Aviation Cyberattack: Impacts and Stock Winners

European airports hit by Collins Aerospace check-in cyberattack; Heathrow, Berlin, Brussels face disruptionsContext: Hack targeted Collins Aerospace’s MUSE/cMUSE check-in & boarding software (owned by RTX), forcing manual processing and cancellations at major European hubs while fixes roll out.WinnersCrowdStrike ($CRWD) — High-profile aviation outage spotlights endpoint protection gaps; airports/airlines likely to accelerate EDR/XDR spend where CrowdStrike is a go-to.Palo Alto Networks ($PANW) — Zero-trust network segmentation and next-gen firewalls become board-level priorities for critical infrastructure, lifting platform consolidation toward PANW.Fortinet ($FTNT) — Airports and ground-handling networks need robust edge security and OT-aware firewalls; Fortinet’s strength at the perimeter/branch is well aligned.Cloudflare ($NET) — DDoS mitigation, app-level Zero Trust and secure access services benefit as airports harden public-facing portals and kiosks that depend on resilient edge security.Okta ($OKTA) — Identity and privileged-access controls move to the forefront after vendor compromise risk; Okta’s CIAM/Workforce Identity helps lock down third-party access.LosersRTX ($RTX) — Collins Aerospace’s MUSE platform was the one disrupted, drawing regulatory scrutiny, remediation costs, SLAs/credits and potential rebid risk with airport customers.Sabre ($SABR) — Even if not implicated, investor sentiment can pressure airline/airport IT vendors broadly; carriers may reevaluate single-vendor dependencies, delaying new deals.Booking Holdings ($BKNG) — Europe-centric travel disruption drives cancellations, rebookings and customer-service costs near term, weighing on take-rates and marketing efficiency.United Airlines ($UAL) — Heavy transatlantic exposure means schedule knock-ons and operational costs when EU departures face check-in slowdowns or manual processing.Delta Air Lines ($DAL) — Similar transatlantic exposure to European hub disruptions; rebooking, crew and equipment imbalances can pressure unit revenue and on-time metrics.

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