Deep Dives - Global Aerospace & Defense

Date Ticker Title Vertical Rating (at time of publication)
06.23.2022 GD
  • GD: Promoting to Top Pick - defense with bizjet kicker
  • Global Aerospace & Defense Buy
    06.14.2022 AIR-FR
  • Global Aerospace & Defense: Coping with carnage
  • Global Aerospace & Defense N/A
    06.08.2022 AIR-FR
  • Global Aerospace: The Word on the Fleet - Further recovery
  • Global Aerospace & Defense N/A
    06.01.2022 HWM
  • HWM: A&D BATTLEGROUND - Further to run
  • Global Aerospace & Defense Buy
    05.26.2022 AIR-FR
  • Global Aerospace: EBACE 2022 - No sign of a bizjet slow down
  • Global Aerospace & Defense N/A
    05.20.2022 AIR-FR
  • Mile High Monthly: China Wildcard
  • Global Aerospace & Defense N/A
    05.12.2022 AIR-FR
  • Global Aerospace & Defense: 1Q22 Earnings Wrap
  • Global Aerospace & Defense N/A
    05.06.2022 BBD.B-CA
  • BBD.B-CA: 1Q22 - Upgrading to Buy; Bizjet not slowing
  • Global Aerospace & Defense Buy
    04.08.2022 AIR-FR
  • Global Aerospace & Defense: 1Q22 Earnings Preview
  • Global Aerospace & Defense N/A
    03.29.2022 AIR-FR
  • DEFCON: FY23 DoD budget - 4% is the starting point
  • Global Aerospace & Defense N/A
    03.24.2022 AIR-FR
  • AIR-FR: A&D BATTLEGROUND - Reiterate Top Pick
  • Global Aerospace & Defense Buy
    03.17.2022 AIR-FR
  • DEFCON: Game Change
  • Global Aerospace & Defense N/A
    03.17.2022 HII
  • HII: Upgrading to Buy - Defense Game Changer
  • Global Aerospace & Defense Buy
    03.10.2022 AIR-FR
  • Global Defense: McAleese Defense Programs Conference
  • Global Aerospace & Defense N/A
    03.08.2022 AIR-FR
  • Global Aerospace: The Word on the Fleet - Feb bounces back
  • Global Aerospace & Defense N/A
    03.02.2022 AIR-FR
  • Mile High Monthly: A Post-COVID aviation world
  • Global Aerospace & Defense N/A
    02.22.2022 BA-GB
  • Global Aerospace & Defense: 1Q22 Q&A Pack
  • Global Aerospace & Defense N/A
    02.07.2022 AIR-FR
  • Global Aerospace: The Word on the Fleet - Slow start
  • Global Aerospace & Defense N/A
    02.01.2022 AIR-FR
  • Global Aerospace: Airline Scorecard - Omicroned, but could be worse
  • Global Aerospace & Defense N/A
    01.28.2022 AIR-FR
  • DEFCON: Ukraine: Will it kick-off?
  • Global Aerospace & Defense N/A
    01.21.2022 AIR-FR
  • Global Aerospace & Defense: 4Q21 Earnings Preview
  • Global Aerospace & Defense N/A
    01.18.2022 AIR-FR
  • Vertical Research Partners Top Picks - 2022 Update
  • Global Aerospace & Defense N/A
    01.06.2022 AIR-FR
  • Global Aerospace & Defense: 2022 ORACLE
  • Global Aerospace & Defense N/A
    12.14.2021 AIR-FR
  • DEFCON: DC Trip 2021 - Path back to boring
  • Global Aerospace & Defense N/A
    12.06.2021 AIR-FR
  • Global Aerospace: Airline Scorecard - October improves, pre Omicron
  • Global Aerospace & Defense N/A
    11.17.2021 AIR-FR
  • Global Aerospace & Defense: 3Q21 Earnings Wrap
  • Global Aerospace & Defense N/A
    11.11.2021 AIR-FR
  • Global Aerospace: The Word on the Fleet
  • Global Aerospace & Defense N/A
    11.02.2021 AIR-FR
  • Global Aerospace & Defense: 3Q21 Half Time Show
  • Global Aerospace & Defense N/A
    10.29.2021 NOC
  • NOC: 3Q21 - 2022 bombshell, Downgrade to Hold
  • Global Aerospace & Defense Hold
    10.12.2021 LMT
  • LMT: A&D BATTLEGROUND - The laggard
  • Global Aerospace & Defense Buy
    10.04.2021 AIR-FR
  • Global Aerospace: Airline Scorecard - Slight deterioration on Delta
  • Global Aerospace & Defense N/A
    09.30.2021 AIR-FR
  • Mile High Monthly: OEM supply/demand - tweaking the levers
  • Global Aerospace & Defense N/A
    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
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