Deep Dives - Global Aerospace & Defense

Date Ticker Title Vertical Rating (at time of publication)
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
    05.24.2019 MTX-DE
  • MTX-DE: GTF and aftermarket on track
  • Global Aerospace & Defense Hold
    05.14.2019 AIR-FR
  • Mile High Monthly: Aircraft Supply & Demand - equilibrium
  • Global Aerospace & Defense N/A
    05.13.2019 MGGT-GB
  • Global Aerospace & Defense: 2Q19 Q&A Pack
  • Global Aerospace & Defense N/A
    05.02.2019 AIR-FR
  • Aerospace: Airline Scorecard - April 2019: Tough Easter comp
  • Global Aerospace & Defense N/A
    05.02.2019 BBD.B-CA
  • BBD.B-CA: 1Q19 - Downgrading to Hold
  • Global Aerospace & Defense Hold
    04.23.2019 BAH
  • Fed IT: 1Q19 Earnings Preview
  • Global Aerospace & Defense N/A
    04.14.2019 AIR-FR
  • Global Aerospace & Defense: 1Q19 Earnings Preview
  • Global Aerospace & Defense N/A
    04.12.2019 TGI
  • TGI: Break up or Stay together? Upside either way
  • Global Aerospace & Defense Buy
    04.01.2019 AIR-FR
  • Airline Scorecard: March 2019 - Back to 6%+ traffic growth
  • Global Aerospace & Defense N/A
    03.29.2019 SAIC
  • SAIC: Upgrade to Buy: Cash Flow Growth > Everything
  • Global Aerospace & Defense Buy
    03.25.2019 BA
  • BA: A&D BATTLEGROUND - MAX-ed out
  • Global Aerospace & Defense Buy
    03.22.2019 PRSP
  • PRSP: Re-examining the PRSP buy-out case
  • Global Aerospace & Defense Hold
    03.13.2019 TGI
  • TGI: Much Ado about Nothing
  • Global Aerospace & Defense Buy
    03.13.2019 AIR-FR
  • Defense: DEFCON - US FY20 defense budget released
  • Global Aerospace & Defense N/A
    03.13.2019 CACI
  • CACI: Upgrade to Top Pick
  • Global Aerospace & Defense Buy
    03.08.2019 AIR-FR
  • Global Aerospace & Defense: 4Q18 Earnings Wrap
  • Global Aerospace & Defense N/A
    03.06.2019 SPR
  • SPR: Downgrade to Hold - Approaching Fair Value
  • Global Aerospace & Defense Hold
    02.24.2019 AIR-FR
  • Mile High Monthly: Hiatus in the desert
  • Global Aerospace & Defense N/A
    02.12.2019 AIR-FR
  • Global Aerospace & Defense: Q&A Pack - 1Q19
  • Global Aerospace & Defense N/A
    02.10.2019 HRS
  • HRS: Time for the big-time
  • Global Aerospace & Defense Buy
    02.04.2019 SPR
  • SPR: 4Q18 - All systems go in 2019
  • Global Aerospace & Defense Buy
    02.04.2019 AIR-FR
  • Airline Scorecard: January 2019 - More positive datapoints
  • Global Aerospace & Defense N/A
    02.01.2019 BAH
  • BAH: FY3Q19 - Margin saves the day
  • Global Aerospace & Defense Hold
    02.01.2019 BAH
  • BAH: FY3Q19 - Big margin beat and raise, but FCF soft
  • Global Aerospace & Defense Hold
    01.31.2019 MGGT-GB
  • Global A&D: GE 4Q18 A&D highlights - Continued Aftermarket Strength
  • Global Aerospace & Defense N/A
    01.31.2019 CACI
  • CACI: FY2Q19 - Everything you could ever want in a quarter
  • Global Aerospace & Defense Buy
    01.30.2019 LLL
  • LLL: 4Q18 - Margin improvement story on track
  • Global Aerospace & Defense Buy
    01.29.2019 LLL
  • LLL: Q4 profit miss on Travelling Wave Tubes
  • Global Aerospace & Defense Buy
    01.28.2019 BAH
  • Fed IT: 4Q18 Earnings Preview
  • Global Aerospace & Defense N/A
    01.25.2019 HXL
  • HXL: 4Q18 - To 2019, and Beyond
  • Global Aerospace & Defense Buy
    01.24.2019 TGI
  • TGI: TGI sells G7500 wing program to Bombardier
  • Global Aerospace & Defense Buy
    01.24.2019 HXL
  • HXL: 4Q18 - Unexpected restructuring hits margins
  • Global Aerospace & Defense Buy
    01.22.2019 HEI
  • HEI: Initiating coverage with a Buy rating
  • Global Aerospace & Defense Buy
    01.17.2019 BA-GB
  • Global Aerospace & Defense: 4Q18 Earnings Preview
  • Global Aerospace & Defense N/A
    01.15.2019 AIR-FR
  • Vertical Research Partners Top Picks - VRP Top Picks for 2019
  • Global Aerospace & Defense N/A
    01.09.2019 LMT
  • LMT: Upgrading to Buy
  • Global Aerospace & Defense Buy
    01.08.2019 SAIC
  • SAIC: SAIC Investor day - Rocky Road for a Pot O' Gold?
  • Global Aerospace & Defense Hold
    01.03.2019 AIR-FR
  • Global Aerospace & Defense: 2019 Oracle
  • Global Aerospace & Defense N/A
    01.02.2019 AIR-FR
  • Airline Scorecard: December 2018 - Another good RPM month
  • Global Aerospace & Defense N/A
    12.31.2018 AIR-FR
  • Global A&D: Matrix - 2018 Year End Special
  • Global Aerospace & Defense N/A
    12.17.2018 SAIC
  • SAIC: SAIC loses Mobile Protected Firepower downselect
  • Global Aerospace & Defense Hold
    12.10.2018 SAIC
  • SAIC: FY3Q19 - Too cheap to ignore
  • Global Aerospace & Defense Hold
    12.10.2018 AIR-FR
  • DEFCON: Beltway Bandits Tour 2018
  • Global Aerospace & Defense N/A
    12.07.2018 BBD.B-CA
  • BBD.B-CA: Making the case at the investor day
  • Global Aerospace & Defense Buy
    12.03.2018 AIR-FR
  • Airline Scorecard: November 2018 - Back on the front foot
  • Global Aerospace & Defense N/A
    11.28.2018 COB-GB
  • COB-GB: Mission Systems - Don't mention the KC-46
  • Global Aerospace & Defense Hold
    11.20.2018 AIR-FR
  • Global A&D: Q&A Pack - Q4 2018
  • Global Aerospace & Defense N/A
    11.16.2018 LMT
  • LMT: Thwoppa Thwoppa
  • Global Aerospace & Defense Hold
    11.16.2018 PRSP
  • PRSP: FY2Q19 - Steady result, but need better entry point
  • Global Aerospace & Defense Hold
    11.14.2018 BA
  • VRP: Boeing - Catch-up in Chicago
  • Global Aerospace & Defense Buy
    11.09.2018 MTX-DE
  • Global Aerospace & Defense - 3Q18 Earnings Wrap
  • Global Aerospace & Defense N/A
    11.08.2018 TGI
  • TGI FY2Q19 - Incremental progress, but patience required
  • Global Aerospace & Defense Buy
    11.08.2018 HII
  • HII 3Q18 - Pension noise distracts from solid outlook
  • Global Aerospace & Defense Buy
    11.01.2018 CACI
  • CACI FY1Q19 - Take advantage of market misinterpretation
  • Global Aerospace & Defense Buy
    11.01.2018 SPR
  • SPR 3Q18 - 2019 set-up is good
  • Global Aerospace & Defense Buy
    10.31.2018 CACI
  • CACI FY1Q19 - Gotta love a 30% operating income beat
  • Global Aerospace & Defense Buy
    10.31.2018 SPR
  • SPR 3Q18 - Sales in-line but 737 costs continue to drag on profit
  • Global Aerospace & Defense Buy
    10.30.2018 BAH
  • BAH FY2Q19 - Booz vs. the Primes
  • Global Aerospace & Defense Hold
    10.30.2018 GD
  • DEFCON - (Price) War! Huh! What is it good for?
  • Global Aerospace & Defense N/A
    10.29.2018 BAH
  • BAH FY2Q19 - Topline miss but big margin and bookings quarter
  • Global Aerospace & Defense Hold
    10.26.2018 LDOS
  • LDOS 3Q18 - Only way to go from here is up
  • Global Aerospace & Defense Buy
    10.25.2018 LDOS
  • LDOS 3Q18 - Sales miss and cut, but FCF beat and raise
  • Global Aerospace & Defense Buy
    10.24.2018 NOC
  • NOC 3Q18 - Mixed revs, but margin beat and FCF raise
  • Global Aerospace & Defense Buy
    10.23.2018 HXL
  • HXL 3Q18 - Upgrade to Buy - Sell-off overdone
  • Global Aerospace & Defense Buy
    10.22.2018 HXL
  • HXL 3Q18 - Headline "miss" could yield an entry point
  • Global Aerospace & Defense Hold
    10.22.2018 SAIC
  • SAIC - Takeaways from SAIC/EGL merger proxy - Below peer growth and margins
  • Global Aerospace & Defense Hold
    10.19.2018 BBD.B-CA
  • HON 3Q18 A&D Highlights - Aftermarket decent, but Bizjet and D&S shine through
  • Global Aerospace & Defense N/A
    10.18.2018 EGL
  • Global A&D - Plueger and Leahy talk Aerospace
  • Global Aerospace & Defense N/A
    10.12.2018 EGL
  • Fed IT - 3Q18 Earnings Preview
  • Global Aerospace & Defense N/A
    10.12.2018 HXL
  • Global Aerospace & Defense - 3Q18 Earnings Preview
  • Global Aerospace & Defense N/A
    10.11.2018 HII
  • HII - Counterpunch
  • Global Aerospace & Defense Buy
    10.03.2018 HRS
  • DEFCON - Have we reached the peak in Fed IT?
  • Global Aerospace & Defense N/A
    10.01.2018 AIR-FR
  • AIRLINE SCORECARD - September 2018 - Traffic growth continues
  • Global Aerospace & Defense N/A
    09.20.2018 GD
  • Fed IT - Sell off presents entry point
  • Global Aerospace & Defense N/A
    09.17.2018 AIR-FR
  • Mile High Monthly - Return of the EMECAME
  • Global Aerospace & Defense N/A
    09.12.2018 SPR
  • SPR - Guidance cut on 737 costs
  • Global Aerospace & Defense Buy
    09.11.2018 LMT
  • VRP Industrials Conference: A&D highlights
  • Global Aerospace & Defense N/A
    09.10.2018 SAIC
  • SAIC - Buying Engility - Downgrade to Hold
  • Global Aerospace & Defense Hold
    09.04.2018
  • AIRLINE SCORECARD - August 2018 - Traffic growth decent, but other metrics mixed
  • Global Aerospace & Defense N/A
    08.28.2018 PRSP
  • PRSP - Updating the model
  • Global Aerospace & Defense Hold
    08.24.2018 HII
  • A&D Morning Headlines - Chinese Defense, MBDA, Top Gun
  • Global Aerospace & Defense N/A
    08.15.2018 CACI
  • CACI FY4Q18 - Another shoot-the-lights-out margin quarter
  • Global Aerospace & Defense Buy
    08.15.2018 GD
  • A&D Battleground -- General Dynamics
  • Global Aerospace & Defense Buy
    08.14.2018 PRSP
  • PRSP FY1Q19 - Pretty standard, really
  • Global Aerospace & Defense Hold
    08.08.2018 TGI
  • TGI FY1Q19 - Triumph....so hot right now
  • Global Aerospace & Defense Buy
    08.08.2018 TGI
  • TGI FY1Q19 - FCF guide below expectations, but trajectory improves
  • Global Aerospace & Defense Buy
    08.03.2018 HII
  • HII 2Q18 - Positive catalysts ahoy
  • Global Aerospace & Defense Buy
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