AIR

$AIR chatter on StockTwits

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  Top Stock Alerts@topstockalertsAug 7

  Apollo Global Management agreed to acquire easyJet in a $7.7 billion all-cash deal, ending a months-long bidding war after rival Castlelake withdrew its final offer. Apollo will pay 715 pence per share, backing easyJet's current management strategy and long-term growth plans. The acquisition gives Apollo control of one of Europe's leading low-cost airlines, with valuable assets including a modern Airbus A320 fleet, premium airport slots at capacity-constrained hubs such as London, Milan and Geneva, and a growing holiday package business. Shares of easyJet rose as much as 4.1%, though they continued to trade below the offer price, reflecting investor concerns over potential regulatory hurdles. Because Apollo is a U.S.-based firm, the transaction has been structured to comply with U.K. and EU airline ownership rules, which require majority ownership and effective control to remain with European investors. $APO $AIR $ESYJY

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  Jack Suwo@seekingyield1Aug 4

  $VVX beat and raise for the quarter and year - quarter growth of 17% and EPS of 23%. Year EPS guide now ~$6.10. The issue is a revenue mix shift in the guide - in 2H the Kuwait contract is being reduced while a national security contract ramps so growth moderates but at a higher margin. Obviously better to have both like in 1H but there is a decent chance they have some contract wins on top of it all At the very core net leverage goes below 2x by year end and between debt reduction and refinancing their interest expense has declined materially. They have a lot of room for an acquisition and continue to allude to this - something we may see soon Decent chance this looks like $AIR - sold off on lower growth guide but ultimately the modernization trends give an incredible TAM and growth opportunities

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  Top Stock Alerts@topstockalertsJul 29

  Airbus CEO Guillaume Faury said the company remains highly confident in achieving its 2026 delivery target of around 870 commercial aircraft, clarifying that the guidance effectively represents a range of 850 to 890 planes. His comments come after reports suggested Airbus had internally discussed a target exceeding 900 deliveries while keeping its official forecast unchanged. Faury also noted that issues with engine supplier Pratt & Whitney are no longer expected to impact 2026 deliveries, although Airbus continues to work toward resolving its broader dispute with the company. He said management expects relations and operations with Pratt & Whitney to normalize further after 2027. The CEO emphasized that Airbus has sufficient financial strength to fund its own programs and is not currently seeking government support. $AIR $RTX

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  Loudermilk@Loudermilk64Jul 26

  $AIR $CAE would the new tariffs on Canada affect these companies?

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  flabb@flabbJul 23

  $AIR 126.85 filled

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  TNN Stock Analysis@TNNStockAnalysisNewsJul 23

  Today’s Top Stock Gainers — July 22, 2026 $DELL -- +10% | SMCI Sympathy + AI Server Validation $HPE -- +5% | AI Server Sympathy $AIR -- Gains on Aviation MRO Contract Win $CB -- Gain on Insurance Results $XE -- Gain on Nuclear Power Demand https://truthsandnews.com/markets/top-stock-gainers-today-july-22-2026-smci-eqt-cme

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  Top Stock Alerts@topstockalertsJul 23

  Airbus is working with partners across the European Union, the U.K., and the U.S. on a hybrid-electric power system for next-generation commercial aircraft through its LEIA (Large Electrical Integration Architecture Demonstrator) project. Supported by the EU’s Clean Aviation Joint Undertaking, the initiative focuses on developing high-voltage power generation and distribution systems for future short- and medium-haul aircraft, aiming to advance more efficient and sustainable aviation technologies. LEIA builds on the completed SWITCH project, which developed hybrid-electric propulsion subsystems. Following successful integrated laboratory testing by Collins Aerospace and partners including Pratt & Whitney, GKN Aerospace, and MTU Aero Engines, the technology is now moving to Airbus’ Sustainable Engineering and Technology facility in Ottobrunn, Germany, for full aircraft-level integration testing. $AIR

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  SJ@BazziggrBearishJul 22

  $AIR bad timing for an offering

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  SJ@BazziggrJul 22

  $AIR SPCX

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  flabb@flabbJul 22

  $AIR 130.18 air filled

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  Estimize@EstimizeJul 22

  $AIR reported 1.53 EPS and 928.00 revenue for Q4. http://www.estimize.com/intro/air?chart=historical&metric_name=eps&utm_content=AIR&utm_me

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  Sweet.Disposition@Intelligence1stBullishJul 22

  $BA $AIR It signals that Boeing management is actively defending its market position👏

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  Top Stock Alerts@topstockalertsJul 22

  Boeing has asked the U.S. government to press the European Union for greater transparency over a €3 billion ($3.43 billion) European Investment Bank loan to Airbus, arguing the financing could violate the terms of the 2021 U.S.-EU truce that paused a long-running dispute over aircraft subsidies. In a letter to U.S. Trade Representative Jamieson Greer, Boeing requested a detailed explanation of the loan's conditions and questioned why it was approved just days after the truce was extended. The request revives trade tensions tied to the 17-year WTO battle over aerospace subsidies, which previously led to retaliatory tariffs on both sides of the Atlantic. Greer said the USTR is reviewing the loan closely and has raised the issue with the European Commission, warning the U.S. cannot allow Boeing to compete against what it views as unfair state-backed financing. $BA $AIR

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  MarketBeat Earnings@EarningsInsiderJul 21

  https://www.marketbeat.com/earnings/reports/2026-7-21-aar-corp-stock/ $AIR AAR Earnings Transcript

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  Stocktwits Earnings@StocktwitsEarningsJul 21

  $AIR Q4 '26 Earnings Results & Recap • Reported GAAP EPS of $1.28 up 34.74% YoY • Reported revenue of $928M up 23.00% YoY • AAR Corp. expects first quarter fiscal year 2027 sales growth of 21% to 23% and an adjusted EBITDA margin of 12.25% to 12.75%, while full year sales growth is low double-digits.

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