2025-05-19-Jefferies-邀请售后市场_维修_保养和大修（MRO）峰会-_6月4日_星期三_6页_242kb

Summary of Jefferies Equity Research Report

Event Announcement
Jefferies is hosting a Virtual Aftermarket/MRO Summit on June 4, 2025. The summit will feature fireside chats with industry leaders discussing MRO demand expectations, aircraft retirement rates, USM/PMA adoption, and regional MRO behaviors through interactive sessions. Registration and agenda details are available via links provided.

Equity Research Insights
The report offers investment ratings (Buy, Hold, Underperform) for Aerospace & Defense Electronics companies based on factors like market capitalization, growth, volatility, and valuation metrics such as DCF, EV/EBITDA, and P/E ratios. As of May 19, 2025, rating distribution shows a higher proportion of Buy recommendations (60.64%). Analyst certifications are included, confirming personal views and no compensation ties to specific recommendations.

Valuation and Risks
Valuation uses methodologies including DCF and various financial analyses. Key risks include regulatory constraints, potential conflicts of interest, currency risks, and market volatility. The report cautions that past performance does not guarantee future returns and investments may not suit all individuals.

Disclosures and Distribution
Involved in content from Jefferies, with disclosures covering conflicts of interest, sector-specific regulations across jurisdictions, and prohibited distributions for non-US entities. Actionable information should be reviewed with a financial advisor due to inherent risks.