Deep Dives - Global Aerospace & Defense

Date Ticker Title Vertical Rating (at time of publication)
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
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