Ratings by Baird (Peter Arment)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/14/2024 | Textron | TXT | Maintain | Outperform (N/A) |
|
Details | ||
| 3/8/2024 | AeroVironment | AVAV | Downgrade | Neutral (Outperform) |
182.25 (158.30) |
-13.14% | 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 (13.32) |
-12.66% | Details | |
| 1/16/2024 | RTX Corp. | RTX | Downgrade | Neutral (Outperform) |
85.32 (101.38) |
18.82% | Details | |
| 1/16/2024 | Northrop Grumman | NOC | Downgrade | Neutral (Outperform) |
467.34 (474.68) |
1.57% | 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 (32.13) |
20.61% | 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 (207.68) |
21.5% | Details | |
| 10/26/2023 | General Dynamics Corp. | GD | Maintain | Outperform (N/A) |
|
Details | ||
| 9/6/2023 | AeroVironment | AVAV | Upgrade | Outperform (Neutral) |
98.05 (158.30) |
61.45% | 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 (93.70) |
36.03% | 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 (64.76) |
29.75% | 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 (88.08) |
-2.66% | 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 (27.44) |
-27.39% | 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 (460.08) |
-7.38% | 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 (13.32) |
25.07% | 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 (207.68) |
-4.07% | Details | |
| 12/15/2022 | Leonardo DRS | DRS | New Coverage | Outperform (N/A) |
11.70 (21.31) |
82.14% | Details | |
| 11/4/2022 | Spirit AeroSystems | SPR | Downgrade | Neutral (Outperform) |
23.62 (32.13) |
36.03% | 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 (460.08) |
15.8% | Details | |
| 10/5/2022 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2022 | Northrop Grumman | NOC | Upgrade | Outperform (Neutral) |
445.81 (474.68) |
6.48% | Details | |
| 7/21/2022 | CACI International | CACI | New Coverage | Outperform (N/A) |
284.70 (382.43) |
34.33% | Details | |
| 5/31/2022 | Mercury Systems | MRCY | Upgrade | Outperform (Neutral) |
56.51 (27.44) |
-51.44% | Details | |
| 5/12/2022 | Kratos Defense & Security | KTOS | Upgrade | Outperform (Neutral) |
13.45 (17.84) |
32.64% | Details | |
| 5/10/2022 | Maxar Technologies Ltd | MAXR | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2022 | AeroVironment | AVAV | Downgrade | Neutral (Outperform) |
91.90 (158.30) |
72.25% | 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 (207.68) |
-2.96% | 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 (253.32) |
98.56% | Details | |
| 9/7/2021 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2021 | Mercury Computer | MRCY | Downgrade | Neutral (Outperform) |
65.21 (27.44) |
-57.92% | 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 (95.28) |
50.9% | Details | |
| 4/29/2021 | General Dynamics Corp. | GD | Upgrade | Outperform (Neutral) |
185.89 (292.72) |
57.47% | 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 (17.84) |
-45.89% | Details | |
| 2/4/2021 | Triumph Group | TGI | Upgrade | Outperform (Neutral) |
11.81 (13.32) |
12.79% | Details | |
| 1/14/2021 | AeroVironment | AVAV | Upgrade | Outperform (Neutral) |
95.67 (158.30) |
65.46% | Details | |
| 1/11/2021 | Spirit AeroSystems | SPR | Upgrade | Outperform (Neutral) |
40.03 (32.13) |
-19.74% | Details | |
| 1/11/2021 | Albany International | AIN | Downgrade | Neutral (Outperform) |
77.07 (88.08) |
14.29% | Details | |
| 1/7/2021 | Curtiss-Wright | CW | Downgrade | Neutral (Outperform) |
114.62 (253.32) |
121.01% | Details | |
| 1/7/2021 | Lockheed Martin | LMT | Downgrade | Neutral (Outperform) |
348.79 (460.08) |
31.91% | Details | |
| 1/7/2021 | Northrop Grumman | NOC | Downgrade | Neutral (Outperform) |
296.59 (474.68) |
60.05% | 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 (93.70) |
58.22% | Details | |
| 1/7/2021 | L3Harris Technologies | LHX | Downgrade | Neutral (Outperform) |
182.35 (207.68) |
13.89% | Details | |
| 11/24/2020 | Honeywell International | HON | Maintain | Outperform (N/A) |
|
Details | ||
| 11/18/2020 | Boeing | BA | Upgrade | Outperform (Neutral) |
202.40 (169.18) |
-16.41% | Details | |
| 11/16/2020 | TransDigm | TDG | Upgrade | Outperform (Neutral) |
566.78 (1242.40) |
119.2% | Details | |
| 10/2/2020 | General Dynamics Corp. | GD | Downgrade | Neutral (N/A) |
138.43 (292.72) |
111.46% | Details | |
| 9/9/2020 | FLIR Systems, Inc. | FLIR | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2020 | AeroVironment | AVAV | Downgrade | Neutral (Outperform) |
85.81 (158.30) |
84.48% | 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 (128.68) |
21.75% | 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 (88.08) |
117% | 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 (158.30) |
155.78% | Details | |
| 10/22/2019 | Spirit AeroSystems | SPR | Downgrade | Neutral (Outperform) |
79.43 (32.13) |
-59.55% | Details | |
| 10/22/2019 | Albany International | AIN | Downgrade | Neutral (Outperform) |
87.64 (88.08) |
0.5% | Details | |
| 10/21/2019 | Boeing | BA | Downgrade | Neutral (Outperform) |
344.00 (169.18) |
-50.82% | 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 (204.82) |
97.26% | 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 (17.84) |
34.14% | 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 (1242.40) |
253.75% | Details | |
| 9/20/2018 | United Technologies | UTX | Maintain | Outperform (N/A) |
|
Details |
