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Search resuls for: "Michael Ciarmoli"


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No matter who voters choose, whether it is former President Donald Trump or Vice President Kamala Harris , Liwag doesn't expect a meaningful shake-up in the outlook for defense stocks. Still, the analyst notes that even cases where an administration cuts defense spending, stocks can still carve out gains. During the Obama administration, the defense budget fell 3.3%, but defense stocks gained 2.1%. The defense stocks Morgan Stanley covers have outperformed the S & P 500 since Russia's invasion of Ukraine, Liwag said. "Historically, the conventional wisdom has been that Republicans are positive for defense spending and defense stocks, while Democrats are negative," Harned said.
Persons: Bernstein, Douglas Harned, Lockheed Martin, Morgan Stanley, Kristine Liwag, Donald Trump, Kamala Harris, Liwag, Bernstein's Harned, Harned, Harris, Wolfe Research's, Tobin Marcus, Marcus, Ronald Epstein, Epstein, Trump, Northrop, Obama, Northrop Grumman, Morgan Stanley's, Michael Ciarmoli, Truist, Leonardo Organizations: P Aerospace, Defense, Industry, L3Harris Technologies, Lockheed, CNBC, " Bank of America, Democratic, Senate, Republican, U.S . House, Trump White House, Republican Senate, Trump, Abrams, Space Force, Northrop Grumman, General Dynamics, Hamas, Dynamics, Northrop, Gulfstream, Leonardo DRS, Moog, Republicans Locations: Ukraine, U.S, Russia, Crimea, Iran, Israel
Spirit AeroSystems resumes slide, sinks another 4%
  + stars: | 2023-08-03 | by ( Valerie Insinna | ) www.reuters.com   time to read: +3 min
A Boeing 737 MAX-10 lands over the Spirit AeroSystems logo during a flying display at the 54th International Paris Air Show at Le Bourget Airport near Paris, France, June 22, 2023. Spirit said it burned through $211 million of cash in the second quarter, adding that cash flow will not recover until the 2024-2025 time period. Analysts questioned whether Spirit would have to renegotiate labor contracts with Boeing and Airbus. Seifman said it is unclear what Boeing will do to help Spirit improve its financial health. "We instead believe Boeing and Airbus are likely to continue to contribute customer advances, allowing Spirit to benefit only as production rates improve," he said.
Persons: Benoit Tessier, Michael Ciarmoli, Morgan, Seth Seifman, Seifman, Ken Herbert, refinance, Cowen, Cai Von Rumohr, Refinitiv, Valerie Insinna, Marguerita Choy Organizations: Boeing, International Paris Air, Le, REUTERS, Airbus, Management, Truist Securities, RBC Capital Markets, Thomson Locations: Le Bourget, Paris, France
Total: 2