Ratings by TD Cowen (Cai von Rumohr)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 11/20/2024 | Booz Allen Hamilton | BAH | Maintain | Buy (N/A) |
|
Details | ||
| 11/14/2024 | Rocket Lab USA | RKLB | Maintain | Buy (N/A) |
|
Details | ||
| 11/13/2024 | Triumph Group | TGI | Maintain | Hold (N/A) |
|
Details | ||
| 11/4/2024 | Moog | MOG-A | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2024 | Leidos Holdings | LDOS | Maintain | Buy (N/A) |
|
Details | ||
| 10/25/2024 | CACI International | CACI | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2024 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 10/14/2024 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 10/1/2024 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 9/25/2024 | Textron | TXT | Downgrade | Hold (Buy) |
86.68 (89.78) |
3.58% | Details | |
| 9/24/2024 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 9/20/2024 | Textron | TXT | Maintain | Buy (N/A) |
|
Details | ||
| 9/16/2024 | CACI International | CACI | Maintain | Buy (N/A) |
|
Details | ||
| 9/9/2024 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 9/6/2024 | Science Applications | SAIC | Maintain | Buy (N/A) |
|
Details | ||
| 9/4/2024 | Embraer | ERJ | Upgrade | Buy (Hold) |
32.81 (64.48) |
96.53% | Details | |
| 8/22/2024 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2024 | Booz Allen Hamilton | BAH | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2024 | Leidos Holdings | LDOS | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2024 | Northrop Grumman | NOC | Maintain | Hold (N/A) |
|
Details | ||
| 7/26/2024 | RTX Corp. | RTX | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2024 | Lockheed Martin | LMT | Upgrade | Buy (Hold) |
501.29 (523.22) |
4.37% | Details | |
| 7/19/2024 | Textron | TXT | Maintain | Buy (N/A) |
|
Details | ||
| 7/12/2024 | CACI International | CACI | Maintain | Buy (N/A) |
|
Details | ||
| 7/2/2024 | RTX Corp. | RTX | Maintain | Buy (N/A) |
|
Details | ||
| 7/1/2024 | Boeing | BA | Maintain | Buy (Buy) |
|
Details | ||
| 6/11/2024 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 6/6/2024 | Science Applications | SAIC | Maintain | Buy (N/A) |
|
Details | ||
| 6/5/2024 | Moog | MOG-A | Maintain | Buy (N/A) |
|
Details | ||
| 5/28/2024 | Triumph Group | TGI | Downgrade | Hold (Buy) |
13.98 (26.01) |
86.05% | Details | |
| 5/28/2024 | Booz Allen Hamilton | BAH | Maintain | Buy (N/A) |
|
Details | ||
| 5/21/2024 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 5/15/2024 | Rocket Lab USA | RKLB | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2024 | CACI International | CACI | Maintain | Buy (N/A) |
|
Details | ||
| 5/3/2024 | Parsons Corp. | PSN | Upgrade | Buy (Hold) |
77.30 (55.62) |
-28.05% | Details | |
| 3/25/2024 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 3/19/2024 | RTX Corp. | RTX | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2024 | Parsons Corp. | PSN | Maintain | Hold (N/A) |
|
Details | ||
| 2/23/2024 | Leidos Holdings | LDOS | Maintain | Buy (N/A) |
|
Details | ||
| 2/16/2024 | CACI International | CACI | Maintain | Buy (N/A) |
|
Details | ||
| 2/8/2024 | Spirit AeroSystems | SPR | Upgrade | Buy (Hold) |
28.33 (39.50) |
39.43% | Details | |
| 1/29/2024 | Booz Allen Hamilton | BAH | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2024 | CACI International | CACI | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2024 | Northrop Grumman | NOC | Maintain | Hold (N/A) |
|
Details | ||
| 1/16/2024 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 12/21/2023 | Triumph Group | TGI | Maintain | Buy (N/A) |
|
Details | ||
| 12/19/2023 | RTX Corp. | RTX | Maintain | Buy (N/A) |
|
Details | ||
| 12/13/2023 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 12/5/2023 | Science Applications | SAIC | Maintain | Buy (N/A) |
|
Details | ||
| 11/27/2023 | Textron | TXT | Maintain | Buy (N/A) |
|
Details | ||
| 11/27/2023 | Moog | MOG-A | Maintain | Buy (N/A) |
|
Details | ||
| 11/9/2023 | Embraer | ERJ | Maintain | Hold (N/A) |
|
Details | ||
| 11/9/2023 | Triumph Group | TGI | Upgrade | Buy (Hold) |
9.20 (13.98) |
51.96% | Details | |
| 11/3/2023 | Parsons Corp. | PSN | Maintain | Hold (N/A) |
|
Details | ||
| 11/2/2023 | Spirit AeroSystems | SPR | Maintain | Hold (N/A) |
|
Details | ||
| 11/2/2023 | Spirit AeroSystems | SPR | Maintain | Hold (N/A) |
|
Details | ||
| 10/31/2023 | Leidos Holdings | LDOS | Maintain | Buy (N/A) |
|
Details | ||
| 10/19/2023 | Spirit AeroSystems | SPR | Maintain | Hold (N/A) |
|
Details | ||
| 9/27/2023 | Rocket Lab USA | RKLB | Maintain | Buy (N/A) |
|
Details | ||
| 9/25/2023 | Moog | MOG-A | Maintain | Buy (N/A) |
|
Details | ||
| 9/18/2023 | Spirit AeroSystems | SPR | Maintain | Hold (N/A) |
|
Details | ||
| 9/12/2023 | RTX Corp. | RTX | Maintain | Buy (N/A) |
|
Details | ||
| 8/28/2023 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 8/10/2023 | CACI International | CACI | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2023 | Triumph Group | TGI | Maintain | Hold (N/A) |
|
Details | ||
| 8/2/2023 | Leidos Holdings | LDOS | Maintain | Buy (N/A) |
|
Details | ||
| 7/27/2023 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 7/26/2023 | Raytheon Technologies Corp. | RTX | Maintain | Buy (N/A) |
|
Details | ||
| 6/30/2023 | General Dynamics Corp. | GD | Maintain | Buy (N/A) |
|
Details | ||
| 5/25/2023 | Moog | MOG-A | Maintain | Buy (N/A) |
|
Details | ||
| 5/18/2023 | Triumph Group | TGI | Maintain | Hold (N/A) |
|
Details | ||
| 5/15/2023 | Rocket Lab USA | RKLB | Maintain | Buy (N/A) |
|
Details | ||
| 5/4/2023 | Spirit AeroSystems | SPR | Downgrade | Hold (Buy) |
26.28 (39.50) |
50.3% | Details | |
| 4/24/2023 | Eve Holding Inc. | EVEX | New Coverage | Hold (N/A) |
7.49 (2.42) |
-67.69% | Details | |
| 3/30/2023 | Spirit AeroSystems | SPR | Maintain | Buy (N/A) |
|
Details | ||
| 3/23/2023 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 3/6/2023 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2023 | Northrop Grumman | NOC | Downgrade | Hold (Buy) |
443.47 (539.63) |
21.68% | Details | |
| 1/17/2023 | Northrop Grumman | NOC | Maintain | Buy (N/A) |
|
Details | ||
| 1/3/2023 | General Dynamics Corp. | GD | Maintain | Buy (N/A) |
|
Details | ||
| 12/21/2022 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2022 | Spirit AeroSystems | SPR | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2022 | Leidos Holdings | LDOS | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2022 | Lockheed Martin | LMT | Maintain | Hold (N/A) |
|
Details | ||
| 9/21/2022 | Spirit AeroSystems | SPR | Maintain | Buy (N/A) |
|
Details | ||
| 9/19/2022 | Raytheon Technologies Corp. | RTX | Maintain | Buy (N/A) |
|
Details | ||
| 9/14/2022 | General Dynamics Corp. | GD | Maintain | Buy (N/A) |
|
Details | ||
| 9/9/2022 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 8/31/2022 | Rocket Lab USA | RKLB | Upgrade | Buy (Hold) |
5.13 (81.04) |
1479.73% | Details | |
| 7/5/2022 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 6/21/2022 | General Dynamics Corp. | GD | Maintain | Buy (N/A) |
|
Details | ||
| 6/14/2022 | Booz Allen Hamilton | BAH | Maintain | Buy (N/A) |
|
Details | ||
| 6/7/2022 | Science Applications | SAIC | Maintain | Buy (N/A) |
|
Details | ||
| 5/16/2022 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 4/27/2022 | Raytheon Technologies Corp. | RTX | Maintain | Buy (N/A) |
|
Details | ||
| 4/26/2022 | Otis Worldwide Corp | OTIS | Maintain | Buy (N/A) |
|
Details | ||
| 3/25/2022 | Moog | MOG-A | Maintain | Buy (N/A) |
|
Details | ||
| 3/15/2022 | General Dynamics Corp. | GD | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2022 | Embraer | ERJ | Maintain | Hold (N/A) |
|
Details | ||
| 3/7/2022 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 3/3/2022 | Rocket Lab USA | RKLB | Maintain | Hold (N/A) |
|
Details | ||
| 2/16/2022 | Leidos Holdings | LDOS | Maintain | Buy (N/A) |
|
Details | ||
| 2/1/2022 | CACI International | CACI | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2022 | Booz Allen Hamilton | BAH | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2022 | Lockheed Martin | LMT | Maintain | Hold (N/A) |
|
Details | ||
| 1/18/2022 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 1/5/2022 | Textron | TXT | Maintain | Buy (N/A) |
|
Details | ||
| 1/3/2022 | Booz Allen Hamilton | BAH | Maintain | Buy (N/A) |
|
Details | ||
| 12/1/2021 | General Dynamics Corp. | GD | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2021 | Triumph Group | TGI | Maintain | Hold (N/A) |
|
Details | ||
| 11/9/2021 | Embraer | ERJ | Maintain | Hold (N/A) |
|
Details | ||
| 11/1/2021 | Booz Allen Hamilton | BAH | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2021 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 10/8/2021 | Leidos Holdings | LDOS | Maintain | Buy (N/A) |
|
Details | ||
| 9/29/2021 | Lockheed Martin | LMT | Downgrade | Hold (Buy) |
352.15 (501.29) |
42.35% | Details | |
| 9/16/2021 | Booz Allen Hamilton | BAH | Maintain | Buy (N/A) |
|
Details | ||
| 9/13/2021 | Rocket Lab USA | RKLB | New Coverage | Hold (N/A) |
18.69 (81.04) |
333.6% | Details | |
| 8/31/2021 | Textron | TXT | Upgrade | Buy (Hold) |
71.94 (86.68) |
20.49% | Details | |
| 8/6/2021 | Bombardier | BDRBF | Upgrade | Hold (Sell) |
1.29 (238.83) |
18413.95% | Details | |
| 8/4/2021 | Lockheed Martin | LMT | Maintain | Buy (N/A) |
|
Details | ||
| 7/27/2021 | Lockheed Martin | LMT | Maintain | Buy (N/A) |
|
Details | ||
| 7/27/2021 | Otis Worldwide Corp | OTIS | Maintain | Buy (N/A) |
|
Details | ||
| 7/14/2021 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 6/28/2021 | Bombardier | BDRBF | Maintain | Sell (N/A) |
|
Details | ||
| 6/28/2021 | Embraer | ERJ | Maintain | Hold (N/A) |
|
Details | ||
| 6/28/2021 | Textron | TXT | Maintain | Hold (N/A) |
|
Details | ||
| 6/28/2021 | General Dynamics Corp. | GD | Maintain | Buy (N/A) |
|
Details | ||
| 6/22/2021 | Spirit AeroSystems | SPR | Maintain | Buy (Buy) |
|
Details | ||
| 6/1/2021 | Boeing | BA | Upgrade | Buy (Hold) |
247.02 (172.62) |
-30.12% | Details | |
| 5/21/2021 | Triumph Group | TGI | Maintain | Hold (N/A) |
|
Details | ||
| 5/4/2021 | Leidos Holdings | LDOS | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2021 | General Dynamics Corp. | GD | Maintain | Buy (N/A) |
|
Details | ||
| 4/27/2021 | Otis Worldwide Corp | OTIS | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2021 | Boeing | BA | Maintain | Hold (N/A) |
|
Details | ||
| 3/3/2021 | Otis Worldwide Corp | OTIS | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2021 | Spirit AeroSystems | SPR | Maintain | Buy (N/A) |
|
Details | ||
| 2/16/2021 | Bombardier | BDRBF | Downgrade | Sell (Hold) |
0.49 (238.83) |
48640.82% | Details | |
| 2/1/2021 | General Dynamics Corp. | GD | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2021 | Raytheon Technologies Corp. | RTX | Maintain | Buy (N/A) |
|
Details | ||
| 12/18/2020 | Raytheon Technologies Corp. | RTX | Maintain | Buy (N/A) |
|
Details | ||
| 12/15/2020 | Boeing | BA | Maintain | Hold (N/A) |
|
Details | ||
| 12/3/2020 | Spirit AeroSystems | SPR | Maintain | Buy (N/A) |
|
Details | ||
| 11/25/2020 | General Dynamics Corp. | GD | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2020 | Spirit AeroSystems | SPR | Upgrade | Buy (Hold) |
19.86 (26.28) |
32.33% | Details | |
| 10/27/2020 | Otis Worldwide Corp | OTIS | Maintain | Buy (N/A) |
|
Details | ||
| 10/1/2020 | Textron | TXT | Downgrade | Hold (Buy) |
36.09 (90.91) |
151.9% | Details | |
| 9/22/2020 | General Dynamics Corp. | GD | Maintain | Buy (N/A) |
|
Details | ||
| 7/31/2020 | Northrop Grumman | NOC | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2020 | Boeing | BA | Maintain | Hold (N/A) |
|
Details | ||
| 7/29/2020 | Otis Worldwide Corp | OTIS | Maintain | Buy (N/A) |
|
Details | ||
| 7/10/2020 | Boeing | BA | Maintain | Hold (N/A) |
|
Details | ||
| 7/7/2020 | CACI International | CACI | Maintain | Buy (N/A) |
|
Details | ||
| 6/29/2020 | Spirit AeroSystems | SPR | Maintain | Hold (N/A) |
|
Details | ||
| 6/25/2020 | Textron | TXT | Maintain | Buy (N/A) |
|
Details | ||
| 6/24/2020 | General Dynamics Corp. | GD | Maintain | Buy (N/A) |
|
Details | ||
| 6/18/2020 | Lockheed Martin | LMT | Maintain | Buy (N/A) |
|
Details | ||
| 6/5/2020 | Raytheon Technologies Corp. | RTX | Maintain | Buy (N/A) |
|
Details | ||
| 6/5/2020 | Science Applications | SAIC | Maintain | Buy (Buy) |
|
Details | ||
| 6/2/2020 | Raytheon Technologies Corp. | RTX | Maintain | Buy (N/A) |
|
Details | ||
| 6/2/2020 | Raytheon Technologies Corp. | RTX | Maintain | Buy (N/A) |
|
Details | ||
| 5/22/2020 | Otis Worldwide Corp | OTIS | New Coverage | Buy (N/A) |
52.03 (73.09) |
40.48% | Details | |
| 5/15/2020 | Northrop Grumman | NOC | Upgrade | Buy (Hold) |
311.93 (539.63) |
73% | Details | |
| 4/20/2020 | Textron | TXT | Maintain | Buy (N/A) |
|
Details | ||
| 3/23/2020 | Bombardier | BDRBF | Downgrade | Hold (Buy) |
0.33 (0.49) |
48.48% | Details | |
| 3/19/2020 | Boeing | BA | Maintain | Hold (N/A) |
|
Details | ||
| 3/12/2020 | Science Applications | SAIC | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2020 | United Technologies | UTX | Maintain | Buy (N/A) |
|
Details | ||
| 2/19/2020 | Leidos Holdings | LDOS | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2020 | Boeing | BA | Maintain | Hold (N/A) |
|
Details | ||
| 1/29/2020 | Lockheed Martin | LMT | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2020 | Textron | TXT | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2020 | Raytheon | RTN | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2020 | Northrop Grumman | NOC | Maintain | Hold (N/A) |
|
Details | ||
| 1/22/2020 | Lockheed Martin | LMT | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2020 | General Dynamics Corp. | GD | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2020 | Spirit AeroSystems | SPR | Maintain | Hold (N/A) |
|
Details | ||
| 1/8/2020 | Boeing | BA | Downgrade | Hold (Buy) |
337.28 (222.28) |
-34.1% | Details | |
| 12/17/2019 | General Dynamics Corp. | GD | Maintain | Buy (N/A) |
|
Details | ||
| 12/9/2019 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 12/4/2019 | United Technologies | UTX | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2019 | Triumph Group | TGI | Maintain | Hold (N/A) |
|
Details | ||
| 11/8/2019 | Triumph Group | TGI | Maintain | Hold (N/A) |
|
Details | ||
| 10/30/2019 | Leidos Holdings | LDOS | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2019 | Leidos Holdings | LDOS | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2019 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 9/26/2019 | Booz Allen Hamilton | BAH | Maintain | Buy (N/A) |
|
Details | ||
| 9/26/2019 | Booz Allen Hamilton | BAH | Maintain | Buy (N/A) |
|
Details | ||
| 9/18/2019 | CACI International | CACI | Maintain | Buy (N/A) |
|
Details | ||
| 9/9/2019 | Science Applications | SAIC | Upgrade | Buy (Hold) |
83.08 (112.62) |
35.56% | Details | |
| 9/4/2019 | United Technologies | UTX | Maintain | Buy (N/A) |
|
Details | ||
| 8/30/2019 | American Outdoor Brands | AOBC | Maintain | Hold (N/A) |
|
Details | ||
| 7/26/2019 | Raytheon | RTN | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2019 | Textron | TXT | Maintain | Buy (N/A) |
|
Details | ||
| 6/24/2019 | United Technologies | UTX | Upgrade | Buy (Hold) |
128.75 (86.01) |
-33.2% | Details | |
| 5/29/2019 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 5/15/2019 | Leidos Holdings | LDOS | Maintain | Buy (N/A) |
|
Details | ||
| 5/10/2019 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 4/25/2019 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 4/17/2019 | Textron | TXT | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2019 | Spirit AeroSystems | SPR | Maintain | Hold (Hold) |
|
Details | ||
| 4/8/2019 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 4/3/2019 | Spirit AeroSystems | SPR | Downgrade | Hold (Buy) |
93.65 (39.50) |
-57.82% | Details | |
| 3/13/2019 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2019 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2019 | Leidos Holdings | LDOS | Maintain | Buy (N/A) |
|
Details | ||
| 2/11/2019 | Triumph Group | TGI | Downgrade | Hold (Buy) |
20.92 (26.01) |
24.33% | Details | |
| 1/31/2019 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 1/25/2019 | Triumph Group | TGI | Upgrade | Buy (Hold) |
13.27 (20.92) |
57.65% | Details | |
| 1/17/2019 | Embraer | ERJ | Maintain | Hold (N/A) |
|
Details | ||
| 12/13/2018 | Northrop Grumman | NOC | Maintain | Buy (N/A) |
|
Details | ||
| 12/11/2018 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 12/10/2018 | Textron | TXT | Maintain | Buy (N/A) |
|
Details | ||
| 11/29/2018 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 11/14/2018 | General Dynamics Corp. | GD | Maintain | Buy (N/A) |
|
Details | ||
| 9/7/2018 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 8/16/2018 | CACI International | CACI | Maintain | Buy (N/A) |
|
Details | ||
| 8/14/2018 | Lockheed Martin | LMT | Maintain | Buy (Buy) |
|
Details |
