Deep Dives - Global Aerospace & Defense

Date Ticker Title Vertical Rating (at time of publication)
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 AIR-FR
  • 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
    08.02.2018 SPR
  • SPR 2Q18 - Are you not entertained?
  • Global Aerospace & Defense Buy
    08.02.2018 HII
  • HII 2Q18 - The beat we deserved
  • Global Aerospace & Defense Buy
    08.02.2018 EGL
  • EGL 2Q18 - Show me the money
  • Global Aerospace & Defense Hold
    08.01.2018 EGL
  • EGL 2Q18 - Big beat but book to bill soft
  • Global Aerospace & Defense Hold
    08.01.2018 COL
  • AIRLINE SCORECARD - July 2018 - Music still playing as lower fuel offers repreive
  • Global Aerospace & Defense N/A
    07.30.2018 BAH
  • BAH FY2Q18 - Sometimes good ain't good enough
  • Global Aerospace & Defense Hold
    07.26.2018 LDOS
  • LDOS 2Q18 - Relief Rally
  • Global Aerospace & Defense Buy
    07.26.2018 LDOS
  • LDOS 2Q18 - Book-to-bill finally comes through
  • Global Aerospace & Defense Buy
    07.25.2018 NOC
  • NOC 2Q18 - Here is your opportunity
  • Global Aerospace & Defense Buy
    07.25.2018 NOC
  • NOC 2Q18 - Big Aero beat, but other divisions soft
  • Global Aerospace & Defense Buy
    07.24.2018 HXL
  • HXL 2Q18 - Margin confusion
  • Global Aerospace & Defense Hold
    07.23.2018 HXL
  • HXL 2Q18 - Sales beat, but operating income slightly soft
  • Global Aerospace & Defense Hold
    07.20.2018 TDG
  • GE Aero - LEAP on track, strong aftermarket
  • Global Aerospace & Defense N/A
    07.20.2018 SAIC
  • SAIC - On the road with Charlie
  • Global Aerospace & Defense Buy
    07.20.2018 SAIC
  • Farnborough Airshow 2018 - The Wrap
  • Global Aerospace & Defense N/A
    07.13.2018 EGL
  • Fed IT - 2Q18 Earnings Preview
  • Global Aerospace & Defense N/A
    07.11.2018 EGL
  • EGL - Upgrade to Hold - Up for sale?
  • Global Aerospace & Defense Hold
    07.09.2018 BAH
  • BAH - Downgrade to Hold - Transitioning from Value to Growth
  • Global Aerospace & Defense Hold
    06.26.2018 HII
  • HII - Initiating coverage with a Buy rating
  • Global Aerospace & Defense Buy
    06.26.2018 PRSP
  • PRSP - Initiating coverage with a Hold rating
  • Global Aerospace & Defense Hold
    06.21.2018 CACI
  • CACI - Keep milking the cash cow
  • Global Aerospace & Defense Buy
    06.21.2018 MTX-DE
  • MTU Aero Engines - Initiating coverage with a Hold rating
  • Global Aerospace & Defense Hold
    Previous 1  2  3  4  Next

    This website uses cookies. We use cookies to improve the user experience, track anonymous site usage and store authorization tokens. By continuing to browse this website you accept the use of cookies. Click here to read more about how we use cookies.