Group 1 - Leonardo DRS, Inc. (NYSE: DRS) has experienced a decline of 22.3% since the stock was downgraded from Buy to Hold, underperforming the S&P 500's gain of 14.1% [1] - The decline in Leonardo DRS's stock price reflects both company-specific sentiment and broader market conditions [1] - The analyst, Dhierin-Perkash Bechai, specializes in the aerospace, defense, and airline sectors, providing insights into investment opportunities within these industries [1]

Core Insights - Woodward (NASDAQ: WWD) shares have increased by 5.4% since the last report, outperforming the S&P 500 modestly [2] - The upcoming Q4 2025 earnings report is scheduled for November 24, with investor focus shifting towards the FY26 outlook, margin trends, and free cash flow [2] Company Overview - Woodward operates in the aerospace, defense, and airline sectors, which are characterized by significant growth prospects [2] - The analysis provided by the aerospace, defense, and airline analyst includes context on industry developments and their potential impact on investment theses [2] Investment Analysis - The investing group, The Aerospace Forum, aims to identify investment opportunities within the aerospace, defense, and airline industries [2] - The analysis is data-driven, utilizing in-house developed data analytics platforms to inform investment ideas [2]

Core Insights - The article emphasizes the importance of data-driven analysis in identifying investment opportunities within the aerospace, defense, and airline sectors [2]. Group 1: Analyst Background - Dhierin-Perkash Bechai is an experienced analyst specializing in aerospace, defense, and airline industries, leveraging a background in aerospace engineering to provide insights [2]. - The investing group, The Aerospace Forum, aims to uncover investment opportunities in these sectors, highlighting significant growth prospects [2]. Group 2: Services Offered - The Aerospace Forum provides access to evoX Data Analytics, an in-house developed data analytics platform, enhancing the research capabilities for investors [1]. - The group offers direct access to data analytics monitors, which support informed investment decisions [2].

Group 1 - Surf Air Mobility Inc. (SRFM) stock has decreased nearly 35% since the last report, indicating significant volatility in its market performance [1] - The company is viewed as a speculative investment, particularly in the context of artificial intelligence and the electrification of aviation [1] - The analyst, Dhierin-Perkash Bechai, emphasizes the importance of data-informed analysis in identifying investment opportunities within the aerospace, defense, and airline sectors [1] Group 2 - The Aerospace Forum is highlighted as a leading investment research service focused on the aerospace, defense, and airline industries, providing access to proprietary data analytics [1] - The analyst's background in aerospace engineering contributes to a nuanced understanding of industry developments and their potential impact on investment strategies [1] - The forum aims to uncover growth prospects in a complex industry, suggesting a proactive approach to investment analysis [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.TransDigm Group Incorporated ( TDG ) stock has dropped 10% since my last report, with a total return of 4%, underperforming the S&P 500’s gain. I have been bullish on the company’s growth prospects in commercial aerospace and defense, but the marke ...

Core Insights - MDA Space's stock has experienced a significant decline, losing nearly 50% of its market value since being rated a buy in August, which has erased all previous gains [1] Company Analysis - MDA Space operates in the aerospace sector and has been underperforming in the market, indicating potential challenges in its business model or market conditions [1] - The analyst, Dhierin-Perkash Bechai, specializes in aerospace, defense, and airline sectors, providing insights into investment opportunities and industry developments [1] Industry Context - The aerospace, defense, and airline industries are characterized by significant growth prospects, but they also face complexities that can impact investment strategies [1]

Group 1 - The Aerospace Forum is a leading investment research service focused on aerospace, defense, and airline sectors, providing access to data analytics and investment ideas [1][2] - Dhierin-Perkash Bechai, an analyst with a background in aerospace engineering, leads the group and aims to identify investment opportunities within the industry [2] - The analysis provided by the group is data-driven, offering insights into how industry developments may impact investment strategies [2]

Core Insights - Melrose Industries has underperformed the market with a return of 2.3% compared to 6.1% for the S&P 500, but excluding currency effects, the return would have been 4.8% [1] Company Analysis - The analyst, Dhierin-Perkash Bechai, specializes in aerospace, defense, and airline sectors, providing insights into investment opportunities within these industries [1] - The Aerospace Forum, led by the analyst, aims to identify investment opportunities and offers data analytics to support informed decision-making [1]

Group 1 - The Aerospace Forum is a leading investment research service focused on aerospace, defense, and airline sectors, providing access to data analytics and investment ideas [1][2] - Dhierin-Perkash Bechai, an analyst with a background in aerospace engineering, leads the group and aims to identify investment opportunities within the industry [2] - The analysis provided by the group is data-driven, offering insights into how industry developments may impact investment strategies [2]

Core Insights - FMC Corporation's stock has decreased by 44% following the Q3 2025 earnings release, indicating significant market reaction to the company's performance [1] - The implications of selling the business in India have raised concerns among investors, affecting the stock's valuation [1] Company Summary - FMC Corporation is facing a substantial decline in stock price, attributed to recent earnings results and strategic business decisions [1] - The company had previously received a buy rating, but the recent developments have led to a reevaluation of its investment potential [1] Industry Context - The aerospace, defense, and airline sectors are characterized by complex dynamics and significant growth prospects, which are analyzed by industry experts [1] - The analysis provided by industry professionals aims to uncover investment opportunities and contextualize developments that may impact investment strategies [1]