Boeing
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86Boeing Q4 Earnings Highlights
🔹 Revenue: $15.24B (Est. $17.04B) 🔴; DOWN -31% YoY
🔹 Core Loss Per Share: ($5.90) (Est. ($1.74)) 🔴
🔹 Operating Cash Flow: ($3.5B), reflecting IAM work stoppage impacts
🔹 Free Cash Flow: ($4.1B)
🔸 2025 Guidance: Not provided explicitly but expects further improvement in operations
Q4 SEGMENTS:
Commercial Airplanes
🔹 Revenue: $4.76B (Est. $5.53B) 🔴; DOWN -55% YoY
🔹 Deliveries: 57 (DOWN -64% YoY)
🔹 Operating Margin: -43.9% (Impacted by $1.1B in pre-tax charges on 777X/767 programs)
🔹 Backlog: Over 5,500 airplanes valued at $435B
Defense, Space & Security
🔹 Revenue: $5.41B (Est. $6.34B) 🔴; DOWN -20% YoY
🔹 Operating Margin: -41.9% (Impacted by $1.7B pre-tax charges on defense programs)
🔹 Backlog: $64B, with 29% from international orders
Global Services
🔹 Revenue: $5.12B (Est. $5.06B) 🟢; UP +6% YoY
🔹 Operating Margin: 19.5% (UP +2.1 percentage points YoY)
Full-Year 2024 Summary
🔹 Revenue: $66.52B; DOWN -14% YoY
🔹 Net Loss: ($11.83B); SIGNIFICANTLY WIDER YoY
🔹 Commercial Airplane Deliveries: 348 (DOWN -34% YoY)
🔹 Backlog: $521B
Updates and Outlook
🔸 737 Program: Production resumed, with plans for gradual rate increases
🔸 777X: FAA certification flight testing resumed; first delivery anticipated in 2026
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Sell Boeing shares and buy AIR
Anyone who still $BA (-1,25 %) shares should sell them and put everything into Airbus. Let's be honest. Boeing should have drawn the consequences long ago, but just because it's American, nothing happens. Boycott these planes. Find out what kind of plane you are sitting in before you book your trip. Unfortunately, this will happen even more next year.
Boeing and 6 More Contrarian Stocks for 2025
Boeing $BA (-1,25 %)
Merck $MRK (-3,11 %)
Nike $NKE (-1,25 %)
Ulta Beauty $ULTA (-1,55 %)
Roku $ROKU (-2,92 %)
Wayfair $W (-3,13 %)
Peloton $PTON (-3,86 %)
I’m thinking about investing around $700 in $HLT (+0,04 %) and $CMG (-0,76 %)
I have a lot of pretty risky stocks like $BA (-1,25 %) and $INTC (-3,64 %) so I’m trying to add some stocks with consistent growth
Airbus $AIR (+0,33 %) One of the best European stocks
Airbus $AIR (+0,33 %) is a leading company in the global aerospace industry and is undoubtedly one of the most attractive European stocks. Here are the main reasons why $AIR (+0,33 %) is a strong investment option:
1. market leadership in aviation
$AIR (+0,33 %) is one of the two largest aircraft manufacturers in the world and competes directly with Boeing $BA (-1,25 %) . With a broad product portfolio ranging from the popular A320 medium-haul aircraft to the A350 long-haul jet, Airbus has a strong market position. The continuously growing order books show high demand and secure long-term revenues.
2. stable growth forecasts
Global demand for air travel is increasing, particularly in Asia and the emerging markets. $AIR (+0,33 %) The aviation industry benefits directly from this growth, as airlines need to modernize and expand their fleets. Forecasts predict that the aircraft market will grow strongly over the next 20 years.
3. diversified business segment
In addition to civil aviation $AIR (+0,33 %) is also active in the defense and space sector. Projects such as the Eurofighter, satellites and space missions offer additional sources of income and make the company less susceptible to economic fluctuations.
4. focus on sustainability
$AIR (+0,33 %) is investing heavily in sustainable technologies such as low-emission aircraft and hydrogen engines. This could become an important competitive advantage in the future, as the aviation industry is under increasing pressure to reduce its CO₂ emissions.
5. solid financial position
Airbus $AIR (+0,33 %) has a robust balance sheet and regularly generates positive cash flows. Following the pandemic, the company has recovered quickly and is operating profitably again. This enables both dividend payments and investments in innovative technologies.
Conclusion:
Airbus $AIR (+0,33 %) combines technological innovation, global market leadership and growth potential. With its strong position in civil aviation as well as in the defense and aerospace sector, Airbus remains one of the most promising European stocks - especially for long-term investors.
However, the downside could definitely be seen in the fact that they always lag behind their own ambitious targets. However, deliveries are not always directly linked to Airbus itself, but often also to the engine suppliers, who also lag behind their figures. However, the share is always valued on the basis of the ambitious targets, which also harbors the risk of a discount in the share price in the event of failure.
$BA (-1,25 %) I bought my first position yesterday. Production is continuing and the 737 MAX is also being built again. In my opinion, the bottom is in, everything negative is priced in. In fact, Boeing is a duopoly with Airbus and therefore the company has a moat. It is illusory for the airlines to cancel and switch to Airbus products, as Airbus' books are full and new capacities cannot be created in the near future anyway. I am therefore seizing the opportunity and speculating on a slow recovery of the share.
Future Heavy-Lift Launch Market Open to U.S. Providers
BryceTech projects near-term growth in spacecraft and heavy-lift launches open to U.S. commercial providers, driven primarily by the deployment of megaconstellations.
Near-term the average annual number of spacecraft open to launch from U.S. providers is about 3,100, with about 1,900 being non-Starlink spacecraft. Between 2029 and 2033, the average is about 2,500 spacecraft per year.
Heavy-lift launches will play a central role, with an estimated annual average of 110 launches from 2024 to 2028, decreasing to an average 50 launches annually from 2029 to 2033.
Source: https://brycetech.com/reports/report-documents/future-heavy-lift-launch-market-2024/
Hello everyone,
When I last presented my portfolio, the plan was actually to sell the remainder $BTC (+0,02 %) completely tax-free in December. Some people said that I should just let it continue (I've already taken the stake out anyway). So I decided not to sell (and bitterly regretted selling more than half of it in September...)
In addition, a while ago @DonkeyInvestor once said that I should start a Bitcoin savings plan instead of continuing to build up my share losses. I actually quite liked the idea...
I then heard a lot of good things about @stefan_21 a lot of good things about Strike. So I registered there and started a weekly €25 savings plan today. So far I've been with Bison, but that didn't go down well with @Testo-Investor did not go down well at all 😂.
So far, I think the Strike app is actually quite good and quite clear. I haven't tested transferring to the wallet yet. But I'm sure I will soon.
Now I just have to think about whether I should put my Christmas money in $BA (-1,25 %) butter or perhaps invest some of it in $BTC (+0,02 %) 🤷🏻♂️
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