I’d like to share “Aerospace and Defense Value Creators” report by Grey Mallory, Matt Aaronson, Philippe Plouver, Kieran Culligan and Hady Farag from BCG.
In this report you can find exhibitions about;
- A&D Segments Outperformed to S&P 500 over the Past Decade
- Top-Quartile Performers Derive Almost All Long-Term Value from Growth
- Sources of Value for Top Perfomers in the Sector Are in Line with the Top Quartile of the S&P 500
- Commercial and Diversified Players Outperformed Defense-Focused Companies
- Asset-Light Companies Are Not Earning the Highest Returns