Morgan Stanley Boosts Aerospace Stocks: GE Aerospace and TransDigm to Buy on the Dip

Morgan Stanley is recommending investors to buy aerospace stocks GE Aerospace and TransDigm, citing strong Q4 results and a long-term industry view. The firm argues that aircraft maintenance and services are not directly affected by rising fuel costs. GE Aerospace reported a 21% YoY revenue increase and a $1.8 billion operating profit growth, while TransDigm's Q1 EBITDA margin exceeded expectations.