Airbus is outperforming Boeing in commercial aircraft orders, securing 821 net orders in H1 2026 compared to Boeing's 408. Morgan Stanley maintains an "Overweight" rating on Airbus, raising its price target to €255, reflecting confidence in the company's market position. However, Airbus faces production challenges and must rely on key suppliers like GE Aerospace and RTX Corp to meet its ambitious delivery goal of about 870 aircraft for the year. The company's ability to increase production will be critical to converting its large order backlog into actual deliveries.
China has restricted access to 12 critical minerals essential for manufacturing advanced laser weapons, posing a supply risk for defense contractors like Raytheon. Raytheon's $289 billion backlog, driven by missile systems and munitions, depends heav...
Boeing's CEO Kelly Ortberg will present at the Morgan Stanley Laguna Conference on September 16 at 11:30 a.m. PT. The event will be webcast live and a transcript will be available on Boeing's investor website. This presentation offers investors a cha...
The Pentagon has signed new framework agreements with Lockheed Martin and General Dynamics to significantly increase production of interceptor missiles, aiming to quadruple THAAD and triple PAC-3 MSE missile output. These missiles are critical for de...
Boeing reported stable net orders in July with 30 new orders worth $3.3 billion, maintaining a strong book-to-bill ratio of 1.3x by units and 1.7x by value for the year. Deliveries in July decreased sequentially to 53 units but were still 10% higher ...
