Aerospace Investment Watch

UBS upgraded Lockheed Martin to Buy with a $674 price target, arguing the stock has not priced in a structural earnings improvement.

• Contract...

• 37% outperformance over 12 months stems from higher budgets and tech-led procurement favoring specialists
• DIP framework commits £298bn over four...

Post-9/11 order cancellations hit Boeing harder due to its heavy US carrier exposure, while Airbus weathered the downturn better thanks to government...

GE Aerospace’s $12 billion CPP acquisition targets the casting chokepoint that has constrained turbine-blade and engine-component output since COVID....

Yahoo Finance's Boeing (BA) page functions mainly as a market reference with a Coinbase trading button and standard disclosure rather than delivering...

Airbus has now booked 115 A350 freighters from at least 14 customers after adding eight more from an unnamed buyer, narrowing the gap with Boeing’s 81...

Traceability gaps, limited sub-tier visibility, and counterfeit-part risks are emerging as strategic vulnerabilities across U.S. aerospace supply...

The Pentagon is set to award the F/A-XX stealth fighter contract to either Boeing or Northrop Grumman within weeks, a program potentially worth tens...

GE Aerospace's $11.75 billion purchase of Consolidated Precision Products brings critical castings capacity in-house to address chronic shortfalls...

Boeing delivered 51 jets in August, down from 57 a year earlier, as 787 handovers fell to four from nine. The company stated the decline was not due...

Boeing delivered the first five of twelve CH-47F Chinooks to Egypt under a $426 million contract, advancing its defense franchise and international...

Boeing secured a $55.4 million firm-fixed-price contract from U.S. Special Operations Command to equip MH-47G Block II Chinooks with the Active...

GE Aerospace's $11.75B acquisition of castings supplier CPP targets supply-chain bottlenecks while unlocking technology gains.

• Supply stability:...

AAII assigns Boeing an F Value Grade, marking it Ultra Expensive with a score of 12.

• P/E ratio hits 79.1 versus sector median 25.7
• P/B ratio...

• Amundi raised its Boeing stake 3.7% and HighTower Advisors increased holdings 10.3% in Q2, signaling continued institutional confidence in long-term...

Trump's reported $250k-$500k Boeing buy on June 18 coincided with an $880M Navy contract award, creating poor optics on governance and ethics. No...

Military airlift remains a quiet but critical defense priority, where production continuity and fleet sustainment matter more than headline...

Boeing won a $55.4 million firm-fixed-price contract to install APAS flight-control systems on MH-47G Block II Chinooks, with work extending to August...

Record backlogs at ATI, Astronics, and Ducommun highlight demand visibility but reveal uneven paths to profits.

• ATI shows strongest pricing power...

Japan’s pursuit of the MQ-28 Ghost Bat for its $642 million SHIELD coastal-defense network offers Boeing a concrete path to expand its defense...