Workflow
US Aerospace & Defense_2025 Outlook_ Favor OE_AM barbell as BA ramps, not expecting DoD cuts but remain selective
AMD·2025-01-10 02:25

ab 6 January 2025 Powered by YES UBS Evidence Lab Global Research US Aerospace & Defense 2025 Outlook: Favor OE/AM barbell as BA ramps, not expecting DoD cuts but remain selective Key A&D Debates and Top Picks for 2025 In 2025, we see opportunity in both commercial OE and AM, and believe a barbell approach is the best positioning to capture both improving production rates and hedge supply chain risk. We model BA MAX production at 38/mo by October and expect the stock to outperform as the market prices in no ...