Latest / The Aerospace Executive Podcast
$100 Oil, Spirit Airlines and Why Aerospace Buyers Are Still Leaning In w/ Bill Alderman
Oil is $100, airline losses are starting to show up, and Spirit’s collapse is exposing just how hard it is to run an ultra-low-cost model when low cost has disappeared.
Any one of those signals could make buyers cautious. Taken together, they should raise a bigger question: why are buyers inside middle-market aerospace and defense still leaning in?
Public aerospace companies are still trading at strong multiples. Strategics still have currency. Private equity is still chasing platforms. Founder-owned businesses with real capabilities are still getting serious attention.
Middle-market…
The skinny
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