Investing, page 5 of 18 — 24 articles published 2026-05-28 ~ 2026-05-29.
Spirit AeroSystems (SPR) stock analysis — Boeing $4.7B all-stock acquisition deal, 737 fuselage quality scandal, FAA oversight, Airbus divestiture, merger arb math. 2026 investor guide.
Woodward Inc (NASDAQ:WWD) stock analysis — aerospace propulsion controls, LEAP-1A/B fuel systems, GE9X actuators, rocket engine components. TTM revenue $4B (+19%), operating margin expanding to 14.76%, Strong Buy consensus with $437 target.
CAE Inc (NYSE:CAE) stock analysis — global leader in flight simulation and aircrew training, FY2026 revenue CAD 4.91B, transformation plan to 2030, defense backlog, space crew training potential. Buy consensus with $33.24 target.
Teledyne Technologies (TDY) stock analysis — FLIR Systems acquisition, Mars rover cameras, JWST infrared sensors, defense electronics. FY2025 revenue $6.12B (+7.9%), record 18.8% operating margin. Analyst target $728. 2026 outlook.
EchoStar (SATS) stock analysis — AWS-3/AWS-4/H-block spectrum assets, 65MHz sold to SpaceX, Boost Mobile prepaid wireless, Hughesnet satellite broadband. $38B market cap at $131 as of May 2026. Spectrum monetization thesis and real risks.
Hexcel (HXL) supplies carbon fiber prepregs to Boeing 787, Airbus A350, and F-35. Q1 2026 showed 10% sales growth after two flat years. FY2026 guidance calls for $2.0–2.1B revenue. The aerospace cycle is recovering — and HXL has the most operating leverage to capture it.
BlackSky (BKSY) at $51, up 5x from its 52-week low. The Gen-3 constellation expands high-revisit geospatial intelligence — and the government customer pipeline supports 30%+ revenue growth in 2026.
EHang's EH216-S holds the world's first CAAC type certificate for an unmanned passenger autonomous aerial vehicle. Commercial flights run in China, Thailand, and Qatar. But China ADR structure, cash burn, and FAA uncertainty remain hard risks to price.
Virgin Galactic (SPCE) stock analysis post 1-for-20 reverse split — Delta Class development status, $220M liquidity vs $410M annual cash burn, SpaceX orbital tourism competition. 2026 investor guide.
Mercury Systems (MRCY) went from -7% EBITDA margins and a $14M net loss in FY2024 to FCF of $119M in FY2025. Record Q3 FY26 bookings in missiles, C4I, and space programs mark a genuine operational inflection.
Kratos Defense (KTOS) stock analysis — XQ-58 Valkyrie drone, Collaborative Combat Aircraft program, hypersonic targets, satellite ground systems. Revenue up 22.6%, record backlog. 2026 outlook.
Curtiss-Wright (CW) supplies nuclear propulsion control systems for Columbia-class submarines and is prototyping helium circulators for X-energy's Xe-100 SMR. A steady defense compounder with a growing clean energy option.
Globalstar (GSAT) trades at $84 with a $10.86B market cap following Amazon's $11.6B acquisition announcement. This is now a merger arbitrage situation — here is how to think about the risk-reward.
Textron (TXT) stock analysis — Bell V-280 Valor FLRAA contract, Cessna/Beechcraft business aviation, Textron Systems drones, Nexus eVTOL, and the Industrial segment spinoff that could reprice the stock. 2026 investor outlook.
TransDigm Group (TDG) isn't an aerospace parts maker — it's a capital allocation engine that converts FAA certification renewals into pricing power. 50%+ EBITDA margins, $1.25B debt raise, and 22 Buy ratings in 2026.
HEICO Corp (HEI / HEI.A) stock analysis — FAA-PMA approved replacement parts, electronic warfare components, family-controlled compounding, 40% gross margins. Q2 FY2026 net income up 49%. 2026 investor guide.
Viasat (VSAT) at $85 with $11.6B market cap, up nearly 10x from its 52-week low. The Inmarsat acquisition creates a multi-band satellite powerhouse — if integration succeeds and ViaSat-3 delivers.
Joby Aviation (JOBY) stock analysis — FAA Type Certificate progress, Delta Air Lines partnership, Toyota manufacturing, $2.5B cash position. What the bull and bear cases actually look like in 2026.
Archer Aviation (ACHR) stock analysis 2026. Midnight eVTOL aircraft, Stellantis manufacturing partnership, UAE certification approval, FAA Type Certification progress, $4.98B market cap vs $1.9M revenue. Realistic scenarios.
Intuitive Machines (LUNR) stock analysis 2026. IM-1, IM-2, IM-3 lunar landers, NASA CLPS program, NSNS contract, record Q1 2026 revenue $186.7M, FY2026 guidance $900M-$1B. Valuation at $8.75B market cap explained.
Redwire Corp (RDW) stock analysis 2026. ROSA solar arrays, ISS infrastructure, Artemis II participation, Stalker and Penguin drone contracts with Marines and NATO. TTM revenue $371M, net loss $344M. Is the 5x run sustainable?
Iridium (IRDM) at $51 with a $5.4B market cap. The real thesis isn't the 66 satellites — it's the L-band spectrum license that no competitor can replicate. Project Stardust changes the addressable market.
Spire Global (SPIR) stock analysis 2026. GNSS-RO weather data, maritime AIS, aviation ADS-B from 100+ nanosats. Revenue down 36% TTM but Q1 2026 showed 13% core growth. Valuation, risks, and scenarios.
Planet Labs PBC (PL) stock analysis for 2026. 200+ satellites, FY2026 revenue $308M, AI data platform pivot. Valuation debate, competitive landscape, and three investment scenarios based on verified figures.