If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Dhierin runs the investing group The Aerospace Forum , whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with si ...

Company Strategy - Airbus CEO suggests Dassault Aviation can withdraw from the next-generation fighter jet project if disagreements persist [1] Industry Dynamics - Continued disputes exist between Airbus and Dassault Aviation regarding the joint fighter jet project [1]

Boeing pushed back the first delivery of its new 777X model to 2027 after falling behind schedule, booking a $4.9 billion charge for the setback https://t.co/3NPB9Oi2IU ...

Market Overview - The Dow Jones Industrial Average increased by 110.41 points (0.2314%) on October 29th, 2025, driven by a combination of factors including a 25-basis-point interest rate cut by the Federal Reserve, strong corporate earnings, and optimism in the AI sector [1] - This marks the second consecutive rate reduction by the Fed, lowering the target range to 3.75%-4%, with investors looking for further monetary policy signals [1] - Renewed hopes for progress in U.S.-China trade relations also contributed positively, particularly benefiting technology stocks [1] Company Performance - Caterpillar (CAT) was the biggest gainer in the Dow, surging by 12.22% after reporting better-than-expected third-quarter profit and revenue [2] - Nvidia (NVDA) rose by 3.29%, becoming the first company to reach a $5 trillion market capitalization, driven by strong AI chip sales expectations and strategic partnerships [2] - Other notable gainers included Verizon (VZ) up 1.95%, Chevron (CVX) rising 0.99%, and Apple (AAPL) with a 0.52% increase [2] Declining Stocks - Boeing (BA) was the largest loser, falling by 4.02% due to reports of a larger quarterly loss [3] - UnitedHealth (UNH) decreased by 3.01%, Coca-Cola (KO) was down 2.63%, Nike (NKE) fell by 1.97%, and Visa (V) saw a 1.59% decline as investors awaited earnings reports from major tech companies [3]

Boeing is laying plans to push production of its 787 Dreamliner to new heights, testing its ability to clear an inventory of parked planes and the strength of its strapped supply chain. https://t.co/fM5hByoRUX ...

Core Insights - Boeing Company reported an adjusted loss of $7.47 per share in Q3 2025, which was wider than the Zacks Consensus Estimate of a loss of $3.68, but improved from a loss of $10.44 per share in the same quarter last year [1][9] - The company achieved revenues of $23.27 billion, exceeding the Zacks Consensus Estimate of $21.92 billion by 6.2% and representing a 30.4% increase from $17.84 billion in the year-ago quarter [3][9] - Total backlog increased to $635.69 billion from $618.54 billion at the end of Q2 2025 [4] Revenue Breakdown - Commercial Airplane segment revenues surged 49% year over year to $11.09 billion, driven by higher jet deliveries, although it incurred an operating loss of $5.35 billion, worsening from a loss of $4.02 billion in the prior year [5] - Boeing delivered 160 commercial planes during the quarter, a 38% increase year over year [5] - Boeing Defense, Space & Security (BDS) recorded revenues of $6.90 billion, a 25% year-over-year growth, with an operating income of $0.11 billion compared to an operating loss of $2.38 billion in the previous year [6] - Global Services segment revenues reached $5.37 billion, reflecting a 10% year-over-year growth, with an operating income of $938 million, up 12% from the prior year [7] Financial Condition - At the end of Q3 2025, Boeing had cash and cash equivalents of $6.17 billion and short-term investments of $16.81 billion, compared to $13.80 billion and $12.48 billion, respectively, at the end of 2024 [8] - Long-term debt decreased to $44.61 billion from $52.59 billion at the end of 2024 [10] - The company's operating cash outflow for the first nine months of 2025 was $0.27 billion, significantly improved from $8.63 billion in the same period of 2024 [10]

Core Insights - Airbus reported higher than expected third-quarter profits and revenues, driven by commercial jetliner deliveries and gains in helicopters and defense [1] Financial Performance - The company experienced significant growth in profits and revenues compared to previous quarters, indicating strong operational performance [1] Business Segments - The increase in revenues was primarily led by the delivery of commercial jetliners, alongside improvements in the helicopter and defense sectors [1]

Core Insights - The 2025 Northeast Asia (Shenyang) Conference on Exchange of Professionals aimed to gather global talents to revitalize the region, featuring a record-breaking 84,000 job positions offered by 4,000 employers [2][3] Group 1: Event Overview - The conference took place on October 26, 2025, at the Industrial Museum of China, attracting significant participation with 38,653 attendees on the opening day [3] - A total of 98,000 resumes were received by companies during the event, indicating strong interest from job seekers [3] Group 2: Job Market Insights - The event showcased a total of 84,000 job positions, with 49,000 positions (nearly 60%) in future-oriented industries such as artificial intelligence, advanced materials, new energy, and biomedicine [4] - Popular fields included electrical engineering, mechanical engineering, and embedded software development, reflecting current market trends [4] Group 3: Shenyang's Development Strategy - Shenyang is positioning itself as an international central city in Northeast Asia, focusing on high-quality development and revitalization efforts for Northeast China and Liaoning Province [5] - The city has established five 100-billion-yuan industrial clusters in sectors like automobiles, high-end equipment, and aerospace, supported by 45 universities and 56 major research institutes [3][5] - The "Shenyang Talent Initiative" aims to provide comprehensive support for talent development, enhancing public service resources in education, healthcare, and other sectors [5]

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]