| 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 |
|
