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• Bernstein·2026-10-01Sector

  Global Aerospace & Defense Commercial Aircraft: The equipment market? Good -But, engines are better!

• J.P. Morgan·2026-09-23Company

  Howmet Aerospace (HWM.US) Meeting Strong Visible Demand Remains Top Priority; All Stars Takeaways

• Bernstein·2026-09-22SectorOutperform

  $421Global Aerospace & Defense European Aerospace - Snapshot of the aftermarket: Low (but rising) odds of a nightmare scenario

• Bernstein·2026-09-08SectorOutperform

  $421Global Aerospace & Defense: Commercial Aircraft: Aftermarket-Should we be afraid? Iran, Russia extend high fuel prices; Risks to legacy engines?