GS--Aerospace & Defense_ 3Q24 earnings preview
Our 3Q24 A&D earnings preview provides our current thoughts on each sub-marketand single stock ideas into the results period. Aerospace OE is challenged by the
应用介绍
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 strong results in the vertical. We think
business jet demand and price are still strong and that will show in orders and
margin results. In defense hardware, top-line growth starts to face tough compares
while margin challenges remain in the equation. Government IT continues to benefit
from secular growth trends with more stable margins. We highlight WWD, DCO,
LDOS into results; we see risk of a high bar or estimate downside at MRCY, HII,
LMT
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