Ratings by Baird (Peter Arment)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/1/2026 | HawkEye 360 Inc | HAWK | New Coverage | Outperform (N/A) |
31.97 (20.87) |
-34.72% | Details | |
| 5/12/2026 | Aevex Corp | AVEX | New Coverage | Outperform (N/A) |
25.07 (15.34) |
-38.81% | Details | |
| 5/11/2026 | Arxis Inc | ARXS | New Coverage | Outperform (N/A) |
35.03 (43.09) |
23.01% | Details | |
| 5/8/2026 | Curtiss-Wright | CW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2026 | Boeing | BA | Maintain | Outperform (Outperform) |
|
Details | ||
| 3/20/2026 | Karman Holdings Inc | KRMN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2026 | AeroVironment | AVAV | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2026 | Nlight | LASR | New Coverage | Outperform (N/A) |
67.69 (63.81) |
-5.73% | Details | |
| 3/3/2026 | AeroVironment | AVAV | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2026 | L3Harris Technologies | LHX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2026 | V2X, Inc. | VVX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2026 | York Space Systems | YSS | New Coverage | Outperform (N/A) |
28.57 (24.54) |
-14.11% | Details | |
| 2/18/2026 | Leidos Holdings | LDOS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/4/2026 | TransDigm | TDG | Downgrade | Neutral (Outperform) |
1435.52 (1322.67) |
-7.86% | Details | |
| 1/30/2026 | Honeywell International | HON | Maintain | Neutral (N/A) |
|
Details | ||
| 1/28/2026 | RTX Corp. | RTX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2026 | Rocket Lab USA | RKLB | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2025 | Karman Holdings Inc | KRMN | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2025 | Albany International | AIN | Maintain | Neutral (N/A) |
|
Details | ||
| 11/5/2025 | Leidos Holdings | LDOS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/27/2025 | General Dynamics Corp. | GD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/6/2025 | Lockheed Martin | LMT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/1/2025 | AeroVironment | AVAV | Maintain | Outperform (N/A) |
|
Details | ||
| 9/26/2025 | Kratos Defense & Security | KTOS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2025 | HEICO | HEI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/12/2025 | Mercury Systems | MRCY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2025 | Kratos Defense & Security | KTOS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2025 | Karman Holdings Inc | KRMN | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2025 | Curtiss-Wright | CW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2025 | CACI International | CACI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2025 | Leidos Holdings | LDOS | Maintain | Neutral (N/A) |
|
Details | ||
| 8/5/2025 | BWX Technologies | BWXT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2025 | AeroVironment | AVAV | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2025 | Howmet Aerospace Inc. | HWM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2025 | Leonardo DRS | DRS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2025 | Albany International | AIN | Downgrade | Neutral (Outperform) |
71.43 (71.96) |
0.74% | Details | |
| 7/25/2025 | Textron | TXT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2025 | L3Harris Technologies | LHX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2025 | General Dynamics Corp. | GD | Maintain | Neutral (N/A) |
|
Details | ||
| 7/23/2025 | Northrop Grumman | NOC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/23/2025 | Lockheed Martin | LMT | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2025 | AeroVironment | AVAV | Maintain | Outperform (N/A) |
|
Details | ||
| 5/27/2025 | Leidos Holdings | LDOS | Downgrade | Neutral (Outperform) |
158.30 (104.32) |
-34.1% | Details | |
| 5/22/2025 | Curtiss-Wright | CW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2025 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/14/2025 | Karman Holdings Inc | KRMN | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2025 | Howmet Aerospace Inc. | HWM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2025 | Leonardo DRS | DRS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2025 | Albany International | AIN | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2025 | Lockheed Martin | LMT | Upgrade | Outperform (Neutral) |
458.33 (491.64) |
7.27% | Details | |
| 3/19/2025 | RTX Corp. | RTX | Upgrade | Outperform (Neutral) |
132.05 (185.06) |
40.14% | Details | |
| 3/10/2025 | Karman Holdings Inc | KRMN | New Coverage | Outperform (N/A) |
28.16 (44.84) |
59.23% | Details | |
| 3/5/2025 | AeroVironment | AVAV | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2025 | Albany International | AIN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2025 | Honeywell International | HON | Maintain | Neutral (N/A) |
|
Details | ||
| 2/5/2025 | Mercury Systems | MRCY | Upgrade | Outperform (Neutral) |
41.99 (105.00) |
150.06% | Details | |
| 2/4/2025 | Triumph Group | TGI | Downgrade | Neutral (Outperform) |
18.74 (26.01) |
38.79% | Details | |
| 1/23/2025 | Textron | TXT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/14/2025 | Kratos Defense & Security | KTOS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/14/2025 | General Dynamics Corp. | GD | Downgrade | Neutral (Outperform) |
259.38 (344.32) |
32.75% | Details | |
| 12/17/2024 | CACI International | CACI | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/7/2024 | Howmet Aerospace Inc. | HWM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2024 | Boeing | BA | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/31/2024 | Leonardo DRS | DRS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2024 | Boeing | BA | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/30/2024 | Leidos Holdings | LDOS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2024 | Textron | TXT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2024 | CACI International | CACI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2024 | Honeywell International | HON | Downgrade | Neutral (Outperform) |
209.10 (227.42) |
8.76% | Details | |
| 10/24/2024 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/21/2024 | Boeing | BA | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/14/2024 | Boeing | BA | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/14/2024 | Boeing | BA | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/11/2024 | V2X, Inc. | VVX | New Coverage | Outperform (N/A) |
60.29 (76.03) |
26.11% | Details | |
| 10/10/2024 | Boeing | BA | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/1/2024 | General Dynamics Corp. | GD | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/30/2024 | Leonardo DRS | DRS | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/23/2024 | Kratos Defense & Security | KTOS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/9/2024 | Boeing | BA | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/5/2024 | AeroVironment | AVAV | Maintain | Outperform (Outperform) |
|
Details | ||
| 8/28/2024 | HEICO | HEI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/28/2024 | AeroVironment | AVAV | Upgrade | Outperform (Neutral) |
177.39 (142.18) |
-19.85% | Details | |
| 8/14/2024 | Mercury Systems | MRCY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/9/2024 | Curtiss-Wright | CW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2024 | CACI International | CACI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2024 | Howmet Aerospace Inc. | HWM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2024 | Leonardo DRS | DRS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/26/2024 | RTX Corp. | RTX | Maintain | Neutral (N/A) |
|
Details | ||
| 7/26/2024 | Northrop Grumman | NOC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/12/2024 | Spirit AeroSystems | SPR | Downgrade | Neutral (Outperform) |
34.61 (39.50) |
14.13% | Details | |
| 6/3/2024 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2024 | HEICO | HEI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2024 | TransDigm | TDG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2024 | Howmet Aerospace Inc. | HWM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2024 | Leidos Holdings | LDOS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2024 | Northrop Grumman | NOC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/14/2024 | Textron | TXT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/8/2024 | AeroVironment | AVAV | Downgrade | Neutral (Outperform) |
182.25 (177.39) |
-2.67% | Details | |
| 3/5/2024 | AeroVironment | AVAV | Maintain | Outperform (N/A) |
|
Details | ||
| 2/29/2024 | BWX Technologies | BWXT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2024 | HEICO | HEI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2024 | Leonardo DRS | DRS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2024 | Leidos Holdings | LDOS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2024 | Howmet Aerospace Inc. | HWM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2024 | TransDigm | TDG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2024 | Mercury Systems | MRCY | Maintain | Neutral (N/A) |
|
Details | ||
| 1/26/2024 | Northrop Grumman | NOC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/16/2024 | Triumph Group | TGI | Upgrade | Outperform (Neutral) |
15.25 (18.74) |
22.89% | Details | |
| 1/16/2024 | RTX Corp. | RTX | Downgrade | Neutral (Outperform) |
85.32 (132.05) |
54.77% | Details | |
| 1/16/2024 | Northrop Grumman | NOC | Downgrade | Neutral (Outperform) |
467.34 (503.01) |
7.63% | Details | |
| 12/18/2023 | Triumph Group | TGI | Maintain | Neutral (N/A) |
|
Details | ||
| 12/18/2023 | Honeywell International | HON | Maintain | Outperform (N/A) |
|
Details | ||
| 12/15/2023 | Mercury Systems | MRCY | Maintain | Neutral (N/A) |
|
Details | ||
| 12/15/2023 | Lockheed Martin | LMT | Maintain | Neutral (N/A) |
|
Details | ||
| 12/15/2023 | L3Harris Technologies | LHX | Maintain | Outperform (N/A) |
|
Details | ||
| 12/15/2023 | Leidos Holdings | LDOS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/15/2023 | General Dynamics Corp. | GD | Maintain | Outperform (N/A) |
|
Details | ||
| 12/15/2023 | Curtiss-Wright | CW | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2023 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/30/2023 | Spirit AeroSystems | SPR | Upgrade | Outperform (Neutral) |
26.64 (34.61) |
29.92% | Details | |
| 11/27/2023 | AeroVironment | AVAV | Maintain | Outperform (N/A) |
|
Details | ||
| 11/14/2023 | TransDigm | TDG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2023 | Kratos Defense & Security | KTOS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2023 | Leonardo DRS | DRS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2023 | Spirit AeroSystems | SPR | Maintain | Neutral (N/A) |
|
Details | ||
| 11/1/2023 | Leidos Holdings | LDOS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2023 | L3Harris Technologies | LHX | Upgrade | Outperform (Neutral) |
170.93 (287.27) |
68.06% | Details | |
| 10/26/2023 | General Dynamics Corp. | GD | Maintain | Outperform (N/A) |
|
Details | ||
| 9/6/2023 | AeroVironment | AVAV | Upgrade | Outperform (Neutral) |
98.05 (142.18) |
45.01% | Details | |
| 8/30/2023 | HEICO | HEI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/16/2023 | Mercury Systems | MRCY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/9/2023 | TransDigm | TDG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2023 | Kratos Defense & Security | KTOS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2023 | Curtiss-Wright | CW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2023 | BWX Technologies | BWXT | Upgrade | Outperform (Neutral) |
68.88 (205.65) |
198.56% | Details | |
| 8/3/2023 | Spirit AeroSystems | SPR | Maintain | Neutral (N/A) |
|
Details | ||
| 7/25/2023 | Howmet Aerospace Inc. | HWM | New Coverage | Outperform (N/A) |
49.91 (276.06) |
453.12% | Details | |
| 7/14/2023 | Northrop Grumman | NOC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/14/2023 | Curtiss-Wright | CW | Maintain | Outperform (N/A) |
|
Details | ||
| 7/14/2023 | CACI International | CACI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/14/2023 | Albany International | AIN | Upgrade | Outperform (Neutral) |
90.49 (71.43) |
-21.06% | Details | |
| 7/6/2023 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 6/26/2023 | Mercury Systems | MRCY | Maintain | Neutral (N/A) |
|
Details | ||
| 6/22/2023 | Mercury Systems | MRCY | Downgrade | Neutral (Outperform) |
37.79 (41.99) |
11.11% | Details | |
| 5/10/2023 | TransDigm | TDG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2023 | Mercury Systems | MRCY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2023 | Leidos Holdings | LDOS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2023 | L3Harris Technologies | LHX | Maintain | Neutral (N/A) |
|
Details | ||
| 4/27/2023 | General Dynamics Corp. | GD | Maintain | Outperform (N/A) |
|
Details | ||
| 4/12/2023 | Lockheed Martin | LMT | Downgrade | Neutral (Outperform) |
496.75 (458.33) |
-7.73% | Details | |
| 3/31/2023 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2023 | TransDigm | TDG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2023 | Spirit AeroSystems | SPR | Maintain | Neutral (N/A) |
|
Details | ||
| 1/26/2023 | General Dynamics Corp. | GD | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2023 | Triumph Group | TGI | Downgrade | Neutral (Outperform) |
10.65 (26.01) |
144.23% | Details | |
| 12/19/2022 | Maxar Technologies Ltd | MAXR | Downgrade | Neutral (Outperform) |
23.10 (52.99) |
129.39% | Details | |
| 12/19/2022 | L3Harris Technologies | LHX | Downgrade | Neutral (Outperform) |
216.48 (287.27) |
32.7% | Details | |
| 12/15/2022 | Leonardo DRS | DRS | New Coverage | Outperform (N/A) |
11.70 (44.69) |
281.97% | Details | |
| 11/4/2022 | Spirit AeroSystems | SPR | Downgrade | Neutral (Outperform) |
23.62 (39.50) |
67.23% | Details | |
| 10/31/2022 | L3Harris Technologies | LHX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2022 | Honeywell International | HON | Maintain | Outperform (N/A) |
|
Details | ||
| 10/26/2022 | Albany International | AIN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/19/2022 | Lockheed Martin | LMT | Upgrade | Outperform (Neutral) |
397.31 (491.64) |
23.74% | Details | |
| 10/5/2022 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2022 | Northrop Grumman | NOC | Upgrade | Outperform (Neutral) |
445.81 (503.01) |
12.83% | Details | |
| 7/21/2022 | CACI International | CACI | New Coverage | Outperform (N/A) |
284.70 (462.04) |
62.29% | Details | |
| 5/31/2022 | Mercury Systems | MRCY | Upgrade | Outperform (Neutral) |
56.51 (105.00) |
85.81% | Details | |
| 5/12/2022 | Kratos Defense & Security | KTOS | Upgrade | Outperform (Neutral) |
13.45 (47.95) |
256.51% | Details | |
| 5/10/2022 | Maxar Technologies Ltd | MAXR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2022 | AeroVironment | AVAV | Downgrade | Neutral (Outperform) |
91.90 (142.18) |
54.71% | Details | |
| 3/24/2022 | Maxar Technologies Ltd | MAXR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/16/2022 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2022 | Kratos Defense & Security | KTOS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/6/2022 | L3Harris Technologies | LHX | Upgrade | Outperform (Neutral) |
214.01 (287.27) |
34.23% | Details | |
| 11/4/2021 | Maxar Technologies Ltd | MAXR | Upgrade | Outperform (Neutral) |
26.07 (52.99) |
103.26% | Details | |
| 9/29/2021 | Curtiss-Wright | CW | Upgrade | Outperform (Neutral) |
127.58 (762.92) |
497.99% | Details | |
| 9/7/2021 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2021 | Mercury Computer | MRCY | Downgrade | Neutral (Outperform) |
65.21 (105.00) |
61.02% | Details | |
| 7/15/2021 | Maxar Technologies Ltd | MAXR | New Coverage | Neutral (N/A) |
35.55 (52.99) |
49.06% | Details | |
| 6/18/2021 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2021 | Textron | TXT | Upgrade | Outperform (Neutral) |
63.14 (86.54) |
37.06% | Details | |
| 4/29/2021 | General Dynamics Corp. | GD | Upgrade | Outperform (Neutral) |
185.89 (259.38) |
39.53% | Details | |
| 3/17/2021 | RADA Electronic Industries | RADA | New Coverage | Outperform (N/A) |
13.21 (9.87) |
-25.28% | Details | |
| 2/18/2021 | Kratos Defense & Security | KTOS | Downgrade | Neutral (Outperform) |
32.97 (47.95) |
45.44% | Details | |
| 2/4/2021 | Triumph Group | TGI | Upgrade | Outperform (Neutral) |
11.81 (26.01) |
120.24% | Details | |
| 1/14/2021 | AeroVironment | AVAV | Upgrade | Outperform (Neutral) |
95.67 (142.18) |
48.62% | Details | |
| 1/11/2021 | Spirit AeroSystems | SPR | Upgrade | Outperform (Neutral) |
40.03 (39.50) |
-1.32% | Details | |
| 1/11/2021 | Albany International | AIN | Downgrade | Neutral (Outperform) |
77.07 (71.96) |
-6.63% | Details | |
| 1/7/2021 | Curtiss-Wright | CW | Downgrade | Neutral (Outperform) |
114.62 (762.92) |
565.61% | Details | |
| 1/7/2021 | Lockheed Martin | LMT | Downgrade | Neutral (Outperform) |
348.79 (491.64) |
40.96% | Details | |
| 1/7/2021 | Northrop Grumman | NOC | Downgrade | Neutral (Outperform) |
296.59 (503.01) |
69.6% | Details | |
| 1/7/2021 | Textron | TXT | Downgrade | Neutral (Outperform) |
47.03 (63.14) |
34.25% | Details | |
| 1/7/2021 | BWX Technologies | BWXT | Downgrade | Neutral (Outperform) |
59.22 (205.65) |
247.26% | Details | |
| 1/7/2021 | L3Harris Technologies | LHX | Downgrade | Neutral (Outperform) |
182.35 (287.27) |
57.54% | Details | |
| 11/24/2020 | Honeywell International | HON | Maintain | Outperform (N/A) |
|
Details | ||
| 11/18/2020 | Boeing | BA | Upgrade | Outperform (Neutral) |
202.40 (220.25) |
8.82% | Details | |
| 11/16/2020 | TransDigm | TDG | Upgrade | Outperform (Neutral) |
566.78 (1435.52) |
153.28% | Details | |
| 10/2/2020 | General Dynamics Corp. | GD | Downgrade | Neutral (N/A) |
138.43 (344.32) |
148.73% | Details | |
| 9/9/2020 | FLIR Systems, Inc. | FLIR | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2020 | AeroVironment | AVAV | Downgrade | Neutral (Outperform) |
85.81 (142.18) |
65.69% | Details | |
| 8/6/2020 | Triumph Group | TGI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/30/2020 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 7/27/2020 | Honeywell International | HON | Maintain | Outperform (N/A) |
|
Details | ||
| 6/24/2020 | AeroVironment | AVAV | Maintain | Outperform (N/A) |
|
Details | ||
| 6/23/2020 | Spirit AeroSystems | SPR | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/11/2020 | Leidos Holdings | LDOS | New Coverage | Outperform (N/A) |
105.69 (104.32) |
-1.3% | Details | |
| 5/8/2020 | Curtiss-Wright | CW | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2020 | Spirit AeroSystems | SPR | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2020 | Mercury Computer | MRCY | Maintain | Outperform (N/A) |
|
Details | ||
| 4/15/2020 | Triumph Group | TGI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/15/2020 | Spirit AeroSystems | SPR | Maintain | Neutral (N/A) |
|
Details | ||
| 4/15/2020 | General Dynamics Corp. | GD | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2020 | HEICO | HEI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/2/2020 | TransDigm | TDG | Maintain | Neutral (N/A) |
|
Details | ||
| 3/27/2020 | Albany International | AIN | Upgrade | Outperform (Neutral) |
40.59 (71.96) |
77.29% | Details | |
| 3/23/2020 | Honeywell International | HON | Maintain | Outperform (N/A) |
|
Details | ||
| 3/23/2020 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 3/18/2020 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 3/4/2020 | AeroVironment | AVAV | Maintain | Outperform (N/A) |
|
Details | ||
| 3/2/2020 | Spirit AeroSystems | SPR | Maintain | Neutral (N/A) |
|
Details | ||
| 2/28/2020 | FLIR Systems, Inc. | FLIR | Downgrade | Neutral (Outperform) |
54.09 (57.34) |
6.01% | Details | |
| 2/27/2020 | HEICO | HEI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2020 | BWX Technologies | BWXT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2020 | TransDigm | TDG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/5/2020 | L3Harris Technologies | LHX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2020 | Spirit AeroSystems | SPR | Maintain | Neutral (N/A) |
|
Details | ||
| 12/17/2019 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 12/2/2019 | AeroVironment | AVAV | Upgrade | Outperform (Neutral) |
61.89 (142.18) |
129.73% | Details | |
| 10/22/2019 | Spirit AeroSystems | SPR | Downgrade | Neutral (Outperform) |
79.43 (39.50) |
-50.27% | Details | |
| 10/22/2019 | Albany International | AIN | Downgrade | Neutral (Outperform) |
87.64 (71.96) |
-17.89% | Details | |
| 10/21/2019 | Boeing | BA | Downgrade | Neutral (Outperform) |
344.00 (220.25) |
-35.97% | Details | |
| 10/18/2019 | Textron | TXT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/2/2019 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 9/23/2019 | Kratos Defense & Security | KTOS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2019 | HEICO | HEI | Maintain | Outperform (N/A) |
|
Details | ||
| 6/26/2019 | AeroVironment | AVAV | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/28/2019 | Kratos Defense & Security | KTOS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2019 | HEICO | HEI | Upgrade | Outperform (Neutral) |
103.83 (335.30) |
222.93% | Details | |
| 5/17/2019 | Boeing | BA | Maintain | Outperform (Outperform) |
|
Details | ||
| 5/1/2019 | Mercury Computer | MRCY | Maintain | Outperform (N/A) |
|
Details | ||
| 4/25/2019 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2019 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/3/2019 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/26/2019 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2019 | Curtiss-Wright | CW | Maintain | Outperform (N/A) |
|
Details | ||
| 2/21/2019 | Kratos Defense & Security | KTOS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2019 | Northrop Grumman | NOC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2019 | Boeing | BA | Maintain | Outperform (Outperform) |
|
Details | ||
| 1/25/2019 | FLIR Systems, Inc. | FLIR | Upgrade | Outperform (Neutral) |
44.70 (57.34) |
28.28% | Details | |
| 12/4/2018 | Kratos Defense & Security | KTOS | New Coverage | Outperform (N/A) |
13.30 (47.95) |
260.53% | Details | |
| 11/1/2018 | Curtiss-Wright | CW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2018 | General Dynamics Corp. | GD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/11/2018 | TransDigm | TDG | Downgrade | Neutral (Outperform) |
351.21 (1322.67) |
276.6% | Details | |
| 9/20/2018 | United Technologies | UTX | Maintain | Outperform (N/A) |
|
Details |

