Searching Goglides
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Searching Goglides
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AerCap is using tight aircraft supply to produce record earnings, asset-sale gains and buybacks. The upside is real, but the model still runs on leverage, airline customer health and aircraft residual values.
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Zeta reported 50% Q1 revenue growth, raised 2026 guidance again, and launched Athena by Zeta. The proof gate is organic growth, super-scaled customers, adjusted EBITDA margin, and free cash flow.
OpenQ1 2026 revenue beat, raised revenue guidance, and the first sixth-generation 256-qubit system sale. The proof gate is RPO conversion, organic revenue growth, and adjusted EBITDA loss discipline.
OpenRocket Lab reported FY2025 revenue of $601.8 million, Q1 2026 revenue of $200.3 million, a FY2025 net loss of $198.2 million and $1.2 billion of cash. The thesis depends on launch cadence, space systems demand, Neutron investment, operating leverage, cash burn
OpenGrab reported Q1 2026 revenue growth, record adjusted EBITDA, and stronger on-demand GMV. The proof gate is adjusted EBITDA, adjusted free cash flow, loan quality, and incentive discipline.
OpenEnphase reported Q1 2026 results and announced an IQ solid-state transformer program for AI data centers. The proof gate is revenue stabilization, battery shipments, non-GAAP gross margin, and IQ SST progress.
OpenA filing-led Datavault AI Q1 2026 earnings thesis focused on recognized revenue, tokenization contracts, cash conversion, losses, liquidity, and dilution risk.
OpenBoeing is a globally strategic aerospace franchise with FY2025 revenue of $89.5 billion and Q1 2026 revenue of $22.2 billion, but the investment case still turns on production discipline, safety oversight, defense charges and recurring cash generation.
OpenAeroméxico has premium demand, loyalty scale and record-margin evidence after its U.S. listing, but the Delta JCA, MEX constraints, fuel, FX, engine issues and a negative equity balance sheet make the setup high risk.
OpenArcher has enough liquidity to make the eVTOL race worth watching, but the filings still show a pre-revenue aircraft company burning cash while certification, manufacturing, launch operations, conditional orders, and IP fights decide whether Midnight becomes a
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