Deep Dives - Global Aerospace & Defense

Date Ticker Title Vertical Rating (at time of publication)
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
    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
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