April 2, 2026 08:51 PM GMT Aerospace & Defense | North America Flyby: What If Scenarios — End of Operations in Iran? With the markets hoping for a potential ceasefire in Iran, we consider the implications for our coverage. We view this as net positive for Aerospace should oil prices soften, and largely neutral for Defense, where the conflict has highlighted the need for further ongoing DoW investment. Potential De-escalation a Positive for Aero; Neutral for Defense President Trump has recently discussed pot ...