Aerospace and Defense

搜索文档
 Huntington Ingalls Q3 Earnings Beat Estimates, Revenues Rise Y/Y
 ZACKS· 2025-10-31 02:06
Key Takeaways Huntington Ingalls' Q3 EPS of $3.68 topped estimates, rising from $2.56 a year earlier.Quarterly revenue climbed 16.1% year over year to $3.19B, driven by gains across all segments.HII raised 2025 free cash flow guidance to $550-$650M, reflecting stronger operational momentum.Huntington Ingalls Industries, Inc.’s (HII) third-quarter 2025 earnings of $3.68 per share declined 43.8% from $2.56 in the prior-year quarter. The bottom line also beat the Zacks Consensus Estimate of $3.29 by 11.9%.The  ...
 Can Boeing's Recovery Story Defy Its Biggest Hurdles Yet?
 Benzinga· 2025-10-31 01:45
Boeing Co. (NYSE:BA) shares fell Thursday after the aerospace giant reported another uneven quarter marked by solid commercial momentum but lingering turbulence from its 777X program.Bank of America Securities analyst Ronald J. Epstein reaffirmed a Buy rating and $270 price forecast, saying Boeing’s recovery continues to balance triumphs and trials.Epstein said operational stability is improving across Boeing’s commercial business, supported by the Federal Aviation Administration’s approval to raise 737 out ...
 L3Harris(LHX) - 2025 Q3 - Earnings Call Presentation
 2025-10-30 22:30
THIRD QUARTER 2025 EARNINGS PRESENTATION October 30, 2025 3Q25 QUARTER HIGHLIGHTS Orders of $7B driving record backlog; book-to-bill ratio of 1.2x Organic growth up 10% driving meaningful progress towards our 2026 Financial Framework Segment operating margin of 15.9%; eighth consecutive quarter of year-over-year margin expansion Non-GAAP EPS growth of 10%; 15% on a pension-adjusted basis Increasing guidance on strong performance & higher expectations L3HARRIS 2025 Third Quarter Earnings Presentation 2 DELIV ...
 Tariffs biggest challenge for Airbus, says CEO
 Youtube· 2025-10-30 22:12
Now Airbus lowered its A220 production target to a 12 month from 14 which it has signaled in the past is the break even rate for that particular jet. This is as the world's largest plane maker beat on core operating profit in the third quarter which rose nearly 40% to come in at€ 1.94% billion. Now the CEO Gon for walked CNBC through the change to its production target. First, we have a very steep ramp up for the A220. That's probably the steeper of the ramp ups we're in. Uh we come from much lower numbers. ...
 PMGC Holdings Inc. Announces AGA Precision Systems LLC’s ITAR (International Traffic in Arms Regulations) Registration Approval
 Globenewswire· 2025-10-30 20:00
NEWPORT BEACH, Calif., Oct. 30, 2025 (GLOBE NEWSWIRE) -- PMGC Holdings Inc. (NASDAQ: PMGC) (“PMGC” or the “Company”), a diversified public holding company executing a targeted roll-up strategy in U.S.-based manufacturing, is pleased to announce that its wholly owned subsidiary, AGA Precision Systems LLC (“AGA Precision Systems” or “AGA”), has completed International Traffic in Arms Regulations (ITAR) registration and is in compliance with ITAR. The ITAR is administered by the U.S. State Department’s Directo ...
 Baron Discovery Fund Expects Strong Growth and Margin Expansion for Mercury Systems (MRCY)
 Yahoo Finance· 2025-10-30 19:46
 Baron Funds, an investment management company, released its “Baron Discovery Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Year-to-date, the fund was up 10.75% (Institutional Shares), compared to a 11.65% return for the Russell 2000 Growth Index. The fund was up 2.85% in the third quarter, lagging behind the Index’s 12.19% return.  In addition, please check the fund’s top five holdings to know its best picks in 2025.  In its third-quarter 2025 investor letter, Baron ...
 The Trump Market: A Rollercoaster of Deals, Threats, and Digital Dice
 Stock Market News· 2025-10-30 14:00
Ah, the financial markets. A bastion of logic, predictability, and sober analysis, right? Not when Donald J. Trump is in the news cycle, apparently. For investors navigating the turbulent waters of global economics, President Trump’s pronouncements have become less about fundamental shifts and more about a high-stakes game of policy roulette. One day, tariffs loom like an apocalyptic storm; the next, a “great deal” is just around the corner, often announced via social media and with all the gravitas of a la ...
 Airbus SE (PNK:EADSF) Q3 2025 Earnings Overview
 Financial Modeling Prep· 2025-10-30 13:00
Airbus SE, trading under the symbol EADSF on the OTC exchange, is a leading European aerospace corporation known for its commercial aircraft, helicopters, and defense products. The company competes with other major players like Boeing in the global aerospace market. Recently, Airbus reported its earnings for the third quarter of 2025, providing insights into its financial health and operational challenges.On October 29, 2025, Airbus reported an earnings per share (EPS) of $1.89, aligning with analyst expect ...
 Viavi Solutions(VIAV) - 2026 Q1 - Earnings Call Transcript
 2025-10-30 05:32
Viavi Solutions (NasdaqGS:VIAV) Q1 2026 Earnings Call October 29, 2025 04:30 PM ET Company ParticipantsVibhuti Nayar - Head of Investor RelationsOleg Khaykin - President and CEOIlan Daskal - CFOConference Call ParticipantsAndrew Spinola - AnalystRuben Roy - AnalystMehdi Hosseini - AnalystMichael Genovese - AnalystRyan Koontz - AnalystTim Savageaux - AnalystOperatorGood afternoon. My name is Jael and I will be your conference operator today. At this time, I would like to welcome everyone to the VIAVI Solutio ...
 Boeing Shares Fall 3% After Wider-Than-Expected Loss, $4.9 Billion 777X Charge
 Financial Modeling Prep· 2025-10-30 04:05
 核心财务表现 - 第三季度调整后每股核心亏损为747美元,较去年同期的1044美元亏损有所收窄,但差于市场预期的492美元亏损 [1][2] - 营收同比增长30%至2327亿美元,超过市场预期的2229亿美元 [4] - 调整后自由现金流转为正值,达到238亿美元,而市场预期为负884亿美元 [4]   777X项目影响 - 因777X喷气式飞机项目延迟,公司计入49亿美元税前费用 [1] - 该笔费用使每股亏损增加645美元 [2] - 自2013年以来,777X项目相关总费用已超过150亿美元 [2] - 项目首次交付时间已从2026年推迟至2027年初 [3]   运营与生产情况 - 737 MAX月产量已稳定在38架,并已获得美国联邦航空管理局批准将月产量提升至42架 [3] - 商业飞机交付量增加是营收增长的主要驱动力 [4] - 公司首席执行官承认认证工作仍有大量工作待完成,但未出现新的技术问题 [3]   市场反应 - 消息公布后,公司股价在周三盘中交易下跌超过3% [1]










