Walton's Weekly Flyby: 2026 Industrials Conference Preview & Question Bank

研报英文原文证据摘录

Walton's Weekly Flyby: 2026 Industrials Conference Preview & Question Bank

Aerospace & Defense

Aerospace - Market Overweight

Defense - Market Overweight

Walton's Weekly Flyby: 2026 Industrials Conference May 17, 2026

Preview & Question Bank

The Wolfe Byte

In this Flyby, we've included the schedule and question banks for participating A&D names in this week's Wolfe

Global Transportation & Industrial Conference.

19th Annual Global Transportation & Industrial Conference

Wolfe Research is hosting the 19th annual Global Transportation & Industrials Conference in NYC from Tuesday, May

19 – Thursday, May 21. Along with 23 A&D companies, we look forward to hosting the head of DoD's Industrial Policy

for a fireside chat on Tuesday. The backdrop for both Aerospace and Defense are as dynamic as they have been in years

and the sentiment for the sector has waned to a low point we also haven't seen in quite some time either, so the timing of

the event should be a solid gauge if solid fundamentals and generally optimistic commentary can create some attraction.

Aerospace & Defense Companies Attending

Our full scheduled is included in the body of the note, with the bulk of A&D companies attending on Thursday, May 21st:

ATI Eve Air Mobility StandardAero

Boeing FTAI Aviation TransDigm

BAE Systems GE Aerospace True Anomaly

Beta Technologies Hexcel Textron

Crane Company Joby Aviation Voyager Technologies

Curtiss-Wright L3Harris Technologies VSE Corporation

Embraer Lockheed Martin Woodward

Elbit Systems RTX

Beyond the Conference Preview

Outside the conference, we give a quick update on the budget hearings on what we learned this weekend from the

House-- which is set to do FY27 budget markups in June-- as well as the latest outlays data from the Treasury