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Grupo Aeroportuario del Pacifico: A Mature Infrastructure Asset Still Delivering Solid Returns
Seeking Alpha· 2025-07-23 23:08
Grupo Aeroportuario del Pacífico, S.A.B. de C.V. (NYSE: PAC ) is an example of how a company can leave behind years of high growth without losing its ability to create value. Its recent history Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). ...
Should Boeing Stock Be in Your Portfolio Ahead of Q2 Earnings Release?
ZACKS· 2025-07-23 22:36
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 ...
General Dynamics(GD) - 2025 Q2 - Earnings Call Transcript
2025-07-23 22:00
General Dynamics (GD) Q2 2025 Earnings Call July 23, 2025 09:00 AM ET Speaker0Good morning, and welcome to the General Dynamics Second Quarter twenty twenty five Earnings Conference Call. All participants will be in listen only mode. After the speakers' remarks, there will be a question and answer session. Please note this event is being recorded. I would now like turn the conference over to Nicole Shelton, Vice President of Investor Relations.Please go ahead.Speaker1Thank you, operator, and good morning, e ...
TE Connectivity(TEL) - 2025 Q3 - Earnings Call Transcript
2025-07-23 21:30
TE Connectivity (TEL) Q3 2025 Earnings Call July 23, 2025 08:30 AM ET Speaker0Everyone, thank you for standing by, and welcome to the TE Connectivity Third Quarter Earnings Call for Fiscal Year twenty twenty five. At this time, all lines are in a listen only mode. Later, we will conduct a question and answer session. As a reminder, today's call is being recorded. I would now like to turn the conference over to our host, Vice President of Investor Relations, Sujal Shah.Please go ahead.Speaker1Good morning, a ...
General Dynamics(GD) - 2025 Q2 - Earnings Call Presentation
2025-07-23 21:00
业绩总结 - 第二季度2025年公司收入为130.4亿美元,同比增长7%[6] - 第二季度2025年每股收益为1.01美元,同比增长12%[6] - 第二季度2025年总订单额为40亿美元,推动总 backlog 达到199亿美元[11] 用户数据 - 第二季度2025年海洋系统的季度收入增长22%,主要受哥伦比亚级和弗吉尼亚级潜艇项目的推动[17] - 第二季度2025年技术部门的季度收入增长超过5%[20] - 第二季度2025年作战系统的收入保持稳定,运营利润率上升50个基点[14] 市场展望 - 第二季度2025年海洋系统的记录 backlog 达到530亿美元[17] - 第二季度2025年作战系统的总 backlog 为18亿美元[13] - 第二季度2025年航空航天部门的运营利润率为13.2%[10] - 第二季度2025年作战系统的运营利润率为14.2%[13]
Daily stock watch: WallStreetBets has got people watching Kohl's
Business Insider· 2025-07-23 19:00
Kohl's, Krispy Kreme, Rocket Companies, Lockheed Martin, and NIO are catching the interest of investors. This is where they were trading premarket at 7 a.m. ET Wednesday — and what's driving the moves.1. Kohl'sThe move: The department store giant was down 0.4% to $14.29 after jumping about 38% by the close on Tuesday. Why: The stock surged after chatter on WallStreetBets Reddit thread about Kohl's stock's high short interest, which prompted retail investors to pour in.2. Krispy KremeThe move: The doughnut ...
Lockheed Martin (LMT) Q2 2025 Earnings Transcript
The Motley Fool· 2025-07-23 02:03
Image source: The Motley Fool.Tuesday, July 22, 2025, at 11 a.m. EDTCALL PARTICIPANTSChairman, President, and Chief Executive Officer — James TaicletChief Financial Officer — Evan ScottVice President and Controller — Maria RicciardoneNeed a quote from one of our analysts? Email [email protected]RISKSLockheed Martin recognized $1.8 billion in total losses across legacy programs in Q2 2025, including a $950 million charge on a classified Aeronautics program, reflecting cost overruns and continuing execution r ...
RTX Vs. Lockheed: I've Picked My Fighter - And It's Not Even Close
Seeking Alpha· 2025-07-23 01:10
Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .Out of my 16 holdings, four are part of the aerospace & defense industry, representing 20% of my overall portfolio. ThisAnalyst’s Disclosure:I/we have a beneficial long position in the shares of RTX, LHX, NOC, GE either through stock ownership, options, or other derivatives. I w ...
Honeywell Gears Up to Report Q2 Earnings: Is a Beat in Store?
ZACKS· 2025-07-23 00:26
Key Takeaways HON's Q2 revenues are expected to rise 4.6% to $10B, with EPS up 6% to $2.64. Aerospace and energy units likely drove growth, offset by industrial automation segment weakness. Rising costs from digital and integration investments may pressure Honeywell's margins this quarter.Honeywell International Inc. (HON) is scheduled to release second-quarter 2025 results on July 24, before market open.The Zacks Consensus Estimate for HON’s second-quarter revenues is pegged at $10 billion, indicating gr ...
Northrop Grumman Beats on Q2 Earnings & Revenues, Raises '25 EPS View
ZACKS· 2025-07-23 00:05
Key Takeaways Northrop Grumman reported Q2 EPS of $7.11, beating estimates by 6% on sales of $10.35B. Strength in Mission, Defense and Aeronautics Systems offset a 12% sales decline in Space Systems. NOC raised its 2025 earnings and free cash flow guidance above prior projections.Northrop Grumman Corporation (NOC) reported second-quarter 2025 adjusted earnings of $7.11 per share, which beat the Zacks Consensus Estimate of $6.71 by 6%.Including one-time items, the company reported GAAP earnings of $8.15 pe ...