Jody Lurie

Jody Lurie, a credit analyst with expertise in hospitality, shares insights on Hilton’s optimistic financial outlook despite mixed domestic demand and highlights the company's strategic expansion and balance-sheet management. George Ferguson, a senior aerospace analyst, discusses the strong margins of GE Aerospace driven by increased maintenance needs and supply chain efficiency, while pointing out RTX's diverse strengths in defense systems that are bolstering revenue growth. Their perspectives illuminate key trends in hospitality and aerospace industries.