Added to YB: 2026-03-18
Pitch date: 2026-03-16
7409.T [neutral]
AeroEdge Co., Ltd.
-7.89%
current return
Author Info
Company Info
AeroEdge Co., Ltd. manufactures and sells aerospace engine parts in Japan. It offers machining and additive manufacturing services; and engineering consulting services.
Market Cap
JPY 56.4B
Pitch Price
JPY 4.4K
Price Target
N/A
Dividend
N/A
EV/EBITDA
38.17
P/E
20.38
EV/Sales
13.11
Sector
Aerospace and Defense
Category
growth
AeroEdge Co., Ltd. - $7409.T
7409.T (update): 2nd source for commercial engine OEM titanium blades (likely P&W PW1100G A320neo), solving contamination issues plaguing Airbus ramp. Starting next-gen fighter jet engine components (Japan/Italy/UK). Internalizing raw titanium processing, expanding share from 40% to high-40s by 2028. Feb results: rev +46% YoY, profits +2.5x. Trading ~50x earnings but exponential growth territory; mass production starts H2 2026. Goldman recommended Jan. Stock doubled since Dec writeup.
Read full article (5 min)