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Investors Heavily Search Air Industries Group (AIRI): Here is What You Need to Know
ZACKS· 2025-08-01 22:01
Air Industries (AIRI) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Shares of this maker of parts for the aerospace industry and defense contractors have returned +5.8% over the past month versus the Zacks S&P 500 composite's +2.3% change. The Zacks Aerospace - Defense industry, to which Air Industries belongs, has gained 4.4% over this period. Now the key questi ...
HII vs. RTX: Which Stock Should Value Investors Buy Now?
ZACKS· 2025-08-01 00:41
Investors with an interest in Aerospace - Defense stocks have likely encountered both Huntington Ingalls (HII) and RTX (RTX) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank emphasizes companies with posit ...
Huntington Ingalls (HII) Tops Q2 Earnings and Revenue Estimates
ZACKS· 2025-07-31 21:31
Huntington Ingalls (HII) came out with quarterly earnings of $3.86 per share, beating the Zacks Consensus Estimate of $3.23 per share. This compares to earnings of $4.38 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +19.50%. A quarter ago, it was expected that this shipbuilder would post earnings of $2.9 per share when it actually produced earnings of $3.79, delivering a surprise of +30.69%.Over the last four quarters, the c ...
Howmet Q2 Earnings Preview: Should You Buy the Stock Now or Wait?
ZACKS· 2025-07-29 23:11
财报发布与预期 - 公司将于2025年7月31日盘前发布第二季度财报 市场普遍预期每股收益为87美分 营收19 9亿美元 [2] - 过去60天内第二季度每股收益预期上调1美分 同比增幅达29 9% 季度营收预期同比增长5 8% [2] - 当前季度至2026年每股收益预期分别为0 87/0 88/3 47/4 14美元 过去90天各期预期均获上调 [3] 业绩表现与预测 - 公司过去四个季度每股收益均超预期 平均超出幅度8 8% 最近一季超出幅度达11 7% [3] - 预测模型显示本次财报可能超预期 因具备+0 60%的ESP指标和Zacks 3级评级 [4] - 商用航空市场收入预期10 5亿美元 同比增长6 9% 国防航空收入预期3 43亿美元 同比增18 3% [6][8] 行业驱动因素 - 航空旅行复苏推动宽体飞机需求 刺激OEM支出增长 飞机使用率提升带动零部件采购 [5] - 新型低油耗飞机普及和发动机备件需求增长形成利好 国防业务受益于F-35等项目订单 [6][8] - 美国政府预算增加为航空航天国防业务创造更多合同机会 [17] 运营挑战 - 锻造车轮业务受商用运输市场需求下滑拖累 该板块收入预期3 05亿美元 同比降11 8% [9] - 波音生产质量问题影响窄体/宽体机产量 供应链问题持续干扰运营效率 [9][10] 估值与股价 - 股价过去三个月暴涨37 4% 远超行业20 2%和标普500指数15%的涨幅 领先同业RTX(25%)和通用动力(15 9%) [11] - 远期市盈率达48 79倍 显著高于行业28 11倍均值 较RTX(24 48倍)和通用动力(19 29倍)存在溢价 [14] 长期前景 - 多元化业务组合和航空航天国防领域优势支撑长期增长 政府预算倾斜带来增量订单 [17] - 商用运输市场疲软和估值过高构成短期压力 需等待更佳入场时机 [18][19]
Are You Looking for a Top Momentum Pick? Why Airbus Group (EADSY) is a Great Choice
ZACKS· 2025-07-25 01:00
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...
Howmet (HWM) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
ZACKS· 2025-07-24 23:09
The market expects Howmet (HWM) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July ...
Is Huntington Ingalls Industries (HII) Stock Outpacing Its Aerospace Peers This Year?
ZACKS· 2025-07-24 22:41
Investors interested in Aerospace stocks should always be looking to find the best-performing companies in the group. Is Huntington Ingalls (HII) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Aerospace sector should help us answer this question.Huntington Ingalls is a member of our Aerospace group, which includes 58 different companies and currently sits at #7 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different gro ...
Textron (TXT) Q2 Earnings and Revenues Surpass Estimates
ZACKS· 2025-07-24 20:40
公司业绩表现 - 季度每股收益1 55美元 超出Zacks共识预期1 45美元 同比增长0 65% [1] - 季度营收37 2亿美元 超出共识预期2 37% 同比增长5 38% [2] - 过去四个季度中 三次超出每股收益预期 两次超出营收预期 [2] 市场反应与股价 - 年初至今股价累计上涨14% 跑赢标普500指数8 1%的涨幅 [3] - 当前Zacks评级为3级(持有) 预计短期表现与市场持平 [6] 未来业绩预期 - 下季度共识预期为每股收益1 57美元 营收36 8亿美元 [7] - 当前财年共识预期为每股收益6 13美元 营收146 2亿美元 [7] 行业表现 - 所属航空航天-国防行业在Zacks行业排名中位列前39% [8] - 行业龙头Howmet预计季度每股收益0 87美元 同比增长29 9% 营收预期19 9亿美元 同比增长5 8% [9][10]
Investors Heavily Search GE Aerospace (GE): Here is What You Need to Know
ZACKS· 2025-07-23 22:01
GE Aerospace (GE) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Shares of this industrial conglomerate have returned +4.1% over the past month versus the Zacks S&P 500 composite's +5.9% change. The Zacks Aerospace - Defense industry, to which GE belongs, has gained 4.7% over this period. Now the key question is: Where could the stock be headed in the near term? ...
General Dynamics (GD) Q2 Earnings and Revenues Surpass Estimates
ZACKS· 2025-07-23 21:05
公司业绩表现 - 季度每股收益为3.74美元 超出Zacks共识预期3.59美元 同比增长14.7% [1] - 季度营收达130.4亿美元 超出共识预期5.62% 同比去年119.8亿美元增长8.8% [2] - 过去四个季度中 三次超过EPS预期 三次超过营收预期 [2] - 本季度盈利超预期4.18% 上一季度超预期5.48% [1] 股价表现与市场比较 - 年初至今股价累计上涨12.9% 跑赢标普500指数7.3%的涨幅 [3] - 当前Zacks评级为3级(持有) 预计未来表现与市场同步 [6] 未来业绩预期 - 下季度共识预期:营收124.8亿美元 EPS 3.65美元 [7] - 本财年共识预期:营收505.3亿美元 EPS 14.98美元 [7] - 业绩公布前盈利预期修订趋势呈现混合状态 [6] 行业比较 - 航空航天-国防行业在Zacks行业排名中位列前38% [8] - 同业公司L3Harris预计下季度营收53亿美元 同比微增0.1% [10] - L3Harris预计EPS为2.48美元 同比下降23.5% 过去30天预期下调0.6% [9]