Core Viewpoint - GE Aerospace has been gaining attention as one of the most searched stocks, with its shares returning +1.2% over the past month, compared to the S&P 500's +3% and the Aerospace - Defense industry's +2.2% [1] Earnings Estimate Revisions - The consensus earnings estimate for GE is $1.45 per share for the current quarter, reflecting a year-over-year increase of +26.1% [4] - For the current fiscal year, the consensus earnings estimate is $5.87, indicating a +27.6% change from the previous year [4] - The next fiscal year's consensus earnings estimate stands at $6.92, showing a +17.9% increase from the prior year [5] - The Zacks Rank for GE is 1 (Strong Buy), suggesting a positive outlook based on earnings estimate revisions [6] Projected Revenue Growth - The consensus sales estimate for GE is $10.28 billion for the current quarter, representing a year-over-year change of +14.9% [10] - For the current fiscal year, the revenue estimate is $40.38 billion, indicating a -4.4% change, while the next fiscal year's estimate is $44.82 billion, reflecting an +11% change [10] Last Reported Results and Surprise History - GE reported revenues of $10.15 billion in the last quarter, a year-over-year increase of +23.4%, with an EPS of $1.66 compared to $1.20 a year ago [11] - The company exceeded the Zacks Consensus Estimate for revenues by +5.11% and for EPS by +16.08% [11] - GE has consistently beaten consensus EPS estimates in the last four quarters and topped revenue estimates three times during this period [12] Valuation - GE is graded F in the Zacks Value Style Score, indicating it is trading at a premium compared to its peers [16] - Valuation multiples such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF) are essential for assessing whether GE's stock is overvalued or undervalued [14][15] Bottom Line - The Zacks Rank 1 suggests that GE may outperform the broader market in the near term, despite its current premium valuation [17]

Lockheed Martin (LMT) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Over the past month, shares of this aerospace and defense company have returned +7.5%, compared to the Zacks S&P 500 composite's +3.8% change. During this period, the Zacks Aerospace - Defense industry, which Lockheed falls in, has gained 2.3%. The key question now is: What could be the stock's future direction?Altho ...

It has been about a month since the last earnings report for Boeing (BA) . Shares have added about 4.3% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Boeing due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent drivers for The Boeing Company before we dive into how investors and analysts have reacted as of late.Boeing's Q2 Earnings Top Esti ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.While many investors like to look for momentum i ...

Key Takeaways Kratos posted 17.1% revenue growth, raised 2025 guidance and strengthened cash reserves.L3Harris' EPS grew 15.8%, satellite facilities expanded and NTS-3 navigation satellite launched.KTOS stock soared 195.4% in a year, far outpacing LHX's 20.4% growth, though LHX trades at lower valuation.As global defense spending rises amid geopolitical tensions, companies like Kratos Defense & Security Solutions, Inc. (KTOS) and L3Harris Technologies, Inc. (LHX) are gaining increased attention from investo ...

Core Viewpoint - Airbus Group (EADSY) is currently viewed as a better value investment compared to Howmet (HWM) based on various valuation metrics [1][7]. Valuation Metrics - EADSY has a forward P/E ratio of 27.92, while HWM has a significantly higher forward P/E of 48.49 [5]. - The PEG ratio for EADSY is 1.22, indicating a more favorable valuation relative to its expected EPS growth compared to HWM's PEG ratio of 2.25 [5]. - EADSY's P/B ratio stands at 7.11, whereas HWM's P/B ratio is 14.01, further highlighting EADSY's relative undervaluation [6]. Earnings Outlook - Both EADSY and HWM have a Zacks Rank of 2 (Buy), indicating a positive earnings outlook supported by favorable analyst estimate revisions [3].

Core Viewpoint - General Dynamics has shown positive performance in its recent earnings report, with significant growth in earnings and revenues, indicating strong operational performance and a favorable outlook for the upcoming quarters [3][4][13]. Financial Performance - The company reported Q2 2025 earnings per share (EPS) of $3.74, exceeding the Zacks Consensus Estimate of $3.59 by 4.2%, and reflecting a 14.7% increase from $3.26 in the same quarter last year [3]. - Total revenues reached $13.04 billion, surpassing the Zacks Consensus Estimate of $12.35 billion by 5.6%, and showing an 8.9% year-over-year improvement [4]. - Operating earnings totaled $1.31 billion, up 12.9% from $1.04 billion in the prior year, while operating costs increased by 8.5% to $11.74 billion [7]. Segment Performance - Aerospace segment revenues were $3.06 billion, a 4.1% increase year-over-year, with operating earnings improving by 26.3% to $403 million [5]. - Marine Systems saw revenues surge by 22.2% to $4.22 billion, with operating earnings rising 18.8% to $291 million [5]. - Technologies segment revenues improved by 5.5% to $3.48 billion, with operating earnings totaling $332 million, a 3.8% increase [5]. - Combat Systems reported revenues of $2.28 billion, a slight decline of 0.2% year-over-year, but operating earnings improved by 3.54% to $324 million [6]. Backlog and Financial Condition - General Dynamics' total backlog increased to $103.68 billion from $88.66 billion in the previous quarter, with a funded backlog of $83.88 billion [8]. - As of June 29, 2025, cash and cash equivalents were $1.52 billion, down from $1.70 billion at the end of 2024, while long-term debt rose to $7.51 billion from $7.26 billion [10]. Market Outlook - Following the earnings release, there has been an upward trend in estimates for General Dynamics, indicating positive investor sentiment [11]. - The company holds a Zacks Rank 3 (Hold), suggesting an expectation of in-line returns in the coming months [13]. Industry Comparison - General Dynamics operates within the Aerospace - Defense industry, where competitor Lockheed Martin has seen a 6.3% gain over the past month, reporting revenues of $18.16 billion with a slight year-over-year increase of 0.2% [14].

A month has gone by since the last earnings report for Lockheed Martin (LMT) . Shares have added about 6.3% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Lockheed due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. Lockheed Beats o ...

Core Insights - Archer Aviation Inc.'s Midnight aircraft achieved a significant milestone by completing its longest piloted flight of 55 miles in 31 minutes at speeds exceeding 126 miles per hour, which is crucial for its certification process in the U.S. and commercial launch in the UAE [1][9] - The rising urban traffic is increasing investor interest in electric vertical takeoff and landing (eVTOL) solutions, positioning Archer as a leading contender in the eVTOL market due to its partnerships and regulatory advancements [2][11] Stock Performance - Archer's shares have increased by 1.7% over the past six months, underperforming the Zacks Aerospace-Defense industry's growth of 21.3% and the broader Zacks Aerospace sector's gain of 22.5% [3] - In contrast, competitors like Joby Aviation and Embraer have shown remarkable performance, with Joby shares rising by 112.8% and Embraer by 35.9% in the same period [4] Growth Drivers - Recent strategic acquisitions have enhanced Archer's defense program, bringing in advanced technologies and expertise to meet government and defense demand [5] - Test flights in Abu Dhabi and partnerships with Jetex are key steps toward establishing Archer's presence in the Middle East and preparing for commercial operations [5][6] Financial Outlook - Archer is currently manufacturing six Midnight aircraft, with three in final assembly, indicating a focus on international expansion and large-scale commercial rollout [6] - The Zacks Consensus Estimate for Archer's near-term earnings shows a year-over-year improvement, with expected growth rates of 20.83% for the current quarter and 34.51% for the current year [13][14] Valuation - Archer's stock is trading at a discount, with a trailing 12-month Price/Book (P/B TTM) ratio of 3.03X compared to the industry average of 5.77X [16] - Industry peer Embraer is trading at a P/B TTM of 2.85X, while Joby Aviation is at 14.06X, indicating varying market valuations within the sector [18] Market Trends - The global eVTOL market is projected to grow at a compound annual growth rate of 19.2% from 2025 to 2040, driven by increasing demand for urban air mobility and advancements in sustainable transportation [11][12] - Archer, along with Joby Aviation and Embraer, is well-positioned to benefit from this long-term trend as commercial services expand and regulatory support strengthens [11]

The Aerospace group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has GE Aerospace (GE) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Aerospace peers, we might be able to answer that question. GE Aerospace is one of 58 companies in the Aerospace group. The Aerospace group currently sits at #8 within the Zacks Sector Rank. The Zacks Sector Rank considers 16 different grou ...