美股市场表现 - 周四美股收高，道琼斯工业平均指数上涨0.6%至49,384.01点，标普500指数上涨0.55%至6,913.35点，纳斯达克指数上涨0.9%至23,436.02点 [1] 英特尔公司 - 公司股价在常规交易时段微涨0.13%，收于54.32美元，但在盘后交易中大幅下跌11.4%至48.11美元 [1] - 第四季度营收为136.7亿美元，超出市场预期的133.7亿美元，调整后每股收益为0.15美元，高于预期的0.08美元 [2] - 第四季度营收同比下降4%，其中客户端计算业务收入下降7%至82亿美元，而数据中心和人工智能业务收入增长9%至47亿美元 [2] - 第四季度产生43亿美元经营现金流，季度末现金余额为142.7亿美元 [2] - 公司对第一季度业绩指引为营收117亿至127亿美元，并预计调整后每股收益盈亏平衡 [2] GE航空航天公司 - 公司股价下跌7.41%，收于295美元 [3] - 第四季度调整后每股收益为1.57美元，超出市场预期的1.39-1.44美元区间，营收为118.7亿美元，高于预期的约112.4亿美元 [4] - 商业发动机与服务业务营收增至94.7亿美元，其中服务收入同比增长31%，国防与推进技术业务营收为28.4亿美元，超出预期 [4] - 公司给出2026年业绩指引，预计调整后每股收益为7.10至7.40美元，市场预期为7.12美元，预计自由现金流为80亿至84亿美元 [4] - 公司预计调整后有效税率低于17%，并计划在2026年后到期债务进行再融资而非偿还 [4] 直觉外科公司 - 公司股价上涨0.40%，收于525.81美元，盘后交易中进一步上涨2.38%至538.30美元 [5] - 第四季度营收为28.7亿美元，超出市场预期的27.5亿美元，调整后每股收益为2.53美元，高于预期的2.26美元 [6] - 第四季度营收同比增长19%，全球达芬奇手术量增长18%，系统安装量增加，安装基数达到11,106套系统 [6] - 公司预测2026年全球达芬奇手术量将增长13%至15%，毛利率将达到营收的67%至68% [6] Capital One金融公司 - 公司股价上涨1.76%，收于235.07美元，但在盘后交易中下跌3.3%至227.30美元 [7] - 第四季度每股收益为3.86美元，低于市场预期的4.11美元，营收为155.8亿美元，超出预期 [8] - 第四季度总净营收增长1%至156亿美元，但拨备前收益下降12%至62亿美元，主要因非利息支出增长13%以及信贷损失拨备增加14亿美元至41亿美元 [8] - 公司确认以51.5亿美元收购金融科技公司Brex Inc.的最终协议，支付方式大致为现金和股票各半 [8] Meta Platforms公司 - 公司股价大涨5.66%，收于647.63美元 [10] - 公司宣布在全球Threads平台上推出广告，该平台月活跃用户已超过4亿 [10] - 公司新成立的人工智能实验室正在开发模型，以增强消费者产品和广告工具 [10]

Company to Outline 2026 Growth Priorities and Unmanned Aircraft Systems Expansion ENGLEWOOD, Colo., Jan. 22, 2026 /PRNewswire/ -- XTI Aerospace, Inc. (Nasdaq: XTIA) ("XTI" or the "Company"), an aerospace technology company focused on building and scaling its newly acquired subsidiary, Drone Nerds, LLC ("Drone Nerds"), and its comprehensive unmanned aircraft system ("UAS") platform for enterprise and government customers, today announced it will host an Investor Town Hall on February 5, 2026, at 4:30 PM EST ...

If you want full access to all our reports, data, and investing ideas, join The Aerospace Forum , the #1 aerospace, defense, and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Following the news that European countries are sending military units to Greenland to explore opportunities for a NATO mission on Greenland, President Trump has slammed the countries with a 10% tariff only to revert them later following a convers ...

Deere & Co's chief financial officer, Joshua Jepsen, will resign from the company and take up the same role at Honeywell's aerospace unit, marking an end to an over-two-decade stint at the farm equipm... ...

Current portfolio estimated to generate revenues of $20-22 million in 2026NEW YORK and TEL AVIV, Israel, Jan. 22, 2026 (GLOBE NEWSWIRE) -- Nukkleus Inc. (NASDAQ: NUKK) (“Nukkleus” or the “Company”), a strategic acquirer and developer of high-potential businesses in the aerospace and defense industry, today issued a letter to its shareholders from Menny Shalom, the Company’s Chief Executive Officer. Dear shareholders: 2025 has been a transformational year for Nukkleus, defined by the strategic execution of o ...

Josh Jepsen will join Honeywell Aerospace as CFO; Bob Buddecke, Dave Marinick and Rich DeGraff to lead business units These leaders will report to President and CEO Jim Currier, forming the core Honeywell Aerospace leadership team Spin-off of Honeywell Aerospace, which will be one of the largest publicly listed pure-play aerospace and defense companies, on track for second half of 2026 CHARLOTTE, N.C., Jan. 22, 2026 /PRNewswire/ -- Honeywell (Nasdaq: HON) today announced key leadership roles for Honeywe ...

Key Takeaways GE posted Q4 adjusted EPS of $1.57, up 19% year over year, beating estimates on strong revenue growth.GE's Commercial Engines & Services revenues jumped 24%, driven by higher shop visits, spare parts, and pricingGE guided for low-double-digit revenue growth in 2026, with higher earnings and free cash flow expected.GE Aerospace (GE) reported fourth-quarter 2025 results, wherein both revenues and earnings surpassed the Zacks Consensus Estimate.It is worth noting that in April 2024, GE Aerospace ...

GE Aerospace (NYSE:GE) shares have given up their prior gain and are trading lower on Thursday. The company reported better-than-expected fourth-quarter financial results and issued a better-than-expected FY26 EPS outlook.For 2026, GE Aerospace guided to adjusted EPS of $7.10 to $7.40 versus the $7.12 estimate, and free cash flow of $8.0 billion to $8.4 billion, with adjusted ETR below 17% and no planned debt repayment, as it intends to refinance 2026+ maturities.Analyst ViewsBank of America (BofA) Securiti ...

Key Takeaways New Jobless Claims Came in Consistently Light at 200KQ3 GDP Was Revised Up 10 bps to 4.4%GE, P&G and Freeport Beat on Earnings Estimates, Abott MeetsThursday, January 22nd, 2026Ahead of today’s opening bell, Thursday morning Weekly Jobless Claims are out, and they continue to portray a labor market cruising along at a healthy low rate of unemployment claims. Initial Jobless Claims came in at an even +200K, 8K below expectations and a tick up from the slightly upwardly revised +199K the previou ...

Elon Musk's SpaceX is lining up investment bankers at four Wall Street firms for leading roles on a potential initial public offering, the Financial Times reported on Thursday, citing people familiar with the matter. ...