Dec 2, 2025 2:00 PM Eastern Standard Time BAE Systems, Inc. Names Anjali Chaturvedi Chief Ethics Officer Share BAE Systems, Inc. has named Anjali Chaturvedi as vice president and chief ethics officer. (Credit: BAE Systems) FALLS CHURCH, Va.--(BUSINESS WIRE)--BAE Systems, Inc. has named Anjali Chaturvedi as vice president and chief ethics officer, effective December 2, 2025. In this role, Chaturvedi will be a member of the BAE Systems, Inc. senior leadership team, reporting to the company's general counsel. ...

Group 1 - Boeing has not been cash-flow positive on a yearly basis since 2023, indicating a significant financial challenge for the company [1] - The company is expected to change this trend, suggesting potential improvements in financial performance in the near future [1]

Core Viewpoint - Boeing Co. anticipates generating positive cash flow in 2026, marking a significant turnaround in its financial outlook as it plans to increase monthly production rates of passenger aircraft [1]. Financial Projections - The company expects free cash flow to reach "low-single digits" billions of dollars in 2026, reversing a projected cash burn of $2 billion for 2025, as stated by CFO Jay Malave [2]. - Analysts predict Boeing will generate $2.46 billion in free cash flow next year, although estimates have been reduced by more than half since mid-July due to delays in the certification of the 777X jetliner [6]. Stock Performance - Following the positive cash flow projections, Boeing's shares rose by as much as 9.2%, the largest increase since April, reflecting renewed investor confidence [3]. Long-term Goals - Boeing aims to achieve a cash generation target of $10 billion, initially set for 2025 but delayed due to various challenges. CFO Malave expressed confidence in reaching this goal once production rates increase [4]. Operational Improvements - The CFO highlighted improvements in production rates for the 737 Max and 787 Dreamliner, alongside a reduction in undelivered aircraft inventory, as key factors contributing to the optimistic outlook [5].

Market Overview - Major U.S. equities indexes experienced gains, with the Dow Jones Industrial Average rising by 0.3%, the S&P 500 increasing by 0.2%, and the Nasdaq climbing by 0.4% [1] Company Highlights - Boeing (BA) shares surged by 8% after the new CFO announced at a UBS conference that the company's production ramp-up plan is on schedule, following previous safety issues that had significantly slowed production last year. Boeing also expects to generate positive free cash flow next year after incurring substantial losses over the past two years [2] - Intel (INTC) stock rose by 7% as the company revealed plans to invest approximately $200 million to expand its manufacturing operations in Malaysia. This increase follows a rally initiated by reports suggesting that Apple (AAPL) could become a significant customer for Intel [3] - MongoDB (MDB) shares jumped nearly 25% after the company reported quarterly results that exceeded estimates and raised its full-year forecasts, following the appointment of a new CEO [3] - XPeng (XPEV), a Chinese electric vehicle manufacturer, saw its U.S.-listed shares decline by 6% after reporting November sales data. The company delivered just under 37,000 EVs, marking a 19% increase year-over-year, but falling short of October's sales figures amid intense competition in the Chinese EV market [4] - Symbotic (SYM) shares fell by 16% after a significant rally of nearly 40% following last week's earnings report. The company had exceeded sales estimates and announced its first partnership with a medical supply company [5] - Sandisk (SNDK), a recent addition to the S&P 500, led the decliners on the index with a 5% drop [5] Commodity and Currency Update - Crude oil futures decreased by 0.5% to approximately $59.00 per barrel, while gold futures fell by 1.4% to around $4,212 per ounce. The yield on the 10-year Treasury note remained stable at about 4.09% [6]

Core Insights - Nebius Group (NBIS) stock has increased by 7.2% since the last report, outperforming the S&P 500, which gained 4.3% [1] - The company is capitalizing on growth opportunities from AI hyperscalers, particularly following a deal with Microsoft [1] Company Analysis - Nebius Group is positioned within the aerospace, defense, and airline sectors, focusing on identifying investment opportunities [1] - The company leverages data analytics to inform its investment strategies and provide insights into industry developments [1]

Market attention this week will focus on the US economic news. On Wednesday, the Nov ADP employment change is expected to increase by +10,000. Also, Sep manufacturing production is expected to rise by +0.1% m/m, and the Nov ISM services index is expected to fall by -0.4 to 52.0. On Thursday, initial weekly unemployment claims are expected to rise by +6,000 to 222,000. On Friday, Sep personal spending is expected to increase by +0.3% and Sep personal income is expected to climb +0.3% m/m. Also on Friday, the ...

Core Viewpoint - Boeing's recovery is confirmed to be "in full force" by CFO Jay Malave at a UBS conference, indicating positive momentum for the company [1] Group 1 - Boeing opened in the green this morning, reflecting investor confidence following the CFO's remarks [1]

Question-and-Answer SessionJesus MalaveExecutive VP of Finance & CFO Yes. So I joined the company in mid-August and immediately moved to the Seattle area. We were talking about before. I'm actually in Bellevue. And that gives me an opportunity to spend a lot of time in our factories in Washington, Renton, Everett. A couple of weeks ago, I was in our Auburn, Washington facility. And it gives me the opportunity through repetition to really understand what's happening day-to-day in our operations, which is imp ...

Boeing - Boeing expects to return to positive annual free cash flow in 2026, projecting low single-digit billions after a $2 billion cash burn in 2025, marking a significant recovery milestone [1][2] - The CFO highlighted a steadier production cadence, particularly for the 737 Max and 787 Dreamliner, while working down the inventory of undelivered jets that has impacted cash flow [3] - The certification for the 777X is now targeted for 2027, which is over seven years late, and Boeing incurred a $4.9 billion charge due to slower flight testing [4] - Analysts expect Boeing to generate $2.46 billion in free cash flow next year, an improvement from the current year's outflow, although cash flow expectations have been cut due to 777X delays [5] Memory Stocks - Western Digital's price target has been raised to $200 from $180, driven by a strong supply-demand backdrop and sustained pricing momentum, particularly supported by cloud enterprise and AI workloads [7][8] - Seagate's price target has also been increased to $320 from $275, maintaining a buy rating, reflecting similar bullish sentiment as with Western Digital [8] Eli Lilly - Bank of America has reiterated a buy rating on Eli Lilly, raising the price target to $286 from $950, indicating over 20% upside potential [9][10] - Eli Lilly is viewed as a leader in GLP-1 drugs for obesity and diabetes, with a strong pipeline expected to drive significant growth [10][11] - The anticipated launch of an oral GLP-1 drug in early 2026 is seen as a major bullish catalyst, with FDA advancements through phase three trials [11][12]

The new executive made positive comments about free cash flow. ...