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Summary
Boeing and Airbus are planning to increase aircraft production significantly in the coming years. This change is expected to have a positive impact on companies like Hexcel (NYSE: HXL), which has seen a 25% decline in value. Hexcel’s future growth is supported by an increase in the use of advanced composite materials in new aircraft models, with newer models like the Boeing 737 MAX utilizing about 15% composite content compared to 5% in older models.
GXO Logistics (NYSE: GXO) is also positioned to benefit long-term from the growth in e-commerce and advanced logistics technology, despite facing a slowdown in organic revenue growth which dropped to 2% in 2023 from over 15% in previous years. Analysts anticipate a return to double-digit growth rates by 2026-2027 due to new contracts and a rebound in demand.
ON Semiconductor (NASDAQ: ON), focused on power and sensors for electric vehicles, is encountering short-term challenges due to reduced EV spending attributed to high interest rates. Despite this, if the trend towards electrification continues, analysts project growth in earnings in the coming years.
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