Ratings by Guggenheim (Michael Ciarmoli)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 9/29/2026 | AAR Corporation | AIR | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/14/2026 | York Space Systems | YSS | New Coverage | Neutral (N/A) |
7.88 (9.14) |
15.99% | Details | |
| 9/14/2026 | VSE Corporation | VSEC | New Coverage | Neutral (N/A) |
194.98 (174.65) |
-10.43% | Details | |
| 9/14/2026 | HEICO | HEI | New Coverage | Neutral (N/A) |
316.00 (304.61) |
-3.6% | Details | |
| 9/14/2026 | AAR Corporation | AIR | New Coverage | Neutral (N/A) |
125.48 (115.09) |
-8.28% | Details | |
| 9/14/2026 | L3Harris Technologies | LHX | New Coverage | Buy (N/A) |
245.54 (237.70) |
-3.19% | Details | |
| 9/14/2026 | Leonardo DRS | DRS | New Coverage | Buy (N/A) |
36.07 (36.67) |
1.66% | Details | |
| 9/14/2026 | Karman Holdings Inc | KRMN | New Coverage | Buy (N/A) |
35.28 (33.68) |
-4.54% | Details | |
| 9/14/2026 | Hexcel Corp. | HXL | New Coverage | Buy (N/A) |
92.74 (84.14) |
-9.27% | Details | |
| 9/14/2026 | Howmet Aerospace Inc. | HWM | New Coverage | Buy (N/A) |
229.61 (228.32) |
-0.56% | Details | |
| 9/14/2026 | TransDigm | TDG | New Coverage | Neutral (N/A) |
1140.32 (1109.22) |
-2.73% | Details | |
| 9/14/2026 | Applied Aerospace & Defense | AADX | New Coverage | Buy (N/A) |
12.20 (12.05) |
-1.23% | Details | |
| 9/14/2026 | StandardAero Inc | SARO | New Coverage | Neutral (N/A) |
24.04 (22.22) |
-7.57% | Details | |
| 9/14/2026 | Kratos Defense & Security | KTOS | New Coverage | Buy (N/A) |
46.69 (44.07) |
-5.61% | Details | |
| 9/14/2026 | Curtiss-Wright | CW | New Coverage | Buy (N/A) |
558.90 (532.36) |
-4.75% | Details | |
| 9/14/2026 | Northrop Grumman | NOC | New Coverage | Buy (N/A) |
518.97 (505.80) |
-2.54% | Details | |
| 9/14/2026 | Redwire | RDW | New Coverage | Neutral (N/A) |
10.62 (11.20) |
5.46% | Details | |
| 9/14/2026 | BWX Technologies | BWXT | New Coverage | Buy (N/A) |
150.12 (134.35) |
-10.5% | Details | |
| 9/14/2026 | RBC Bearings | RBC | New Coverage | Buy (N/A) |
494.83 (504.20) |
1.89% | Details | |
| 9/14/2026 | Moog | MOG-A | New Coverage | Neutral (N/A) |
367.02 (389.96) |
6.25% | Details | |
| 9/14/2026 | Woodward | WWD | New Coverage | Buy (N/A) |
337.26 (325.94) |
-3.36% | Details | |
| 9/14/2026 | Mercury Systems | MRCY | New Coverage | Buy (N/A) |
80.61 (80.12) |
-0.61% | Details |
