2025-05-19-Jefferies-邀请公务航空峰会-_6月5日_星期四_6页_397kb

Jefferies Equity Research Summary: Aerospace & Defense Electronics

This report from Jefferies covers the Aerospace & Defense Electronics sector, focusing on business aviation and market trends. The upcoming Virtual Business Aviation Summit on June 5, 2025, highlights key discussions on OE demand, market outlooks, and sustainability amid economic uncertainty. Analysts like Sheila Kahyaoglu and Greg Konrad lead the analysis, with forecasts noting constrained deliveries, elevated pricing, and strong short-term demand despite macroeconomic risks. The equity rating system includes Buy, Hold, and Underperform categories based on expected total returns, with valuation methodologies such as DCF analysis. Risks involve market volatility, regulatory issues, and potential conflicts of interest. Registrations and further details are available via provided links.