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Textron(TXT) - 2025 Q2 - Earnings Call Transcript
2025-07-24 13:02
Textron (TXT) Q2 2025 Earnings Call July 24, 2025 08:00 AM ET Company ParticipantsScott P. Hegstrom - VP - IR & TreasurerScott C. Donnelly - Chairman, CEO & PresidentDavid Rosenberg - EVP & CFODavid Strauss - MD, Equity Research - Aerospace & DefenseSheila Kahyaoglu - Aerospace, Defense & Airlines Equity ResearchSeth Seifman - Executive DirectorRobert Stallard - Partner - Global Aerospace & DefenseMyles Walton - Managing DirectorRonald Epstein - MD - Aerospace & DefenseDouglas Harned - Managing DirectorKris ...
Textron(TXT) - 2025 Q2 - Earnings Call Transcript
2025-07-24 13:00
Textron (TXT) Q2 2025 Earnings Call July 24, 2025 08:00 AM ET Speaker0Hello, everyone, and welcome to the Textron Second Quarter twenty twenty five Earnings Call. My name is Emily, and I'll be moderating your call today. After the prepared remarks, you will have the opportunity to ask any questions, which you can do so by pressing star followed by the number one on your telephone keypad. I will now hand over to Scott Hegstrom, Vice President of Investor Relations and Treasurer to begin. Please go ahead.Spea ...
Should Boeing Stock Be in Your Portfolio Ahead of Q2 Earnings Release?
ZACKS· 2025-07-23 14:36
Key Takeaways Boeing is projected to post Q2 revenues of $21.93B, up 30% from the year-ago quarter's reported figure. BA's commercial and defense shipments jumped 63% and 60% year over year, which should boost segment revenues. Boeing's services unit is expected to post 5.6% revenue growth and 8.3% earnings growth in Q2.The Boeing Company (BA) is scheduled to release second-quarter 2025 results on July 29, 2025, before market open.  The Zacks Consensus Estimate for revenues is pegged at $21.93 billion, im ...
X @Bloomberg
Bloomberg· 2025-07-22 17:55
Orders for Dassault Aviation's Falcon business jets dropped to their lowest level in five years as the threat of tariffs delay assembly and keep customers at bay https://t.co/Ub4cjzPRG4 ...
Dassault Aviation: Availability of the 2025 first half-year Financial Report
Globenewswire· 2025-07-22 15:41
Availability of the 2025 first half-year Financial Report as of 30 June 2025 Dassault Aviation 2025 first half-year Financial Report (Rapport Financier Semestriel) as of 30 June 2025 is available to the public and has been filed with the French Financial Markets Authority (Autorité des Marchés Financiers). This financial report can be found on the company’s website at www.dassault-aviation.com, in the “Finance / Regulated information / Regulated information 2025” and “Finance / Publications / 2025 Publicat ...
Dassault Aviation: Availability of the 2025 first half-year Financial Report
GlobeNewswire News Room· 2025-07-22 15:41
Availability of the 2025 first half-year Financial Report as of 30 June 2025 Dassault Aviation 2025 first half-year Financial Report (Rapport Financier Semestriel) as of 30 June 2025 is available to the public and has been filed with the French Financial Markets Authority (Autorité des Marchés Financiers). This financial report can be found on the company’s website at www.dassault-aviation.com, in the “Finance / Regulated information / Regulated information 2025” and “Finance / Publications / 2025 Publicat ...
X @Bloomberg
Bloomberg· 2025-07-18 08:52
The CEO of Saab says the Swedish defense company is aiming to finalize orders for its Gripen fighter jets and Globaleye early-warning aircraft this year https://t.co/0pTCeYmiei ...
Will Poor Space Segment Performance Hit Northrop's Q2 Results?
ZACKS· 2025-07-17 15:01
Core Viewpoint - Northrop Grumman Corporation (NOC) is expected to report its second-quarter 2025 results on July 22, with a projected earnings per share (EPS) of $6.70, reflecting a 5.4% increase year-over-year, despite challenges in the Space Systems segment [1][9]. Revenue Performance by Segment - **Aeronautics Systems**: Anticipated revenue of $3,151.1 million, representing a 6.3% increase from the previous year, driven by higher production of F-35 jets and Global Hawk sustainment activities [2][1]. - **Defense Systems**: Expected revenue of $1,860.2 million, indicating a significant 22.9% growth year-over-year, supported by increased sales from the Sentinel program and military ammunition programs [3][1]. - **Mission Systems**: Projected revenue of $2,904.7 million, showing a 4.7% increase from the prior year, aided by higher sales from various radar and electronic warfare programs [4][1]. - **Space Systems**: Forecasted revenue of $2,704.8 million, reflecting a decline of 24.3% year-over-year, primarily due to the wind-down of restricted space programs and fewer resupply missions [5][1]. Overall Financial Outlook - The total sales estimate for NOC is $10.11 billion, which represents a slight decrease of 1.1% from the previous year, largely influenced by the downturn in the Space Systems segment [8][1]. - The backlog for NOC is projected to increase by 15% year-over-year to $95.61 billion, indicating strong future demand [6][1]. Earnings Prediction - The earnings performance is expected to benefit from higher operating income in the Defense Systems segment, although losses related to the B-21 program and lower income in Space Systems may negatively impact overall results [9][1]. - The Zacks model indicates that NOC does not conclusively predict an earnings beat this quarter, with an Earnings ESP of +3.10% and a Zacks Rank of 4 (Sell) [10][1].
An $860 Billion Opportunity: Is Serve Robotics Stock a Buy Based on This Forecast by Cathie Wood's Ark Invest?
The Motley Fool· 2025-07-17 08:11
Cathie Wood is one of the most vocal bulls on Wall Street when it comes to innovative technologies like artificial intelligence (AI), robotics, and autonomous vehicles. Her firm, Ark Invest, runs a set of exchange-traded funds (ETFs) that invest in companies operating in those industries.Earlier this year, Ark released the 2025 edition of its annual "Big Ideas" report, which featured updated forecasts for many of its favorite investing themes. In its look at the future of the logistics industry, the firm pr ...
穿唐装、说中文!黄仁勋盛赞中国AI
新华网财经· 2025-07-16 08:29
开幕式上,黄仁勋首先介绍了英伟达自1993年以来的成长历史。他表示,目前NVIDIA已成为驱动全球 AI生态的计算平台。 致辞中,黄仁勋盛赞了中国AI的贡献:"中国的开源AI是推动全球进步的催化剂,让各国和各行业都有 机会参与这一AI革命。" AI将成为每个行业、企业、产品和服务的核心。黄仁勋称,AI正在改变每一个行业,从科学研究和医 疗健康到能源开发、交通运输和物流管理。比如,AI为腾讯微信、阿里巴巴淘宝、字节跳动抖音等中 国标志性平台提供动力;AI驱动着小米的自动驾驶与智能手机;AI赋能百度的AI搜索和美团极速便捷 的智能配送服务;AI还为推想医疗科技的医学影像诊断系统提供支持,助力全球20多个国家提升医疗 水平。 英伟达创始人兼CEO黄仁勋7月16日在第三届中国国际供应链促进博览会(下称"链博会")开幕式上用 中文致辞。 他表示,中国的供应链是一个奇迹。本届链博会规模盛大、气氛热烈,充分体现了中国对 创新的支持;AI引发了一场新的工业革命,并为中国卓越的供应链生态系统带来了新的增长机遇。 据悉,这是黄仁勋首次接受中国贸促会会长任鸿斌邀请,向中国供应链介绍英伟达。在演讲中,黄仁勋 表示这是他第一次用中文致 ...