BE Aerospace

August 31, 2007

In our talks with analyst J.B. Groh, we found out some interesting information about BE Aerospace (BEAV), a company providing seating and interior products for aircrafts.

BE is benefitting from the general trend of aircraft manufacturers moving from producing primarily narrow body aircraft to more wide-body production. Wide-body jets have more interior content, and as the shift continues, BE gains a chance to grow sales at a much faster rate than the overall market.
BE’s customer list is a veritable who’s who of successful airlines: British Airways, Emirates, Qantas, Japan Airlines, and Lufthansa.
Mr. Groh predicts a growth rate in the high teens over the next three to five years.
The risk factor is that they have received cancelation of orders from some international customers. If growth were to be scaled back by these customers, it could potentially hurt them.

For the official website of BE Aerospace, click here.

For more info on J.B. Groh, and his predictions for the aerospace defense sector, click here

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