| 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 |
|
| 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 |
MGGT-GB
|
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 |
|
| 06.20.2018 |
CACI
|
CACI - FY18 and FY19 guidance revisions surpass expectations
|
Global Aerospace & Defense |
Buy |
|
| 06.20.2018 |
SAIC
|
SAIC - SAIC loses ACV downselect to BAE systems
|
Global Aerospace & Defense |
Buy |
|
| 06.14.2018 |
MGGT-GB
|
Mile High Monthly - Oil & Aerospace
|
Global Aerospace & Defense |
N/A |
|
| 06.13.2018 |
SAIC
|
SAIC FY1Q19 - Still some juice left
|
Global Aerospace & Defense |
Buy |
|
| 05.30.2018 |
BAH
|
BAH FY4Q18 - Premium Justified
|
Global Aerospace & Defense |
Buy |
|
| 05.16.2018 |
HXL
|
HXL - Transitioning Coverage - Reiterate Hold on Valuation
|
Global Aerospace & Defense |
Hold |
|
| 05.16.2018 |
SPR
|
SPR - Transitioning Coverage - Reiterate Buy as Relative Value Play
|
Global Aerospace & Defense |
Buy |
|
| 05.16.2018 |
TGI
|
TGI - Transitioning Coverage - Upgrade to Buy; Not for the faint-hearted
|
Global Aerospace & Defense |
Buy |
|
| 05.11.2018 |
LDOS
|
Boston Harb-ah with Jim and Rog-ah
|
Global Aerospace & Defense |
Buy |
|
| 05.08.2018 |
LLL
|
Global A&D - 1Q18 Wrap and Trackers
|
Global Aerospace & Defense |
N/A |
|
| 05.03.2018 |
LDOS
|
LDOS 1Q18 - Silver linings playbook
|
Global Aerospace & Defense |
Buy |
|
| 05.03.2018 |
CACI
|
CACI FY3Q18 - Come get some
|
Global Aerospace & Defense |
Buy |
|
| 05.03.2018 |
LDOS
|
LDOS 1Q18 - Revenues soft but FCF strong
|
Global Aerospace & Defense |
Buy |
|
