Raytheon's long-running case is pretty good. Its commercial space - especially the Pratt & Whitney aircraft engines and Collins Aerospace - are poised to benefit from years of commercial aviation recovery. Managers' predictions that the two business units will raise a small profit on Raytheon by 2022 to $ 1.4 billion. Although there are other risks to the 2022 vision - at least the supply chain problems and the difficulty of replacing parts and resources in Russia - the long-term outlook remains positive. Boeing and Airbus are actively looking to increase production of their aircraft in response to demand. In addition, aftermarket revenue is growing.
Elon Musk thinks Twitter’s algorithm should be public. Here’s what that could mean
On March 24, a few weeks before he promised to buy Twitter, Elon Musk posted a survey on social media: "Twitter's algorithm should be open source," he wrote, with ways for users to vote "yes" or "no." Some Twitter technology is already open source, which means it is publicly available for anyone to ...
Amazon ordered to reinstate warehouse worker who was fired after protest
Stock
Amazon is facing legal consequences for its history of expelling protest participants. Reports that Judge Benjamin Green has ordered Amazon to reinstate warehouse employee Gerald Bryson, who was fired from his position at the JFK8 facility on Staten Island (recently voted for merger) after allegedly violating language policies during COVID security. -1...
How dependent on Elon Musk’s comments is the crypto industry?
Stock
Elon Musk is the second richest man in the world, with an estimated net worth of $ 155bn. He has founded some of the world’s most successful tech companies from PayPal to Tesla, and his voice weighs heavily on technology circles, but his influence on the crypto market is astoundi...
They just revealed what they believe are the ten best stocks for investors to buy right now…
Courtesy Grizler.com
SPONSORED HEADLINES
On the defense industry side, Raytheon does not expect to see an increase in revenue as soon as the military replaces the hardware used in the Ukrainian war. However, CEO Greg Hayes believes there could be "high pressure on sales direction" by 2023 and 2024.
It all points to a company with a lot of growth potential, and management continues to target $ 10 billion in free cash flow by 2025. Based on the current market capitalization of $ 143 billion, if it achieves that target for free cash flow, Raytheon shares today would look good. as an outstanding number.
Aviation service stock is set to grow
AAR provides aviation services (parts and supply, repair and engineering, and transport support) to commercial and defense aviation industries, about two-thirds of its revenue from the first. It is, therefore, a game of recovery in commercial aviation and ongoing spending on defense. Sales to retail customers increased by 28% annually in the third A22 fiscal year 2022, which ended in Feb. 28.
AAR last reported earnings at the end of March, so it is slightly behind most aerospace companies in terms of its reporting system (or in front of them, depending on how you look at it). However, investors can monitor the conditions in their final markets by looking at what other, more important, aerospace companies such as Raytheon and General Electric have.
And based on that, the vision shines. GE executives expect sales of their aircraft to increase by 20% by 2022, driven by a 25% increase in store visitors (where airlines receive service). At the same time, Raytheon's stock market sales increased by 38% in the first quarter.
I am determined to believe that these best practices will also be reflected in the AAR business. Turning to equity issues, Wall Street analysts' consensus is that AAR will bring $ 2.41 per share in 2022 and $ 3.28 per share in 2023. 2023-earnings average 14.3.
Hexcel is the future of the airplane
The company's advanced graphite composites make the aircraft lighter and stronger than aluminum. That is an important consideration when it comes to fuel economy, and therefore, the long-term savings of aircraft, especially jet lag, when weight problems have a major impact.
There is very little demand for the aftermath of its products, so Hexcel's investment case depends on combining the overall production of the aircraft, and especially new aircraft (such as the Boeing 737 MAX and 777X, as well as the Airbus A320 NEO and the A330 NEO family. ) have the most advanced combinations in their properties.
Although recovery time is less than Boeing and Airbus' capabilities to increase its production due to continuous supply chain pressure, the need for increased production is unquestionable. As a result, Wall Street sees Hexcel raising sales by almost 20% by 2022 and 14.5% by 2023. Moreover, even when aircraft production has skyrocketed, Hexcel sales should continue to grow as new generation airlines become a major part of those under construction.
Wall Street foresaw strong wages and free Hexcel free cash flow in the coming years as Boeing and Airbus boost production. Free cash flow is projected to almost double from $ 124 million by 2021 to $ 239 million by 2024. At today’s stock prices, that informs Hexcel almost 20 times its 2024 free entry. That is a reasonable estimate for a company with strong long-term growth prospects.
