Why Hexcel Stock Crashed After Earnings

Hexcel stock tumbled 11.8% after Q3 earnings despite beating EPS forecasts ($0.50 vs. $0.49 expected) and missing revenue targets ($496.4M vs. $501.8M expected). The stock decline was driven by management maintaining unchanged full-year guidance, which implies potential misses on analyst forecasts. With the stock trading at over 33x earnings, investors had hoped for raised guidance to justify the valuation.

10/22/2026, 11:38 AM • The Motley Fool

Prediction: Buying Archer Aviation Today Could Set You Up for Life

Archer Aviation could become a major next-generation aviation company worth several times its current valuation within a decade, even without a successful commercial air-taxi service. The company plans to acquire Boeing subsidiaries (Wisk Aero, Insitu, and SkyGrid) for autonomous flight technology, military drone operations, and air traffic management software. Additional revenue streams from defense partnerships and aircraft manufacturing could drive exponential growth for patient, long-term investors.

10/22/2026, 8:30 AM • The Motley Fool

Boeing's Turnaround Just Hit a Pivot Point. Here's What It Means for the Entire Aerospace Supply Chain.

Boeing's ramp-up of 737 MAX production to 52-57 aircraft per month is a critical pivot point for its turnaround and will significantly benefit its aerospace supply chain partners. CEO Kelly Ortberg confirmed the supply chain is in good shape, with production delays related to Boeing's own wing manufacturing rather than supplier issues. As Boeing clears pre-built inventory and reaches higher production rates in 2027, suppliers' revenue, cash flow, and profitability are expected to improve substantially.

10/22/2026, 2:30 AM • The Motley Fool

iShares Aerospace ETF vs Tema Space Innovators ETF

The article compares two aerospace ETFs: iShares U.S. Aerospace & Defense ETF (ITA) and Tema Space Innovators ETF (NASA). ITA offers broader exposure to established defense companies at a lower cost (0.37% expense ratio) with less volatility, while NASA provides focused, higher-risk exposure to commercial space companies with a 0.75% expense ratio. ITA is recommended for most investors seeking lower costs and stability, while NASA appeals to those specifically targeting space innovation despite greater volatility.

10/21/2026, 6:30 PM • The Motley Fool

Northrop Grumman: 3 Key Takeaways for Long-Term Investors

Northrop Grumman reported record $110 billion backlog with 1.5x book-to-bill ratio, driven by strong defense spending. The company projects sales growth acceleration from 5% to 7% in 2027 across all four operating segments, supported by increased production on key programs like the B-21 Raider bomber. Management is also exploring commercialization of specialized microelectronics and quantum technology to expand beyond traditional defense contracts.

10/20/2026, 5:30 PM • The Motley Fool

Prediction: Archer Aviation Triples Its Revenue by 2028. Here's What That Would Mean for the Stock.

Archer Aviation is projected to grow revenue from $7 million to approximately $506 million by end of 2028, driven by Boeing subsidiary acquisition ($200M+ annual revenue), Anduril partnership for autonomous aircraft, and FAA certification of its eVTOL Midnight aircraft. However, the company's operating expenses ($284M quarterly) remain a significant concern despite revenue growth projections.

10/19/2026, 6:40 AM • The Motley Fool

Archer Aviation Stock Is Down Roughly 50% This Year. Here's Why I'm Still Buying.

Archer Aviation's stock has dropped 50% in 2026, but the company has made significant operational progress. The eVTOL pioneer completed Phase 3 of FAA certification and conducted successful test flights. Additionally, Archer announced plans to acquire three Boeing subsidiaries, including profitable drone maker Insitu, which generated over $200 million in annual revenue. Despite risks including shareholder dilution and ongoing losses, the author believes the company's progress justifies buying at current prices.

10/18/2026, 8:05 AM • The Motley Fool

USAF Doesn't Want Northrop Grumman's Stealth Drone

The U.S. Air Force rejected Northrop Grumman's design for its Collaborative Combat Aircraft (CCA) program, awarding contracts instead to privately-held General Atomics and Anduril Industries. Undeterred, Northrop Grumman is developing the YFQ-48A Talon Blue drone independently using internal R&D funding, with plans to potentially compete in the CCA program's second increment. However, the analyst cautions that investing in Northrop based on CCA hopes is risky, citing its modest valuation metrics and growth rate.

10/17/2026, 9:09 AM • The Motley Fool

The Defense ETF Duel: Old Guard Aerospace or Next-Gen Tech?

Invesco Aerospace & Defense ETF (PPA) and First Trust Indxx Aerospace & Defense ETF (MISL) offer different approaches to defense sector investing. PPA, the larger and more established fund with $7.4B in AUM, delivers higher dividends (0.4% yield) and lower volatility with traditional aerospace exposure. MISL, launched in 2022 with a more concentrated 39-holding portfolio, emphasizes next-gen defense tech including Palantir and SpaceX. Since 2022, PPA has outperformed with 117% total return (21.6% CAGR) versus MISL's 105% (19.8% CAGR), though both have slightly elevated expense ratios around 0.58-0.60%.

10/16/2026, 8:45 AM • The Motley Fool

GE Aerospace vs. Lockheed Martin: Which Stock Is a Better Buy in 2026?

GE Aerospace and Lockheed Martin represent two distinct aerospace investment strategies. GE Aerospace benefits from a commercial aviation boom with strong revenue growth (18.5% YoY), high margins (19%), and a $210B+ backlog. Lockheed Martin offers stability through defense contracts with 72% U.S. Government revenue, though slower growth (5.7% YoY) and higher leverage (3.2x debt-to-equity). The article recommends GE Aerospace for growth-focused investors seeking rapid cash generation, while Lockheed Martin suits those preferring steady, predictable dividend returns.

10/15/2026, 6:30 PM • The Motley Fool

Boeing Fell Back Below $200 Ahead of a Strike Deadline. Here's Why I'd Buy the Fear After New Contracts Were Signed

Boeing stock has declined 11.3% over the past month and 26.7% from its 52-week high, but the author sees buying opportunity. The company averted a labor strike with 17,000 engineers and recently secured major defense contracts including development of next-generation carrier-based fighter jets and the F-47 to replace the F-15. Despite commercial aircraft challenges, the defense segment and government contract wins present potential upside.

10/15/2026, 5:05 PM • The Motley Fool

Business Jets Market Size, Share, Growth Trends, and Forecast, 2026-2035 | USD 60.5 Billion Opportunity as Fleet Modernization and Flexible Ownership Reshape Aviation

The global business jets market is projected to grow from USD 27 billion in 2025 to USD 60.5 billion by 2035, expanding at a CAGR of 8.3%. Growth is driven by rising demand for flexible ownership models, fleet modernization, sustainability initiatives, and expansion into underserved regions. The very light jet category is expected to grow fastest at 16.5% CAGR, while North America dominates with 50.6% of global revenue.

10/15/2026, 4:57 AM • GlobeNewswire

Boeing's Secret Weapon Isn't on the Factory Floor -- It's in the Boardroom

Boeing's board of directors has significantly strengthened with the addition of experienced aviation and aerospace executives under new CEO Kelly Ortberg. The board now includes leaders like David Joyce (former GE Aviation CEO), Akhil Johri (former United Technologies CFO), and David Gitlin (former Collins Aerospace president). This expertise is positioned as crucial for Boeing's long-term turnaround, including developing next-generation aircraft while managing a $715 billion backlog and restoring its balance sheet.

10/14/2026, 8:30 PM • The Motley Fool

Prediction: Here's What a $5,000 Investment in Archer Aviation Will Be Worth in 3 Years

Archer Aviation stock currently trades at $5 per share after declining from $7.50 at the end of 2025. Despite being a speculative eVTOL company with minimal revenue and lacking FAA certification, the author predicts the stock could reach $8 by October 2029 (60% upside) if the company achieves FAA type certification and successfully expands its defense business through its planned acquisition of Boeing subsidiaries. However, significant risks exist including potential dilution from future capital raises.

10/13/2026, 6:30 PM • The Motley Fool

Firefly Aerospace vs. Intuitive Machines: Which Space Infrastructure Stock Is a Better Buy in 2026?

The article compares two space infrastructure companies: Firefly Aerospace, which is achieving triple-digit revenue growth and recently accomplished a successful lunar landing, and Intuitive Machines, which has established strong lunar infrastructure capabilities with a $1.8 billion order backlog. Despite both companies operating at losses, Firefly is recommended as the better buy in 2026 due to its lower forward P/E ratio and stronger growth trajectory, while Intuitive Machines is positioned as a longer-term play expected to achieve profitability by 2027.

10/13/2026, 3:22 PM • The Motley Fool