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Search results for AER

May 02, 2026

General Dynamics Corporation (GD)

General Dynamics' $131 Billion Backlog Is a Multi-Year Earnings Floor — Here's What the Market May Still Be Underpricing

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. ...

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May 02, 2026

AerCap Holdings N.V. (AER)

AerCap's Record Quarter Reveals Why the Stock Still Has Room to Compound

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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