Morgan Stanley Research / Aerospace: 3Q 2021 A&D Earnings Preview

AF-4 Flight 109, 1st KC-10 in flight refueling qualifications with external stores, Pilot LtCol George “Boxer” Schwartz, Edwards AFB, Ca. April, 21, 2012

11 Oct 2021 | Kristine T Liwag | Matthew Sharpe | Jason T Holcomb
Aerospace: 3Q 2021 A&D Earnings Preview
Our top stock picks are Transdigm (ticker: TDG) for aerospace and Textron (ticker: TXT) for business jets. Our preferred stock in Defense is Northrop Grumman (ticker: NOC), while we view Lockheed Martin’s (ticker: LMT) earnings call as a potential catalyst event.

Continue reading