Diversified industrials have had a good year, analysts say, but investor sentiment seems to be that the valuations of many of these companies is high in terms of historic multiples. These companies have seen more revenue growth and less currency pressure. Capital equipment has also performed well and analysts say there are value opportunities in the oil and gas industry now that prices seem to have stabilized. Analysts also focus on manufacturing efficiency and restructuring actions. Commercial airspace sector sales are expected to rise upper-single digits for most OEM companies and suppliers, analysts say. These companies are trying to bring the aftermarket in-house.
Full report available here.
Interview Highlights: Liam Burke of Wunderlich Securities on Industrial Equipment, Aerospace and Defense
October 14, 2016
Interview Highlights: Joseph DeNardi of Stifel, Nicolaus & Co. on Industrial Equipment, Aerospace and Defense
October 14, 2016
Interview Highlights: John Franzreb of Sidoti & Company on Industrial Equipment, Aerospace and Defense
October 14, 2016
Interview Highlights: Nick Heymann of William Blair & Company on Industrial Equipment, Aerospace and Defense
October 17, 2016
Amin J. Khoury, CEO of B/E Aerospace (BEAV), Presents at Cowen 35th Annual Aerospace/Defense & Transportation Conf.
February 05, 2014
