The Valuation Street

Stock Valuations Newsletter: Access company valuations, earnings analysis, deep research, opinions & actionable insights to improve your portfolio.

What Are Long-Term Service Agreements (LTSA)? Deep Dive Into Key Source of Profits And Occasional Loss For Aftermarket Services of Aircraft Engine Makers

May 1, 2025

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10 min read

What Are Long-Term Service Agreements (LTSA)? Deep Dive Into Key Source of Profits And Occasional Loss For Aftermarket Services of Aircraft Engine Makers

Aerospace Engine Makers Firing On All Cylinders: Q1 2025 Results Highlight Strong Aftermarket, Tariff Headwinds, and Supply Chain Focus

Apr 30, 2025

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8 min read

Aerospace Engine Makers Firing On All Cylinders: Q1 2025 Results Highlight Strong Aftermarket, Tariff Headwinds, and Supply Chain Focus

Autodesk & Dassault Systèmes Software Design Leaders Navigate Macro Headwinds, Focus on Recurring Revenue and Efficiency

Apr 29, 2025

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8 min read

Autodesk & Dassault Systèmes Software Design Leaders Navigate Macro Headwinds, Focus on Recurring Revenue and Efficiency

Mixed Quarter for Tech Giants: Intel Struggles, SK Hynix Soars on AI, IBM Stock Dips Despite AI Focus

Apr 28, 2025

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4 min read

Mixed Quarter for Tech Giants: Intel Struggles, SK Hynix Soars on AI, IBM Stock Dips Despite AI Focus

Alphabet Reports Strong Q1 2025 Results Amidst AI Acceleration and First Signs of Search Market Disruption

Apr 27, 2025

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10 min read

Alphabet Reports Strong Q1 2025 Results Amidst AI Acceleration and First Signs of Search Market Disruption

ABB Reports Strong Start to 2025 with Solid Q1 Results

Apr 24, 2025

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5 min read

ABB Reports Strong Start to 2025 with Solid Q1 Results