircraft, in the UK, aiming for commercial flights by 2028, with the potential to offer services at costs comparable to Uber rides [1][2][6]. Group 1: Company Overview - Vertical Aerospace is developing the Valo aircraft, which can carry up to six passengers and is designed for speeds of up to 150 mph [1][4]. - The aircraft is expected to initially serve as a premium product for airport transfers, with plans to become more affordable as production scales up [6][9]. Group 2: Industry Context - The UK government’s Future of Flight Action Plan suggests the possibility of pilotless flying taxi drones operating by 2030, indicating a broader trend towards innovative air transport solutions [3]. - Other cities, such as New York, are also exploring electric air taxi services, with plans to implement them by 2025/26 [3]. Group 3: Operational Details - The Valo aircraft will initially operate routes between London’s Canary Wharf and major airports like Gatwick and Heathrow, as well as other destinations [4]. - The aircraft is designed to be clean, quiet, and efficient, with a range of up to 100 miles [4][6].
The Fed's Divided on Rates. Why Stock Markets Can Rise Through 2026 Anyway.
Barrons· 2025-12-10 11:26
What a SpaceX IPO could mean for Tesla shareholders, Pfizer pursuing next weight-loss drug in Chinese labs, more news to start your day. ...
X @Bloomberg
Bloomberg· 2025-12-10 11:15
French aircraft engine maker Safran, which supplies Airbus and Boeing, entered into a definitive agreement to sell its in-flight entertainment and connectivity business to private equity firm Kingswood https://t.co/1MpBjdrtmZ ...
Airbus wins €50 million contract to deploy French military AI
Reuters· 2025-12-10 10:22
Core Insights - Airbus has secured a contract worth 50 million euros (approximately $58 million) to integrate artificial intelligence developed by the French Ministerial Agency for Defence AI (AMIAD) into its weapons and information systems [1] Company Summary - The contract signifies Airbus's commitment to enhancing its technological capabilities in defense through the incorporation of advanced AI solutions [1] - This partnership with AMIAD reflects a strategic move to leverage government-developed technologies for improving operational efficiency and effectiveness in defense applications [1] Industry Summary - The integration of AI in defense systems is becoming increasingly critical as companies seek to modernize their capabilities and maintain competitive advantages in the defense sector [1] - The collaboration between defense contractors and governmental agencies highlights a trend towards public-private partnerships in developing cutting-edge technologies for military applications [1]