劳资协议进展 - 波音防务部门罢工工人批准工会领导提出的四年期合同提案 [1] - 公司管理层已拒绝考虑该合同提案 [1] - 国际机械师和航空航天工人协会(IAM)宣布此消息 [1]

航空航天业务表现 - 航空航天技术部门第二季度有机销售额同比增长6% [1] - 商业航空售后市场业务第二季度有机销售额增长7% 第一季度增长15% [2] - 国防与航天业务第二季度有机销售额飙升13% 第一季度增长10% [3] 行业需求与增长驱动因素 - 航空运输市场需求坚挺及供应链改善推动商业航空售后业务 [2] - 美国和国际国防支出量稳定及地缘政治气候持续需求促进国防与航天业务增长 [3] - 商业航空强劲需求 航空运输飞行时长增长 飞机交付量提升以及国防支出量支撑近期业绩 [4] 财务预期与估值 - 预计2025年航空航天技术部门有机销售额实现高个位数增长 [4] - 远期市盈率18.86倍 高于行业平均的16.31倍 [10] - 2025年每股收益共识预期在过去60天内上调1.1% [11] 同业公司比较 - GE航空航天商业发动机与服务业务第二季度收入同比增长30% 获得卡塔尔航空400多台发动机订单 [5] - 3M公司交通与电子部门第二季度调整后有机收入同比增长1% 受益于电子 航空航天和国防等终端市场 [6] 股价表现 - 过去一年股价上涨3.3% 同期行业下跌1.6% [7]

Key Takeaways Parker-Hannifin closed its $1B acquisition of Curtis Instruments from Rehlko.Curtis expects 2025 revenues of about $320M from its motor control and battery solutions.The deal strengthens PH's electrification portfolio and expands motion control capabilities.Parker-Hannifin Corporation (PH) recently completed the acquisition of Curtis Instruments, Inc. from Rehlko. The transaction carried a cash value of about $1 billion. The deal was announced in June 2025.Based in Mount Kisco, NY, Curtis spec ...

Friday, Goldman Sachs launched coverage of four European aerospace stocks with Buy ratings. ...

ties of family and friendship. The president himself is a shining example of that. But it also comes down to business.To all of you here and thank you so much for coming here um this afternoon. It's fantastic to have you um with us as the best evidence of that people-to-people, businessto business relationship that thrives uh in the special relationship. In so many ways, this story is a story about enterprise.The US is our single biggest largest trading partner. Companies like BP, GSK, Rolls-Royce, and Astr ...

How many speculative stocks can you own this year. We've seen fortunes made in speculative stocks. And by speculative, I mean companies that don't turn a profit or maybe they have some earnings, but you're paying a ridiculous mold for them.I've wrestled mightily with this particular question from my chapel trust. I spoke a bit about it in today's investing club meeting. The answer might surprise you.I am actually all in favor of speculation, but it's got to be done wisely. In fact, if you're younger, I actu ...

The history of Embraer S.A. (NYSE: ERJ ) remains one of the most interesting in the Latin American industrial universe. We are talking about a company that, far from competing in the league ofI am an individual investor with over five years of experience in personal investing, holding a PhD in Economics from UCEMA. My investment approach focuses on value companies with solid long-term potential. I share my knowledge with the community by offering analysis to support individual investors. My articles reflect ...

MONTREAL, Sept. 18, 2025 (GLOBE NEWSWIRE) -- Bombardier Inc. (“Bombardier”) today announced that it has successfully closed its previously announced offering of US$250 million aggregate principal amount of Senior Notes due 2033 (the “Additional Notes”). The Additional Notes constitute a further issuance of, and form a single series with, the existing US$500 million aggregate principal amount of Bombardier’s 6.750% Senior Notes due 2033 that were originally issued on May 29, 2025. The Additional Notes carry ...

股息派发 - 公司董事会宣布每股0.36美元现金股息 将于2025年10月27日派发 登记日为2025年9月29日 除息日为2025年9月29日[1] 公司业务概况 - 全球航空推进系统与服务领导者 拥有约49,000台商用发动机和29,000台军用发动机的装机量[2] - 全球员工约53,000名 拥有超过百年的创新历史[2] 战略合作与业务拓展 - 与BETA Technologies达成战略合作伙伴关系 涉及股权投资协议 共同推进混合电动飞行技术[3] - 国泰航空追加采购GE9X发动机 将用于14架波音777-9飞机[4] 投资者沟通 - 通过投资者关系网站和企业博客提供大量财务及其他投资相关信息 并持续更新内容[2]

HUNT VALLEY, Md.--(BUSINESS WIRE)--Teledyne Energy Systems, Inc., a subsidiary of Teledyne Technologies Incorporated (NYSE:TDY), launched its Hydrogen Electrical Power System (HEPS) fuel cell aboard Blue Origin's New Shepard rocket through NASA's Tipping Point opportunity. Launched successfully on August 23, this flight advances fuel cell technology for future lunar and deep space missions. HEPS is designed to deliver efficient, scalable, air-independent power for lunar habitats and surface ope. ...