GE Aerospace (GE) is scheduled to report first-quarter 2025 results on April 22, before market open.The Zacks Consensus Estimate for its first-quarter earnings has decreased 2.3% in the past 90 days. However, the company has an impressive earnings surprise history, having outperformed the consensus estimate in each of the preceding four quarters, the average surprise being 19%. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)Let’s see how things have shaped up for GE Aerospace this ...

GE Aerospace’s stock price is under pressure in 2025 as last year’s rally takes a breather and as investors assess the impact of Donald Trump’s tariffs on all countries. The stock was trading at $181.80 on Thursday, down by 15% from its highest point this year. This article provides a GE forecast ahead of its earnings.GE Aerospace business is thriving Copy link to section GE Aerospace is one of the biggest industrial companies in the United States, with a market cap of over $193 billion.It is what remained ...

Core Insights - Analysts expect Boeing to report a quarterly loss of $1.55 per share, reflecting a year-over-year decline of 37.2% [1] - Revenue is projected to be $19.17 billion, which represents a 15.7% increase from the same quarter last year [1] - The consensus EPS estimate has been revised upward by 16.2% in the past 30 days, indicating a reassessment by covering analysts [1][2] Revenue Estimates - Total revenues from Global Services are expected to reach $5.35 billion, marking a year-over-year increase of 6.1% [4] - Total Revenues from Defense, Space & Security are estimated at $6.53 billion, indicating a decline of 6% year-over-year [4] - Total Revenues from Commercial Airplanes are projected to be $7.46 billion, reflecting a significant increase of 60.4% compared to the previous year [4] Deliveries Forecast - Total deliveries are forecasted to reach 115, up from 97 in the same quarter last year [5] - Deliveries of Commercial Airplanes - 737 are estimated at 92, compared to 67 in the same quarter last year [5] - Deliveries of Commercial Airplanes - 787 are expected to remain at 13, unchanged from the previous year [5] Operational Earnings Estimates - Earnings from operations in Global Services are projected to be $1.08 billion, up from $916 million year-over-year [6] - Earnings from operations in Defense, Space & Security are expected to be -$267.80 million, a decline from $151 million reported in the same quarter last year [7] Stock Performance - Boeing shares have decreased by 9.4% over the past month, compared to a 6.3% decline in the Zacks S&P 500 composite [7] - Boeing holds a Zacks Rank 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [7]

Group 1 - The ongoing global trade war presents significant challenges for The Boeing Company, but the difficulties faced in the previous year appear to be resolved [1] - The company is positioned to thrive in volatile markets, indicating a potential for strong returns during economic and political uncertainty [1] Group 2 - The article reflects a personal investment perspective, highlighting a beneficial long position in Boeing shares [2]

Core Insights - The article discusses the performance of Rocket Lab USA, Inc. (RKLB) stock since a buy recommendation was made at approximately $18 per share in mid-March [1] Group 1: Company Performance - Rocket Lab has experienced several launches since the last coverage, indicating ongoing operational activity and potential growth opportunities [1] Group 2: Analyst Background - The author has over two decades of experience in the market, particularly in the technology sector, focusing on risk mitigation during various market cycles [1]

Core Viewpoint - Boeing has settled lawsuits with the families of two victims from the March 2019 Ethiopian Airlines crash, just before the trial was set to begin, marking a significant moment in the ongoing legal challenges faced by the company related to the 737 MAX crashes [1][4]. Group 1: Legal Proceedings - The trial in US District Court in Chicago was anticipated to be the first against Boeing related to the two fatal 737 MAX crashes in 2018 and 2019, which resulted in a 20-month grounding of the aircraft and cost the company over $20 billion [1][4]. - Boeing had previously agreed in 2021 to acknowledge liability for compensatory damages in lawsuits filed by families of the 157 victims of the 2019 Ethiopian Airlines crash [2][9]. - There are two additional trials scheduled for July and November, indicating ongoing legal scrutiny for Boeing [7]. Group 2: Financial Implications - Boeing's financial burden from the crashes has exceeded $20 billion, reflecting the significant impact of the incidents on the company's financial health [1][4]. - The company agreed to plead guilty to a criminal fraud conspiracy charge and is facing a potential fine of up to $487.2 million, with a trial date set for June 23 if no final agreement is reached [8][10]. Group 3: Public and Regulatory Response - Relatives of the victims have criticized the plea agreement as a "sweetheart" deal, arguing that it does not hold Boeing sufficiently accountable for the fatalities [8][11]. - The US Department of Justice (DOJ) found that Boeing violated a 2021 agreement that had previously shielded it from prosecution, leading to the current criminal charges [10].

Market Overview - The S&P 500 Index (SPX) experienced a significant decline, with a projected 5% loss for Q1 2025, contrasting with a double-digit gain at the end of Q1 2024 [2] - The ongoing tariff disputes and recent personal consumption expenditures (PCE) readings have contributed to market uncertainty [2] Stock Performance - Of the 17 highlighted stock picks for 2025, only four are showing positive performance for Q1 2025 [3] - A detailed performance table shows various stocks with year-to-date (YTD) and year-over-year (YoY) changes, with notable declines in stocks like Coinbase Global (-28.00% YTD) and LendingClub (-35.20% YTD) [4] Stock Picks Analysis Tier One: Leaders of the Pack - Deutsche Bank (DB) is highlighted as a leader with a 40.80% YTD gain, despite a high short interest [7] - Ezcorp (EZPW) is noted for its contrarian potential, with a 20.80% YTD gain [8] - Sea Ltd (SE) saw a significant rise after a strong earnings report, reaching a peak of $147.72 [10] Tier Two: The Forest From the Trees - Despite poor YTD performance, many stocks have strong YoY gains, indicating potential buying opportunities [11] - Beam Therapeutics (BEAM) received a "buy" upgrade and has FDA clearance for a study, suggesting potential upside [12] - Bloom Energy (BE) and Boeing (BA) are also mentioned as stocks to watch due to their technical support levels [13] Tier Three: Watch This Space - SEI Investments (SEIC) has lost its cup-and-handle pattern but could reclaim its $10 billion market cap [14] - Carvana (CVNA) has shown resilience after a drawdown, bouncing off its 260-day moving average [15] - Roku (ROKU) has faced significant declines but remains a key stock to monitor due to its support levels [16] Tier Five: AI Bubble Bursting? - Concerns are raised about the sustainability of the AI sector, with specific mentions of Nebius Group (NBIS), STMicroelectronics (STM), and Dell Technologies (DELL) [17] Sector Insights - The fintech sector, including SoFi Technologies (SOFI) and LendingClub, has struggled significantly, with both stocks experiencing post-earnings declines [18][19] - Retail investors have remained active, pouring $67 billion into U.S. stocks in Q1 2025, while institutional investors are focusing on overseas markets [21]

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Core Points - Dassault Aviation has made available the complete version of its 2024 Annual Financial Report as of December 31, 2024, which has been filed with the Autorité des Marchés Financiers [2] - An amendment to the 2024 Annual Financial Report has been announced, with modifications only to the declaration of the person responsible for the report, in compliance with new provisions of the French Monetary and Financial Code [3] - The financial report can be accessed on the company's website under the specified sections for regulated information and publications [4] Company Overview - Dassault Aviation has delivered over 10,000 military and civil aircraft, including 2,700 Falcons, in more than 90 countries over the last century, establishing a recognized expertise in aircraft design, production, sale, and support [5] - In 2024, Dassault Aviation reported revenues of €6.2 billion and employs nearly 14,600 individuals [5]

Group 1 - Rocket Lab USA Inc received a $5 million national security contract from the U.S. Space Force to expand its launch system portfolio, allowing it to compete for future U.S. national security launch missions [1] - The stock has shown a significant year-over-year increase of 374.5%, with a recent trading price of $19.50 after a 5.9% rise [1][2] - The stock is currently testing a resistance level at $21, which has been in place since late February, following a pullback from a record high of $33.34 [2] Group 2 - The 50-day put/call volume ratio for Rocket Lab USA stock is in the 96th percentile of annual readings, indicating a higher level of bearish sentiment among options traders [3] - Recent trading activity shows a reversal of pessimism, with 12,000 calls and 4,593 puts traded, significantly higher than typical options volume [4] - Short interest in Rocket Lab has increased by 9.1% in the last two reporting periods, with 56.53 million shares sold short, representing 12.6% of the available float, suggesting potential for a short squeeze [4]