Research, Fundamental

Aviation: Key Predictions and Top Stock Picks for 2023

Colin Scarola, CFA, VP Equity Research
19 December 2022


With major improvement recently occurring in the aerospace supply chain, we see at least 25% growth in combined aircraft deliveries for Boeing (BA) and Airbus (AIR FP) in 2023. Robust job growth and large household bank savings are likely to drive healthy growth in leisure travel during 2023.

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