FMC stock drops 44% after Q3 results and dividend cut. Discover if its 29% upside and turnaround prospects make it a speculative buy.

RTX Corporation delivered strong Q3 2025 results, beating expectations and raising full-year guidance. Click here to read why RTX stock is a Buy.

Ducommun has surged 31.6%, outperforming the S&P 500, driven by strong aerospace and defense sales and margin expansion initiatives. Learn more about DCO stock here.

GE Aerospace shows strong Q3 sales growth, profit gains, and raised guidance with operational improvements. Find out why GE stock is downgraded to a hold.

Discover why AerSale’s MRO growth and used parts business drive margin gains and predictability amid changing airline fleets.

Parker-Hannifin Corporation is rated a Buy with stable growth and strong shareholder returns. Learn more about PH stock here.

Lockheed Martin Corporation's Q3 2025 beat sales and EPS estimates, offers 2026 upside but lowers cash flow outlook. Click for my LMT stock update.

The Boeing Company expanded its lead over Airbus in net airplane orders, driven by wide-body demand & production approval. Read more on BA stock here.

Get insights on C.H. Robinson Worldwide's margin growth, stable earnings, and valuation outlook. Click for my updated look at CHRW stock ahead of Q3 earnings.

TSMC posted strong Q3 2025 results, with revenues up 40.8% year-over-year and margins exceeding guidance. Click here to read my earnings analysis of TSM stock.

Eutelsat Communications S.A. is undergoing transformation, leveraging GEO & LEO satellites to capture European demands. Read more about EUTLF stock here.

Teledyne Technologies is outperforming the S&P 500 and see the latest bullish price target. Read here for an investment analysis of TDY stock.

Teledyne Technologies is outperforming the S&P 500 and see the latest bullish price target. Read here for an investment analysis of TDY stock.

Discover Parrot S.A.'s potential in Europe's booming defense drone market. Learn about growth, risks, and price outlook before investing. Click for more on PAOTF.

GXO Logistics stock is upgraded to "Buy" with 18.5% upside. Discover why strong growth, strategic acquisitions, and resilience make GXO a stock to watch.

Summary Karman Holdings is well-positioned in the aerospace and defense sector, benefiting from rising global defense budgets and strong demand for missile technologies. KRMN reported robust Q2 2025 results, with 35% revenue growth and stable margins, and guides for continued strong growth in 2025. Opportunities include expanding defense budgets and dual-use technologies, but risks involve customer concentration, competitive pressures, and potential margin strain during rapid expansion. Despite strong market demand, the current valuation is unattractive; I rate KRMN as a Hold, recommending investors wait for a lower entry point. Looking for a helping hand in the market? Members of The Aerospace Forum get exclusive ideas and guidance to navigate any climate. Learn More » Karman Holdings Inc. (NYSE:KRMN) is an aerospace and defense company focused on advanced rocket, missile, and hypersonic solutions for commercial and national security applications. As global defense budgets rise and governments prioritize missile defense and space resilience, demand More on my IG service If you want full access to all our reports, data and investing ideas, join The Aerospace Forum, the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform. This article was written by Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more. Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Airbus is ramping up deliveries, with September showing significant year-on-year improvement. Learn more about EADSF stock here.

Summary BE Semiconductor Industries is a key player in die-attach and packaging equipment, critical for advanced chip manufacturing. BESIY benefits from AI-driven chip demand and leads in advanced die attach but faces cyclicality and recent revenue softness. Despite weak near-term guidance and high valuation, BESIY is poised for significant growth from 2026-2028 as advanced packaging demand accelerates. Given its leadership in a niche market and enabling role for AI chips, I rate BESIY a buy, expecting upside as growth inflects. Looking for a helping hand in the market? Members of The Aerospace Forum get exclusive ideas and guidance to navigate any climate. Learn More » The semiconductor sector remains red-hot, powered by data center expansion and accelerating AI adoption. While most investors focus on chip designers and foundries, equipment suppliers are another critical growth engine in the semiconductor value chain. One company flying under More on my IG service If you want full access to all our reports, data and investing ideas, join The Aerospace Forum, the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform. This article was written by Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more. Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Summary General Dynamics delivered strong Q3 2025 results, with double-digit sales growth, margin expansion, and a record $109.9 billion backlog. The aerospace segment led growth as Gulfstream deliveries surged, supply chain normalized, and manufacturing efficiencies improved, boosting margins and earnings. GD raised full-year guidance for sales and EPS, with free cash flow and EBITDA growth outpacing expectations, and shares still trade at a peer discount. I maintain a buy rating on GD, citing robust fundamentals, backlog momentum, and additional upside from commercial aerospace and defense opportunities. Looking for a helping hand in the market? Members of The Aerospace Forum get exclusive ideas and guidance to navigate any climate. Learn More » General Dynamics (NYSE:GD) stock has surged 29% since my last report, exceeding my price target and outperforming the S&P 500’s 22.9% gain. The company continues to benefit from strong tailwinds across its key segments: a Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more. Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Summary Frontier Group Holdings has rebounded 29% since my last report but continues to face challenges in its ultra-low-cost airline model. Industry capacity rationalization and improved booking trends are supporting ULCC's near-term yields, with Q3 RASM expected to rise mid-to-high-single-digits. Despite positive trends, EBITDA estimates have been cut, and cash burn remains a concern, keeping leverage high and free cash flow negative. Maintaining a Hold rating on ULCC with a $5.25 price target, reflecting 23% upside but significant execution and balance sheet risks. Looking for a helping hand in the market? Members of The Aerospace Forum get exclusive ideas and guidance to navigate any climate. Learn More » Frontier Group Holdings (NASDAQ:ULCC) has climbed 29% since my last report, strongly outperforming the S&P 500. At the time, I rated the airline a Hold as its ultra-low-cost model came under pressure from soft More on my IG service If you want full access to all our reports, data and investing ideas, join The Aerospace Forum, the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform. This article was written by Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more. Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Hensoldt’s stock is now a "Buy" with 15% upside, strong order intake, and sector valuation growth. Here's what investors need to know.

Boeing boosts production and secures $11.2B in airplane orders, signaling growth and improved cash flow.

Summary RTX Corporation delivered strong Q3 2025 results, beating expectations and raising full-year guidance, supporting a continued Buy rating. All business segments posted double-digit growth, with notable strength in aftermarket and defense, despite tariff and GTF engine headwinds. RTX maintained free cash flow guidance due to ongoing GTF compensation, but expects significant upside as these pressures ease next year. RTX remains undervalued versus aerospace and defense peers, with a 15% price target upside, supported by robust execution and end-market demand. Looking for more investing ideas like this one? Get them exclusively at The Aerospace Forum. Learn More » RTX Corporation (NYSE:RTX) shares jumped after the company reported strong Q3 2025 earnings, beating expectations on both the top and bottom lines. In my August coverage, I reiterated a Buy rating on RTX as I More on my IG service If you want full access to all our reports, data and investing ideas, join The Aerospace Forum, the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform. This article was written by Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more. Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Ryanair delivered strong Q1 2026 results, with revenues up 20% and profits more than doubling, driven by higher fares and cost discipline. Learn more about RYAAY stock here.