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Flyby: 2026 Farnborough Airshow Preview

发布日期: 2026-07-17研究机构: Morgan Stanley公司 / 股票: BA.N,GD.N,LHX.N,LMT.N,NOC.N,RTX.N,TDG.N,TXT.N报告页数: 20原文语言: English证据页码: 1

研报英文原文证据摘录

Idea

July 17, 2026 10:00 AM GMT

Morgan Stanley & Co. LLCMAerospace & Defense | North America Kristine T Liwag

Equity Analyst

Flyby: 2026 Farnborough Kristine.Liwag@morganstanley.comJason T Holcomb +1 212 761-2980

Research Associate

Jason.Holcomb@morganstanley.com +1 212 761-5592

Airshow Preview Justin M Lang

Justin.Lang@morganstanley.com +1 212 761-6251

The 2026 Farnborough Airshow will be held July 20-24, 2026, at Gabrielle Knafelman

the Farnborough International Exhibition & Conference Center in ResearchGaby.Knafelman@morganstanley.comAssociate +1 212 761-4838

Farnborough, Hampshire, UK. We outline companies we will be Shaina C Zuber

meeting with at the Airshow, topics we are focused on, and ResearchShaina.Zuber@morganstanley.comAssociate +1 212 761-6353

primary risks facing Aerospace stocks today.

Aerospace

North America

2026 Farnborough Airshow Industry View Attractive

Defense

The 2026 Farnborough Airshow will be held July 20-24, 2026, at the Farnborough North America

International Exhibition & Conference Center in Farnborough, Hampshire, UK. It Industry View Attractive

occurs every two years (even years) and switches off with the Paris Air Show in Key Stories in MS Research:

France (odd years). We note that Farnborough historically leaned more military, Defense: “Skinny” $60bn Better Than Nothing

while Paris leaned more commercial aerospace. This year’s event will be widely Aerospace & Defense: 2Q26 A&D Preview &

attended by companies, analysts, investors, and other stakeholders. Heading into Ratings Restack

the show, we’re focused on whether continued strength in commercial aerospace TransDigm Group Inc.: TransDigm Announces

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