| 09.27.2023 |
AIR-FR
|
DEFCON: It's like a kind of torture....
|
Global Aerospace & Defense |
N/A |
|
| 09.20.2023 |
RTX
|
RTX: A&D BATTLEGROUND - Picking up the pieces
|
Global Aerospace & Defense |
Buy |
|
| 09.15.2023 |
AIR-FR
|
DEFCON: DSEi 2023 - Export markets booming
|
Global Aerospace & Defense |
N/A |
|
| 09.14.2023 |
MTX-DE
|
MTX-DE: After the GTF deluge
|
Global Aerospace & Defense |
Buy |
|
| 09.12.2023 |
AIR-FR
|
Global Aerospace: Airline Scorecard - The heat of the summer
|
Global Aerospace & Defense |
N/A |
|
| 09.11.2023 |
DOV
|
VRP Industrial Conference: Searching for Normal
|
Global Aerospace & Defense |
N/A |
|
| 08.31.2023 |
AIR-FR
|
Global Aerospace & Defense: 3Q23 Q&A Pack
|
Global Aerospace & Defense |
N/A |
|
| 08.18.2023 |
HEI
|
HEI: Adding Wencor
|
Global Aerospace & Defense |
Buy |
|
| 08.17.2023 |
LHX
|
LHX: Updating for AeroJet
|
Global Aerospace & Defense |
Buy |
|
| 07.01.2023 |
AIR-FR
|
Global Aerospace & Defense: Matrix - Aero extends gains during last week of June
|
Global Aerospace & Defense |
N/A |
|
| 06.30.2023 |
AIR-FR
|
Global Aerospace & Defense: 2Q23 Earnings Preview
|
Global Aerospace & Defense |
N/A |
|
| 06.22.2023 |
AIR-FR
|
Global Aerospace & Defense: Paris Airshow 2023 Wrap
|
Global Aerospace & Defense |
N/A |
|
| 06.09.2023 |
AIR-FR
|
Mile High Monthly: Paris Ahoy!
|
Global Aerospace & Defense |
N/A |
|
| 06.07.2023 |
AIR-FR
|
Global Aerospace: The Word on the Fleet - Retirements down again
|
Global Aerospace & Defense |
N/A |
|
| 06.01.2023 |
AIR-FR
|
DEFCON: DoD budget CAGR easing to 4%
|
Global Aerospace & Defense |
N/A |
|
| 05.24.2023 |
TXT
|
TXT: Downgrading to Hold - Bizjet soft patch
|
Global Aerospace & Defense |
Hold |
|
| 05.24.2023 |
GD
|
GD: Tough Sledding
|
Global Aerospace & Defense |
Buy |
|
| 05.24.2023 |
AIR-FR
|
Global Aerospace & Defense: Bizjet - No More Fighting the Tide
|
Global Aerospace & Defense |
N/A |
|
| 05.17.2023 |
AIR-FR
|
Mile High Monthly : OEM supply/demand - we need more lift!
|
Global Aerospace & Defense |
N/A |
|
| 05.08.2023 |
AIR-FR
|
Global Aerospace: Airline Scorecard - China snaps back
|
Global Aerospace & Defense |
N/A |
|
| 05.05.2023 |
AIR-FR
|
Global Aerospace: The Word on the Fleet - Momentum continues
|
Global Aerospace & Defense |
N/A |
|
| 04.13.2023 |
SAF-FR
|
Global Aerospace & Defense: 1Q23 Earnings Preview
|
Global Aerospace & Defense |
N/A |
|
| 04.11.2023 |
AIR-FR
|
Global Aerospace: Airline Scorecard - China recovery continues
|
Global Aerospace & Defense |
N/A |
|
| 03.30.2023 |
TDG
|
TDG: A&D BATTLEGROUND - Sticking with our Top Pick
|
Global Aerospace & Defense |
Buy |
|
| 03.23.2023 |
BBD.B-CA
|
BBD.B-CA: 2025 Re-set
|
Global Aerospace & Defense |
Hold |
|
| 03.10.2023 |
GD
|
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 |
MTX-DE
|
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 |
HWM
|
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 |
HII
|
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 |
|
