Aerospace is full of plane and space dorks. @scarlett_koller is one of them. Three MIT degrees, SpaceX Crew Dragon, NASA Perseverance, Amazon Kuiper, now founding Mithril. Deployed EP5 is out now. Check it out for some incredible stories:

HOWMET AEROSPACE $HWM Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.55B (Est. $2.43B) 🟢; +24% YoY 🔹 Adj. EPS: $1.33 (Est. $1.25) 🟢; +46% YoY 🔹 Adjusted EBITDA: $817M (Est. $771M) 🟢; +39% YoY 🔹 Free Cash Flow: $479M (Est. $382M) 🟢; +39% YoY Raises FY26 Guide: 🔹 Revenue: $10.0B-$10.1B (Est. $9.75B) 🟢 🔹 Adj. EBITDA: $3.21B-$3.25B (Est. $3.12B) 🟢 🔹 Adj. EBITDA Margin: 32.1%-32.2% 🔹 Adj. EPS: $5.23-$5.31 (Est. $5.06) 🟢 🔹 Free Cash Flow: $1.85B-$1.95B (Est. $1.81B) 🟢 Q3 Guide: 🔹 Revenue: $2.57B-$2.59B (Est. $2.47B) 🟢 🔹 Adj. EBITDA: $825M-$835M (Est. $782M) 🟢 🔹 Adj. EBITDA Margin: 32.2%-32.3% 🔹 Adj. EPS: $1.34-$1.36 (Est. $1.26) 🟢 Segment Net Revenue: 🔹 Engine Products: $1.37B; +32% YoY 🔹 Fastening Systems: $589M; +37% YoY 🔹 Engineered Structures: $269M; -13% YoY 🔹 Forged Wheels: $316M; +14% YoY Other Q2 Metrics: 🔹 Organic Growth: 21% YoY 🔹 Operating Income: $711M; +36% YoY 🔹 Adjusted EBITDA Margin: 32.1%; +340 bps YoY Capital Return: 🔹 Buybacks: $300M in Q2 🔹 Dividend: $0.14/share in Q3, +17% YoY 🔹 Remaining Authorization: $697M Comments: 🔸 “all exceeding the high end of guidance.” 🔸 “Looking ahead, Howmet is well positioned, with all our major markets in growth mode.”

Vertical Aerospace's Valo electric air taxi made its first public take-off flight at the 2026 Farnborough International Airshow, aiming to fly up to 100 miles on a single charge. More here:

PARK AEROSPACE $PKE Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $18.312M (Est. $17.77M) 🟢; +19% YoY 🔹 EPS: $0.17 (Est. $0.16) 🟢; +70% YoY 🔹 Net Earnings: $3.533M; +70% YoY 🔹 Gross Margin: 34.8% 🔹 Adjusted EBITDA: $4.576M; +54% YoY