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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: marazul ✭  😊 😞
Number: of 20399 
Subject: Re: Precision Castparts goodwill impairment
Date: 02/19/26 4:17 PM
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Hi Mungo. Regarding the size of PCP, I think it might be larger than many think. For example, Howmet has a $100bn market cap and when the two companies (PCP & Arconic) were public in 2016, Precision was much larger. Of course Howmet can be overvalued by the market, etc. But we donīt really know how profitable PCP currently is, and how much will earnings grow in the near future due to the explosion in demand given AI, gas turbines, Boeing, etc. Maybe we get more information in the AR.
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