Launch Information - SpaceX launched 29 Starlink satellites to orbit from Florida [1]

Market Overview - U.S. stocks experienced an upward trend, with the Nasdaq Composite gaining over 100 points on Wednesday. The Dow increased by 0.58% to 47,983.30, the NASDAQ rose by 0.44% to 23,931.25, and the S&P 500 gained 0.18% to 6,903.20 [1] - Information technology shares saw a notable increase of 1.2%, while real estate stocks declined by 1.4% [1] Company Performance - Boeing Company reported a wider third-quarter loss, with an adjusted loss per share of $7.47, missing the estimate of $5.15. However, revenue increased by 30% year-over-year to $23.27 billion, surpassing the consensus of $21.97 billion [2] - Cambium Networks Corp shares surged by 189% to $1.7899 following the integration of its Cambium ONE Network solution with Starlink satellite Internet services [9] - Flowserve Corporation's shares rose by 27% to $66.72 after reporting strong quarterly earnings [9] - ProPetro Holding Corp. shares increased by 37% to $9.99 after better-than-expected quarterly financial results [9] - Fiserv, Inc. shares dropped by 41% to $74.40 due to weaker-than-expected third-quarter results and a lowered FY2025 adjusted EPS guidance [9] - Stride Inc shares fell by 49% to $78.66 after providing second-quarter sales guidance below analyst estimates [9] - Varonis Systems Inc shares decreased by 46% to $33.90 after reporting third-quarter revenue below estimates and providing fourth-quarter guidance below expectations [9] Commodity Market - In commodity news, oil prices increased by 1.3% to $60.91, gold rose by 1.1% to $4,028.00, silver gained 1.9% to $48.215, and copper rose by 1.2% to $5.2330 [5]

Group 1 - Bank of America raised the price target on Embraer to $70 from $65 and maintained a Buy rating after attending the company's 2025 investor day [1] - Citi analyst also raised the price target on Embraer to $70 from $59, keeping a Buy rating following the investor day, highlighting solid orders and financial results [2] - Embraer operates through various segments including Commercial Aviation, Defense & Security, Executive Aviation, Services & Support, and Other [3] Group 2 - The company is focused on supply chain and production management as it executes on its record backlog and new wins [1]

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Company Overview - GE Aerospace, formerly General Electric Company, is a leading designer, developer, and producer of jet engines, components, and integrated systems for military, commercial, and business aircraft [11] - The company is recognized for its aero-derivative gas turbines for marine applications and has a strong focus on product upgrades and innovation [11] - GE Aerospace operates globally, with a presence in the United States, Europe, Asia, the Middle East, Africa, and the Americas, offering a wide range of products and services [11] Investment Ratings - GE is currently rated 3 (Hold) on the Zacks Rank, indicating a neutral outlook [12] - The company has a VGM Score of B, suggesting a balanced investment profile [12] Momentum and Earnings Estimates - GE has a Momentum Style Score of A, with shares increasing by 3% over the past four weeks, indicating positive price momentum [12] - For fiscal 2025, five analysts have revised their earnings estimates upwards in the last 60 days, with the Zacks Consensus Estimate rising by $0.30 to $6.17 per share [12] - GE has demonstrated an average earnings surprise of +19.1%, reflecting strong performance relative to expectations [12] Investment Consideration - With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, GE Aerospace is recommended for investors' consideration [13]

Company Performance & Outlook - Eli Lilly's earnings are expected to increase by 75% this year and another 35% next year [4] - Howmet Aerospace's earnings are projected to grow by 335% this year and 184% next year [7] - MasTec's earnings are expected to rise by 60% this year and 231% next year [12] - Western Digital's earnings are projected to increase by 353% this year and another 217% next year [13] - Exxon Mobil's earnings are expected to decline by 182% due to weaker oil prices and weak chemicals [16] Valuation & Market Dynamics - Eli Lilly's PE ratio has decreased to 36 times, making it more attractive [5] - Howmet Aerospace has a PE ratio of 55, which is considered stretched [8] - MasTec is trading at 336 times earnings [12] - Western Digital has a PE ratio of 19, considered fairly cheap with its earnings growth [14] - Exxon Mobil is trading at 17 times earnings [18] Key Factors & Industry Trends - The pharmaceutical industry, particularly Eli Lilly, faces uncertainties regarding potential tariffs and manufacturing relocation to the US [3] - The success of Eli Lilly's weight loss drug pill and its pricing strategy are key factors to watch [3][4] - MasTec benefits from government spending and construction activities, including new manufacturing facilities [11] - Western Digital's data storage business is experiencing a resurgence [13] - Exxon Mobil's performance is heavily dependent on crude oil prices and the chemical sector's performance [17]

Core Insights - Boeing reported $23.27 billion in revenue for Q3 2025, a year-over-year increase of 30.4% and a surprise of +6.09% over the Zacks Consensus Estimate of $21.93 billion [1] - The EPS for the quarter was -$7.47, an improvement from -$10.44 a year ago, but a significant miss compared to the consensus estimate of -$3.85, resulting in a surprise of -94.03% [1] Revenue and Deliveries - Total deliveries were 160, exceeding the average estimate of 151 [4] - Commercial Airplanes deliveries included 121 for the 737, 24 for the 787, 9 for the 777, and 6 for the 767, all surpassing analyst estimates [4] - Revenues from Commercial Airplanes reached $11.09 billion, exceeding the $10.41 billion estimate and representing a +49.1% change year-over-year [4] - Global Services revenue was $5.37 billion, above the $5.17 billion estimate, with a year-over-year change of +9.6% [4] - Defense, Space & Security revenues were $6.9 billion, surpassing the $6.29 billion estimate, reflecting a +24.7% change year-over-year [4] Operational Performance - The loss from operations in Commercial Airplanes was $-5.35 billion, worse than the estimated loss of $-2.45 billion [4] - Earnings from operations in Defense, Space & Security were $114 million, exceeding the $75.97 million estimate [4] - Global Services earnings were $938 million, slightly below the $957.39 million estimate [4] Stock Performance - Boeing shares returned +3.5% over the past month, compared to the Zacks S&P 500 composite's +3.8% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market [3]

October 29, 2025 Copyright © 2025 Boeing. All rights reserved. Caution Concerning Forward-Looking Statements Certain statements made today constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "may," "will," "should," "expects," "intends," "projects," "plans," "believes," "estimates," "targets," "anticipates," and other similar words or expressions, or the negative thereof, generally can be used to help identify these forward-lookin ...

Then there's speaking to Dow names Boeing moving lower in the pre-market after the company posted a wider than expected loss though revenue did exceed consensus. Let's get to Phil Leau who is with Kelly Orberg this morning. Morning Phil. >> Good morning Carl.Kelly, thanks for joining us today. Um I think the most interesting question that people have is going to be the question of this charge of $4.9% billion uh when it comes to the trip 7X. And it's a little more than I think some analysts expected, but it ...

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company focuses on medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - Proactive's news team delivers insights across various sectors including biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]