An in-depth look at AMETEK (AME) for 2026: how its Electronic Instruments (EIG) and Electromechanical (EMG) segments generate durable high margins, why its M&A rollup capital allocation has compounded investor returns for decades, and where aerospace, medical, and process-control cycles add upside. Peer comparison with ROP, DOV, FTV, EMR, TDY included.
Howmet Aerospace (HWM) stock outlook 2026: Q1 revenue up 19%, adjusted EBITDA margin at record 32%, full-year guidance raised. Engine parts moat and defense demand analyzed.
Spirit AeroSystems (SPR) stock analysis — Boeing $4.7B all-stock acquisition deal, 737 fuselage quality scandal, FAA oversight, Airbus divestiture, merger arb math. 2026 investor guide.
GE Aerospace stock outlook 2026: LEAP engine deliveries, CFM56 MRO, GE9X Boeing 777X timeline, defense engines, long-term service contracts, post-spin-off pure-play investment thesis for US investors.
RTX Corporation stock analysis 2026: Pratt & Whitney GTF powder metal recall recovery costs, record backlog growth, Q1 2026 double-digit organic sales, dividend profile, and ITA ETF comparison.
Lockheed Martin stock analysis 2026: FY2024 revenue of $71B, F-35 program status, Sentinel ICBM contract, hypersonics pipeline, $13.80 dividend, and comparison to ITA aerospace ETF.