高盛：航空航天和国防_ 3Q24 收益预览
高盛证券·2024-10-10 13:39
9 October 2024 | 6:41AM EDT Aerospace & Defense 3Q24 earnings preview Our 3Q24 A&D earnings preview provides our current thoughts on each sub-market and single stock ideas into the results period. Aerospace OE is challenged by the Boeing strike and supply chain hurdles. We expect companies to speak to slower output through year-end, but only modestly, with an aim to ramp quickly in 2025. Unit and price growth are both likely still strong in the aftermarket, and only extended by OE challenges; we expect stro ...