The ending of sales of Western airliners to Iran is less of a blow to OEMs and their suppliers, and more of a lost opportunity, industry observers say. But the question now—as it seems after every major Trump administration policy move—is what problems or opportunities may lie ahead because of the pronouncement. “The increased risk to geopolitical affairs is a positive for defense stocks,” notes Canaccord Genuity analyst Ken Herbert. “However, the implications ...

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