Deep Dives - Global Aerospace & Defense

Date Ticker Title Vertical Rating (at time of publication)
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
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