| 07.10.2020 |
AIR-FR
|
Mile High Monthly: Lockdown Easing
|
Global Aerospace & Defense |
N/A |
|
| 07.10.2020 |
RR-GB
|
RR-GB: Upgrading to Hold
|
Global Aerospace & Defense |
Hold |
|
| 07.10.2020 |
RTX
|
RTX: Upgrading to Buy
|
Global Aerospace & Defense |
Buy |
|
| 07.10.2020 |
AIR-FR
|
AIR-FR: Upgrading to Buy
|
Global Aerospace & Defense |
Buy |
|
| 07.02.2020 |
AIR-FR
|
Global Aerospace: Airlines Scorecard - May the worst be over?
|
Global Aerospace & Defense |
N/A |
|
| 06.26.2020 |
AIR-FR
|
DEFCON: It's time to play the music
|
Global Aerospace & Defense |
N/A |
|
| 06.12.2020 |
AIR-FR
|
Global A&D: A&D Matrix - Aero gives back some of its recent gains
|
Global Aerospace & Defense |
N/A |
|
| 06.12.2020 |
AIR-FR
|
Mile High Monthly: Too Fast, Too Furious
|
Global Aerospace & Defense |
N/A |
|
| 05.26.2020 |
BA
|
BA: Remember the MAX?
|
Global Aerospace & Defense |
Hold |
|
| 05.11.2020 |
AIR-FR
|
Global Aerospace & Defense: 1Q20 Earnings Wrap
|
Global Aerospace & Defense |
N/A |
|
| 05.04.2020 |
AIR-FR
|
Global Aerospace: Airline Scorecard - March Off a Cliff
|
Global Aerospace & Defense |
N/A |
|
| 04.28.2020 |
AIR-FR
|
Global Aerospace & Defense: What's different this time?
|
Global Aerospace & Defense |
N/A |
|
| 04.20.2020 |
MMM
|
Vertical Research Partners: Trading Pairs from VRP Research Team
|
Global Aerospace & Defense |
N/A |
|
| 04.16.2020 |
AIR-FR
|
Global Aerospace & Defense: 1Q20 Earnings Preview
|
Global Aerospace & Defense |
N/A |
|
| 04.14.2020 |
AIR-FR
|
MILE HIGH WEEKLY: Aero-mageddon IV - Bizjets
|
Global Aerospace & Defense |
N/A |
|
| 04.09.2020 |
AIR-FR
|
AIR-FR: Here come the rate cuts
|
Global Aerospace & Defense |
Hold |
|
| 04.08.2020 |
RTX
|
RTX: Initiating coverage with a Hold rating
|
Global Aerospace & Defense |
Hold |
|
| 04.03.2020 |
AIR-FR
|
Global Aerospace: Airline Scorecard - COVID wreaking havoc
|
Global Aerospace & Defense |
N/A |
|
| 04.01.2020 |
AIR-FR
|
Global Aerospace & Defense: Life After Coronavirus
|
Global Aerospace & Defense |
N/A |
|
| 03.30.2020 |
AIR-FR
|
MILE HIGH WEEKLY: Aero-mageddon III - OEM
|
Global Aerospace & Defense |
N/A |
|
| 03.30.2020 |
HEI
|
HEI: Downgrading to Hold
|
Global Aerospace & Defense |
Hold |
|
| 03.30.2020 |
TDG
|
TDG: Downgrading to Hold
|
Global Aerospace & Defense |
Hold |
|
| 03.30.2020 |
AIR-FR
|
AIR-FR: Downgrading to Hold
|
Global Aerospace & Defense |
Hold |
|
| 03.30.2020 |
RR-GB
|
RR-GB: Downgrading to Sell
|
Global Aerospace & Defense |
Sell |
|
| 03.23.2020 |
AIR-FR
|
MILE HIGH WEEKLY: Aero-mageddon II - The Aftermarket
|
Global Aerospace & Defense |
N/A |
|
| 03.18.2020 |
BA
|
BA: Too Big To Fail
|
Global Aerospace & Defense |
Hold |
|
| 03.16.2020 |
AIR-FR
|
DEFCON: Best house, Bad neighborhood
|
Global Aerospace & Defense |
N/A |
|
| 03.13.2020 |
AIR-FR
|
MILE HIGH MONTHLY WEEKLY: Aero-mageddon
|
Global Aerospace & Defense |
N/A |
|
| 03.10.2020 |
AIR-FR
|
AIR-FR: Trimming Widebodies
|
Global Aerospace & Defense |
Buy |
|
| 03.10.2020 |
BA
|
BA: Trimming Widebodies
|
Global Aerospace & Defense |
Hold |
|
| 03.06.2020 |
AIR-FR
|
Global A&D: Matrix - Aero continues COVID fade
|
Global Aerospace & Defense |
N/A |
|
| 03.05.2020 |
AIR-FR
|
Global Aerospace: Airline Scorecard - Calm before the COVID storm
|
Global Aerospace & Defense |
N/A |
|
| 03.03.2020 |
AIR-FR
|
Global Aerospace & Defense: 4Q19 Earnings Wrap
|
Global Aerospace & Defense |
N/A |
|
| 03.02.2020 |
AIR-FR
|
MILE HIGH MONTHLY: Batten down the hatches
|
Global Aerospace & Defense |
N/A |
|
| 03.02.2020 |
MTX-DE
|
MTX-DE: Downgrade to Hold
|
Global Aerospace & Defense |
Hold |
|
| 03.02.2020 |
HXL
|
HXL: Downgrading to Hold
|
Global Aerospace & Defense |
Hold |
|
| 02.24.2020 |
AIR-FR
|
AIR-FR: On the road with Guillaume
|
Global Aerospace & Defense |
Buy |
|
| 02.10.2020 |
AIR-FR
|
Global Aerospace & Defense: 1Q20 Q&A Pack
|
Global Aerospace & Defense |
N/A |
|
| 02.03.2020 |
AIR-FR
|
Global Aerospace: Airline Scorecard - January 2020: Wuhan edition
|
Global Aerospace & Defense |
N/A |
|
| 01.22.2020 |
AIR-FR
|
Vertical Research Partners Top Picks - VRP Top Picks for 2020
|
Global Aerospace & Defense |
N/A |
|
| 01.22.2020 |
AIR-FR
|
AIR-FR: A&D BATTLEGROUND - Reassessing our Top Pick
|
Global Aerospace & Defense |
Buy |
|
| 01.17.2020 |
AIR-FR
|
Global Aerospace & Defense: 4Q19 Earnings Preview
|
Global Aerospace & Defense |
N/A |
|
| 01.06.2020 |
AIR-FR
|
Global Aerospace & Defense: 2020 Oracle
|
Global Aerospace & Defense |
N/A |
|
| 12.17.2019 |
BA
|
BA: MAX production halted
|
Global Aerospace & Defense |
Buy |
|
| 12.03.2019 |
AIR-FR
|
Global Aerospace: Airline Scorecard - November 2019: More of the same
|
Global Aerospace & Defense |
N/A |
|
| 12.02.2019 |
MTX-DE
|
MTX-DE: Upgrading to Buy
|
Global Aerospace & Defense |
Buy |
|
| 11.22.2019 |
AIR-FR
|
Global Aerospace & Defense: Notes from the Airport
|
Global Aerospace & Defense |
N/A |
|
| 11.14.2019 |
BA
|
BA: A&D BATTLEGROUND - The Boeing Conundrum
|
Global Aerospace & Defense |
Buy |
|
| 11.11.2019 |
AIR-FR
|
Global Aerospace & Defense: 3Q19 Earnings Wrap
|
Global Aerospace & Defense |
N/A |
|
| 11.04.2019 |
AIR-FR
|
Global Aerospace: Airline Scorecard - October 2019: Continued softness
|
Global Aerospace & Defense |
N/A |
|
| 10.15.2019 |
MMM
|
VRP Road Trip: United We Stand - UTX, URI, UAL
|
Global Aerospace & Defense |
N/A |
|
| 10.14.2019 |
AIR-FR
|
Global Aerospace & Defense: 3Q19 Earnings Preview
|
Global Aerospace & Defense |
N/A |
|
| 10.03.2019 |
SAF-FR
|
SAF-FR: The word from HQ
|
Global Aerospace & Defense |
Buy |
|
| 09.30.2019 |
AIR-FR
|
Global Aerospace: Airline Scorecard - September 2019: Unchanged
|
Global Aerospace & Defense |
N/A |
|
| 09.27.2019 |
TXT
|
TXT: Downgrading to Hold
|
Global Aerospace & Defense |
Hold |
|
| 09.25.2019 |
AIR-FR
|
MILE HIGH MONTHLY: WTO and all that
|
Global Aerospace & Defense |
N/A |
|
| 09.19.2019 |
AIR-FR
|
Global Aerospace & Defense: Notes from the Airport
|
Global Aerospace & Defense |
N/A |
|
| 09.18.2019 |
LHX
|
LHX: The word from HQ
|
Global Aerospace & Defense |
Buy |
|
| 09.18.2019 |
PWR
|
Vertical Research Partners Top Picks - Remainder of 2019 Update
|
Global Aerospace & Defense |
N/A |
|
| 09.12.2019 |
BA-GB
|
BA-GB: DSEi - Meeting with CEO
|
Global Aerospace & Defense |
Buy |
|
| 09.12.2019 |
AIR-FR
|
Global Aerospace & Defense: DSEi 2019 - The arms bazaar is heaving
|
Global Aerospace & Defense |
N/A |
|
| 09.10.2019 |
AIR-FR
|
Global Aerospace & Defense: Takeaways from 10th Annual VRP Industrials Conference
|
Global Aerospace & Defense |
N/A |
|
| 09.09.2019 |
HON
|
VRP Conference: Slow Melting Ice Cube in the Industrial Core
|
Global Aerospace & Defense |
N/A |
|
| 09.03.2019 |
AIR-FR
|
Global A&D: Matrix - like markets, a positive end to August
|
Global Aerospace & Defense |
N/A |
|
| 08.30.2019 |
AIR-FR
|
Global Aerospace: Airline Scorecard - August 2019: Growth slows
|
Global Aerospace & Defense |
N/A |
|
| 08.27.2019 |
AIR-FR
|
Global Aerospace & Defense: 3Q19 Q&A Pack
|
Global Aerospace & Defense |
N/A |
|
| 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 |
|
