Hiroshi Nakamura

Hiroshi Nakamura brings aerospace engineering expertise to analyzing the commercial aviation industry from his background as a structures engineer at Boeing before transitioning to equity research. His degree in Aerospace Engineering from University of Tokyo and master's from Caltech gave him deep technical knowledge, which he applied developing composite structures for the 787 Dreamliner. After witnessing Boeing's challenges firsthand, Hiroshi pursued his MBA from Michigan Ross to understand the business side of aerospace. He excels at analyzing aircraft manufacturers, aero-engine makers, and the tiered supply chain serving commercial aviation. Hiroshi understands aircraft economics from operators' perspective—fuel efficiency, maintenance costs, residual values—and how they drive aircraft demand. He evaluates production rates, backlog quality, and the long product cycles characterizing aerospace. Hiroshi was early to recognize supply chain constraints would limit production ramp plans and correctly assessed the timeline for wide-body recovery. His analysis covers Boeing and Airbus duopoly dynamics, engine makers like GE and Rolls-Royce, and suppliers from Spirit AeroSystems to precision component manufacturers. He also tracks emerging technologies like sustainable aviation fuel and electric aircraft concepts. Based in Seattle, Hiroshi remains connected to aerospace engineering while analyzing this technically complex, cyclical industry.