| 08.16.2019 |
AIR-FR
|
DEFCON: The Deal - Good for defense?
|
Global Aerospace & Defense |
N/A |
|
| 08.13.2019 |
BA
|
BA: More MAX adjustments
|
Global Aerospace & Defense |
Buy |
|
| 08.09.2019 |
AIR-FR
|
Global Aerospace & Defense: 2Q19 Earnings Wrap
|
Global Aerospace & Defense |
N/A |
|
| 08.05.2019 |
AIR-FR
|
Global Aerospace: Airline Scorecard - July 2019: Stable
|
Global Aerospace & Defense |
N/A |
|
| 07.26.2019 |
AIR-FR
|
Global Aerospace & Defense: 2Q19 Half Time Show
|
Global Aerospace & Defense |
N/A |
|
| 07.12.2019 |
AIR-FR
|
Global Aerospace & Defense: 2Q19 Earnings Preview
|
Global Aerospace & Defense |
N/A |
|
| 07.10.2019 |
AIR-FR
|
DEFCON: Merge or Die?
|
Global Aerospace & Defense |
N/A |
|
| 07.03.2019 |
LHX
|
LHX: Initiating with Buy Rating
|
Global Aerospace & Defense |
Buy |
|
| 07.01.2019 |
AIR-FR
|
Aerospace: Airline Scorecard - June 2019: Back over 5%
|
Global Aerospace & Defense |
N/A |
|
| 06.21.2019 |
AIR-FR
|
Paris Airshow 2019: Wrapping it up for another year
|
Global Aerospace & Defense |
N/A |
|
| 06.11.2019 |
AIR-FR
|
Mile High Monthly : Paris Airshow 2019 - What to expect
|
Global Aerospace & Defense |
N/A |
|
| 05.31.2019 |
AIR-FR
|
Aerospace: Airline Scorecard - May 2019: Still sub 5%
|
Global Aerospace & Defense |
N/A |
|
| 05.29.2019 |
GD
|
GD: Aerospacing
|
Global Aerospace & Defense |
Buy |
|
| 05.24.2019 |
MTX-DE
|
MTX-DE: GTF and aftermarket on track
|
Global Aerospace & Defense |
Hold |
|
| 05.14.2019 |
AIR-FR
|
Mile High Monthly: Aircraft Supply & Demand - equilibrium
|
Global Aerospace & Defense |
N/A |
|
| 05.13.2019 |
MGGT-GB
|
Global Aerospace & Defense: 2Q19 Q&A Pack
|
Global Aerospace & Defense |
N/A |
|
| 05.02.2019 |
AIR-FR
|
Aerospace: Airline Scorecard - April 2019: Tough Easter comp
|
Global Aerospace & Defense |
N/A |
|
| 05.02.2019 |
BBD.B-CA
|
BBD.B-CA: 1Q19 - Downgrading to Hold
|
Global Aerospace & Defense |
Hold |
|
| 04.23.2019 |
BAH
|
Fed IT: 1Q19 Earnings Preview
|
Global Aerospace & Defense |
N/A |
|
| 04.14.2019 |
AIR-FR
|
Global Aerospace & Defense: 1Q19 Earnings Preview
|
Global Aerospace & Defense |
N/A |
|
| 04.12.2019 |
TGI
|
TGI: Break up or Stay together? Upside either way
|
Global Aerospace & Defense |
Buy |
|
| 04.01.2019 |
AIR-FR
|
Airline Scorecard: March 2019 - Back to 6%+ traffic growth
|
Global Aerospace & Defense |
N/A |
|
| 03.29.2019 |
SAIC
|
SAIC: Upgrade to Buy: Cash Flow Growth > Everything
|
Global Aerospace & Defense |
Buy |
|
| 03.25.2019 |
BA
|
BA: A&D BATTLEGROUND - MAX-ed out
|
Global Aerospace & Defense |
Buy |
|
| 03.22.2019 |
PRSP
|
PRSP: Re-examining the PRSP buy-out case
|
Global Aerospace & Defense |
Hold |
|
| 03.13.2019 |
TGI
|
TGI: Much Ado about Nothing
|
Global Aerospace & Defense |
Buy |
|
| 03.13.2019 |
AIR-FR
|
Defense: DEFCON - US FY20 defense budget released
|
Global Aerospace & Defense |
N/A |
|
| 03.13.2019 |
CACI
|
CACI: Upgrade to Top Pick
|
Global Aerospace & Defense |
Buy |
|
| 03.08.2019 |
AIR-FR
|
Global Aerospace & Defense: 4Q18 Earnings Wrap
|
Global Aerospace & Defense |
N/A |
|
| 03.06.2019 |
SPR
|
SPR: Downgrade to Hold - Approaching Fair Value
|
Global Aerospace & Defense |
Hold |
|
| 02.24.2019 |
AIR-FR
|
Mile High Monthly: Hiatus in the desert
|
Global Aerospace & Defense |
N/A |
|
| 02.12.2019 |
AIR-FR
|
Global Aerospace & Defense: Q&A Pack - 1Q19
|
Global Aerospace & Defense |
N/A |
|
| 02.10.2019 |
HRS
|
HRS: Time for the big-time
|
Global Aerospace & Defense |
Buy |
|
| 02.04.2019 |
SPR
|
SPR: 4Q18 - All systems go in 2019
|
Global Aerospace & Defense |
Buy |
|
| 02.04.2019 |
AIR-FR
|
Airline Scorecard: January 2019 - More positive datapoints
|
Global Aerospace & Defense |
N/A |
|
| 02.01.2019 |
BAH
|
BAH: FY3Q19 - Margin saves the day
|
Global Aerospace & Defense |
Hold |
|
| 02.01.2019 |
BAH
|
BAH: FY3Q19 - Big margin beat and raise, but FCF soft
|
Global Aerospace & Defense |
Hold |
|
| 01.31.2019 |
MGGT-GB
|
Global A&D: GE 4Q18 A&D highlights - Continued Aftermarket Strength
|
Global Aerospace & Defense |
N/A |
|
| 01.31.2019 |
CACI
|
CACI: FY2Q19 - Everything you could ever want in a quarter
|
Global Aerospace & Defense |
Buy |
|
| 01.30.2019 |
LLL
|
LLL: 4Q18 - Margin improvement story on track
|
Global Aerospace & Defense |
Buy |
|
| 01.29.2019 |
LLL
|
LLL: Q4 profit miss on Travelling Wave Tubes
|
Global Aerospace & Defense |
Buy |
|
| 01.28.2019 |
BAH
|
Fed IT: 4Q18 Earnings Preview
|
Global Aerospace & Defense |
N/A |
|
| 01.25.2019 |
HXL
|
HXL: 4Q18 - To 2019, and Beyond
|
Global Aerospace & Defense |
Buy |
|
| 01.24.2019 |
TGI
|
TGI: TGI sells G7500 wing program to Bombardier
|
Global Aerospace & Defense |
Buy |
|
| 01.24.2019 |
HXL
|
HXL: 4Q18 - Unexpected restructuring hits margins
|
Global Aerospace & Defense |
Buy |
|
| 01.22.2019 |
HEI
|
HEI: Initiating coverage with a Buy rating
|
Global Aerospace & Defense |
Buy |
|
| 01.17.2019 |
BA-GB
|
Global Aerospace & Defense: 4Q18 Earnings Preview
|
Global Aerospace & Defense |
N/A |
|
| 01.15.2019 |
AIR-FR
|
Vertical Research Partners Top Picks - VRP Top Picks for 2019
|
Global Aerospace & Defense |
N/A |
|
| 01.09.2019 |
LMT
|
LMT: Upgrading to Buy
|
Global Aerospace & Defense |
Buy |
|
| 01.08.2019 |
SAIC
|
SAIC: SAIC Investor day - Rocky Road for a Pot O' Gold?
|
Global Aerospace & Defense |
Hold |
|
| 01.03.2019 |
AIR-FR
|
Global Aerospace & Defense: 2019 Oracle
|
Global Aerospace & Defense |
N/A |
|
| 01.02.2019 |
AIR-FR
|
Airline Scorecard: December 2018 - Another good RPM month
|
Global Aerospace & Defense |
N/A |
|
| 12.31.2018 |
AIR-FR
|
Global A&D: Matrix - 2018 Year End Special
|
Global Aerospace & Defense |
N/A |
|
| 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 |
|
