AI AIR AAR Corp. Загрузка... : Бычьи и медвежьи мнения аналитиков

Watch these aerospace names as beneficiaries of improving aircraft production and rising.

Airbus reports that Flynas has agreed to purchase five additional A330-900 and twenty.

BermudAir orders 10 A220-300 aircraft from Airbus.

AAR reports strong fiscal fourth quarter earnings with sales up 23 percent and adjusted EBITDA.

Airbus board has approved a share buyback plan worth 56 million euros spread out over three.

British Airways faces ongoing aircraft delivery delays from Boeing and Airbus with supply chain.

SMBC is considering major aircraft orders from both Airbus and Boeing ahead of next week's air.

Riyadh Air, Saudi Arabia's new startup carrier, is set to lock in additional aircraft.

Airbus marketing chief says the company is always studying a possible larger A350 but has made.

Airlines in the Persian Gulf are seeking earlier delivery slots for Boeing and Airbus aircraft.

В твите высмеивается бюрократическая неэффективность и одновременно сообщается о призыве к.

Air New Zealand CEO says the airline will prioritize costs, fares.

Air New Zealand CEO reports the carrier has completed two rounds of price increases and may.

Air New Zealand CEO states the company does not expect to raise additional liquidity.

Air Canada is making a major bet on a new fleet of A321XLR planes manufactured by Airbus.

The tweet discusses customer concentration risk for Soditech with TAS as the predominant.

China is delaying Airbus plane deliveries as a retaliatory measure against European regulatory.

Engine spares revenue surged 48% in Q1, far outpacing aircraft build rates, indicating a significant aftermarket accelerant driven by MRO backlogs and durable legacy fleet demand. — The strong aftermarket growth signals pricing power and high-margin revenue for Howmet, underpinning its margin expansion guidance.

PPG expects raw material cost inflation of a mid-single-digit percentage for the remainder of the year, but plans to fully offset this with pricing, recovering much faster than prior inflation cycles (months vs. a year). — This aggressive pricing power indicates that large coatings suppliers like PPG can pass on cost increases quickly, which could pressure margins of downstream manufacturers (e.g., auto OEMs, aerospace) who consume these inputs, but also signals strong pricing power within the coatings industry itself.

DuPont sees aerospace as a key growth driver for its industrial technologies segment, with low double-digit order improvements, despite overall softness in other industrial markets. — This indicates aerospace OEMs are actively increasing orders for materials and components, potentially signaling a rebound in production schedules for narrowbody jets.

IDEX's new CFO Sean Gillen previously served as CFO at AAR Corp, highlighting his experience in driving profitable growth and executing M&A.

PW1100 GTE MRO output is on track for ~30% growth in FY2025, enabled by record-high Gate 3 starts in Q3 and material flow improvements in isothermal forgings (+16% YoY) and structural castings (+29% YoY). — Improvements in these critical castings and forgings indicate the aviation supply chain is gradually healing, reducing a key bottleneck for GTF engine repairs and new engine deliveries.