| 03.23.2023 |
BBD.B-CA
|
BBD.B-CA: 2025 Re-set
|
Global Aerospace & Defense |
Hold |
|
| 03.10.2023 |
AIR-FR
|
Global A&D: Matrix - Down but could have been worse
|
Global Aerospace & Defense |
N/A |
|
| 03.09.2023 |
AIR-FR
|
Global Aerospace: Airline Scorecard - Cracking start to 2023
|
Global Aerospace & Defense |
N/A |
|
| 03.06.2023 |
AIR-FR
|
Global Aerospace: The Word on the Fleet - Retirements tick up
|
Global Aerospace & Defense |
N/A |
|
| 03.03.2023 |
AIR-FR
|
DEFCON: Dude - where's my budget?
|
Global Aerospace & Defense |
N/A |
|
| 03.02.2023 |
AIR-FR
|
AIR-FR: Last Hurrah with Dominik
|
Global Aerospace & Defense |
Buy |
|
| 02.24.2023 |
AIR-FR
|
Global Aerospace & Defense: 4Q22 Earnings Wrap
|
Global Aerospace & Defense |
N/A |
|
| 01.17.2023 |
FCX
|
Vertical Research Partners Top Picks - 2023 Update
|
Global Aerospace & Defense |
N/A |
|
| 01.06.2023 |
AIR-FR
|
Global Aerospace & Defense: 2023 ORACLE
|
Global Aerospace & Defense |
N/A |
|
| 01.03.2023 |
AIR-FR
|
Global Aerospace & Defense: Matrix - Big year for defense
|
Global Aerospace & Defense |
N/A |
|
| 12.12.2022 |
AIR-FR
|
DEFCON : DC Trip 2022 - Battling through supply chain
|
Global Aerospace & Defense |
N/A |
|
| 12.05.2022 |
AIR-FR
|
Global Aerospace: The Word on the Fleet - Active fleet dips
|
Global Aerospace & Defense |
N/A |
|
| 12.02.2022 |
AIR-FR
|
Global Aerospace: Airline Scorecard - International vs China
|
Global Aerospace & Defense |
N/A |
|
| 11.30.2022 |
DRS
|
DRS: Initiating Coverage with a Buy rating
|
Global Aerospace & Defense |
Buy |
|
| 11.16.2022 |
AIR-FR
|
Mile High Monthly: The End of the Beginning
|
Global Aerospace & Defense |
N/A |
|
| 11.08.2022 |
AIR-FR
|
Global Aerospace: Airline Scorecard - Dammit China!
|
Global Aerospace & Defense |
N/A |
|
| 11.02.2022 |
AIR-FR
|
Global Aerospace: The Word on the Fleet - Holding in there
|
Global Aerospace & Defense |
N/A |
|
| 10.17.2022 |
AIR-FR
|
DEFCON: Muddling through the Mid-Terms
|
Global Aerospace & Defense |
N/A |
|
| 10.14.2022 |
AIR-FR
|
Global Aerospace & Defense: 3Q22 Earnings Preview
|
Global Aerospace & Defense |
N/A |
|
| 10.07.2022 |
AIR-FR
|
Global Aerospace: Airline Scorecard - Strong summer closes
|
Global Aerospace & Defense |
N/A |
|
| 10.05.2022 |
AIR-FR
|
Global Aerospace: The Word on the Fleet - End of Summer
|
Global Aerospace & Defense |
N/A |
|
| 09.28.2022 |
AIR-FR
|
Mile High Monthly: Less Supply - More Demand
|
Global Aerospace & Defense |
N/A |
|
| 09.19.2022 |
RTX
|
RTX: Run that by me again
|
Global Aerospace & Defense |
Buy |
|
| 09.16.2022 |
AIR-FR
|
Global Aerospace: Airline Scorecard - Summer of Recovery
|
Global Aerospace & Defense |
N/A |
|
| 09.12.2022 |
MMM
|
VRP Conference: Still Powering Through
|
Global Aerospace & Defense |
N/A |
|
| 09.06.2022 |
TDG
|
TDG: Promoting to Top Pick in Aerospace
|
Global Aerospace & Defense |
Buy |
|
| 09.02.2022 |
MGGT-GB
|
MGGT-GB: Dropping coverage - Acquisition by Parker Hannifin nearly completed
|
Global Aerospace & Defense |
Hold |
|
| 08.25.2022 |
AIR-FR
|
Global Aerospace & Defense: 3Q22 Q&A Pack
|
Global Aerospace & Defense |
N/A |
|
| 08.11.2022 |
AIR-FR
|
DEFCON: Taking a breather
|
Global Aerospace & Defense |
N/A |
|
| 08.10.2022 |
AIR-FR
|
Global Aerospace & Defense: 2Q22 Earnings Wrap
|
Global Aerospace & Defense |
N/A |
|
| 08.02.2022 |
AIR-FR
|
Global Aerospace & Defense: 2Q22 Half Time Show - RAD VERSION!
|
Global Aerospace & Defense |
N/A |
|
| 07.11.2022 |
AIR-FR
|
Global Aerospace: Airline Scorecard - Another month of RPM recovery
|
Global Aerospace & Defense |
N/A |
|
| 07.06.2022 |
AIR-FR
|
Global Aerospace: The Word on the Fleet - Post Pandemic high
|
Global Aerospace & Defense |
N/A |
|
| 07.05.2022 |
AIR-FR
|
Mile High Monthly: Farnborough Airshow 2022 Preview
|
Global Aerospace & Defense |
N/A |
|
| 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 |
|
