Deep Dives - Global Aerospace & Defense

Date Ticker Title Vertical Rating (at time of publication)
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
    05.02.2018 CACI
  • CACI FY3Q18 - Smashes it out of the ballpark
  • Global Aerospace & Defense Buy
    05.02.2018 EGL
  • EGL 1Q18 - Wake me up when September ends
  • Global Aerospace & Defense Sell
    05.02.2018 EGL
  • EGL 1Q18 - Sales beat, profit miss
  • Global Aerospace & Defense Sell
    05.01.2018 CACI
  • VRP A&D 1Q18 Earnings Preview - SPR, HRS, EGL, CACI
  • Global Aerospace & Defense N/A
    05.01.2018 BA-GB
  • Airline Scorecard - April 2018 - Specter of rising input costs?
  • Global Aerospace & Defense N/A
    04.25.2018 NOC
  • NOC 1Q18 - Solid results, tough market
  • Global Aerospace & Defense Buy
    04.25.2018 NOC
  • NOC 1Q18 - Is it enough?
  • Global Aerospace & Defense Buy
    04.24.2018 HXL
  • HXL 1Q18 - Back to normal
  • Global Aerospace & Defense Hold
    04.20.2018 CACI
  • GE 1Q18 A&D take-aways - LEAP ramp behind schedule
  • Global Aerospace & Defense N/A
    04.13.2018 EGL
  • Fed IT - 1Q18 Earnings Preview
  • Global Aerospace & Defense N/A
    04.13.2018 NOC
  • Global Aerospace & Defense - 1Q18 Earnings Preview
  • Global Aerospace & Defense N/A
    04.04.2018 CSRA
  • CSRA - Dropping Coverage
  • Global Aerospace & Defense Hold
    04.03.2018 CSRA
  • Airline Scorecard - March 2018 - Trade War darkens the horizon
  • Global Aerospace & Defense N/A
    03.29.2018 SAIC
  • SAIC FY4Q18 - Growth trajectory strengthening
  • Global Aerospace & Defense Buy
    03.28.2018 CACI
  • CACI - Bid withdrawal offers good entry point
  • Global Aerospace & Defense Buy
    03.22.2018 HRS
  • A&D Battleground - Harris
  • Global Aerospace & Defense Buy
    03.19.2018 CSRA
  • UTX Investor Day - A&D Implications
  • Global Aerospace & Defense N/A
    03.19.2018 SPR
  • Fed IT - CACI ups the ante for CSRA
  • Global Aerospace & Defense N/A
    03.14.2018 SAIC
  • SAIC - FY4Q18 Earnings Preview
  • Global Aerospace & Defense Buy
    03.09.2018 RTN
  • Mile High Monthly - It's the economy, stupid
  • Global Aerospace & Defense N/A
    03.08.2018 BAH
  • Global A&D - 4Q17 Wrap
  • Global Aerospace & Defense N/A
    03.06.2018 CSRA
  • Fed IT - Takeaways from CSRA's merger proxy
  • Global Aerospace & Defense N/A
    03.02.2018 LDOS
  • LDOS - Introducing DHMSM/Genesis estimates
  • Global Aerospace & Defense Buy
    03.02.2018 EGL
  • EGL 4Q17 - 4Q beat, but 2018 guidance soft
  • Global Aerospace & Defense Sell
    02.27.2018 MGGT-GB
  • MGGT 2H17 - Slight miss and soft guidance
  • Global Aerospace & Defense Hold
    02.22.2018 LDOS
  • LDOS 4Q17 - In Roger we Trust
  • Global Aerospace & Defense Buy
    02.22.2018 LDOS
  • LDOS 4Q17 - A conservative 2018 guide?
  • Global Aerospace & Defense Buy
    02.15.2018 COB-GB
  • A&D Morning Headlines - Airbus, Bombardier, Activists, Eurofighter
  • Global Aerospace & Defense N/A
    02.12.2018 CSRA
  • CSRA - Well, we didn't see that coming
  • Global Aerospace & Defense Hold
    02.08.2018 CSRA
  • CSRA FY3Q18 - What's the most you've ever lost on a coin toss?
  • Global Aerospace & Defense Sell
    02.05.2018 BAH
  • BAH FY3Q18 - Operational miss
  • Global Aerospace & Defense Buy
    02.05.2018 BAH
  • BAH FY3Q18 - Upside case is clear
  • Global Aerospace & Defense Buy
    02.02.2018 CACI
  • CACI FY2Q18 - That's a Bingo
  • Global Aerospace & Defense Buy
    02.01.2018 TXT
  • TXT 4Q17 - Don't stop believin'
  • Global Aerospace & Defense Buy
    02.01.2018 COB-GB
  • Airline Scorecard - January 2018 - Is 2018 the year of the Price War?
  • Global Aerospace & Defense N/A
    01.31.2018 CACI
  • CACI FY2Q18 - Big margin beat
  • Global Aerospace & Defense Buy
    01.30.2018 BA
  • VRP A&D 4Q17 Earnings Preview - BA, TXT
  • Global Aerospace & Defense N/A
    01.26.2018 HXL
  • HXL 4Q17 - High hopes for '18
  • Global Aerospace & Defense Hold
    01.26.2018 NOC
  • NOC 4Q17 - Pension and Tax upside
  • Global Aerospace & Defense Buy
    01.25.2018 NOC
  • NOC 4Q17 - Underlying beat and strong 2018 guidance
  • Global Aerospace & Defense Buy
    01.24.2018 BAH
  • Fed IT - 4Q17 Earnings Preview
  • Global Aerospace & Defense N/A
    01.05.2018 SAF-FR
  • Global A&D - 2018 Oracle
  • Global Aerospace & Defense N/A
    01.03.2018 NOC
  • Airline Scorecard - December 2017 - 11th Inning home run
  • Global Aerospace & Defense N/A
    12.14.2017 BAH
  • Global A&D - Ascend on Aero - Metrics keep improving
  • Global Aerospace & Defense N/A
    12.11.2017 BA-GB
  • DEFCON - Beltway Bandits Tour, 2017
  • Global Aerospace & Defense N/A
    12.08.2017 SAIC
  • SAIC FY3Q18 - Upgrade to Buy - You go and do something like this...and totally redeem yourself!
  • Global Aerospace & Defense Buy
    11.27.2017 LDOS
  • LDOS - $10bn VA contract in the crosshairs
  • Global Aerospace & Defense Buy
    11.20.2017 TXT
  • Global Aerospace & Defense - 3Q17 Wrap
  • Global Aerospace & Defense N/A
    11.16.2017 SAIC
  • SAIC - Revenue disconnect, consensus too bullish
  • Global Aerospace & Defense Hold
    11.10.2017 TDG
  • TDG FY4Q17 - Buy the Dip
  • Global Aerospace & Defense Buy
    11.08.2017 CSRA
  • CSRA FY2Q18 - Short position justified
  • Global Aerospace & Defense Sell
    11.07.2017 BAH
  • BAH FY2Q18 - Growth worth more than margin speedbump
  • Global Aerospace & Defense Buy
    11.06.2017 BAH
  • BAH FY2Q18 - Strong revenue and book-to-bill, but margins soft
  • Global Aerospace & Defense Buy
    11.03.2017 LDOS
  • LDOS 3Q17 - Can you hear me pounding the table?
  • Global Aerospace & Defense Buy
    11.03.2017 EGL
  • EGL 3Q17 - Downgrade to Sell - Revenue challenges
  • Global Aerospace & Defense Sell
    11.02.2017 LDOS
  • LDOS 3Q17 - Another big operating beat
  • Global Aerospace & Defense Buy
    11.01.2017 CACI
  • CACI FY1Q18 - Margin and bookings soft, but buy the dip
  • Global Aerospace & Defense Buy
    11.01.2017 CACI
  • Fed IT - 3Q17 Earnings Preview - CACI, LDOS, EGL
  • Global Aerospace & Defense N/A
    11.01.2017 AIR-FR
  • Airline Scorecard - October 2017 - Hurricane Headwind
  • Global Aerospace & Defense N/A
    10.25.2017 NOC
  • NOC 3Q17 - Strong sales, with EPS helped by tax and pension
  • Global Aerospace & Defense Buy
    10.24.2017 BA
  • VRP A&D 3Q17 Earnings Preview - BA., NOC, GD
  • Global Aerospace & Defense N/A
    10.24.2017 MGGT-GB
  • UTX 3Q17 - Aftermarket strong again, GTF deliveries on track
  • Global Aerospace & Defense N/A
    10.20.2017 BA-GB
  • Global Aerospace & Defense - Friday Night Take-Away
  • Global Aerospace & Defense N/A
    10.20.2017 RTN
  • HON 3Q17 A&D Highlights - Aftermarket trend is strong
  • Global Aerospace & Defense N/A
    10.19.2017 BAH
  • DXC SpinCo - Fool Me Twice...
  • Global Aerospace & Defense N/A
    10.17.2017 EGL
  • Fed IT - 3Q17 Earnings Preview
  • Global Aerospace & Defense N/A
    10.09.2017 COL
  • DEFCON - Defense M&A - Who's next?
  • Global Aerospace & Defense N/A
    10.05.2017 SAIC
  • SAIC - SAIC wins AMCOM Battlefield recompete
  • Global Aerospace & Defense Hold
    10.03.2017 CSRA
  • CSRA - Downgrade to Sell - A margin conundrum
  • Global Aerospace & Defense Sell
    10.03.2017 BAH
  • BAH - Upgrade to Buy - Shake it off
  • Global Aerospace & Defense Buy
    10.03.2017 SAIC
  • SAIC - Cutting to profitability
  • Global Aerospace & Defense Hold
    09.28.2017 AIR-FR
  • Mile High Monthly - Aero M&A - Who's Next?
  • Global Aerospace & Defense N/A
    09.28.2017 SPR
  • SPR - Spirited Away - Investor Day highlights
  • Global Aerospace & Defense Hold
    09.21.2017 EGL
  • Fed IT - Unlevered for your pleasure
  • Global Aerospace & Defense N/A
    09.21.2017 TXT
  • Global Aerospace & Defense - The Dash for Cash
  • Global Aerospace & Defense N/A
    09.11.2017 SAIC
  • SAIC FY2Q18 - 3rd strike this year
  • Global Aerospace & Defense Hold
    09.05.2017 CSRA
  • A&D Morning Headlines - UTX/COL, FACC, WTO, Scorpions
  • Global Aerospace & Defense N/A
    08.31.2017 SAIC
  • SAIC - FY2Q18 Earnings Preview
  • Global Aerospace & Defense Hold
    08.30.2017 TXT
  • DEFCON - Do shutdowns Trump growth in Fed IT?
  • Global Aerospace & Defense N/A
    08.28.2017 CACI
  • A&D Morning Headlines - F-35, Bizjet ops, Qatar
  • Global Aerospace & Defense N/A
    08.22.2017 BA
  • Mile High Monthly - H1 Airline Health Check
  • Global Aerospace & Defense N/A
    08.21.2017 BA-GB
  • A&D Morning Headlines - IndiGo, Afghanistan, RR, LMT
  • Global Aerospace & Defense N/A
    08.17.2017 CACI
  • CACI FY4Q17 - Still not a player, but the market is still a hater
  • Global Aerospace & Defense Buy
    08.16.2017 CACI
  • CACI FY4Q17 - More Beats than Dr. Dre
  • Global Aerospace & Defense Buy
    08.15.2017 RTN
  • A&D Battleground - Raytheon
  • Global Aerospace & Defense Buy
    08.10.2017 CSRA
  • CSRA FY1Q18 - Keep your eyes on the Greenway
  • Global Aerospace & Defense Hold
    08.07.2017 BAH
  • BAH FY1Q18 - Staring into the DoJ abyss
  • Global Aerospace & Defense Hold
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