Research

Aerospace & Defense

Our aerospace and defense coverage is focused on identifying companies with attractive growth and defensible leading market positions in commercial aerospace, defense, and select attractive outdoor recreation manufacturers. In commercial aerospace, airline traffic has proven to be resilient, as traffic growth has averaged 5.5% annually since 1990. Original equipment manufacturers backlog is at record levels while cancellations remain near historical lows as capacity is needed to meet growing demand in emerging markets and replacement demand in developed economies. This traffic growth and increased airline load factors drives demand for aftermarket parts. On the defense side, the industry appears poised for growth following years of budgetary constraints and we seek to identify unique opportunities with attractive growth profiles in this market. 


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