Reported about 1 month ago
Citi's aerospace and defense analyst Jason Gursky discusses expectations for the defense industry earnings reports, particularly focusing on Boeing, which is preparing for negotiations with union leaders. He anticipates that companies will share their outlooks for 2025, highlighting a shift from margin pressures to potential revenue growth and expanding margins. Gursky emphasizes the importance of improving labor productivity to enhance production rates in the defense sector.
Source: YAHOO