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 |
|
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 |
|