Possible scenario
Engine Drag Returns
23% Chance
The 2023 Pratt & Whitney geared turbofan recall remains the main downside risk to the backlog story. Even with strong defense orders, investors could refocus on inspection schedules, compensation to airlines, and pressure on commercial aerospace margins.
Secondary impacts
- Industrials -0.5%
Tickers
- RTX-4.2%
- BA+0.4%
Portfolio impact
S&P 500-0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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