Core Insights - General Dynamics Corporation (GD) is a leading U.S. aerospace and defense company with a market cap of $95.6 billion, operating in four main segments: Aerospace, Marine Systems, Combat Systems, and Technologies, providing a wide range of products and services for military and government clients globally [1] Financial Performance - Analysts anticipate GD will report a fiscal fourth-quarter earnings per share (EPS) of $4.12, slightly down from $4.15 in the same quarter last year, with the company having exceeded consensus estimates in the last four quarters [2] - For FY2025, EPS is projected to be $15.40, reflecting a 13% increase from $13.63 in FY2024, with further growth expected to $17.19 in FY2026, an 11.6% year-over-year rise [3] Stock Performance - GD shares have increased by 35.4% over the past year, outperforming the S&P 500 Index's 17.7% and the Industrial Select Sector SPDR Fund's 21.9% gains during the same period [4] Market Reactions - On January 8, GD shares rose by 3.1% following President Trump's proposal for a significant increase in the U.S. military budget for 2027, which is expected to boost government spending and contract awards in the defense sector [5] Analyst Ratings - The consensus opinion on GD stock is moderately bullish, with a "Moderate Buy" rating. Among 23 analysts, 12 recommend a "Strong Buy," 10 suggest a "Hold," and one advises a "Strong Sell." The mean price target of $379.80 indicates a potential upside of 7.3% from current market prices [6]

BlackBerry Summary - BlackBerry reported an adjusted earnings of four cents US per share for the quarter, compared to zero cents US per share a year earlier [1] - The company's revenue for the latest quarter totaled US$129.6 million, an increase from US$126.2 million a year earlier. The QNX segment revenue rose to US$63.1 million from US$54.7 million, while secure communications revenue fell to US$59.9 million from US$66.5 million. Licensing revenue increased to US$6.6 million from US$5.0 million [2] - For the full year, BlackBerry expects revenue between US$519 million and US$541 million, up from previous guidance of US$508 million to US$538 million. The adjusted earnings per share guidance was raised to between 11 cents US and 15 cents US, from earlier expectations of eight cents US to 10 cents US [3] Air Canada Summary - Air Canada lowered its full-year guidance due to an estimated $375 million hit from a flight attendant strike [6] - The airline now expects adjusted EBITDA for the full year to be between $2.9 billion and $3.1 billion, down from previous guidance of $3.2 billion to $3.6 billion [7][11] - For the third quarter, Air Canada anticipates a 2% decline in operating capacity compared to the same period last year, with an expected operating income between $250 million and $300 million [8] - The financial impact of the strike included an estimated $430 million revenue hit from refunds and lower travel bookings, $90 million in incremental costs, but a savings of $145 million due to lower fuel costs [9] - The strike lasted three days and ended on August 19, with ongoing negotiations regarding wage offers [10]