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Flyby: Key Themes from Farnborough

发布日期: 2026-07-24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: 18原文语言: English证据页码: 1

研报英文原文证据摘录

Update

July 24, 2026 10:13 AM GMT

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

Equity Analyst

Flyby: Key Themes from Kristine.Liwag@morganstanley.comJason T Holcomb +1 212 761-2980

Research Associate

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

Farnborough Justin M Lang

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

In this week’s Flyby, we outline key themes from the Gabrielle Knafelman

Farnborough Airshow. Demand remains robust across ResearchGaby.Knafelman@morganstanley.comAssociate +1 212 761-4838

Commercial Aerospace & Defense, putting the focus on Shaina C Zuber

execution, and ensuring pricing power for strategically ResearchShaina.Zuber@morganstanley.comAssociate +1 212 761-6353

positioned suppliers.

Aerospace

North America

A Wrap on the 2026 Farnborough Airshow Industry View Attractive

Defense

We spent the week in the United Kingdom hosting meetings with corporates and North America

investors both in London and at the Farnborough International Exhibition & Industry View Attractive

Conference Center, which is just an hour outside of London. As we expected, foot Key Stories in MS Research:

traffic at the show was heavy and the event was widely attended by corporates, FTAI Aviation Ltd: $1.47bn FTAI Power Order

industry participants, analysts, and investors. On our way back across the pond, we Northrop Grumman Corp.: ‘Reasons for

spent some time thinking about key themes from this year’s Airshow. Demand Optimism’ / Maintain OW

remains robust across both Commercial Aerospace & Defense, with the focus Aerospace: Day 2 at the Farnborough Airshow

instead on execution and supply chain de-bottlenecking. These dynamics provide the Aerospace: Day 1 at the Farnborough Airshow

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