$GE Wins Big: United Airlines Orders 300 GEnx Engines for Boeing 787
GE Aerospace scores major deal with United Airlines for 787 Dreamliners
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GE Aerospace vs. RTX: Which aerospace & defense stock should you bet on?

"Aerospace Showdown: $GE vs $RTX - Which stock will soar?
GE Aerospace & RTX battle for aircraft component supremacy
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$HWM Earnings Alert: Can Howmet Aerospace Maintain Momentum?
$HWM to report Q4 2025 earnings Thursday before market open, near 52-week high of $227.
#HowmetAerospace #AerospaceStocks #EarningsSeason

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$HWM Soars! Analysts remain bullish on Howmet Aerospace with over 80% maintaining a buy stance as it ranks among top S&P 500 performers in 5 years!
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Aerospace Stocks: Is $KTOS Leading the Pack?
Aerospace stocks underperformers? Kratos Defense shines with strong YTD performance!
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AAR Corporation: A Quality Aerospace Stock Still Trading Below What It Deserves (NYSE:AIR) AAR Corp targets $120.81 with 28% upside as strong aerospace demand drives growth, Q2 EPS is up 31%, and leverage is 2.49x. Learn why AIR stock is a strong buy.

AAR Corporation: A Quality Aerospace Stock Still Trading Below What It Deserves #AerospaceStocks #AARCorp #StockMarket #Investing #QualityStocks

Can aerospace stocks continue to outperform? Bernstein answers Investing.com -- Aerospace stocks have enjoyed a strong run this year, but a new Bernstein report suggests that while the sector’s fundamentals remain robust, the pace of earnings upgrades is likely to slow. According to the firm, the aftermarket business has been the key driver of performance in 2025, with sales growth averaging over 20% in the second quarter. Demand for spare parts and servicing remains high as airlines extend the life of existing fleets amid limited availability of new aircraft. Bernstein said there are no signs of slowing traffic or weakening airline profitability, both of which are critical indicators for the aftermarket environment. With Boeing (NYSE:BA) still recovering from its 737 crisis and Airbus gradually increasing production, the shortage of new planes is expected to persist, further supporting aftermarket demand. Safran (EPA:SAF), Rolls-Royce (OTC:RYCEY) and MTU Aero Engines (OTC:MTUAY) have all benefited, though with differing outlooks. Safran posted strong results in the first half, driven by its propulsion business, and Bernstein expects another beat, placing its 2025 EBIT estimate 6% above consensus. However, the analysts noted that high valuations mean any upside reaction could be muted until the company updates its medium-term targets later this year or early 2026. Rolls-Royce continues to outperform after a sharp turnaround. Its civil aerospace and power systems divisions delivered profit growth of more than 50% in the first half, prompting the company to raise its 2025 guidance. Bernstein said it expects another upgrade to medium-term targets in 2026, though it also noted that the stock is trading at a 25% premium to Safran, which the analysts called “hard to justify”. MTU has lagged behind peers due to problems with Pratt & Whitney’s geared turbofan engine, which led to the grounding of more than 600 planes and hundreds of millions of euros in compensation payments. While groundings have stabilized and are expected to decline in 2026, Bernstein said investor caution remains high. The brokerage maintains an “outperform” rating on MTU, expecting a re-rating once the technical issues ease. Bernstein also flagged that the strong aftermarket trend is well known and already reflected in share prices. Most companies in the sector have already raised their 2025 targets, meaning earnings revisions are likely to continue but at a slower pace. Beyond 2025, the analysts warned that growth will be constrained by tough year-on-year comparisons and a potential reversal of temporary positive drivers, such as the elevated level of spare engines in the market.

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Two aerospace stocks are deeply overbought and could be due for a pullback - CNBC Two aerospace stocks are deeply overbought and could be due for a pullback  CNBC

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Boeing beats estimates, GD gains (Q1 2025 earnings) For earnings season, the Horizon will be summarizing financial results of each Horizon 7 company (Boeing, Booz Allen, General Dynamics, Leidos, Lockheed Martin, Northrop Grumman, and RTX…

Boeing beats Q1 revenue estimates with a 75% jump in jet deliveries despite defense losses. General Dynamics posts gains across all segments, led by Gulfstream surge. #EarningsSeason #AerospaceStocks

Revisiting: GE Aerospace Stock: Not A No-Brainer, Still A Buy #GEAerospace #StockMarket #Investing #BuyAndHold #AerospaceStocks

THIS Stock's Turnaround Story Is Happening

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Montana Aerospace: Strategically Positioned To Weather Aerospace Tariffs http://dlvr.it/TJZbK0 #MontanaAerospace #AerospaceStocks #Investing #StockMarket #TradeRisk

Magellan Aerospace: A Stock To Buy On Boeing And Airbus Production Ramp-Up http://dlvr.it/TGwML1 #MagellanAerospace #Boeing #Airbus #AerospaceStocks #Investing

Montana Aerospace: Top Aerospace Growth Stock With Huge Upside http://dlvr.it/TGrHgn #MontanaAerospace #AerospaceStocks #Investing #StockMarket #GrowthStocks