TechBloomberg Tech1h ago
Barclays: “Generational Shift” in Aerospace & Defense
TL;DRBarclays says newer aerospace/defense firms with commercial models deserve different valuation than legacy contractors.
Why it matters: Market reassessment could reshape A&D investment thesis and accelerate disruption of entrenched defense incumbents.
Anthony Valentini of Barclays says aerospace and defense is at an inflection point: newer, high-growth companies using commercial business models should be evaluated differently from traditional contractors and could achieve higher margins at scale. He describes the shift toward…
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