Deep Dives - Global Aerospace & Defense

Date Ticker Title Vertical Rating (at time of publication)
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
    03.24.2017 BAH
  • Fed IT - Launch + 1
  • Global Aerospace & Defense N/A
    03.23.2017
  • Generally Speaking - Turkey - a turkish bath
  • Global Aerospace & Defense N/A
    03.16.2017 BAH
  • Fed IT - Initiating Coverage
  • Global Aerospace & Defense N/A
    03.09.2017
  • Generally Speaking - Defense budgets - worldwide
  • Global Aerospace & Defense N/A
    03.09.2017 TGI
  • DEFCON - Military Exports Could trump US growth
  • Global Aerospace & Defense N/A
    03.03.2017 BEAV
  • Global Aerospace & Defense - 4Q16 Wrap & Trackers
  • Global Aerospace & Defense N/A
    02.10.2017
  • GENERALLY SPEAKING - Trump - and the 'dumb deal'
  • Global Aerospace & Defense N/A
    02.07.2017 COB-GB
  • A&D Morning Headlines - JSF, A400M, B-52, USS Enterprise
  • Global Aerospace & Defense N/A
    02.02.2017 MGGT-GB
  • Ascend 2017 Market update
  • Global Aerospace & Defense N/A
    02.01.2017 HRS
  • VRP 4Q16 A&D Earnings Preview - HRS, TGI
  • Global Aerospace & Defense N/A
    01.31.2017 BEAV
  • Global A&D - 4Q16 - Halftime Show!
  • Global Aerospace & Defense N/A
    01.27.2017 HRS
  • HRS - Harris sells IT business to Veritas
  • Global Aerospace & Defense Buy
    01.27.2017
  • GENERALLY SPEAKING - President Xi - 'Davos man'
  • Global Aerospace & Defense N/A
    01.26.2017 LLL
  • LLL 4Q16 - Good quarter, but better price required
  • Global Aerospace & Defense Hold
    01.26.2017 GD
  • VRP 4Q16 A&D Earnings Preview - GD, HON
  • Global Aerospace & Defense N/A
    01.26.2017 LLL
  • LLL 4Q16 - EPS beat on revenues
  • Global Aerospace & Defense Hold
    01.25.2017 TXT
  • TXT 4Q16 - A long and winding road
  • Global Aerospace & Defense Buy
    01.25.2017 HXL
  • VRP 4Q16 A&D Earnings Preview - RTN, HXL, LLL, NOC
  • Global Aerospace & Defense N/A
    01.24.2017 TXT
  • VRP 4Q16 A&D Earnings Preview - BA, TXT, UTX
  • Global Aerospace & Defense N/A
    01.24.2017 AIR-FR
  • A&D Morning Headlines - DoD, Russia, United, HON
  • Global Aerospace & Defense N/A
    01.23.2017 LMT
  • VRP 4Q16 A&D Earnings Preview - LMT
  • Global Aerospace & Defense Hold
    01.20.2017 AIR-FR
  • GE 4Q16 A&D highlights - LEAP deliveries miss, but aftermarket good
  • Global Aerospace & Defense N/A
    01.20.2017 TDG
  • A&D Morning Headlines - BA, Zodiac, C-3PO, DC
  • Global Aerospace & Defense N/A
    01.19.2017 COL
  • 4Q16 A&D Earnings Preview - GE and COL
  • Global Aerospace & Defense N/A
    01.12.2017 RR-GB
  • Global A&D - 4Q16 Earnings Preview
  • Global Aerospace & Defense N/A
    01.06.2017
  • Generally Speaking - 2017 - strategic concerns
  • Global Aerospace & Defense N/A
    12.22.2016 BA
  • BA - Somethings gotta give
  • Global Aerospace & Defense Hold
    12.22.2016 SAF-FR
  • MILE HIGH MONTHLY - Supply/Demand looking better
  • Global Aerospace & Defense N/A
    12.19.2016 HXL
  • DEFCON - Certain Uncertainty
  • Global Aerospace & Defense N/A
    12.12.2016
  • Generally Speaking - North Korea - MAD?
  • Global Aerospace & Defense N/A
    12.08.2016 LLL
  • A&D Battleground - L-3 Technologies
  • Global Aerospace & Defense Hold
    12.02.2016 TXT
  • Offroading with Kevin - Textron Investor Day highlights
  • Global Aerospace & Defense Buy
    11.29.2016
  • Generally Speaking - Europe - and the bonfire of certainties
  • Global Aerospace & Defense N/A
    11.28.2016 GD
  • A&D Battleground - General Dynamics
  • Global Aerospace & Defense Buy
    11.18.2016 LLL
  • DEFCON - Does Defense Growth Trump Value?
  • Global Aerospace & Defense N/A
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