Sign in

    Alexander PrestonBank of America Merrill Lynch

    Alexander Preston's questions to Albany International Corp (AIN) leadership

    Alexander Preston's questions to Albany International Corp (AIN) leadership • Q2 2025

    Question

    Alexander Preston requested more details on the company's 3D woven composite parts initiative, specifically regarding its potential to replace titanium, the program's current status, expected certification timelines, and the go-to-market strategy.

    Answer

    President & CEO Gunnar Kleveland highlighted a successful showcase at the Paris Air Show of a 3D woven brake brace for the A350, which replaces titanium at a lower weight. He noted that certification for such replacement parts is about 18 months out. The immediate strategy focuses on new programs like Beta's advanced air mobility aircraft and new military platforms to leverage the technology's design and manufacturing advantages, including in hypersonics.

    Ask Fintool Equity Research AI

    Alexander Preston's questions to Hexcel Corp (HXL) leadership

    Alexander Preston's questions to Hexcel Corp (HXL) leadership • Q2 2025

    Question

    Speaking for Ron Epstein, Alexander Preston of Bank of America Merrill Lynch asked about the potential indirect impacts of tariffs, particularly concerning demand for Airbus aircraft in the U.S.

    Answer

    CEO Tom Gentile acknowledged that indirect impacts are a greater concern than direct ones. He stated that while it currently does not appear that build rates will be affected, the situation remains uncertain pending a final trade agreement with the European Union. He emphasized that the aerospace industry has historically thrived with zero tariffs.

    Ask Fintool Equity Research AI