Boeing to Back Virgin Orbit SPAC Launching Late This Year
CNBC Pro Stocks to Buy Before Q1 Earnings
How China Could React to the US Tariff Increase
As the United States imported just $130 billion into China last year, it may be difficult for China to directly counter Donald Trump’s threat of imposing tariffs on $200 billion of US imports from China.
What Happened to FedEx’s Fiscal 4Q17 Operating Margin?
FedEx’s (FDX) operating margin was 11.2% on an adjusted basis in fiscal 4Q17, representing a 0.4% fall on a YoY (year-over-year) basis.
Why the Dallas Fed report shows manufacturing continues to recover
The Dallas Fed conducts a monthly survey of manufacturers in Texas regarding their operations in the state to come out with the production index and the business activity index.
Defense modernization to spur growth
Most emerging economies are grappling with aging fleets and equipment. Modernization will drive growth in the short term as a result.
Will Boeing Increase Its Dividend Payout in 2Q16?
Boeing has a history of increasing its dividend payout once in every four quarters. The company has already announced a 20% increase in quarterly dividends for 2016.
How HON’s Home and Building Technologies Revenue Trended in 1Q17
Honeywell’s (HON) Home and Building Technologies (or HBT) segment is a new segment that began reporting in 3Q16.
What Drove 3M’s Electronics and Energy Segment’s Revenue in 3Q17
3M’s (MMM) Electronics and Energy segment contributed a revenue share of 17.30% in 3Q17, compared to a revenue share of 16.80% in 3Q16—an increase of 0.50 percentage points on a year-over-year basis.
Market outlook for Embraer
Forecasts show the civil aerospace market could see a global demand of 27,000 new airliners by 2031. This points to a great market outlook for Embraer.
New Probe Shows Fault Line in Trump’s Tariffs
After the imposition of Section 232 steel and aluminum tariffs last year, several observers warned that we could see a spike in downstream imports.
Airbus Rose 0.83%, Company’s CEO Pretty Relaxed about China
The aerospace industry contributed a return of 0.83% to FEZ’s performance on Wednesday, January 13. Aerospace stock Airbus (EADSY) returned 0.83%.
Worldwide 737 MAX Grounding Is Hurting Boeing’s Jet Deliveries
Shipments of Boeing’s (BA) fast-selling 737 MAX jets have frozen since the Ethiopian Airlines crash on March 10, which has negatively impacted overall deliveries. The company registered a 56% year-over-year decline in its commercial airplane deliveries in May.
How Much Upside Do Analysts See for Honeywell?
For Honeywell, 79% of the analysts recommended a “buy,” 21% recommended a “hold,” and none of the analysts recommended a “sell” as of September 6.
Why LMT’s Capital Allocation Is Unlikely to Disappoint Investors
In January 2016, Lockheed Martin unveiled its plan to shed its Information Systems and Global Solutions segment and merge it with Virginia-based Leidos Holdings (SAI).
Can 3M Beat Analysts’ Earnings Estimates in 4Q17?
3M (MMM) is expected to post earnings per share (or EPS) of $2.01 in 4Q17, an increase of 6.9% over 4Q16.
Can China Manage Growth without Fueling a Debt Crisis?
While there is no denying that China (FXI) needs stimulus measures to kickstart its slowing economy, any propping up needs to be done in a way to avoid another debt-fueled crisis.
What’s General Electric’s Next Move?
There is significant pressure on General Electric’s (GE) management to come up with solutions quickly.
Can Boeing Successfully Cut Costs in 2016?
Boeing is six months ahead of schedule on its 737 MAX production, which means earlier deliveries of the aircraft.
The Facts on 3M’s 3Q17 Dividend
On September 12, 3M will pay a dividend of ~$1.18 per share. Investors holding the stock on or before the record date of August 25, 2017, are eligible.
Understanding Boeing’s 2017 Expectations for Revenues and Margins
Boeing (BA) recorded $94.6 billion in revenues for 2016—a 2% YoY fall, mainly on the back of lower commercial airplane deliveries in the year.
UTX Sikorsky segment performance for 4Q14
The Sikorsky segment saw a major win from India’s navy, which placed an order for 16 S-70B Seahawk naval helicopters.
How Boeing Stock Has Delivered ahead of Its 4Q17 Earnings
Boeing (BA), the world’s largest aerospace company, will announce its 4Q17 financial results on January 31, 2018.
Boeing Stock Falls after Comments by Delta’s CEO
Delta Air Lines (DAL) reported its earnings on October 14, 2015. The earnings call caused greater movement in one of Delta’s key vendors—Boeing (BA).
American Airlines: What Could Affect Its Q1 Earnings
Analysts expect American Airlines to report an adjusted EPS of $0.51—down 32.4% on a YoY (year-over-year) basis.
Boeing’s growing operating cash and manageable debt levels
Boeing’s operating cash flow for the year was about $9 billion. The operating cash flow was $5 billion for the fourth quarter—up from $1.4 billion in 4Q13.
Strong Dollar Is Playing Spoilsport in International Trade
Exports account for about 14% of the US GDP. A stronger dollar has deteriorated competitiveness of US companies in international trade.
Get Real: Market Plots and Making Moves
In today’s Get Real newsletter, we discussed Amazon’s new restriction, FB’s political ad plan, and BA’s production halt. Plus, Tesla Solar’s latest move.
What worries Charles Evans?
A slowing global economy is also a worrying factor for Charles Evans. Companies with an export focus will hire fewer people if there are fewer orders.
Bullish US Manufacturing Data Ease Fears of a Downturn
Bullish manufacturing data released by the ISM eased the concerns about a US economic slowdown. US manufacturing activities improved in March.
Arconic’s 1Q17 Earnings: What You Need to Know
Arconic (ARNC) released its 1Q17 earnings on April 25. The company was listed as a separate entity on November 1, 2016, when Alcoa split into two new entities.
BofA Cut Boeing Target Price Due to Rising MAX Uncertainty
On Monday, Bank of America analyst Ronald Epstein lowered his target price on Boeing stock by $10 to $360. However, he maintained his “neutral” rating.
Cooper Tire & Rubber Announces Its 2Q16 Results, Dividend
Cooper Tire & Rubber (CTB) rose by 3.5% to close at $34.15 per share during the first week of August 2016.
Improved Manufacturing in India, But Recovery?
The Nikkei India Manufacturing PMI for April 2017 matched its reading for the previous month.
Comparing Lockheed Martin with other major defense contractors
With total sales of $45,358 million in 2013, Lockheed Martin is the largest defense contractor in the world. The other major defense contractors in the world include The Boeing Company and Raytheon Company.
Retirement Investing: Yes, You Can Do It Yourself
Investing for retirement has its own unique characteristics. Your priorities change, and so should your investing strategies.
CLF Pops as US Slaps Tariffs on Chinese Steel Shipped via Vietnam
US steel stocks (SLX) and Cleveland-Cliffs (CLF) have been on a roller coaster ride that refuses to calm down.
An investor’s introduction to Lockheed Martin Corporation
In 2013, Lockheed Martin clocked revenues of $45.4 billion. Of its revenues, 82% come from the U.S. government, around 17% from international customers, and 1% from other U.S. commercial customers.
Boeing Exceeds Analysts’ Q2 2018 Earnings Estimates, Stock Soars
Boeing, the world’s largest aerospace company, announced its second-quarter earnings results before the market opened on July 25.
Trump Brags Again about Stock Market Gains Since His Election
Today, the broader market was trading on a positive note after President Donald Trump extended his China tariff deadline of March 1.
An investor’s introduction to Boeing
This introduction to Boeing (BA) provides basic information about the aerospace manufacturing leader’s products, services, and third-quarter performance.
Dow Jones December Outlook: A Crash or Santa Rally?
We’re now into December. Based on last week’s closing prices, the Dow Jones Industrial Average Index has risen 20.2% in the year.
Why General Electric’s Aviation Segment Revenue Rose in 1Q17
Revenue for General Electric’s (GE) Aviation segment was $6.8 billion in 1Q17, a 9.0% rise from $6.2 billion in 1Q16.
Behind KeyBanc Capital’s Upgrade of Cooper Tire & Rubber
Cooper Tire & Rubber rose by 0.59% to close at $36.05 per share on April 7. Its weekly, monthly, and YTD price movements are -2.6%, -6.2%, and -4.5%.
Honeywell’s Performance Materials and Technologies: Why It Fell
Honeywell’s (HON) Performance Materials and Technologies (or PMT) segment accounted for 22.2% of HON’s total revenue in 2Q17.
Northrop Faces Fierce Challenge from Lockheed over T-X Contract
Both Boeing’s (BA) and Northrop Grumman’s (NOC) teams have submitted clean sheet bids to the US Air Force.
How Boeing’s Dividend Yield Stacks Up with Peers
Boeing (BA) has a forward dividend yield of 2%, which is slightly higher than the average 1.6% forward dividend yield of the aerospace and defense sector peer group.
Why Analysts Expect Honeywell’s Revenues to Fall in 2Q17
Honeywell signed an agreement with VietJet Air to supply 98 auxiliary power units to its fleet of 135 Airbus A320s. The deal was valued at $100 million, which includes maintenance services for 12 years.
Performance of BA’s business segments in 3Q14
In 3Q14, the revenues for the Boeing Commercial Airplanes segment increased by 15% year-over-year to reach a record $16.11 billion.
Can Boeing Deliver on Its New Guidance?
The Boeing Company updated its guidance for 2015. It expects revenues to end in the range of $95 billion–$97 billion by the end of 2015 compared to its previous outlook of $94.5 billion–$96.5 billion.
How Boeing Stock Fared in September
So far in September, Boeing has managed to increase investor wealth by 4.2%.
Why this Market Slump Is Much More than a ‘Glitch’
Yesterday, President Trump called the market sell-off that we saw in December a “glitch.” Looking at today’s price action, broader-market indices are deep in the red.
GE Stock Soars ~8% on Portfolio Revamp Plan
Yesterday, General Electric (GE) clocked its biggest gain in the last three years.
Boeing Stock: Worst Weekly Fall since 2016
Boeing stock fell 10.3% last week—the biggest weekly loss in the last three years. The stock fell 11.4% during the week ending February 12, 2016.
Boeing Stock Flies High after Its 4Q16 Earnings Release
Boeing (BA) reported 4Q16 revenue of $23.3 billion, beating analysts’ estimates of $23.2 billion. Its EPS of $2.47 also beat analysts’ estimate of $2.35.
A look at General Dynamics’ stock performance versus its peers
General Dynamics’ stock outperformed the index at all times. In the past year, it gave its shareholders 38% returns. The index returned 15% to shareholders.
Must-know: Alcoa’s Aerospace Segment Is Important
The aerospace segment is the one of the biggest aluminum consumers in the world. Alcoa (AA) got $4 billion in revenue from aerospace companies last year.
How Did Cooper Tire & Rubber Perform in 4Q15 and 2015?
Cooper Tire & Rubber Company (CTB) has a market cap of $2.2 billion. CTB rose by 2.6% to close at $38.71 per share on February 23, 2016.
What Does Boeing’s Current Valuation Indicate?
In the long term, valuation multiples will depend on Boeing’s ability to ramp up production if the 787 reduces its costs and improves its margins.
Buffett’s Berkshire Doubles Down on Delta amid Boeing Scare
Berkshire Hathaway (BRK-B) has announced that it has added more shares of Delta Airlines (DAL) to its portfolio.
Can Boeing Afford Its Huge Share Buyback Plan?
On December 12, 2016, Boeing (BA) announced a stock repurchase plan worth ~$14 billion, which represents almost 15% of its outstanding shares.
Can Arconic Get an Investment Grade Credit Rating after the Split?
Alcoa (AA) was targeting an investment grade credit rating (BND) for Arconic, but the company seems comfortable with a split rating.
Boeing Raises Earnings and Cash Flow Guidance for 2017
Revenue In fiscal 2017, Boeing (BA) continues to expect revenue of $90.5 billion–$92.5 billion, which is 3.4% lower than its 2016 revenue of $94.6 billion. Of this revenue, $55.5 billion–$56.5 billion will be contributed by the Commercial Airplanes segment, $20.5 billion–$21.5 billion will be contributed by Defense, Space & Security, and $14.0 billion–$14.5 billion by […]
A look at L-3’s largest business segment
In this article, we will see how Aerospace Systems, L-3’s largest business segment, performed in 3Q14.
S&P 500 Index Nears Record High amid Earnings Season
The S&P 500 Index, represented by the SPDR S&P 500 ETF (SPY), rose 0.3% on October 23, nearing the all-time high it saw in July.
Get Real: Bulls Return, Equity Indexes Reach New Highs
In today’s Get Real newsletter, we discussed equity bulls’ return, Trump’s call to Boeing, and another loss for FedEx. Plus, change for Disney’s Hulu.
Honeywell’s GoDirect Expanded Its Client Portfolio
Honeywell bagged two new airline clients with its GoDirect software. Brussels Airlines and Air Serbia will use Honeywell’s connected aircraft software.
Analyzing the Performance of Boeing Stock in 2016
In this series, we’ll assess Boeing’s (BA) key indicators for 4Q16. We’ll look at analyst estimates for BA’s 4Q16 performance and assess whether the indicators justify the estimated earnings results.
How Honeywell’s Valuation Compares
As of April 13, 2018, Honeywell’s (HON) one-year forward PE (price-to-earnings) multiple was 18.3x.
Honeywell’s Aerospace Segment: Margin Improves with Lower Revenue
Honeywell’s (HON) Aerospace segment continued to be the highest revenue contributor in 2Q17, accounting for 36.5% of overall revenue.
Will Higher Commodity Prices Boost Alcoa’s 2Q16 Earnings?
In its Primary Metals segment, Alcoa expects the ATOI to increase by $10 million in 2Q16.
Does GE Have Enough Free Cash Flow to Support Dividend Growth?
General Electric’s dividend compound annual growth rate in the last seven years ended in 2015 was 7.1%. This single-digit growth wasn’t that impressive.
Airline Stocks in Focus as US Airstrike Lifts Oil Prices
The US airline stocks are in focus as crude oil prices soar after the US assassinated a top Iranian military commander last Thursday night.
General Electric Replaces CEO John Flannery, Stock Rebounds 12%
On October 1, General Electric announced the appointment of H. Lawrence Culp as its chairman and CEO. Culp replaced John Flannery as CEO.
Is President Trump Set to Trigger Another US Market Rally Today?
Today at 8:47 AM EST, Apple, Microsoft, Amazon, NVIDIA, Facebook, and others were up in premarket trading.
Why Is Raytheon’s Reliance on the Army a Concern?
Raytheon is protected from US government spending due to its high international exposure. However, its Army exposure is a source of risk.
Get Real: Breaking Down and Bouncing Back
In this morning’s edition of Get Real, we saw that WeWork’s layoffs are taking a toll. Meanwhile, the cannabis industry could be bouncing back.
Alcoa Realigns Downstream Segment after RTI Metals Acquisition
Alcoa split its downstream business into two segments. The first segment would focus on the aerospace sector, and the other segment would serve the construction and commercial wheels market.
Boeing’s Commercial Aircraft Classifications
Boeing’s commercial aircraft carry 100–500 passengers, including dual-aisle wide-body aircraft and narrow-body planes with four- to seven-across seating.
How Key Industrial Sector Stocks Fared Yesterday
While much of the world may have assumed that US-China trade tension had been put to rest, the US Treasury Department shook things up yesterday.
How the Boeing 737 Max Crash Could Affect Berkshire Hathaway
Boeing (BA) has been feeling the heat after its 737 Max 8 aircraft crashed on March 10—the second crash in five months.
Boeing Stock Rises on 737 News, Is It a Good Buy Now?
China Sanctions Boeing, Raytheon, and Lockheed Martin for Arms Sales
Stay tuned for this must-know manufacturing report this week
Since the manufacturing sector is a major source of cyclical variability in the economy, this report has a big influence on markets.
Boeing Uses Spike in Air Freight Demand to Its Advantage
Why follow employment Friday and other key jobs releases?
These releases provide guidance on the course of the economy, and they’re crucial to understanding the financial health of the economy.
How Much Money Does Arconic Expect to Make in 2017?
Arconic expects to post revenues between $12.3 billion and $12.7 billion this year.
Why Rising Trade Is a Great Sign for the Global Economy
According to the latest trade deficit report, exports of food, feed, and beverages have decreased $1.3 billion, and soybean exports have decreased $1.4 billion.
How the Franklin Growth Fund Allocated Its Portfolio in 2015
Unlike a lot of its peers in this review, FKGRX’s highest exposure is in the industrials sector.
How Has Boeing Stock Reacted to Recent Events?
On Monday, December 19, 2016, Boeing (BA) stock rose ~1.1% to $156.11.
Boeing Investors on Trump: Gauging the Reaction to High Defense Spending Plans
Since the Trump administration announced its new budget proposal, Boeing (BA) stock has risen 1.1%, closing at $179.4 on March 20, 2017.
3M’s Electronics and Energy Segment: Why 1Q17 Revenue Rose
3M’s (MMM) Electronics and Energy segment is the company’s fourth-largest revenue contributor, with a revenue share of ~15.8% in 1Q17.
How General Electric Stock Has Trended Since 2Q17 Earnings
United States industrial behemoth General Electric (GE) is slated to release its 3Q17 earnings on October 20. Here’s what you need to know.
Argus Downgrades Boeing on Poor Response to Two 737 MAX Crashes
Boeing (BA) lost a long-term bullish backer today, with Argus Research downgrading its rating for the stock to “hold” from “buy.”
Strong Commercial Airplane Shipments to Drive Boeing’s Q4 Revenue
Wall Street analysts expect Boeing to report revenue of $26.95 billion, 6.2% higher than its revenue of $25.15 billion in the previous year’s quarter.
How Does Ball Plan to Finance Its Offer to Rexam?
Ball (BLL) has a market capitalization of $8.9 billion. BLL rose by 2.0% to close at $65.15 per share as of February 9, 2016.
Will Boeing’s Win Lead to Sanctions on EU?
On May 15, the WTO decided that European aircraft maker Airbus got illegal government aid in two types of jetliners.
Can Stanley Black & Decker Beat Analyst Earnings Estimates in 1Q18?
Stanley Black & Decker (SWK) is expected to post adjusted EPS (earnings per share) of $1.35 in 1Q18, an increase of ~4.7% YoY (year-over-year).
How Wall Street Views Boeing at the End of 2018
Wall Street analysts have provided a consensus “buy” recommendation with a consensus ~1.92 rating for Boeing (BA) stock.
Is 2015 the Year for the 787 Dreamliner?
Boeing expects its marquee 787 Dreamliner project to turn cash positive in 2015, which seems more likely as Boeing took in new orders early in the year.