Deep Dives - Global Aerospace & Defense

Date Ticker Title Vertical Rating (at time of publication)
12.17.2018 SAIC
  • SAIC: SAIC loses Mobile Protected Firepower downselect
  • Global Aerospace & Defense Hold
    12.10.2018 SAIC
  • SAIC: FY3Q19 - Too cheap to ignore
  • Global Aerospace & Defense Hold
    12.10.2018 AIR-FR
  • DEFCON: Beltway Bandits Tour 2018
  • Global Aerospace & Defense N/A
    12.07.2018 BBD.B-CA
  • BBD.B-CA: Making the case at the investor day
  • Global Aerospace & Defense Buy
    12.03.2018 AIR-FR
  • Airline Scorecard: November 2018 - Back on the front foot
  • Global Aerospace & Defense N/A
    11.28.2018 COB-GB
  • COB-GB: Mission Systems - Don't mention the KC-46
  • Global Aerospace & Defense Hold
    11.20.2018 AIR-FR
  • Global A&D: Q&A Pack - Q4 2018
  • Global Aerospace & Defense N/A
    11.16.2018 LMT
  • LMT: Thwoppa Thwoppa
  • Global Aerospace & Defense Hold
    11.16.2018 PRSP
  • PRSP: FY2Q19 - Steady result, but need better entry point
  • Global Aerospace & Defense Hold
    11.14.2018 BA
  • VRP: Boeing - Catch-up in Chicago
  • Global Aerospace & Defense Buy
    11.09.2018 MTX-DE
  • Global Aerospace & Defense - 3Q18 Earnings Wrap
  • Global Aerospace & Defense N/A
    11.08.2018 TGI
  • TGI FY2Q19 - Incremental progress, but patience required
  • Global Aerospace & Defense Buy
    11.08.2018 HII
  • HII 3Q18 - Pension noise distracts from solid outlook
  • Global Aerospace & Defense Buy
    11.01.2018 CACI
  • CACI FY1Q19 - Take advantage of market misinterpretation
  • Global Aerospace & Defense Buy
    11.01.2018 SPR
  • SPR 3Q18 - 2019 set-up is good
  • Global Aerospace & Defense Buy
    10.31.2018 CACI
  • CACI FY1Q19 - Gotta love a 30% operating income beat
  • Global Aerospace & Defense Buy
    10.31.2018 SPR
  • SPR 3Q18 - Sales in-line but 737 costs continue to drag on profit
  • Global Aerospace & Defense Buy
    10.30.2018 BAH
  • BAH FY2Q19 - Booz vs. the Primes
  • Global Aerospace & Defense Hold
    10.30.2018 GD
  • DEFCON - (Price) War! Huh! What is it good for?
  • Global Aerospace & Defense N/A
    10.29.2018 BAH
  • BAH FY2Q19 - Topline miss but big margin and bookings quarter
  • Global Aerospace & Defense Hold
    10.26.2018 LDOS
  • LDOS 3Q18 - Only way to go from here is up
  • Global Aerospace & Defense Buy
    10.25.2018 LDOS
  • LDOS 3Q18 - Sales miss and cut, but FCF beat and raise
  • Global Aerospace & Defense Buy
    10.24.2018 NOC
  • NOC 3Q18 - Mixed revs, but margin beat and FCF raise
  • Global Aerospace & Defense Buy
    10.23.2018 HXL
  • HXL 3Q18 - Upgrade to Buy - Sell-off overdone
  • Global Aerospace & Defense Buy
    10.22.2018 HXL
  • HXL 3Q18 - Headline "miss" could yield an entry point
  • Global Aerospace & Defense Hold
    10.22.2018 SAIC
  • SAIC - Takeaways from SAIC/EGL merger proxy - Below peer growth and margins
  • Global Aerospace & Defense Hold
    10.19.2018 BBD.B-CA
  • HON 3Q18 A&D Highlights - Aftermarket decent, but Bizjet and D&S shine through
  • Global Aerospace & Defense N/A
    10.18.2018 EGL
  • Global A&D - Plueger and Leahy talk Aerospace
  • Global Aerospace & Defense N/A
    10.12.2018 EGL
  • Fed IT - 3Q18 Earnings Preview
  • Global Aerospace & Defense N/A
    10.12.2018 HXL
  • Global Aerospace & Defense - 3Q18 Earnings Preview
  • Global Aerospace & Defense N/A
    10.11.2018 HII
  • HII - Counterpunch
  • Global Aerospace & Defense Buy
    10.03.2018 HRS
  • DEFCON - Have we reached the peak in Fed IT?
  • Global Aerospace & Defense N/A
    10.01.2018 AIR-FR
  • AIRLINE SCORECARD - September 2018 - Traffic growth continues
  • Global Aerospace & Defense N/A
    09.20.2018 GD
  • Fed IT - Sell off presents entry point
  • Global Aerospace & Defense N/A
    09.17.2018 AIR-FR
  • Mile High Monthly - Return of the EMECAME
  • Global Aerospace & Defense N/A
    09.12.2018 SPR
  • SPR - Guidance cut on 737 costs
  • Global Aerospace & Defense Buy
    09.11.2018 LMT
  • VRP Industrials Conference: A&D highlights
  • Global Aerospace & Defense N/A
    09.10.2018 SAIC
  • SAIC - Buying Engility - Downgrade to Hold
  • Global Aerospace & Defense Hold
    09.04.2018
  • AIRLINE SCORECARD - August 2018 - Traffic growth decent, but other metrics mixed
  • Global Aerospace & Defense N/A
    08.28.2018 PRSP
  • PRSP - Updating the model
  • Global Aerospace & Defense Hold
    08.24.2018 HII
  • A&D Morning Headlines - Chinese Defense, MBDA, Top Gun
  • Global Aerospace & Defense N/A
    08.15.2018 CACI
  • CACI FY4Q18 - Another shoot-the-lights-out margin quarter
  • Global Aerospace & Defense Buy
    08.15.2018 GD
  • A&D Battleground -- General Dynamics
  • Global Aerospace & Defense Buy
    08.14.2018 PRSP
  • PRSP FY1Q19 - Pretty standard, really
  • Global Aerospace & Defense Hold
    08.08.2018 TGI
  • TGI FY1Q19 - Triumph....so hot right now
  • Global Aerospace & Defense Buy
    08.08.2018 TGI
  • TGI FY1Q19 - FCF guide below expectations, but trajectory improves
  • Global Aerospace & Defense Buy
    08.03.2018 HII
  • HII 2Q18 - Positive catalysts ahoy
  • Global Aerospace & Defense Buy
    08.02.2018 SPR
  • SPR 2Q18 - Are you not entertained?
  • Global Aerospace & Defense Buy
    08.02.2018 HII
  • HII 2Q18 - The beat we deserved
  • Global Aerospace & Defense Buy
    08.02.2018 EGL
  • EGL 2Q18 - Show me the money
  • Global Aerospace & Defense Hold
    08.01.2018 EGL
  • EGL 2Q18 - Big beat but book to bill soft
  • Global Aerospace & Defense Hold
    08.01.2018 COL
  • AIRLINE SCORECARD - July 2018 - Music still playing as lower fuel offers repreive
  • Global Aerospace & Defense N/A
    07.30.2018 BAH
  • BAH FY2Q18 - Sometimes good ain't good enough
  • Global Aerospace & Defense Hold
    07.26.2018 LDOS
  • LDOS 2Q18 - Relief Rally
  • Global Aerospace & Defense Buy
    07.26.2018 LDOS
  • LDOS 2Q18 - Book-to-bill finally comes through
  • Global Aerospace & Defense Buy
    07.25.2018 NOC
  • NOC 2Q18 - Here is your opportunity
  • Global Aerospace & Defense Buy
    07.25.2018 NOC
  • NOC 2Q18 - Big Aero beat, but other divisions soft
  • Global Aerospace & Defense Buy
    07.24.2018 HXL
  • HXL 2Q18 - Margin confusion
  • Global Aerospace & Defense Hold
    07.23.2018 HXL
  • HXL 2Q18 - Sales beat, but operating income slightly soft
  • Global Aerospace & Defense Hold
    07.20.2018 TDG
  • GE Aero - LEAP on track, strong aftermarket
  • Global Aerospace & Defense N/A
    07.20.2018 SAIC
  • SAIC - On the road with Charlie
  • Global Aerospace & Defense Buy
    07.20.2018 SAIC
  • Farnborough Airshow 2018 - The Wrap
  • Global Aerospace & Defense N/A
    07.13.2018 EGL
  • Fed IT - 2Q18 Earnings Preview
  • Global Aerospace & Defense N/A
    07.11.2018 EGL
  • EGL - Upgrade to Hold - Up for sale?
  • Global Aerospace & Defense Hold
    07.09.2018 BAH
  • BAH - Downgrade to Hold - Transitioning from Value to Growth
  • Global Aerospace & Defense Hold
    06.26.2018 HII
  • HII - Initiating coverage with a Buy rating
  • Global Aerospace & Defense Buy
    06.26.2018 PRSP
  • PRSP - Initiating coverage with a Hold rating
  • Global Aerospace & Defense Hold
    06.21.2018 CACI
  • CACI - Keep milking the cash cow
  • Global Aerospace & Defense Buy
    06.21.2018 MTX-DE
  • MTU Aero Engines - Initiating coverage with a Hold rating
  • Global Aerospace & Defense Hold
    06.20.2018 CACI
  • CACI - FY18 and FY19 guidance revisions surpass expectations
  • Global Aerospace & Defense Buy
    06.20.2018 SAIC
  • SAIC - SAIC loses ACV downselect to BAE systems
  • Global Aerospace & Defense Buy
    06.14.2018 MGGT-GB
  • Mile High Monthly - Oil & Aerospace
  • Global Aerospace & Defense N/A
    06.13.2018 SAIC
  • SAIC FY1Q19 - Still some juice left
  • Global Aerospace & Defense Buy
    05.30.2018 BAH
  • BAH FY4Q18 - Premium Justified
  • Global Aerospace & Defense Buy
    05.16.2018 HXL
  • HXL - Transitioning Coverage - Reiterate Hold on Valuation
  • Global Aerospace & Defense Hold
    05.16.2018 SPR
  • SPR - Transitioning Coverage - Reiterate Buy as Relative Value Play
  • Global Aerospace & Defense Buy
    05.16.2018 TGI
  • TGI - Transitioning Coverage - Upgrade to Buy; Not for the faint-hearted
  • Global Aerospace & Defense Buy
    05.11.2018 LDOS
  • Boston Harb-ah with Jim and Rog-ah
  • Global Aerospace & Defense Buy
    05.08.2018 LLL
  • Global A&D - 1Q18 Wrap and Trackers
  • Global Aerospace & Defense N/A
    05.03.2018 LDOS
  • LDOS 1Q18 - Silver linings playbook
  • Global Aerospace & Defense Buy
    05.03.2018 CACI
  • CACI FY3Q18 - Come get some
  • Global Aerospace & Defense Buy
    05.03.2018 LDOS
  • LDOS 1Q18 - Revenues soft but FCF strong
  • Global Aerospace & Defense Buy
    05.02.2018 CACI
  • CACI FY3Q18 - Smashes it out of the ballpark
  • Global Aerospace & Defense Buy
    05.02.2018 EGL
  • EGL 1Q18 - Wake me up when September ends
  • Global Aerospace & Defense Sell
    05.02.2018 EGL
  • EGL 1Q18 - Sales beat, profit miss
  • Global Aerospace & Defense Sell
    05.01.2018 CACI
  • VRP A&D 1Q18 Earnings Preview - SPR, HRS, EGL, CACI
  • Global Aerospace & Defense N/A
    05.01.2018 BA-GB
  • Airline Scorecard - April 2018 - Specter of rising input costs?
  • Global Aerospace & Defense N/A
    04.25.2018 NOC
  • NOC 1Q18 - Solid results, tough market
  • Global Aerospace & Defense Buy
    04.25.2018 NOC
  • NOC 1Q18 - Is it enough?
  • Global Aerospace & Defense Buy
    04.24.2018 HXL
  • HXL 1Q18 - Back to normal
  • Global Aerospace & Defense Hold
    04.20.2018 CACI
  • GE 1Q18 A&D take-aways - LEAP ramp behind schedule
  • Global Aerospace & Defense N/A
    04.13.2018 EGL
  • Fed IT - 1Q18 Earnings Preview
  • Global Aerospace & Defense N/A
    04.13.2018 NOC
  • Global Aerospace & Defense - 1Q18 Earnings Preview
  • Global Aerospace & Defense N/A
    04.04.2018 CSRA
  • CSRA - Dropping Coverage
  • Global Aerospace & Defense Hold
    04.03.2018 CSRA
  • Airline Scorecard - March 2018 - Trade War darkens the horizon
  • Global Aerospace & Defense N/A
    03.29.2018 SAIC
  • SAIC FY4Q18 - Growth trajectory strengthening
  • Global Aerospace & Defense Buy
    03.28.2018 CACI
  • CACI - Bid withdrawal offers good entry point
  • Global Aerospace & Defense Buy
    03.22.2018 HRS
  • A&D Battleground - Harris
  • Global Aerospace & Defense Buy
    03.19.2018 CSRA
  • UTX Investor Day - A&D Implications
  • Global Aerospace & Defense N/A
    03.19.2018 SPR
  • Fed IT - CACI ups the ante for CSRA
  • Global Aerospace & Defense N/A
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