Aerospace & Defense 2026 Credit Outlook

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Duration: 6 Minutes

Original Date: December 15, 2025

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Growth in commercial aviation may sustain into 2026 with debt at risk of downgrade showing a marked improvement compared to year-end levels as some issuers within the sector are primed to sustain debt reduction efforts and delever balance sheets. BI Credit Analyst Matt Geudtner highlights key drivers sustaining the outlook for aerospace and defense credit for next year along with select relative value views within the space.

Aerospace & Defense 2026 Credit Outlook

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