Deep Dives - Global Aerospace & Defense

Date Ticker Title Vertical Rating (at time of publication)
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
    08.07.2017 BAH
  • BAH FY1Q18 - Margin-driven beat
  • Global Aerospace & Defense Hold
    08.07.2017 CSRA
  • Global A&D - 2Q17 Wrap & Trackers
  • Global Aerospace & Defense N/A
    08.04.2017 LDOS
  • LDOS 2Q17 - You're so money
  • Global Aerospace & Defense Buy
    08.04.2017 EGL
  • EGL 2Q17 - Growth required
  • Global Aerospace & Defense Hold
    08.03.2017 LDOS
  • LDOS 2Q17 - Big beat on profits, book to bill better
  • Global Aerospace & Defense Buy
    08.02.2017 SPR
  • SPR 2Q17 - I <3 MoU
  • Global Aerospace & Defense Hold
    08.02.2017 SPR
  • SPR 2Q17 - We've come to an Understanding
  • Global Aerospace & Defense Hold
    08.01.2017 HRS
  • HRS FY4Q17 - Initial guidance for '18 goes smoothly
  • Global Aerospace & Defense Buy
    08.01.2017 HRS
  • HRS FY4Q17 - Top-line driven beat, but EPS guide on the low-end
  • Global Aerospace & Defense Buy
    08.01.2017 CACI
  • Airline Scorecard - July 2017 - Sentiment surges, but airline shares sink
  • Global Aerospace & Defense N/A
    07.31.2017 COL
  • COL FY3Q17 - Trouble-free first quarter from BEAV
  • Global Aerospace & Defense Hold
    07.31.2017 AIR-FR
  • AIR - Upgrading to Buy
  • Global Aerospace & Defense Buy
    07.28.2017 COL
  • COL FY3Q17 - First time with BEAV
  • Global Aerospace & Defense Hold
    07.27.2017 SAF-FR
  • VRP A&D 2Q17 Earnings Preview - COL, SAF
  • Global Aerospace & Defense N/A
    07.27.2017 LLL
  • LLL 2Q17 - Beat driven by facilities sale
  • Global Aerospace & Defense Hold
    07.26.2017 TGI
  • TGI FY1Q18 - Burn baby burn, FCF inferno
  • Global Aerospace & Defense Hold
    07.26.2017 TGI
  • TGI FY1Q18 - Big time miss on quarter and guidance
  • Global Aerospace & Defense Hold
    07.25.2017 NOC
  • VRP A&D 2Q17 Earnings Preview - BA, NOC, GD, TGI
  • Global Aerospace & Defense N/A
    07.25.2017 RR-GB
  • UTX 2Q17 - Aftermarket strong, but GTF deliveries light
  • Global Aerospace & Defense N/A
    07.18.2017 LMT
  • LMT 2Q17 - Top-line beat, re-raised guidance
  • Global Aerospace & Defense Hold
    07.17.2017 LMT
  • VRP A&D 2Q17 Earnings Preview - LMT
  • Global Aerospace & Defense Hold
    07.11.2017 CSRA
  • CSRA hosting conference call on Government Cloud Adoption
  • Global Aerospace & Defense Hold
    07.05.2017 TDG
  • Global A&D - Roland Berger A&D CEO Issues Radar 2017
  • Global Aerospace & Defense N/A
    07.05.2017 CSRA
  • Airline Scorecard - June 2017 - Heat map green, but profits down
  • Global Aerospace & Defense N/A
    06.30.2017 SAIC
  • SAIC - Getting more attractive for long-term investors
  • Global Aerospace & Defense Hold
    06.05.2017 RR-GB
  • A&D Battleground - Rolls-Royce
  • Global Aerospace & Defense Sell
    06.01.2017 GD
  • Airline Scorecard - May 2017 - Easter Surge
  • Global Aerospace & Defense N/A
    05.26.2017
  • Allegheny Technologies - Heavy Metal 2017
  • Global Aerospace & Defense N/A
    05.26.2017 CSRA
  • CSRA FY4Q17 - FY18 Guidance in-line
  • Global Aerospace & Defense Hold
    05.23.2017 COB-GB
  • A&D Morning Headlines - Trump cuts, Comac Widebody, F-22
  • Global Aerospace & Defense N/A
    05.22.2017 SPR
  • A&D Morning Headlines - Saudi, EBACE, Navy, Compliance
  • Global Aerospace & Defense N/A
    05.22.2017 BAH
  • BAH 4Q17 - Happy New Year
  • Global Aerospace & Defense Buy
    05.19.2017 RR-GB
  • Global Aerospace & Defense - VRP 2017 A&D Conference
  • Global Aerospace & Defense N/A
    05.10.2017 RR-GB
  • DEFCON - Party on Wayne
  • Global Aerospace & Defense N/A
    05.09.2017 EGL
  • EGL - Dinner with Lynn and Wayne
  • Global Aerospace & Defense Hold
    05.04.2017 CACI
  • CACI FY3Q17 - Strong like bull
  • Global Aerospace & Defense Buy
    05.04.2017 LDOS
  • LDOS 1Q17 - Betting on the back half
  • Global Aerospace & Defense Buy
    05.04.2017 LDOS
  • LDOS 1Q17 - Topline beat and adjusted EBIT beat, bookings and cash light
  • Global Aerospace & Defense Buy
    05.03.2017 CACI
  • CACI FY3Q17 - Revenues and Cash come in strong, but EBIT is soft
  • Global Aerospace & Defense Buy
    04.26.2017 AIR-FR
  • VRP A&D 1Q17 Earnings Preview - AIR, RTN
  • Global Aerospace & Defense N/A
    04.26.2017 NOC
  • NOC 1Q17 - Operations beat, Tax and Pension boost
  • Global Aerospace & Defense Hold
    04.26.2017 NOC
  • NOC 1Q17 - Another tax and pension beat, but Aero growth surprises
  • Global Aerospace & Defense Hold
    04.25.2017 NOC
  • VRP A&D 1Q17 Earnings Preview - BA, GD, NOC, UTX
  • Global Aerospace & Defense N/A
    04.24.2017 SAF-FR
  • VRP A&D 1Q17 Earnings Preview - SAF, LMT
  • Global Aerospace & Defense N/A
    04.21.2017 SAF-FR
  • GE 1Q17 A&D Highlights - A soft cut to LEAP delivery guidance
  • Global Aerospace & Defense Hold
    04.11.2017 CSRA
  • CSRA - Adjusting the Adjustments
  • Global Aerospace & Defense Hold
    04.05.2017 BAH
  • DEFCON - US budget more CR-zy than usual
  • Global Aerospace & Defense N/A
    04.03.2017 HRS
  • Airline Scorecard - March 2017 - Global trends holding up
  • Global Aerospace & Defense N/A
    03.31.2017 SAIC
  • SAIC 4Q17 - The struggle is real
  • Global Aerospace & Defense Hold
    03.30.2017 SAIC
  • SAIC FY4Q17 - Revs soft bt FCF/Bookings solid
  • Global Aerospace & Defense Hold
    03.30.2017 TXT
  • A&D Battleground - Textron
  • Global Aerospace & Defense Buy
    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.