Aerospace Investment Watch

Defense propulsion shakeup: Colorado startup Beehive wins $30M USAF contract for R&D, testing 3D-printed Frenzy turbojets (100-200lb thrust) for...

• $20M oversubscribed Series Seed led by Marque Ventures, with Veteran Ventures Capital backing dual-use aerospace/defense manufacturing
• Proprietary...

Long-term tailwind: Global freighter fleet to expand 67% over 20 years, with Boeing supplying 90% of capacity. 300+ 747s retiring in 5-10 years boosts...

• Altfest surges 56.7% to 13,510 shares ($2.93M), betting on recovery post-strong EPS ($9.92 vs -$0.40 est).
• Sumitomo trims 0.8%, dumping 16,465...

Airbus Earnings & Competitive Pressures

• 🔥 Airbus Misses 2026 Guidance: Airbus reported better-than-expected Q4 earnings but issued 2026...

United Airlines is replacing its aging Boeing 757 fleet with the Airbus A321XLR for transatlantic routes to Spain, France, and Italy, leveraging the...

Boeing's governance imbalance is stark: of its 12 directors (Dec 2025), only two – including CEO Robert K. – bring deep aerospace manufacturing experience. This weak board oversight heightens investment risks amid critical turnaround efforts.

Airbus's Q4 EPS beat (€3.27 vs. €2.64 expected) masked 2026 guidance miss: 870 jets and €7.5B profit, below 900 jets/€8.2B forecasts.

• Pratt &...

Key supply chain threats to Boeing deliveries from RAVE insights:

• Memory chip crunch: AI demand diverts supply, spikes prices, pressures aviation...

Investor red flag: NASA's Artemis restructuring threatens Boeing's $82B SLS revenue pipeline from 20 planned launches at $4.1B each.

Key risks:

• SLS...

Key defense win for Bell Boeing: Up to $157M for 10 Nacelle Improvement Kits and 3 Pylon Support Assemblies for MV-22/CMV-22 Ospreys.

• Sole-source...

• New position: Bouvel Investment Partners bought 26,892 Boeing shares worth $5.8M in Q4 2025, 1.7% of its portfolio.
• First-time holder: Previously...

Boeing flagged a 737 Max wiring issue on an unidentified buyer's jet, yet insists delivery targets remain intact despite a slight order backlog slip to 6,151 aircraft. Near-term investors get mixed reassurance ahead of earnings.

• $627M Netherlands Patriot contract expands RTX exports beyond US$50B umbrella, signaling NATO demand.
• Adds to $268B backlog, supporting factory...

Boeing's Q1 EPS is projected at -$0.51 ahead of its April 22 earnings, highlighting near-term downside risks. This contrasts with analysts' FY2026 EPS of $0.45, up 104.2% from FY2025's -$10.64 loss.

Record turnout at Colorado Springs' "Davos of Space" (12,000 from 60+ countries, April 13-16) signals heightened US defense and space ambitions.

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Summer launch ahead: Fourth 737 MAX line in Everett to boost output above 47 planes/month.

• All MAX models: Initial focus on 737-8, -9, -10; mirrors...

Space Competition Dynamics

• 🔥 Rocket Lab, Intuitive Machines to Outpace Boeing, Lockheed: Yuri Khodjamirian of Tema Space Innovators ETF states...

• Aaron Wealth Advisors cut its Boeing position by 72.6% in Q4, selling 5,029 shares to hold 1,896 valued at $412K.
• Q4 EPS beat ($9.92 vs -$0.40...

Investor alert: NASA ETF manager predicts Rocket Lab (RKLB) and Intuitive Machines (LUNR) will outpace Boeing/Lockheed in Artemis II race due to...