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Aerospace Industry 25 September 2025 - 18 November 2025

Emirates turns the screws on Boeing with $38B 777X order as it snubs Airbus A350‑1000 over engine concerns — Dubai Airshow 2025

Emirates turns the screws on Boeing with $38B 777X order as it snubs Airbus A350‑1000 over engine concerns — Dubai Airshow 2025

Emirates used day two of the Dubai Airshow to keep pressure on Boeing to execute a blockbuster $38 billion order for 65 additional 777‑9s, while dashing hopes of a fresh Airbus A350‑1000 deal until Rolls‑Royce engine upgrades arrive later this decade. The moves cement Emirates’ bet on very‑large twinjets and intensify the wide‑body dogfight between Boeing and Airbus. Emirates+2Boeing Investors+2 A day after unveiling the deal, Emirates detailed how the additional 65 777‑9s align with Dubai’s long‑term hub growth. The airline’s orderbook with Boeing now spans 315 wide‑bodies. Emirates also confirmed options to convert part of the new purchase to Boeing’s proposed 777‑10 or to the smaller 777‑8, underlining its push for even higher‑capacity jets. Deliveries of the first 777‑9s are “from Q2 2027,” the airline said. Emirates
Emirates Bets Big on Boeing: $38 Billion Order for 65 Boeing 777X Jets Anchors Dubai Airshow 2025

Emirates Bets Big on Boeing: $38 Billion Order for 65 Boeing 777X Jets Anchors Dubai Airshow 2025

Dubai, United Arab Emirates — November 17, 2025: Emirates has stunned the opening day of Dubai Airshow 2025 with a new order for 65 Boeing 777‑9 aircraft, a deal valued at $38 billion at list prices and built around Boeing’s delayed but strategically crucial 777X program. The purchase lifts Emirates’ total 777X commitment to 270 aircraft and takes its overall Boeing widebody orderbook to 315 jets, including 777 freighters and 787 Dreamliners. Emirates+2MediaRoom+2
17 November 2025
GE Aerospace Stock Rockets to Record Highs on Jet-Engine Boom and Big Contracts

GE Stock Today (Nov 16, 2025): Dubai Airshow catalysts, Turkish Airlines engine win, and raised guidance keep GE Aerospace near record highs — analysis & 12‑month outlook

Updated: Sunday, November 16, 2025 1) MRO & support footprint in the Gulf just got bigger.On Sunday, GE said it will break ground on a $50 million Dubai On Wing Support facility for CFM LEAP‑1 and GE9X engines at the Mohammed Bin Rashid Aerospace Hub. The 120,000‑sq‑ft site, four times larger than GE’s current Dubai OWS location, targets opening in early 2027 and adds capacity for quick‑turn work, leases and training. It will join OWS sites in Cincinnati, Doha, London and Seoul. Strategically, it positions GE for both the ever‑growing LEAP narrowbody fleets and the planned Middle East build‑up of 777X aircraft. Aviation Week
Boeing Scores Asia Mega-Deals Thanks to Trump – But Q3 Earnings Could Reveal a $4 Billion Shock

Boeing Stock (BA) Today, 14 November 2025: Strike Ends, Dubai Megadeal Buzz and NATO Snub Pull Shares in Opposite Directions

Boeing is trading in a tight range today as investors digest a powerful mix of good and bad headlines: the end of a 101‑day defense strike, rumoured orders for up to 300 jets at next week’s Dubai Airshow, fresh defense and space contract wins – and a high‑profile NATO surveillance setback plus renewed concerns about cash flow. As of mid‑afternoon trading in New York on Friday, November 14, Boeing shares were hovering around $194–195, roughly flat on the day after swinging between about $192 and $197. That keeps BA well off its 52‑week high near $243, but comfortably above the year’s low around $129.Google
Virgin Galactic (SPCE) Narrows Q3 Loss, Reaffirms 2026 Space Tourism Launch as Stock Trades Near Lows

Virgin Galactic (SPCE) Narrows Q3 Loss, Reaffirms 2026 Space Tourism Launch as Stock Trades Near Lows

Virgin Galactic Holdings, Inc. is back in the headlines today after releasing its third‑quarter 2025 results last night and updating investors on progress toward its long‑promised space tourism service. The company is still burning a lot of cash and generating almost no revenue, but it narrowed its quarterly loss, shored up liquidity, and reaffirmed a late‑2026 launch timeline for private astronaut flights. Virgin Galactic+1 On the market side, SPCE is trading around $3.31, giving the company a market capitalization of roughly $190 million, near the bottom of its 52‑week range between $2.18 and $8.19. StockInvest
Firefly Aerospace (FLY) Stock Jumps on Q3 2025 Earnings Beat, Raised Guidance and Alpha Rocket Comeback Plan

Firefly Aerospace (FLY) Stock Jumps on Q3 2025 Earnings Beat, Raised Guidance and Alpha Rocket Comeback Plan

Firefly Aerospace Inc. sent a fresh jolt through the space-stock universe this week, as investors digested a powerful mix of better‑than‑expected third‑quarter results, a higher full‑year outlook, a clearer path back to flight for its Alpha rocket—and a growing list of shareholder lawsuits. The Texas‑based space and defense technology company reported Q3 2025 revenue that nearly doubled sequentially, raised its 2025 revenue guidance, and detailed fixes to the September ground‑test failure that destroyed an Alpha first stage.Taiwan News+2Payload+2
Kratos Defense (KTOS) Soars 300% on Drone Boom – Is the Rally Sustainable?

Kratos Defense (KTOS) Soars 300% on Drone Boom – Is the Rally Sustainable?

Kratos Defense & Security Solutions, Inc. is a U.S. technology company serving the defense and national security market. Founded in 1994 and headquartered in San Diego, Kratos specializes in mission-critical systems for military and government agenciesinvesting.com. The company operates through two main segments – Kratos Government Solutions and Unmanned Systems – offering a wide array of products and services. These include satellite ground communication systems, jet-powered unmanned aerial vehicles, missile and radar system solutions, advanced propulsion systems for missiles/spacecraft, cyber security and training platforms, and other military electronicsinvesting.com. Kratos’ primary customers are U.S. Department of Defense agencies, allied governments, and commercial entities with national security needsinvesting.com. The company is known for innovative, cost-effective defense solutions in high-growth areas like drones and space communicationstipranks.com, often positioning itself as a nimble alternative to traditional large defense contractors. Over nearly three decades, Kratos has evolved from a government IT services provider into a product-focused defense tech firm. Its portfolio now spans high-performance target drones and tactical UAVs, satellite control & communications, missile defense systems, microwave electronics, and training simulation. Notably, Kratos develops the XQ-58A Valkyrie and other unmanned platforms aimed at the Pentagon’s future warfare initiatives. The company’s strategy emphasizes leveraging commercial technology
Virgin Galactic’s Wild 2025 Ride: Space Tourism Liftoff, Stock Surges & Cash Burn – What’s Next for SPCE?

Virgin Galactic’s Wild 2025 Ride: Space Tourism Liftoff, Stock Surges & Cash Burn – What’s Next for SPCE?

Virgin Galactic’s stock price has been on a wild ride in 2025. After a long downward drift to multi-year lows, SPCE suddenly surged in early October 2025, fueled by a flurry of upbeat headlines. The stock leapt from about $3.42 on Oct. 1 to $4.89 by Oct. 16 – a >40% jump in two weeks ts2.tech. On Oct. 16 alone it popped 6%, reflecting renewed optimism as traders piled in on the space-tourism news cycle. This burst of speculative buying briefly lifted SPCE out of its slump ts2.tech. However, the euphoria was short-lived. By Oct. 17, profit-taking set in – the stock plunged nearly 8% that day to ~$4.08 ts2.tech, erasing a chunk of the gains. What followed was turbulent trading, with SPCE seesawing violently: on the 17th shares swung in an 11% intraday range amid heavy volume ts2.tech. Such volatility is par for the course with Virgin Galactic. The stock’s high beta means it tends to magnify market moves ts2.tech. Traders often joke it’s like a mini-rocket itself – blasting off on hype and crashing down when reality sets in. Indeed, even after October’s bounce, SPCE was still down roughly one-third in 2025 and had dramatically underperformed the broader
GE Aerospace Stock Rockets to Record Highs on Jet-Engine Boom and Big Contracts

GE Aerospace Stock Rockets to Record Highs on Jet-Engine Boom and Big Contracts

GE Aerospace’s stock has outpaced nearly every industrial peer in 2025. It is up roughly 80–85% year-to-date ts2.tech ts2.tech, compared with S&P 500 returns below 10%. The market capitalization is now about $320 billion, making GE one of the largest industrials. Shares hit intraday record highs right after the Q3 report on Oct. 21, before a modest pullback on profit-taking by Oct. 25 ts2.tech ts2.tech. Over the last week, GE’s stock was essentially flat, closing at $303.97 on Oct. 24 marketbeat.com. Trading volumes have been elevated, signaling high investor interest. This year’s gains stem from soaring demand for aircraft engines and services. GE Aerospace has benefited from a jet-engine boom: global air travel has rebounded strongly ts2.tech, forcing airlines to keep older planes flying and spend on maintenance. That has translated into high-margin parts and service contracts for engine makers. For example, Boeing just won FAA approval to boost 737 MAX production to 42 jets/month ts2.tech, which means GE will need to supply more LEAP engines.
GE Aerospace Stock Rockets to Record High – Can the Rally Last?

GE Aerospace Stock Rockets to Record High – Can the Rally Last?

GE Aerospace stock has surged in 2025. As of Oct. 24, GE closed at $303.97 Marketbeat, near its all-time peak reached Oct. 21 Investopedia Marketbeat. That marks roughly an 82% gain year-to-date Marketbeat. This stellar run outpaces major peers: for instance, over the past three years GE’s stock is up ~580%, dwarfing RTX’s ~84% and Honeywell’s ~15% gains Investopedia. GE’s market cap is now around $320 B, making it one of the largest industrial stocks. The stock still carries high growth multiples, reflecting lofty investor expectations. In the week before Oct. 25, GE’s shares traded mostly between ~$297–$308. Intraday on Oct. 25 they opened near $307 but pulled back to the high-$290s Finder. This day’s modest dip came as the broader market pulled back and as profit-taking set in. Overall, GE has far outperformed Boeing, RTX and other defense stocks this year, driven by investor enthusiasm over its aviation story Investopedia Marketbeat.
Carpenter Technology (CRS) Stock Skyrockets on Record Earnings and Aerospace Boom – What’s Next?

Carpenter Technology (CRS) Stock Skyrockets on Record Earnings and Aerospace Boom – What’s Next?

Carpenter Technology kicked off its fiscal 2026 with blockbuster results that blew past expectations, sending its stock into orbit. For the quarter ended September 30, the specialty metals manufacturer reported net income of $122.5 million, or $2.43 per share, up from $84.8 million in the same period last yearnasdaq.com. This 14% earnings beat over consensus came as revenue rose 2.2% year-on-year to $733.7 millionnasdaq.com. While sales were just shy of some forecasts, Carpenter’s profitability surged – thanks to expanding margins and operating efficiencies. The company’s operating income hit a record $153.3 million, a 31% jump from a year agostocktitan.net, highlighting improved cost management and product mix. Its core Specialty Alloys Operations segment achieved a 32.0% adjusted operating marginstocktitan.net, marking the 15th consecutive quarter of margin expansion. Management credited robust demand in high-value markets like aerospace, defense, medical and energy for the strong performance, which boosted volumes and pricing in its specialty alloy products. The blowout earnings immediately ignited Carpenter’s stock price. On October 23, as the results hit the wire, CRS shares rocketed over 20% in intraday trading, prompting a trading halt at one point as buyers piled in. The stock peaked around $291.36 by mid-morning, a new all-time high
GE Aerospace Stock Rockets to Record High on Blowout Q3 and Bullish Outlook

GE Aerospace Stock Rockets to Record High on Blowout Q3 and Bullish Outlook

GE Aerospace’s third-quarter report far surpassed forecasts. The company logged $1.66 in adjusted earnings per share, up 44% from a year ago, on revenue of about $12.2 billioninvestopedia.comnasdaq.com. Both measures handily beat analysts’ targetsinvestopedia.com. A Zacks/Nasdaq analysis confirms these beats and notes order growth across commercial and defense segmentsnasdaq.com. In response, GE raised its full-year profit outlook again – now expecting $6.00–$6.20 in adjusted EPS for 2025investopedia.comreuters.com. Management highlighted strong backlog and tighter cost controls. CEO Larry Culp pointed to the firm’s “Flight Deck” lean transformation program as bearing fruit – saying “daily progress compounds to drive meaningful results” and that the company saw “strong services and engine output” this quarterinvestopedia.com. With record engine deliveries and aftermarkets, the company is now anticipating “high-teens” revenue growth for 2025, up from mid-teens previously projectedinvestopedia.comreuters.com.
RTX Stock Skyrockets: Aerospace & Defense Boom Sends Q3 Results and 2025 Forecast Soaring

RTX Stock Skyrockets: Aerospace & Defense Boom Sends Q3 Results and 2025 Forecast Soaring

On Oct. 21, RTX reported a blowout quarter. Total sales jumped 12% year-over-year to $22.48 billion globalbankingandfinance.com, handily above the ~$21.3B Wall Street estimate. Adjusted earnings came in at $1.70 per share, well above the consensus ~$1.41 globalbankingandfinance.com investing.com. The results were driven by strength across its portfolio: Collins Aerospace revenues hit $7.62B, and Pratt & Whitney engine sales rose 16% to $8.42B globalbankingandfinance.com. RTX’s defense unit reported a 10% jump in sales, “predominantly from higher sales for its Patriot air defense systems” being used in Ukraine globalbankingandfinance.com. In sum, RTX delivered double-digit organic growth in every segment. Chairman and CEO Chris Calio highlighted the broad-based strength. “Strong execution in the third quarter enabled us to deliver double-digit organic sales growth across all three segments and our sixth consecutive quarter of year-over-year margin expansion,” he said investing.com. Calio noted that RTX secured $37 billion of new awards in Q3, reflecting “robust global demand,” and emphasized a record $251 billion backlog that underpins future revenue investing.com investing.com.
GE Aerospace (GE) Stock Rockets Past $300 – Bullish or Overheated?

GE Aerospace (GE) Stock Rockets Past $300 – Bullish or Overheated?

GE Aerospace shares have gone vertical in 2025. As of Oct. 17 the stock closed right around $300 ts2.tech, roughly double its late-2024 lows and +78% year-to-date ts2.tech – one of the best gains among mega-cap industrials. The 52-week range is just $159–$307 ts2.tech, and the stock now trades well above its 50- and 200-day moving averages. Trading volumes remain robust, and analysts note the price is hugging the record set in Sept. 2025. This rally reflects growing investor confidence after GE split off its energy and healthcare units, leaving “GE Aerospace” as a lean pure-play engine maker ts2.tech. Technical indicators also look strong: the stock surged on the back of better delivery figures and cost controls, lifting shareholder returns. For example, in January 2025 GE raised its full-year profit guidance to $5.10–$5.45 EPS ts2.tech, and simultaneously boosted its buyback program and dividend ts2.tech. Such moves – along with a healthy backlog and rising service revenue – have helped propel the share price.
Virgin Galactic Rockets 15% on Space Tourism Buzz – Can SPCE Defy Gravity or Crash Back to Earth?

Virgin Galactic’s Wild October Ride: SPCE Stock Soars on Space Tourism Hype, Then Plummets – What’s Next?

After languishing near multi-year lows, Virgin Galactic’s stock staged a sharp rally in the first half of October 2025 – only to whipsaw investors with a sudden reversal. The initial catalyst was a flurry of positive news that sent speculative traders rushing in. SPCE climbed over 40% in two weeks, from about $3.42 on Oct. 1 to $4.89 by Oct. 16ts2.tech. On Oct. 16 alone, the stock jumped ~6%, reflecting renewed optimism. This burst of space-tourism hype lifted SPCE off its recent lowsts2.tech. However, by that Friday the gravity of profit-taking took hold. SPCE plunged 7.9% on Oct. 17 to ~$4.08 at the closestockinvest.us, erasing a portion of its gains. The pullback followed three consecutive down days as traders who rode the rally locked in profits. Notably, trading was turbulent – shares swung in an 11% intraday range on the 17th amid heavy volumestockinvest.us. Such wild swings underscore Virgin Galactic’s volatility: the stock carries a high beta and often overshoots in both directions. Even after recent moves, SPCE is still down roughly one-third year-to-date 2025 and has dramatically underperformed the market. In fact, from its euphoric 2021 highs, SPCE has lost about 99% of its valuets2.tech, a staggering collapse that
HOVR Stock Rockets as Horizon Aircraft Lands Pratt & Whitney Engine Partnership

HOVR Stock Rockets as Horizon Aircraft Lands Pratt & Whitney Engine Partnership

New Horizon Aircraft is focused on certifying and producing its Cavorite X7, a 7-seat hybrid-electric VTOL aircraft. The company envisions a first flight-worthy prototype within ~18 months and full production by the late-2020s. CEO Brandon Robinson said the successful May 2025 test flight “was already an incredible year for the technical team,” and now they are pushing toward full-scale design completion Verticalmag. Horizon notes it has the cash runway and partnerships to achieve these goals Sec Sec. Financially, Horizon remains pre-revenue. Its Q1 FY2026 report did not list sales, only R&D expenses. The company reported a loss per share and noted EPS slightly missed expectations Marketbeat, but emphasized instead the non-financial progress and funding. For example, management stressed a “streamlined” cost base and successful funding rounds, saying these give it 18+ months of operating capital Sec. This liquidity cushion is a key part of future forecasts: with a solid balance sheet and new technical milestones, Horizon expects to accelerate development.
Space Race Heats Up: Secret Satellite Launches, Mega‑Mergers & Cosmic Breakthroughs (July 14–15, 2025 Roundup)

SpaceX Shatters Launch Records with 28 Starlink Satellites, Leaving Rivals in the Dust

SpaceX’s latest launch of 28 Starlink satellites might have seemed routine by now – one of several launches the company performs each month – but it underscored just how far SpaceX has pushed the boundaries of rapid, reusable spaceflight. The mission lifted off from Space Launch Complex 40 in Cape Canaveral before dawn on September 25, 2025, carrying a batch of 28 of SpaceX’s “Starlink V2 Mini” satellites destined for low Earth orbit space.com. Within about 64 minutes, all 28 satellites were successfully deployed to join the ever-growing Starlink constellation, adding another layer to SpaceX’s global internet network. This flight was designated Starlink Group 10-15, indicating its place in SpaceX’s launch campaign. Notably, the pre-dawn liftoff occurred under favorable weather conditions – the U.S. Space Force’s 45th Weather Squadron had forecast a 90% chance of good launch weather, with only light upper-level clouds posing minimal risk spaceflightnow.com. SpaceX’s launch team proceeded smoothly through countdown and liftoff, illustrating how launching satellites has become a clockwork operation for the company.
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