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• Bernstein·2026-09-23Sector

  $232 → $223▼Global Aerospace & Defense: US defense: _This Mess We're In_-Desires and Dysfunction in the Pentagon and Congress; When can you buy these stocks?

• Bernstein·2026-09-22SectorMarket-Perform

  $232Global Aerospace & Defense European Aerospace - Snapshot of the aftermarket: Low (but rising) odds of a nightmare scenario

• Bernstein·2026-09-08SectorMarket-Perform

  $232Global Aerospace & Defense: Commercial Aircraft: Aftermarket-Should we be afraid? Iran, Russia extend high fuel prices; Risks to legacy engines?

• BofA Securities·2026-08-20Sector

  Global Aerospace: Legacy engine cycles weaken as new platforms continue to grow