Boeing Company (NYSE:BA) climbed on Wednesday after the U.S. Air Force awarded the contractor a follow-on order exceeding $173 million to build eight additional MH-139A Grey Wolf helicopters and provide associated training and sustainment support.The multi-mission aircraft will bolster security, patrol, and transport roles across Air Force installations.The new lot lifts the program to 34 aircraft under contract and includes the first airframes slated for deployment to Minot Air Force Base in North Dakota.A ...

Honeywell International Inc. (NASDAQ:HON) is one of the stocks in Jim Cramer’s game plan for this week. During the episode, Cramer discussed the company’s spin-off plans, as he remarked: “Runner up, though, will be, well, it looks like a sleeper right now, Solstice, the Solstice analyst meeting. Solstice is Honeywell’s advanced materials spinoff, which is now getting zero credit… The breakup that Honeywell’s having will end up giving you a pure play aerospace company, which this market craves, as well as ...

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Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Firefly (FLY) To Contact Him Directly To Discuss Their Options If you purchased or acquired stock in Firefly and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Marion Passmore directly at (212) 355-4648. Click here to participate in the action. NEW YORK, Oct. 07, 2025 (GLOBE NEWSWIRE) -- What’s Happening: Bragar Eagel & Squire, P.C., a nationally recognize ...

SIFCO Industries, Inc.’s (SIF) investors have been experiencing some short-term gains from the stock of late. Shares of the Cleveland, OH-based manufacturer of forgings, sub-assemblies and machined components (primarily serving the aerospace and energy or A&E markets) have gained 69.3% in the past three months compared with the industry’s 8.7% rise. The stock also outperformed the sector and the S&P 500’s 10.8% and 9.9% gains, respectively, in the same time frame.A major development of SIF in recent months ...

公司股价表现 - 波音公司股价年初至今上涨超过24%，表现优于同期涨幅低于15%的标普500指数[1] - 在过去52周内，波音股价上涨近41%，远高于同期标普500指数18.33%的回报率[6] - 自7月中旬以来，波音股价陷入下行盘整格局，可能受到认证延迟和多次安全事故影响[6] 777X机型项目 - 波音777-9飞机的整体认证和最终交付对公司基本面至关重要[3] - 777X采用新技术，包括碳复合材料机翼、折叠翼尖、改进的空气动力学和新型GE9X发动机[3] - 根据技术规格，777X预计将比竞争对手降低10%的燃油使用和排放，并减少10%的运营成本[4] - 该新机型的认证过程拖延，可能危及其在2026年中期投入服务的计划[4] 公司财务历史 - 自2020年10月以来，波音公司的财务表现不一致，多数季度的营收和盈利未达预期[5] - 仅偶尔有少数几份财报表现良好[5] Direxion相关ETF产品 - Direxion提供两款与波音股票对标的ETF：看涨的BOEU追踪200%波音股价表现，看跌的BOED追踪100%反向表现[7] - 这些ETF为投机提供了便捷机制，相比期权市场降低了学习曲线[8] - 年初至今，BOEU ETF上涨超过49%，但过去一个月下跌近11%[10] - 年初至今，BOED ETF下跌20%，但过去一个月上涨超过4%[12] ETF技术指标 - BOED ETF已稳固站在50日移动平均线之上，并试图在20日指数移动平均线建立支撑[12] - BOEU ETF目前低于50日移动平均线，正处于20日指数移动平均线，反映近期疲软[13] - BOEU的价格结构目前类似于看跌的头肩形态，未来几个交易日对该基金的生存能力至关重要[13] - 尽管看跌的BOED基金价格结构呈上升趋势，但成交量水平非常低[14]

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.In August, I covered Rocket Lab Corporation's (NASDAQ: RKLB ) earnings. Since then, the stock price has climbed 38%. Feedback I received from readers indicated the desire to see a deeper dive into the valuation of RKLB, which I willDhierin runs the ...

核心观点 - 空中客车公司的A320系列飞机在交付量上超越波音737，成为历史上交付量最大的喷气式客机 [1] 行业里程碑 - 此次超越被视为商业航空领域的一个重大突破 [1]

核心观点 - 基于2007-2025年A股上市公司全景数据，构建了“关系型债权占比”与“战略型股权稳定性”双维度的动态评估体系，以量化“耐心资本” [2][3] - 耐心资本在半导体、生物医药、新能源等战略新兴产业形成高密度布局，对支持长研发周期、高风险的技术攻关具有关键作用 [4] - 耐心资本的投资主体呈现代际演变，从社保基金、养老金，发展到产业基金、国家大基金，再到融入ESG考量的QFII和私募，推动资本市场向“长期共创”转型 [5][6] 定义与量化方法 - 关系型债权占比以长期负债（银行长期贷款、应付债券）占总负债的比例为核心，反映企业通过债务融资支持战略创新的持续性，例如深圳某半导体企业长期负债占比达45% [3] - 战略型股权稳定性通过机构投资者持股比例与其过去3年持股标准差的比值量化，比值越高表明投资者战略定力越强，被社保基金连续持有超5年的上市公司年均ROE达25% [3] - 数据创新点在于突破单一财务指标局限，构建双因子模型，并引入时间序列标准差分析以捕捉资本耐心程度的动态演变 [4][7] 行业分布特征 - 耐心资本在“硬科技”领域偏好明显，深圳独角兽企业集群中，42家企业平均关系型债权占比达41%，其中13家新晋独角兽获国家集成电路产业基金长期注资 [4] - 在生物医药领域，获得战略型股权支持的企业，其新药上市周期平均缩短18个月 [4] 地域分布与模式 - 长三角与珠三角形成双核驱动格局，深圳模式以产业基金群为核心，耐心资本密度达每平方公里8.3亿元，培育出大疆（占据全球消费级无人机70%市场份额）等标杆企业 [4] - 合肥通过国资平台“基金招商”模式，以20年期战略投资支持京东方，推动形成千亿级显示产业集群 [5] - 上海临港新片区设立20年期战略新兴产业基金支持商飞C919研发，该区域企业平均研发周期延长3年，但专利转化率提升40% [5] 投资者结构演变 - 第一代投资者以社保基金、养老金为代表，持股周期普遍超过5年 [5] - 第二代以产业投资基金、国家大基金为主，能够容忍3-5年的投资回报周期，获得其支持的企业产业链协同效率提升35%，技术迭代速度加快1.2倍 [5][6] - 第三代以QFII、头部私募为代表，在长期视角下融入ESG考量 [5] 企业战略应用 - 企业需通过“技术可信度+治理透明度”吸引耐心资本，例如华为年均研发投入占比15%，宁德时代建立ESG信息披露平台 [8] 投资者模型创新 - 机构投资者需构建包含“技术成熟度曲线”、“产业生态位”等非财务指标的评估体系，如高瓴资本开发的“创新资本乘数”模型 [8] 政策支持生态 - 地方政策工具可降低耐心资本参与成本，如深圳“20+8”产业集群政策对投资战略产业的资本给予10%的税收抵扣，推动相关领域耐心资本规模增长3倍 [9] 未来展望 - 在研发周期超过5年的技术领域，获得耐心资本支持的企业成功率比市场平均水平高2.3倍 [10] - 建议通过制度创新吸引全球耐心资本，如探索混合融资工具、建立技术尽职调查国家标准等 [10]

Archer Aviation wants to make flying taxis a reality. But for investors, that reality remains far from certain.Archer Aviation (ACHR 18.11%) wants to redefine urban travel. The company is developing electric vertical takeoff and landing (eVTOL) aircraft -- air taxis designed to cut hours-long commutes into minutes. With sleek designs, bold promises, and partnerships with household names, Archer has become a stock that sparks conversation.But hype is not the same as investability. Archer's long-term vision i ...