The central tension on AerCap — elite, scale-leading franchise versus a perennial, structurally-justified lessor discount — resolves, on the current evidence, in favor of the franchise.
Read Article ›In the June 2026 quarter, Delta Air Lines carried the highest quarterly fuel bill in its history — total fuel expense of $4.4 billion, up nearly $2 billion year-over-year at an all-in price of $3.93 a gallon, itself a 75% jump — and still turned in an adjusted 8.8% operating m...
Read Article ›L3Harris shares have retreated nearly 20% from their 52-week high near $379, creating a compelling entry into what is shaping up as a multi-year earnings inflection. A record $40.7 billion backlog—which management describes as approximately two times revenue coverage—means the...
Read Article ›General Dynamics ended the year with a backlog of $118 billion and an estimated potential contract value of $60.9 billion, representing management& 39;s estimate of additional value in unfunded indefinite delivery, indefinite quantity (IDIQ) contracts and unexercised options. ...
Read Article ›Summary AerCap Holdings just delivered record first quarter 2026 results and raised full year guidance by a material amount, yet the stock trades at roughly 1.2x book value—a valuation that barely credits the structural tailwinds behind its earnings power. With a fresh $1 bill...
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