$BA
4 long-form articles and 2 pre-market mentions covering $BA from AskMelon Research.
Lockheed Martin burned cash in Q1 2026 while paying out a compounder's multiple
Lockheed Martin reported first-quarter 2026 revenue of $18.0 billion — flat against the prior year — and earnings per share of $6.44, down roughly 12%, but the line that matters sits lower on the cash…
GE Aerospace Is Priced at 40x for a Cycle That Always Lands
GE Aerospace is the prize that emerged from the long, painful breakup of General Electric — a clean, focused, best-in-class maker of jet engines, with one of the most beautiful business models in all …
Boeing Says the Worst Is Over. Its Balance Sheet Says Wait.
After years of catastrophe — two fatal 737 MAX crashes, a door plug blowing off in mid-flight, a crippling strike, a revolving door of chief executives, and tens of billions of dollars in losses — Boe…
The Avionics Lock That Cost Three Hundred and Forty-Six Lives
A meditation on the Boeing 737 MAX, the single-supplier strategy that made remediation a multi-year program, and the long tail of crises produced by deferred capital investment in a company whose prod…
Wednesday, July 29, 2026
The mirror flips again: Iran shatters the three-day ceasefire overnight with a ballistic-missile strike on US forces, snapping oil +4.7% and unwinding the entire week's disinflation trade in a single …
Wednesday, April 22, 2026
The ceasefire was supposed to die tonight. Trump extended it instead. Now Boeing opens the day with a loss, Tesla closes it with a showdown, and oil pulls back just enough to make the bulls hopeful ag…