Key Takeaways TAT Technologies surged 118.2% in a year, outpacing AIR's 32.1% rise.AIR reported 27.1% EPS growth and acquired American Distributors for $146M.TATT's lower leverage and $43M cash boost its solvency versus AIR's higher debt load.With the global aerospace services market expanding rapidly, driven by growing air traffic, rising fleet utilization and strong demand in the Maintenance, Repair and Overhaul (MRO) market, service providers like TAT Technologies (TATT) and AAR Corp. (AIR) stand to bene ...

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 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 si ...

Core Insights - The Aerospace Forum aims to identify investment opportunities within the aerospace, defense, and airline sectors, leveraging data analytics for informed decision-making [2]. Group 1 - The Aerospace Forum is recognized as a leading investment research service focused on the aerospace, defense, and airline industries [1]. - The group is led by an analyst with a background in aerospace engineering, providing insights into a complex industry with significant growth potential [2]. - The analysis offered by the group is data-driven, ensuring that investment ideas are based on thorough research and contextual understanding of industry developments [2].

Group 1 - Archer Aviation (NYSE: ACHR) is recognized as a leading company in the eVTOL (electric Vertical Take-Off and Landing) development sector [1] - The stock of Archer Aviation has experienced a decline since the last report, which contrasts with the previously held bullish rating [1] - The analysis provided by the investing group focuses on identifying investment opportunities within the aerospace, defense, and airline industries, leveraging data-informed insights [1] Group 2 - The investing group offers access to evoX Data Analytics, an in-house developed data analytics platform, enhancing the research capabilities in the aerospace sector [1] - The analyst emphasizes the importance of context in understanding industry developments and their potential impact on investment theses [1]

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.Cargojet ( CGJTF , CJT:CA ) stock lost 2.8% since my last Strong Buy rated report underperforming the S&P 500’s 3.8% gain. The Canadian cargo carrier saw its share prices decline even though tariff impacts are limited. In this report, I discuss the ...

Core Insights - Boeing and Airbus are the two leading jet manufacturers experiencing strong demand for their aircraft, but both face significant challenges in increasing production [2]. Group 1: Company Performance - Boeing and Airbus are currently the primary players in the jet manufacturing industry, benefiting from robust demand for their airplanes [2]. - Airbus is particularly struggling to meet the high demand, indicating potential production bottlenecks [2]. Group 2: Industry Context - The aerospace, defense, and airline sectors are characterized by significant growth prospects, with ongoing developments that could impact investment strategies [2].