| 09.13.2021 |
MMM
|
VRP Conference: Supply Chains Throttle Growth Despite Robust Demand
|
Global Aerospace & Defense |
N/A |
|
| 09.02.2021 |
AIR-FR
|
Global Aerospace: Airline Scorecard - Beware the Shoulder Season
|
Global Aerospace & Defense |
N/A |
|
| 09.01.2021 |
AIR-FR
|
DEFCON: Afghanistan Endgame
|
Global Aerospace & Defense |
N/A |
|
| 08.30.2021 |
AIR-FR
|
Global Aerospace & Defense: 3Q21 Q&A Pack
|
Global Aerospace & Defense |
N/A |
|
| 08.11.2021 |
AIR-FR
|
Global Aerospace & Defense: 2Q21 Earnings Wrap
|
Global Aerospace & Defense |
N/A |
|
| 08.02.2021 |
AIR-FR
|
Global Aerospace: Airline Scorecard - Progress continues in June
|
Global Aerospace & Defense |
N/A |
|
| 07.20.2021 |
SAF-FR
|
SAF-FR: Upgrading to Buy - Buy The Dip
|
Global Aerospace & Defense |
Buy |
|
| 07.15.2021 |
AIR-FR
|
Global Aerospace & Defense: 2Q21 Earnings Preview
|
Global Aerospace & Defense |
N/A |
|
| 07.01.2021 |
AIR-FR
|
Mile High Monthly: The Parked Fleet Overhang
|
Global Aerospace & Defense |
N/A |
|
| 06.25.2021 |
AIR-FR
|
Global Aerospace & Defense: 2021 Virtual Airshow Wrap
|
Global Aerospace & Defense |
N/A |
|
| 06.17.2021 |
BA
|
BA: A&D BATTLEGROUND - Mountains to climb
|
Global Aerospace & Defense |
Hold |
|
| 06.10.2021 |
AIR-FR
|
Global Aerospace: Airline Scorecard - Grinding Higher
|
Global Aerospace & Defense |
N/A |
|
| 06.09.2021 |
AIR-FR
|
DEFCON: FY22 - Into a New Paradigm
|
Global Aerospace & Defense |
N/A |
|
| 06.08.2021 |
NOC
|
NOC: Catch up with Dave
|
Global Aerospace & Defense |
Buy |
|
| 05.28.2021 |
AIR-FR
|
Mile High Monthly: Margin Call
|
Global Aerospace & Defense |
N/A |
|
| 05.14.2021 |
AIR-FR
|
Global Aerospace & Defense: 1Q21 Earnings Wrap
|
Global Aerospace & Defense |
N/A |
|
| 05.05.2021 |
AIR-FR
|
Global Aerospace: Airline Scorecard - Domestic driving improvement
|
Global Aerospace & Defense |
N/A |
|
| 04.23.2021 |
AIR-FR
|
Global Aerospace & Defense: MIND THE GAP
|
Global Aerospace & Defense |
N/A |
|
| 04.16.2021 |
AIR-FR
|
Global Aerospace & Defense: 1Q21 Preview
|
Global Aerospace & Defense |
N/A |
|
| 04.14.2021 |
AIR-FR
|
Global Aerospace & Defense: Vertical View - Space
|
Global Aerospace & Defense |
N/A |
|
| 04.08.2021 |
HII
|
Global Aerospace: Airline Scorecard - Some signs of life in Feb
|
Global Aerospace & Defense |
N/A |
|
| 04.07.2021 |
AIR-FR
|
Global Aerospace & Defense: A&D and ESG
|
Global Aerospace & Defense |
N/A |
|
| 03.26.2021 |
BA
|
BA: Raising 737 delivery forecast
|
Global Aerospace & Defense |
Hold |
|
| 03.26.2021 |
AIR-FR
|
AIR-FR: Raising A320 forecast
|
Global Aerospace & Defense |
Buy |
|
| 03.26.2021 |
AIR-FR
|
Mile High Monthly : Scenario 2023 and Scenario 2024
|
Global Aerospace & Defense |
N/A |
|
| 03.23.2021 |
AIR-FR
|
Global Aerospace & Defense: Macro, Macro Man
|
Global Aerospace & Defense |
N/A |
|
| 03.19.2021 |
HXL
|
HXL: On the virtual road with Patrick
|
Global Aerospace & Defense |
Hold |
|
| 03.16.2021 |
AIR-FR
|
Global Aerospace & Defense: ESG - Coming to America
|
Global Aerospace & Defense |
N/A |
|
| 03.12.2021 |
AIR-FR
|
Global Aerospace & Defense: 4Q20 Earnings Wrap
|
Global Aerospace & Defense |
N/A |
|
| 03.03.2021 |
AIR-FR
|
Global Aerospace: Airline Scorecard - pax deteriorates, cargo pops
|
Global Aerospace & Defense |
N/A |
|
| 02.12.2021 |
BA
|
BA: The New New Midmarket Airplane
|
Global Aerospace & Defense |
Hold |
|
| 02.08.2021 |
AIR-FR
|
Global Aerospace & Defense: 1Q21 Q&A Pack
|
Global Aerospace & Defense |
N/A |
|
| 02.05.2021 |
AIR-FR
|
Global Aerospace: Airline Scorecard - traffic stalling, cargo back to flat
|
Global Aerospace & Defense |
N/A |
|
| 01.29.2021 |
MTX-DE
|
MTX-DE: Upgrading to Buy - Narrowbody play
|
Global Aerospace & Defense |
Buy |
|
| 01.21.2021 |
LHX
|
LHX: Removing from Top Picks list
|
Global Aerospace & Defense |
Buy |
|
| 01.21.2021 |
RTX
|
RTX: Retaining on Top Picks list
|
Global Aerospace & Defense |
Buy |
|
| 01.21.2021 |
AIR-FR
|
AIR-FR: Adding to Top Picks list
|
Global Aerospace & Defense |
Buy |
|
| 01.21.2021 |
AIR-FR
|
Vertical Research Partners Top Picks - VRP Top Picks for 2021
|
Global Aerospace & Defense |
N/A |
|
| 01.14.2021 |
AIR-FR
|
Global Aerospace & Defense: 4Q20 Earnings Preview
|
Global Aerospace & Defense |
N/A |
|
| 01.11.2021 |
AIR-FR
|
Global Aerospace: Airline Scorecard - Stalling
|
Global Aerospace & Defense |
N/A |
|
| 01.06.2021 |
AIR-FR
|
Global Aerospace & Defense: 2021 Oracle
|
Global Aerospace & Defense |
N/A |
|
| 01.03.2021 |
AIR-FR
|
Global A&D: Matrix - Aero off over 20% in 2020, but well off bottoms; Defense down nearly 10%
|
Global Aerospace & Defense |
N/A |
|
| 12.16.2020 |
AIR-FR
|
AIR-FR: Raising A320 rate forecast
|
Global Aerospace & Defense |
Buy |
|
| 12.11.2020 |
AIR-FR
|
DEFCON: 'Virtual' DC Trip 2020
|
Global Aerospace & Defense |
N/A |
|
| 12.09.2020 |
AIR-FR
|
Global Aerospace: Airline Scorecard - A slow grind in October
|
Global Aerospace & Defense |
N/A |
|
| 12.01.2020 |
HWM
|
HWM: Initiating coverage with a Buy rating
|
Global Aerospace & Defense |
Buy |
|
| 11.24.2020 |
RR-GB
|
Airlines and Aerospace: Airlines & Aerospace Day Part I - Big Four and Rolls
|
Global Aerospace & Defense |
N/A |
|
| 11.16.2020 |
AIR-FR
|
Mile High Monthly: COVID - The Beginning of the End
|
Global Aerospace & Defense |
N/A |
|
| 11.13.2020 |
AIR-FR
|
Global Aerospace & Defense: 3Q20 Earnings Wrap
|
Global Aerospace & Defense |
N/A |
|
| 11.06.2020 |
AIR-FR
|
Global Aerospace: Airline Scorecard - Winter Blues
|
Global Aerospace & Defense |
N/A |
|
| 10.14.2020 |
AIR-FR
|
Global Aerospace & Defense: 3Q20 Earnings Preview
|
Global Aerospace & Defense |
N/A |
|
| 10.08.2020 |
RTX
|
RTX: A&D BATTLEGROUND - Promoting to Top Pick in Aero
|
Global Aerospace & Defense |
Buy |
|
| 10.02.2020 |
AIR-FR
|
DEFCON: One month to go!!
|
Global Aerospace & Defense |
N/A |
|
| 10.01.2020 |
RR-GB
|
RR-GB: Rock Bottom
|
Global Aerospace & Defense |
Hold |
|
| 09.30.2020 |
AIR-FR
|
Global Aerospace: Airline Scorecard - Winter is coming
|
Global Aerospace & Defense |
N/A |
|
| 09.24.2020 |
AIR-FR
|
Mile High Monthly: China - Caveat Venditor
|
Global Aerospace & Defense |
N/A |
|
| 09.22.2020 |
RR-GB
|
RR-GB: Under the pump
|
Global Aerospace & Defense |
Hold |
|
| 09.18.2020 |
HXL
|
HXL: Composite tech update
|
Global Aerospace & Defense |
Hold |
|
| 09.16.2020 |
AIR-FR
|
Global Aerospace & Defense: Winners. Losers. Suckers?
|
Global Aerospace & Defense |
N/A |
|
| 09.14.2020 |
AIR-FR
|
Global Aerospace & Defense: Takeaways from 11th Annual VRP Industrials Conference
|
Global Aerospace & Defense |
N/A |
|
| 09.14.2020 |
MMM
|
VRP Conference: Rising to the Challenge of the Global Pandemic
|
Global Aerospace & Defense |
N/A |
|
| 09.03.2020 |
AIR-FR
|
Global Aerospace: Airline Scorecard - Grinding it out in July
|
Global Aerospace & Defense |
N/A |
|
| 09.02.2020 |
AIR-FR
|
Global Aerospace & Defense: 3Q20 Q&A Pack
|
Global Aerospace & Defense |
N/A |
|
| 08.19.2020 |
BA
|
Global Aerospace: 737 MAX - The word from the US majors
|
Global Aerospace & Defense |
N/A |
|
| 08.07.2020 |
AIR-FR
|
Global Aerospace & Defense: 1H20 Half Time Show
|
Global Aerospace & Defense |
N/A |
|
| 07.23.2020 |
AIR-FR
|
Global Aerospace & Defense: It's All Relative
|
Global Aerospace & Defense |
N/A |
|
| 07.14.2020 |
AIR-FR
|
Global Aerospace & Defense: 2Q20 Earnings Preview
|
Global Aerospace & Defense |
N/A |
|
| 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 |
|
