Group 1: Airbus Group - Airbus Group manufactures airplanes and military equipment, holding a Zacks Rank 1 (Strong Buy) [1] - The Zacks Consensus Estimate for its current year earnings increased by 0.6% over the last 60 days [1] - Shares gained 39.6% over the last three months, outperforming the S&P 500's gain of 17.1% [1] - The company possesses a Momentum Score of A [1] Group 2: Virtus Investment Partners - Virtus Investment Partners provides investment management products and services to individuals and institutions in the U.S., also holding a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its current year earnings increased by 2.8% over the last 60 days [2] - Shares gained 35.5% over the last three months, again outperforming the S&P 500's gain of 17.1% [2] - The company possesses a Momentum Score of A [2] Group 3: Interactive Brokers - Interactive Brokers specializes in routing orders and executing trades in various financial instruments, holding a Zacks Rank 1 [3][4] - The Zacks Consensus Estimate for its current year earnings increased by 4.6% over the last 60 days [3] - Shares gained 37.8% over the last three months, surpassing the S&P 500's gain of 17.1% [4] - The company possesses a Momentum Score of B [4]

It seems as if the message coming at the moment is you order a bunch of Boeing airplanes, you are going to get a better trade deal. Where's the muscle in Europe. Where's the political backing that you need to be able to compete with what is happening with Boeing and the presidents of the United States.Right. We like the the power of our products. Yeah.At Airbus, we are passionate about techniques, about supporting uh what our customers need with the right uh the product, the right customer support as well. ...

Boeing 737 aircraft fuselages are pictured at the company's Renton factory in Renton, Washington, on April 15, 2025.Boeing's gross orders for new airplanes hit 303 last month, the most since December 2023, as the company makes strides against its rival Airbus and works to stabilize production of its bestselling jets near the Federal Aviation Administration limit.The manufacturer handed over 45 aircraft in May, in line with the month before but higher than the 24 it delivered a year earlier.This year through ...

Key Takeaways BA gained 10.8% over the year but underperformed the market and the broader aerospace sector. Commercial revenues jumped 75% in Q1 2025, while defense backlog hit $61.57B on $4B in new contracts. Despite solid growth prospects, BA faces supply-chain issues, weak ROIC, and trades at a valuation premium. Shares of The Boeing Company (BA)  surged a solid 10.8% over the past year. However, the aerospace giant lagged the S&P 500’s return of 11.9%. The stock has also underperformed the Zacks aeros ...

Boeing (BA) closed the latest trading day at $209.19, indicating a -1.32% change from the previous session's end. The stock trailed the S&P 500, which registered a daily loss of 0.53%. Elsewhere, the Dow saw a downswing of 0.26%, while the tech-heavy Nasdaq depreciated by 0.83%.Shares of the airplane builder witnessed a gain of 14.24% over the previous month, beating the performance of the Aerospace sector with its gain of 10.02% and the S&P 500's gain of 5.17%.The upcoming earnings release of Boeing will b ...

Core Viewpoint - Boeing stock has experienced a significant increase following the resumption of U.S. aircraft deliveries to China, driven by a favorable trade deal that reduced tariffs and eased operational pressures [1][4]. Group 1: Stock Performance - Boeing stock reached $204.86, marking a 14-month high after China resumed accepting U.S. aircraft deliveries [1][6]. - Year-to-date, Boeing shares are up 15.62%, with a notable increase of 10.84% in the last week of trading [1][8]. Group 2: Trade Deal Impact - The recent U.S.-China trade deal has effectively reduced U.S. tariffs on Chinese goods from 145% to 30% and Chinese tariffs on U.S. goods from 125% to 10% [5]. - The trade negotiations, which took place in Switzerland, have removed most reciprocal tariffs while maintaining a 10% baseline tariff on the American side [4][5]. Group 3: Market Context - Boeing faced challenges due to uncertainties stemming from President Trump's trade war, which impacted deliveries to Chinese airlines [2][3]. - Despite these challenges, the stock has shown resilience and positive momentum since the beginning of the year [1][6].

Higher U.S. defense spending is expected to benefit aerospace-defense firms specializing in military and combat-focused aerospace solutions. However, ongoing supply-chain disruptions may continue to affect industry players from the aerospace-defense space. On a positive note,  robust year-over-year growth in global air passenger demand is set to support aerospace-defense companies, especially those in commercial aviation, as airlines seek new aircraft and fleet upgrades. The frontrunners in the aerospace-de ...

Company Overview - AerCap (AER) is expected to report a year-over-year decline in earnings, with a projected EPS of $2.68, reflecting an 18.5% decrease, and revenues anticipated at $1.98 billion, down 1.9% from the previous year [3][12]. Earnings Expectations - The earnings report is scheduled for April 30, 2025, and the actual results will significantly influence the stock price, depending on whether they meet or exceed expectations [2][10]. - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4]. Earnings Surprise Prediction - AerCap has a positive Earnings ESP of +13.06%, suggesting analysts have recently become more optimistic about the company's earnings prospects [10]. - The stock currently holds a Zacks Rank of 3, indicating a likelihood of beating the consensus EPS estimate [11]. Historical Performance - In the last reported quarter, AerCap exceeded the expected EPS of $2.56 by delivering $3.31, resulting in a surprise of +29.30% [12]. - Over the past four quarters, AerCap has beaten consensus EPS estimates three times, showcasing a strong track record [13]. Industry Context - JetBlue Airways (JBLU), another player in the airline industry, is expected to report a loss of $0.61 per share, marking a 41.9% year-over-year decline, with revenues projected at $2.15 billion, down 2.7% [17]. - JetBlue's consensus EPS estimate has been revised down significantly by 520% over the last 30 days, yet it also has a positive Earnings ESP of 2.33%, indicating a potential to beat estimates [18].