[applause] Going to moon was an ambitious program for us when we way back in 1980s. We had small rockets called the PSLV which has very small capability. Then we decided that it is important for us to explore moon and then create some science out of it.While we were focusing on missions to serve the public in terms of data, the communication and many other capability and we built our own rockets, our own spacecrafts but the time has come for us to create exploration science in in looking at planetary system ...

In our industry, we build a rocket and ship it and then that's it, right. It launches and it lands in the ocean and you never see it again. But what we want to build is a vehicle that's going to go to orbit and fly around and come back again and and we want to turn that thing around as fast as possible and go again and again and again.>> And like we really didn't see anybody actively working super hard to like, you know, attack that problem with rigger combined with the fact that we thought we had a pretty ...

Airbus is closing in on a deal to sell around 100 A220 jets to AirAsia , marking the budget airline's first foray into regional narrowbody aircraft, industry sources said. ...

Group 1 - The document does not contain any relevant information regarding companies or industries [2][3][5][6]

Core Insights - Boeing Company (BA) is recognized for facing continuous setbacks and unfortunate situations that limit its stock performance [1] Group 1: Company Overview - Boeing is a prominent player in the aerospace industry, known for its challenges that affect investor sentiment [1] Group 2: Analyst Perspective - The article reflects a personal analysis of stocks, aimed at both beginners and advanced readers, providing a distinct perspective on investment opportunities [1]

Core Insights - Intuitive Machines Inc. (LUNR) is positioned as a strong investment option in the aerospace sector due to its robust market presence, solid liquidity, and strong solvency [1] Growth Projections - The Zacks Consensus Estimate for LUNR's 2026 loss per share is projected at 11 cents, reflecting an 8.33% improvement over the past 60 days [2] - The consensus estimate for 2026 sales is $456 million, indicating a year-over-year increase of 108.7% [2] - LUNR's long-term earnings growth rate is estimated at 26.67% over the next three to five years [2] Solvency Position - LUNR's times interest earned (TIE) ratio at the end of Q3 2025 was 3.68, indicating the company can meet its interest payment obligations without issues [3] Liquidity - LUNR's current ratio at the end of Q3 2025 was 6.28, demonstrating the company's ability to meet future short-term liabilities comfortably [4] Lunar Infrastructure Expansion - LUNR is enhancing its position in the lunar economy through strategic acquisitions and partnerships, including an $800 million acquisition of Lanteris Space Systems, which strengthens its spacecraft manufacturing capabilities [5] - In December 2025, LUNR signed a strategic cooperation agreement with Leonardo and Telespazio to support lunar exploration communications and navigation services, linking their systems with NASA's Space Data Network [6] Stock Performance - LUNR shares have increased by 60.8% over the past three months, significantly outperforming the industry's growth of 3.2% during the same period [7][8]

Core Viewpoint - Boeing stock (NYSE: BA) is expected to experience further gains ahead of the company's fourth-quarter 2025 earnings report scheduled for January 27 [1] Group 1 - Wall Street's most bullish strategists are optimistic about Boeing's performance [1]

Core Viewpoint - GE Aerospace reported strong Q4 2025 results with adjusted EPS of $1.57, exceeding estimates by 10%, and full-year adjusted EPS totaled $6.37, indicating robust operational performance [2][4] Financial Performance - Revenue increased by 20% in Q4 to $11.9 billion, driven by a 31% growth in services and record LEAP engine deliveries surpassing 1,800 units [2][6] - Total orders soared by 74% to $27.0 billion, reflecting strong demand in both commercial and defense segments [6] - Operating profit rose by 14% to $2.3 billion, although operating margins contracted by 90 basis points to 19.2% due to increased production investments [6] - Free cash flow totaled $1.8 billion, representing a 15% increase, showcasing solid cash-generating capabilities [6] Segment Performance - The Commercial Engines & Services segment displayed the strongest performance with orders growing by 76% and services revenue soaring by 31% [11] - The Defense & Propulsion Technologies segment exhibited steady growth with orders up by 61% and revenue increasing by 13% [11] 2026 Guidance - Management has issued 2026 guidance projecting adjusted EPS in the range of $7.10-$7.40, implying approximately 14% growth at the midpoint [8] - Free cash flow is expected to remain strong, bolstering shareholder returns and balance sheet flexibility [8] Valuation Concerns - The stock has risen significantly over the past twelve months (+47%), leading to a high P/E ratio of 46x, which is a substantial premium to historical averages [4][9] - The current trailing P/E ratio exceeds the three-year average of 40.2x, indicating that the market is factoring in flawless execution and sustained double-digit growth [9] Investment Outlook - The risk-reward profile appears unbalanced at current levels, with the 46.2x P/E ratio providing little margin for error [13] - Investors may find it more advantageous to wait for a more appealing entry point rather than pursuing momentum following the significant rally [13]

Core Insights - U.S. companies, led by Boeing, secured foreign government procurement contracts worth $244 billion in 2025, significantly aided by the U.S. Commerce Department [1][2] Group 1: Contract Value and Job Support - The value of contracts in 2025 nearly tripled compared to 2024, largely due to a substantial increase in Boeing jetliner orders [2] - The contracts include approximately $206 billion in U.S. export content and are expected to support around 844,000 American jobs [2] Group 2: Boeing's Performance - Boeing's net jetliner orders surged to 1,075 in 2025 from 377 in 2024, marking its sixth-best order year ever and the first time in seven years it outpaced Airbus in net orders [3] - The total contracts include $10 billion in defense contracts, $7 billion in energy contracts, and $3.4 billion in technology deals across various sectors [3] Group 3: Impact of Federal Contracts - The increase in foreign contracts for U.S. companies, particularly Boeing, underscores the influence of international trade deals on the American economy [4] - The defense sector's contract growth indicates a rising reliance on U.S. companies for critical infrastructure and national security [5]

Core Insights - The commercial space industry is poised for significant growth, with key events and technological advancements expected to drive investment opportunities and industry evolution [1][4]. Recent Catalysts (January to March) - The Third Beijing International Commercial Space Exhibition (January 23-25) will showcase cutting-edge technologies such as reusable rockets and low-orbit satellite constellations, promoting "space computing" as a new industry hotspot [1][28]. - Tianbing Technology's Tianlong-3 vertical recovery test in February marks a critical step in reducing rocket launch costs through reusable technology, benefiting the rocket manufacturing and recovery systems [2][27]. - The Second Commercial Space Industry Development Conference (March 19-20) will focus on reusable rockets and satellite internet, gathering resources to accelerate technology implementation and industry standardization [3][28]. Yearly Highlights - Multiple commercial rockets, including Zhuque-3, Zhishen-1, and Yingli-2, are set for their maiden or second flights in the first half of the year, transitioning China's commercial space sector from "single launches" to "regular operations," thus opening long-term growth potential [29]. - SpaceX plans to raise over $30 billion in its largest IPO, with an estimated valuation of approximately $1.5 trillion, which is expected to attract global capital attention to the commercial space sector and boost domestic industry heat, particularly in satellite internet and rocket manufacturing [4][29]. Industry Opportunities - The combination of technological breakthroughs and capital influx is creating unprecedented development opportunities in the commercial space sector, with a focus on reusable technology and satellite internet [4][29].