Whether considering leading edge industrial innovation or sectors in technological transformation, TD Cowen focuses on significant themes and trends, often overlooked in the market, in order to deliver sophisticated, market-driving insights for our corporate, institutional and private equity clients.
Our areas of consumer Industrials expertise include:
Aerospace, Defense Electronics & Government Services
If you would like further information about how our capabilities can support your investment goals, start a conversation below.
Breadth and Depth of Expertise
Our Industrials team has significant experience advising companies on capital markets and strategic advisory transactions. We provide comprehensive, bespoke solutions with an emphasis on private and public equity, debt, strategic advisory, mergers & acquisitions, convertible and high yield.
TD Cowen’s Best ESG Investment Ideas for 2023 details ESG factors, analyst views, and potential catalysts across sectors based on our fundamental analysts’ evaluations and key ESG scoring metrics. In addition, TD Cowen Washington Research Group provides a roadmap laying out the key themes and…
The commercial aerospace aftermarket is entering a sweet spot, with potential for above-guide gains in 2023-24. Tight traffic/capacity through 2024, a growing aircraft population, and aftermarket pricing power support an extended upswing despite climate-driven replacement demand.
Airlines & Commercial Aerospace Outlook: What’s Different And Why It Matters
This episode of Cowen’s Thematic Outlook Podcast Series is a discussion on commercial aerospace recovery with Helane Becker, Cowen’s Airlines, Airfreight, & Aircraft Leasing Analyst, and Cai Von Rumohr, Aerospace, Defense Electronics, & Government Services Analyst and host, Bill Bird, Head of Thematic Content.
We look forward to establishing our way to outperform in the Industrials sector together.