Summary Willis Lease Finance Corporation remains a Buy despite a 25% decline, with a $159.28 price target offering 29% upside potential. WLFC benefits from strong demand for leased engines and spare parts due to aircraft delivery delays, but faces capacity bottlenecks and capital needs. Recent earnings showed robust revenue growth but weaker operating leverage, with rising expenses and softer margins amid ongoing investment requirements. Valuation based on EV/EBITDA supports upside, though limited Wall Street coverage and persistent negative free cash flow present ongoing risks. Willis Lease Finance Corporation (WLFC), a provider of spare parts and aircraft engine leasing specialist, has lost nearly 25% since my last Buy-rated report, significantly underperforming the S&P 500’s (SP500) gain. While it should More on my IG service If you want full access to all our reports, data and investing ideas, join The Aerospace Forum, the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform. This article was written by Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more. Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Magellan Aerospace Corporation remains a Strong Buy supported by robust demand in aerospace and defense. Learn more about MALJF stock here.

Discover Archer Aviation's latest eVTOL milestones, capital raise, and global partnerships.

Meta has no real product or service based on AI, but AI infusion already drives value. Learn why META stock is a Buy.

CAE stock is a long-term "Buy," with robust aviation and defense demand, a strong backlog, and an undervalued price. Learn more about the company.

See why The Williams Companies, Inc. offers steady growth, reliable dividends, and 14% upside as a leading natural gas infrastructure stock. Click for more on WMB.

Spirit AeroSystems is being acquired by Boeing in an all-stock deal, with regulatory approvals nearing completion. Read my latest analysis of SPR and BA stocks.

Jet2 plc is rated a Buy with strong cash flow, healthy balance sheet, and net cash position. Learn more about DRTGF stock here.

Enbridge continues to deliver for investors thanks to its efforts in gas transmission, storage, and emerging renewables. Read more about recent earnings.

flyExclusive's stock is supported by strategic acquisitions that boost its private jet value chain. Click here to read my latest analysis of FLYX stock.

United Parcel Service is downgraded to Hold with a $106.74 price target due to ongoing market and operational challenges. Learn more about UPS stock here.

Infineon Technologies shows steady growth, strong power semiconductor demand, and AI-driven potential with 16.5%–39% upside. Learn why IFNNY stock is a buy.

American Airlines faces rising costs and softening revenues, prompting corporate job cuts and a focus on cost rationalization. Read why AAL stock is a Buy.

Intel beats Q3 2025 estimates but faces ongoing profitability challenges. See here for INTC's key insights, future outlook, and investment guidance.

Allegiant stepped away from Sunseeker and is now focusing on driving efficiency in the airline business. Read why ALGT stock is a Buy.

Summary AIRO Group Holdings, Inc. targets a $350 billion market across drones, avionics, training, and electric air mobility segments. AIRO Q2 results show strong drone sales momentum, improved EBITDA, but highlight ongoing cash burn and the need for careful funding management. AIRO receives a speculative Buy rating, with a price target of $19.65, reflecting 26% upside potential and anticipated multi-year growth. While funding risk remains, diversified revenue streams and prudent cash management support the investment thesis for a speculative position in AIRO stock. Drones and urban mobility solutions currently are hot topics in the aerospace and defense industry. One of the companies that is trying to combine both is AIRO Group Holdings, Inc. (NASDAQ:AIRO). In More on my IG service If you want full access to all our reports, data and investing ideas, join The Aerospace Forum, the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform. This article was written by Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more. Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Palantir Technologies Inc. is beating estimates while customer, sales and margins have room to grow further. Click here to find out why PLTR stock is a Buy.

TransDigm stock has declined, but transient destocking by Boeing and Airbus is overshadowing its strong long-term growth prospects. Learn more about TDG stock here.

Alphabet reported Q3 2025 revenues surpassing $100 billion, driven by strong growth in Google Services and Google Cloud.

Embraer (EMBJ) stock has surged on strong aerospace demand, a growing backlog, and buybacks. Read more on recent earnings for this key aerospace company.

Summary Butler National Corporation offers a unique mix of aerospace/defense and gambling exposure, with recent aerospace strength offsetting gaming weakness. Aerospace segment revenues and margins surged, driven by robust defense demand and operating efficiency, while casino revenues declined due to local economic softness. Current fair value is $2.18, but with strong EBITDA growth, BUKS could reach $3.02, offering up to 26% upside from current levels. I maintain a "Buy" rating on BUKS, watching for continued aerospace momentum and potential recovery in gaming from macroeconomic tailwinds. Butler National Corporation (OTCQX:BUKS) is one of the more interesting names I cover due to its intriguing combination of exposure to aerospace and defense and gambling. When I first assessed the company, I wasn’t sold. However, in August More on my IG service If you want full access to all our reports, data and investing ideas, join The Aerospace Forum, the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform. Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more. Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Summary L3Harris Technologies has surged 33.3%, outperforming the S&P 500, driven by robust defense demand and the LHX NeXt cost-cutting program. Q3 2025 results showed 7% sales growth, margin expansion, and a strong backlog, with management raising 2025 revenue guidance to $22 billion and providing a 2026 outlook. LHX benefits from missile defense, ISR, electronic warfare, AI integration, and air traffic modernization, supporting mid-single-digit growth and expanding margins. I raise my price target to $340.45 (17% upside), maintaining a "Buy" rating, citing undervaluation versus peers, improving free cash flow, and declining leverage. L3Harris Technologies, Inc. (LHX) has surged 33.3% since my last report, meeting my price target and outperforming the S&P 500’s 22% return. The aerospace and defense contractor is benefiting from strong demand for defense products and services in combination with More on my IG service If you want full access to all our reports, data and investing ideas, join The Aerospace Forum, the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform. Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more. Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Mercury Systems is positioned for long-term growth. Read more about the defense company's share buyback program.

MDA Space stock plunges 50% on contract risks, but undervaluation signals 66% upside. Here's why investors should take a closer look.