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U.S. aerospace and defense stocks: Q2 earnings preview

Sun, 06 Jul 2025 10:00:00 -0400

In its U.S. Aerospace and Defense Q2 earnings preview, UBS discussed earnings and guidance drivers, the insulation of outlooks for stocks in the space from tariffs, and the risk that revenue growth won’t convert to cash flow growth.

While aerospace valuations are extended, UBS believes beats and raises will likely be rewarded. Defense is still trading at a discount to the S&P 500 despite many topline drivers.

The market is concerned about the prospects for revenue growth to convert into cash flow growth, and the lack of clarity about the U.S. defense budget beyond 2026.

The outlook for government IT is still uncertain

U.S. aerospace and defense stocks: Q2 earnings preview

Sun, 06 Jul 2025 10:00:00 -0400

While aerospace valuations are extended, UBS believes beats and raises will likely be rewarded. Defense is still trading at a discount to the S&P 500 despite many topline drivers.

The market is concerned about the prospects for revenue growth to convert into cash flow growth, and the lack of clarity about the U.S. defense budget beyond 2026.

The outlook for government IT is still uncertain

U.S. aerospace and defense stocks: Q2 earnings preview

Sun, 06 Jul 2025 10:00:00 -0400

While aerospace valuations are extended, UBS believes beats and raises will likely be rewarded. Defense is still trading at a discount to the S&P 500 despite many topline drivers.

The market is concerned about the prospects for revenue growth to convert into cash flow growth, and the lack of clarity about the U.S. defense budget beyond 2026.

The outlook for government IT is still uncertain

U.S. aerospace and defense stocks: Q2 earnings preview

Sun, 06 Jul 2025 10:00:00 -0400

While aerospace valuations are extended, UBS believes beats and raises will likely be rewarded. Defense is still trading at a discount to the S&P 500 despite many topline drivers.

The market is concerned about the prospects for revenue growth to convert into cash flow growth, and the lack of clarity about the U.S. defense budget beyond 2026.

The outlook for government IT is still uncertain

U.S. aerospace and defense stocks: Q2 earnings preview

Sun, 06 Jul 2025 10:00:00 -0400

While aerospace valuations are extended, UBS believes beats and raises will likely be rewarded. Defense is still trading at a discount to the S&P 500 despite many topline drivers.

The market is concerned about the prospects for revenue growth to convert into cash flow growth, and the lack of clarity about the U.S. defense budget beyond 2026.

The outlook for government IT is still uncertain

U.S. aerospace and defense stocks: Q2 earnings preview

Sun, 06 Jul 2025 10:00:00 -0400

While aerospace valuations are extended, UBS believes beats and raises will likely be rewarded. Defense is still trading at a discount to the S&P 500 despite many topline drivers.

The market is concerned about the prospects for revenue growth to convert into cash flow growth, and the lack of clarity about the U.S. defense budget beyond 2026.

The outlook for government IT is still uncertain

Preview of NATO summit coming up on 24-26 June

Sun, 22 Jun 2025 04:00:00 -0400

The NATO summit to be held on 24-26 June will mark a significant milestone in European defence expenditure as threats from Russia and the US’s strategic pivot to Asia reshape the global defence landscape. Analysts at UBS and Barclays are out with notes on what they expect from the event.

UBS continues to remain highly bullish on European defence, “arguing that European defence spending is in a structural upcycle.”

Barclays’ preview of the summit notes that NATO defence ministers have already agreed to spend 5% of their GDP on defence, including 3.5% for core defence spending and 1.5% on defence and security-related

Preview of NATO summit coming up on 24-26 June

Sun, 22 Jun 2025 04:00:00 -0400

UBS continues to remain highly bullish on European defence, “arguing that European defence spending is in a structural upcycle.”

Paris Air Show 2025 Day 1: Here are the key takeaways

Tue, 17 Jun 2025 07:28:39 -0400