Industry & Services >> Analyst Interviews >> March 7, 2024

Increased Demand for Air Travel Benefits Aircraft Manufacturers

Owens, Nicolas
Nicolas Owens is an Industrials Equity Analyst for Morningstar Research Services, LLC, a wholly owned subsidiary of Morningstar, Inc. He covers the Aerospace & Defense sector including Boeing, Airbus, and major North American commercial airlines and defense contractors. Mr. Owens previously covered the Aerospace sector for Morningstar from 2002-2005. Since then, he filled a range of business roles commercializing Morningstar research across a wide swath of the investment audience. Mr. Owens holds a bachelor’s degree in politics from Princeton University. He also holds a master’s degree in business administration in finance and strategic management from the University of Chicago Booth School of Business. Profile
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TWST: Could you introduce us to your coverage and the subsectors you focus on?

Mr. Owens: I cover aerospace and defense. And those break down