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Fundamental, Research

Commercial Aerospace: Medium-Term Growth Estimates are in Rarefied Air

Stewart Glickman, CFA, Deputy Director of Research

29 May 2024

Summary

This report analyzes the commercial aerospace market using CFRA’s discounted cash flow (DCF) three-stage model. It evaluates EBIT growth for aerospace firms from 2026 to 2029 and compares Boeing (BA) and Airbus (AIR FP). The analysis suggests that if Boeing underperforms, the rest of the aerospace industry is likely to disappoint.

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