Lisi: 2 Rising Stars And 1 Laggard

  • Lisi remains a buy due to strong growth prospects in the aerospace and medical segments, despite near-term automotive market weakness. Aerospace sales grew 16.6% in Q1, driven by higher production rates, notably from Airbus, while medical sales rose 12.6% due to improved raw material availability. Automotive sales declined 5.7%, but Lisi is divesting less profitable businesses and exploring acquisitions to bolster its Clipped Solutions business.