
BGL Managing Director Meghan Welch, of the firm’s Aerospace, Defense & Government Services investment banking team, recently joined Bloomberg TV’s Open Interest with Dani Burger to discuss Boeing’s latest Q2 2026 earnings and the broader outlook for the aerospace industry.
In the interview, Meghan explains why Boeing’s results tell a positive story overall, while noting that the next phase of its recovery will depend on sustained free cash flow and strong execution across its supply chain.
Meghan also discusses how increased aircraft production is creating opportunities across the middle-market aerospace supply chain, as strategic buyers and private equity firms pursue companies with specialized capabilities, available capacity, and critical positions within the broader manufacturing ecosystem.
BGL’s Aerospace, Defense & Government Services (ADGS) investment banking team has decades of relevant experience and a network of long-standing relationships across a broad range of subsectors, including aerospace technology, aviation services & distribution, defense, space, and government technology & services.
To watch the full interview, visit Bloomberg’s website.