Shares of aerospace components maker Howmet Aerospace have cooled after a multi-year rally, presenting investors with a valuation puzzle. While long-term fundamentals tied to commercial aerospace and energy remain strong, a high P/E ratio raises questions about near-term risk.
Aerospace giant Boeing is joining a major U.S. public-private initiative to build a national stockpile of critical minerals, a strategic move aimed at reducing dependence on foreign sources and bolstering domestic manufacturing resilience for defense and commercial programs.
Crane Company's fourth-quarter earnings outperformed expectations, fueled by robust growth in its Aerospace & Advanced Technologies division. While management celebrated strong execution, analysts on the earnings call zeroed in on the costs and complexities of integrating recent high-profile acquisitions.
Aerospace and defense supplier TransDigm prepares to release its fourth-quarter results before market open on Tuesday, with analysts anticipating double-digit revenue growth and steady performance in a buoyant sector.
High-performance computing specialist One Stop Systems secures a significant initial order from a major aerospace contractor for next-gen in-flight entertainment hardware, as its stock continues a remarkable year-long rally.
Specialty metals maker Carpenter Technology posted record Q2 sales and raised its full-year operating income outlook, yet its stock fell sharply. The divergence highlights investor concerns over valuation and the company's heavy dependence on the aerospace cycle, even as demand in the sector remains robust.
Honeywell International posts a robust Q4 with record orders and backlog, while announcing an accelerated timeline to spin off its core Aerospace business as a standalone public company by late 2026, a move set to redefine its investment profile.
Magellan Aerospace is capturing investor attention with a remarkable 132% surge in earnings per share and significant insider ownership, positioning the aerospace supplier as a standout in the industrial sector.
Driven by surging demand in aerospace and defense, Carpenter Technology (CRS) announced record-breaking quarterly profitability and raised its full-year forecast, citing constrained supply and favorable long-term pricing agreements.
TransDigm Group's recent acquisitions of Stellant Systems and Jet Parts Engineering, totaling over $3 billion, have analysts debating whether the moves solidify its lucrative aftermarket strategy or stretch its leveraged balance sheet too thin ahead of a critical earnings season.
Following a year hampered by supply chain issues and inventory adjustments, advanced materials maker Hexcel signals a turning point, forecasting stronger sales and profitability in 2026 as commercial aircraft production is poised for a multi-year upswing.
Elon Musk is set to combine his aerospace giant SpaceX with his artificial intelligence venture xAI, creating a single entity valued at $1.25 trillion ahead of a highly anticipated IPO later this year, according to a Bloomberg report.
Elon Musk is reportedly advancing plans to merge his aerospace giant SpaceX with his artificial intelligence venture xAI, a move that could funnel significant capital into AI development and reshape the tech landscape, according to a Wall Street Journal report.
Aerospace systems provider Astronics Corporation launches its new automated circuit card testing system, designed to accelerate troubleshooting and maintenance for critical aviation and defense electronics, as analysts raise price targets on sustained sector demand.
As ATI prepares to release its fourth-quarter results, investors are weighing steady analyst expectations against a mixed performance history and a buoyant aerospace sector.
Parker-Hannifin (PH) exceeded Q4 2025 revenue and profit expectations, driven by margin expansion and its recent Filtration Group purchase. The industrial giant has raised its full-year guidance, citing strength in aerospace and a recovering industrial landscape.
Standex International reports consecutive quarters of record profitability, driven by strategic acquisitions and growth in electrical grid and aerospace markets, while navigating global trade uncertainties.
Specialty metals maker Carpenter Technology (CRS) posted record quarterly operating income and lifted its 2026 guidance, fueled by robust aerospace and defense demand. Despite the strong performance, its stock price has pulled back sharply, presenting a potential valuation disconnect for investors.
Since its spin-off from GE Aerospace, GE Vernova's stock has soared over 400%. While its position in gas, wind, and next-gen nuclear power is formidable, sky-high valuations give even growth investors pause.
Shares in Canadian aerospace giant Bombardier plunged 9% following former U.S. President Donald Trump's threat to impose 50% tariffs and decertify its aircraft, escalating trade tensions and sparking alarm across the North American aviation industry.
