RE:Expectations BA - Globals 7500We shouldn't be surprised. This division has always been pretty good and EM was the right man for the job. I've been around a few large companies, you learn to figure out who's good and who's not and you could tell that EM was in his element here. How he is performing thru this COVID crisis reinforces this view. I also believe the best is yet to come operationally.
Its the rest that remains to be seen - closing BT sale to Alstom, will the capital/shares be restructured and if so will it be viewed positively or negatively by the market, do they need to diversify from business jet or will pure play work, and of course the elephant in the room - the debt and interest thereon.