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GE Aerospace: Trading Like A Defense Stock
Seeking Alpha· 2025-10-15 11:30
About a year ago, I covered the new or legacy General Electric Company (NYSE: GE ), which is the aerospace arm of the conglomerate. I have a very favorable view of what I call theExperience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely enjoy learning and applying my experience to unravel, comprehend and benefit from ...
GE Aerospace: Trading Like A Defense Stock (NYSE:GE)
Seeking Alpha· 2025-10-15 11:30
About a year ago, I covered the new or legacy General Electric Company (NYSE: GE ), which is the aerospace arm of the conglomerate. I have a very favorable view of what I call theExperience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely enjoy learning and applying my experience to unravel, comprehend and benefit from ...
Air Lease signs deal to lease six Airbus jets to startup Magnifica Air (NYSE:AL)
Seeking Alpha· 2025-10-15 05:56
Core Insights - The article discusses the importance of enabling Javascript and cookies in browsers to ensure proper functionality and access to content [1] Group 1 - The article highlights that users may face access issues if they have an ad-blocker enabled [1] - It suggests disabling ad-blockers and refreshing the page to proceed [1]
GE Aerospace CEO Larry Culp: Expect AI to help worker performance, not replace jobs
CNBC Television· 2025-10-14 21:16
Well, recent data is showing weakness in the labor market. But one area where workers continue to be in high demand, advanced manufacturing. GE Aerospace announcing today through its foundation a $30 million multi-year investment into workforce training to fill those gaps.Now, GE Aerospace CEO and chairman Larry Culp joined me earlier today from the company's Cincinnati training center to discuss this initiative, which is not just about feeding the talent pipeline for engine manufacturing at GE, but about g ...
X @TechCrunch
TechCrunch· 2025-10-14 20:44
SpaceX's company town has formed a volunteer fire department, extending control over both the emergency response and permitting process as the company looks to expand Starbase. https://t.co/WhPccWutE3 ...
X @TechCrunch
TechCrunch· 2025-10-14 18:52
Space is open for business.At Disrupt 2025, @BridgitMendler, Even Rogers (@TrueAnomalyInc), and @MaxHaot (@VastSpace) are exploring a range of far-flung topics across the business opportunities that stretch beyond Earth's orbit.And you can catch all the insights by getting your ticket for the show, which launches October 27, right now: https://t.co/BNWF7oOWIZ ...
Why Boeing Stock Is Gaining Today
Benzinga· 2025-10-14 18:35
Core Insights - Boeing reported a total of 160 commercial aircraft deliveries in Q3 2025, including 121 737s, six 767s, nine 777s, and 24 787s [2] - Year-to-date deliveries reached 440 aircraft, with 821 gross orders and 870 net orders [2] - Boeing's stock has increased by over 46% in the past year [3] Deliveries and Orders - In Q3 2025, Boeing delivered 160 aircraft, comprising 121 737s, six 767s, nine 777s, and 24 787s [2] - Year-to-date figures show 330 737s, 20 767s, 29 777s, and 61 787s delivered, totaling 440 aircraft for the year [2] - Boeing has received 821 gross orders and 870 net orders year-to-date [2] Acquisitions and Contracts - Boeing secured EU antitrust approval for its $4.7 billion acquisition of Spirit Aerosystems, contingent on divesting certain Spirit businesses to Airbus [3][4] - The company will also sell Spirit's Malaysian site to Composites Technology Research Malaysia as part of the remedy package [4] - Boeing announced multiyear contracts worth approximately $2.7 billion to produce over 3,000 Patriot Advanced Capability-3 seekers, with production rates reaching up to 750 units per year through 2030 [4][5] Collaborations and Market Performance - Boeing is collaborating with Lockheed Martin and the U.S. Army to enhance production of the PAC-3 interceptor [5] - Boeing shares are trading higher by 0.32% at $216.24 [5]
Why Boeing Stock Is Gaining Today - Boeing (NYSE:BA)
Benzinga· 2025-10-14 18:35
Core Insights - Boeing reported a total of 160 commercial aircraft deliveries in Q3 2025, including 121 737s, six 767s, nine 777s, and 24 787s [2] - Year-to-date deliveries reached 440 aircraft, with 821 gross orders and 870 net orders [2] - Boeing's stock has increased by over 46% in the past year, currently trading at $216.24 [3][5] Deliveries and Orders - In Q3 2025, Boeing delivered 160 aircraft, comprising 121 737s, six 767s, nine 777s, and 24 787s [2] - Year-to-date figures show 330 737s, 20 767s, 29 777s, and 61 787s delivered, totaling 440 aircraft for the year [2] - Boeing has secured 821 gross orders and 870 net orders year-to-date [2] Acquisitions and Contracts - Boeing received EU antitrust approval for its $4.7 billion acquisition of Spirit Aerosystems, contingent on divesting certain Spirit businesses to Airbus [3][4] - The company will also sell Spirit's Malaysian site to Composites Technology Research Malaysia as part of the remedy package [4] - Boeing secured multiyear contracts worth approximately $2.7 billion to produce over 3,000 PAC-3 seekers, with production rates reaching up to 750 units per year through 2030 [4][5] Collaborations and Production - Boeing is collaborating with Lockheed Martin and the U.S. Army to enhance production of the PAC-3 interceptor [5] - The expansion of seeker output is crucial for maintaining the effectiveness of the Patriot system in defending against growing threats [5]
Jim Cramer Believes “Boeing’s a Must Buy”
Yahoo Finance· 2025-10-14 17:31
Core Viewpoint - Boeing is considered a strong buy opportunity due to its recent stock pullback and improved fundamentals [1][2]. Group 1: Investment Sentiment - Jim Cramer emphasized that Boeing's stock is "too good to ignore" and highlighted a nearly 36% gain for those who purchased during the previous strike [2]. - The company has a strong leadership team, with the CEO being described as a "terrific guy" [1]. - Boeing's stock has recently given up a significant portion of its gains, making it an attractive buy near the bottom of its price range [1]. Group 2: Company Performance - Boeing is gradually ramping up production for its key aircraft models, particularly the 737, and is mostly on track with these efforts [2]. - The company's balance sheet has significantly improved following a major recapitalization effort late last year [2].
Jim Cramer on GE Aerospace: “The Stock’s Been a Giant Winner”
Yahoo Finance· 2025-10-14 17:31
GE Aerospace (NYSE:GE) is one of the stocks Jim Cramer commented on. While discussing the company, Cramer called the aerospace business “phenomenal,” as he stated: “Aerospace is a phenomenal business. Phenomenal. Look at how GE Aerospace has done since it’s spun off its healthcare and power divisions. The stock’s been a giant winner, wasn’t when they had those other divisions.” Photo by Artem Podrez on Pexels GE Aerospace (NYSE:GE) designs and manufactures aircraft engines and related systems for comm ...