Competitive PositionSince 2014, Aerospace Technologies' sales have lagged peers by an average of 5 percentage points per year, impacting its competitive position.
Management ConcernsInvestors are looking for more detail surrounding the pending Aero spin and for clarity on management candidates.
Supply Chain ChallengesAerospace Technologies' past dues exceed $2 billion and are not expected to fully unwind until 2027, indicating ongoing supply chain challenges.