Everything tagged "aerospace" across research, earnings, and macro.
3 articles
Joby’s selloff looks less like a broken story than a market demanding proof from a pre-revenue air taxi bet. The setup still works, but only if FAA-conforming flight progress turns into real certification milestones and first passengers in 2026.
Planet Labs got hit like the business broke, but the numbers say the opposite. The real shock was a $1.5 billion ATM filing, while revenue, backlog, cash and free-cash-flow signals all moved the right way.
Defense has rerated since 2022, but the case for the group is getting stronger, not thinner, because spending pressure is broadening into formal multi-year commitments across the U.S. and allied governments. That matters now because this week’s headlines are less about a one-day fear bid and more about procurement visibility that can keep backlog, guidance, and earnings support intact.
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