Ratings by TD Cowen (Gautam Khanna)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/13/2026 | Woodward | WWD | Maintain | (N/A) |
|
Details | ||
| 7/13/2026 | Textron | TXT | Maintain | (N/A) |
|
Details | ||
| 7/13/2026 | Northrop Grumman | NOC | Maintain | (N/A) |
|
Details | ||
| 7/13/2026 | Merlin Labs | MRLN | Maintain | (N/A) |
|
Details | ||
| 7/13/2026 | Lockheed Martin | LMT | Maintain | (N/A) |
|
Details | ||
| 7/13/2026 | Hexcel Corp. | HXL | Maintain | (N/A) |
|
Details | ||
| 7/13/2026 | Howmet Aerospace Inc. | HWM | Maintain | (N/A) |
|
Details | ||
| 7/13/2026 | Huntington Ingalls | HII | Maintain | (N/A) |
|
Details | ||
| 7/13/2026 | GE Aerospace | GE | Maintain | (N/A) |
|
Details | ||
| 7/13/2026 | Carpenter Technology | CRS | Maintain | (N/A) |
|
Details | ||
| 7/13/2026 | ATI Inc. | ATI | Maintain | (N/A) |
|
Details | ||
| 7/7/2026 | Science Applications | SAIC | Maintain | (N/A) |
|
Details | ||
| 7/7/2026 | Leidos Holdings | LDOS | Maintain | (N/A) |
|
Details | ||
| 7/7/2026 | CACI International | CACI | Maintain | (N/A) |
|
Details | ||
| 7/7/2026 | Booz Allen Hamilton | BAH | Maintain | (N/A) |
|
Details | ||
| 6/29/2026 | Honeywell Aerospace Inc | HONA | New Coverage | Hold (N/A) |
0.00 (213.05) |
0% | Details | |
| 6/3/2026 | Merlin Labs | MRLN | New Coverage | Buy (N/A) |
7.61 (4.29) |
-43.63% | Details | |
| 6/1/2026 | HEICO | HEI | Maintain | Hold (N/A) |
|
Details | ||
| 5/26/2026 | Booz Allen Hamilton | BAH | Maintain | Hold (N/A) |
|
Details | ||
| 5/22/2026 | Carpenter Technology | CRS | Maintain | Buy (N/A) |
|
Details | ||
| 5/14/2026 | Huntington Ingalls | HII | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2026 | Rocket Lab USA | RKLB | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2026 | Leidos Holdings | LDOS | Maintain | Hold (N/A) |
|
Details | ||
| 4/30/2026 | Textron | TXT | Upgrade | Buy (Hold) |
89.78 (89.42) |
-0.4% | Details | |
| 4/30/2026 | Carpenter Technology | CRS | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2026 | Honeywell International | HON | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2026 | CACI International | CACI | Maintain | Buy (N/A) |
|
Details | ||
| 4/22/2026 | Northrop Grumman | NOC | Maintain | Hold (N/A) |
|
Details | ||
| 4/13/2026 | Parsons Corp. | PSN | Maintain | (N/A) |
|
Details | ||
| 4/13/2026 | Leidos Holdings | LDOS | Maintain | (N/A) |
|
Details | ||
| 4/13/2026 | CACI International | CACI | Maintain | (N/A) |
|
Details | ||
| 4/13/2026 | Booz Allen Hamilton | BAH | Maintain | (N/A) |
|
Details | ||
| 4/8/2026 | Textron | TXT | Maintain | (N/A) |
|
Details | ||
| 4/8/2026 | TransDigm | TDG | Maintain | (N/A) |
|
Details | ||
| 4/8/2026 | Rocket Lab USA | RKLB | Maintain | (N/A) |
|
Details | ||
| 4/8/2026 | HEICO | HEI | Maintain | (N/A) |
|
Details | ||
| 4/8/2026 | GE Aerospace | GE | Maintain | (N/A) |
|
Details | ||
| 4/8/2026 | Carpenter Technology | CRS | Maintain | (N/A) |
|
Details | ||
| 4/8/2026 | Boeing | BA | Maintain | (N/A) |
|
Details | ||
| 4/8/2026 | ATI Inc. | ATI | Maintain | (N/A) |
|
Details | ||
| 4/1/2026 | Voyager Technologies Inc | VOYG | New Coverage | Buy (N/A) |
23.39 (29.66) |
26.81% | Details | |
| 3/6/2026 | Huntington Ingalls | HII | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2026 | Howmet Aerospace Inc. | HWM | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2026 | ATI Inc. | ATI | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2026 | Woodward | WWD | Maintain | Hold (N/A) |
|
Details | ||
| 1/29/2026 | Lockheed Martin | LMT | Maintain | Hold (N/A) |
|
Details | ||
| 1/28/2026 | Northrop Grumman | NOC | Maintain | (N/A) |
|
Details | ||
| 1/27/2026 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2026 | RTX Corp. | RTX | Maintain | Buy (N/A) |
|
Details | ||
| 1/23/2026 | CACI International | CACI | Maintain | Buy (N/A) |
|
Details | ||
| 1/16/2026 | Science Applications | SAIC | Maintain | (N/A) |
|
Details | ||
| 1/16/2026 | Parsons Corp. | PSN | Maintain | (N/A) |
|
Details | ||
| 1/16/2026 | Leidos Holdings | LDOS | Maintain | (N/A) |
|
Details | ||
| 1/16/2026 | CACI International | CACI | Maintain | (N/A) |
|
Details | ||
| 1/16/2026 | Booz Allen Hamilton | BAH | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | Woodward | WWD | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | Textron | TXT | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | RTX Corp. | RTX | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | GE Aerospace | GE | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | Rocket Lab USA | RKLB | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | Moog | MOG-A | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | Lockheed Martin | LMT | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | L3Harris Technologies | LHX | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | Hexcel Corp. | HXL | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | Huntington Ingalls | HII | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | General Dynamics Corp. | GD | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | Boeing | BA | Maintain | (N/A) |
|
Details | ||
| 1/14/2026 | ATI Inc. | ATI | Maintain | (N/A) |
|
Details | ||
| 1/5/2026 | L3Harris Technologies | LHX | Maintain | Buy (N/A) |
|
Details | ||
| 12/10/2025 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 12/10/2025 | Parsons Corp. | PSN | Upgrade | Buy (Hold) |
65.16 (54.86) |
-15.81% | Details | |
| 11/14/2025 | Carpenter Technology | CRS | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2025 | Honeywell International | HON | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2025 | Parsons Corp. | PSN | Maintain | Hold (N/A) |
|
Details | ||
| 11/7/2025 | Leidos Holdings | LDOS | Maintain | Hold (N/A) |
|
Details | ||
| 10/31/2025 | Huntington Ingalls | HII | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2025 | Howmet Aerospace Inc. | HWM | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2025 | Booz Allen Hamilton | BAH | Maintain | Hold (N/A) |
|
Details | ||
| 10/27/2025 | General Dynamics Corp. | GD | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2025 | Textron | TXT | Maintain | Hold (N/A) |
|
Details | ||
| 10/24/2025 | Hexcel Corp. | HXL | Maintain | Hold (N/A) |
|
Details | ||
| 10/24/2025 | Carpenter Technology | CRS | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2025 | CACI International | CACI | Maintain | Buy (N/A) |
|
Details | ||
| 10/17/2025 | Booz Allen Hamilton | BAH | Downgrade | Hold (Buy) |
96.35 (64.80) |
-32.75% | Details | |
| 8/27/2025 | General Dynamics Corp. | GD | Maintain | Buy (N/A) |
|
Details | ||
| 8/13/2025 | Parsons Corp. | PSN | Maintain | Hold (N/A) |
|
Details | ||
| 8/1/2025 | Huntington Ingalls | HII | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2025 | Woodward | WWD | Maintain | Hold (N/A) |
|
Details | ||
| 7/25/2025 | L3Harris Technologies | LHX | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2025 | General Dynamics Corp. | GD | Maintain | Buy (N/A) |
|
Details | ||
| 7/23/2025 | RTX Corp. | RTX | Maintain | Buy (N/A) |
|
Details | ||
| 7/23/2025 | Northrop Grumman | NOC | Maintain | Hold (N/A) |
|
Details | ||
| 7/23/2025 | Lockheed Martin | LMT | Maintain | Hold (N/A) |
|
Details | ||
| 7/21/2025 | Leidos Holdings | LDOS | Maintain | Hold (N/A) |
|
Details | ||
| 7/21/2025 | CACI International | CACI | Maintain | Buy (N/A) |
|
Details | ||
| 7/21/2025 | Booz Allen Hamilton | BAH | Maintain | Buy (N/A) |
|
Details | ||
| 7/17/2025 | GE Aerospace | GE | Maintain | Buy (N/A) |
|
Details | ||
| 7/10/2025 | Huntington Ingalls | HII | Upgrade | Buy (Hold) |
248.92 (284.86) |
14.44% | Details | |
| 7/10/2025 | Lockheed Martin | LMT | Downgrade | Hold (Buy) |
463.06 (520.68) |
12.44% | Details | |
| 7/9/2025 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 6/25/2025 | General Dynamics Corp. | GD | Maintain | Buy (N/A) |
|
Details | ||
| 6/18/2025 | Huntington Ingalls | HII | Maintain | Hold (N/A) |
|
Details | ||
| 6/11/2025 | Lockheed Martin | LMT | Maintain | Buy (N/A) |
|
Details | ||
| 6/10/2025 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 6/3/2025 | Parsons Corp. | PSN | Maintain | Hold (N/A) |
|
Details | ||
| 5/30/2025 | L3Harris Technologies | LHX | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2025 | RTX Corp. | RTX | Maintain | Buy (N/A) |
|
Details | ||
| 5/15/2025 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2025 | General Dynamics Corp. | GD | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2025 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 4/23/2025 | Lockheed Martin | LMT | Maintain | Buy (N/A) |
|
Details | ||
| 4/23/2025 | Northrop Grumman | NOC | Maintain | Hold (N/A) |
|
Details | ||
| 4/23/2025 | GE Aerospace | GE | Maintain | Buy (N/A) |
|
Details | ||
| 4/10/2025 | Woodward | WWD | Maintain | Hold (N/A) |
|
Details | ||
| 4/10/2025 | Textron | TXT | Maintain | Hold (N/A) |
|
Details | ||
| 4/10/2025 | Moog | MOG-A | Maintain | Buy (N/A) |
|
Details | ||
| 4/10/2025 | Hexcel Corp. | HXL | Maintain | Hold (N/A) |
|
Details | ||
| 4/10/2025 | Howmet Aerospace Inc. | HWM | Maintain | Buy (N/A) |
|
Details | ||
| 4/10/2025 | Honeywell International | HON | Maintain | Buy (N/A) |
|
Details | ||
| 4/10/2025 | HEICO | HEI | Maintain | Hold (N/A) |
|
Details | ||
| 4/10/2025 | GE Aerospace | GE | Maintain | Buy (N/A) |
|
Details | ||
| 4/10/2025 | Carpenter Technology | CRS | Maintain | Buy (N/A) |
|
Details | ||
| 4/10/2025 | Boeing | BA | Maintain | Buy (N/A) |
|
Details | ||
| 4/10/2025 | Allegheny Technologies | ATI | Maintain | Buy (N/A) |
|
Details | ||
| 4/4/2025 | Science Applications | SAIC | Maintain | Hold (N/A) |
|
Details | ||
| 4/4/2025 | Parsons Corp. | PSN | Maintain | Hold (N/A) |
|
Details | ||
| 4/4/2025 | Booz Allen Hamilton | BAH | Maintain | Buy (N/A) |
|
Details | ||
| 3/6/2025 | Hexcel Corp. | HXL | Maintain | (Hold) |
|
Details | ||
| 2/21/2025 | Parsons Corp. | PSN | Downgrade | Hold (Buy) |
61.95 (65.16) |
5.18% | Details | |
| 2/18/2025 | Howmet Aerospace Inc. | HWM | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2025 | General Dynamics Corp. | GD | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2025 | Lockheed Martin | LMT | Maintain | Buy (N/A) |
|
Details | ||
| 1/21/2025 | Woodward | WWD | Maintain | Hold (N/A) |
|
Details | ||
| 1/21/2025 | Northrop Grumman | NOC | Maintain | Hold (N/A) |
|
Details | ||
| 1/21/2025 | Lockheed Martin | LMT | Maintain | Buy (N/A) |
|
Details | ||
| 1/21/2025 | General Dynamics Corp. | GD | Maintain | Buy (N/A) |
|
Details | ||
| 1/21/2025 | Carpenter Technology | CRS | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2025 | Parsons Corp. | PSN | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2025 | CACI International | CACI | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2025 | Booz Allen Hamilton | BAH | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2025 | Science Applications | SAIC | Downgrade | Hold (Buy) |
113.95 (113.31) |
-0.56% | Details | |
| 1/8/2025 | Leidos Holdings | LDOS | Downgrade | Hold (Buy) |
147.30 (106.58) |
-27.64% | Details | |
| 12/19/2024 | Boeing | BA | New Coverage | Buy (N/A) |
172.62 (215.51) |
24.85% | Details | |
| 12/19/2024 | Spirit AeroSystems | SPR | New Coverage | Buy (N/A) |
33.12 (39.50) |
19.26% | Details | |
| 12/19/2024 | Parsons Corp. | PSN | New Coverage | Buy (N/A) |
96.33 (61.95) |
-35.69% | Details | |
| 12/19/2024 | CACI International | CACI | New Coverage | Buy (N/A) |
415.14 (477.97) |
15.13% | Details | |
| 12/19/2024 | Eve Holding Inc. | EVEX | New Coverage | Hold (N/A) |
4.84 (2.28) |
-52.89% | Details | |
| 12/19/2024 | Science Applications | SAIC | New Coverage | Buy (N/A) |
114.38 (113.95) |
-0.38% | Details | |
| 12/19/2024 | Leidos Holdings | LDOS | New Coverage | Buy (N/A) |
150.14 (147.30) |
-1.89% | Details | |
| 12/19/2024 | Booz Allen Hamilton | BAH | New Coverage | Buy (N/A) |
135.80 (96.35) |
-29.05% | Details | |
| 11/1/2024 | Huntington Ingalls | HII | Downgrade | Hold (Buy) |
184.96 (284.86) |
54.01% | Details | |
| 10/23/2024 | RTX Corp. | RTX | Maintain | Buy (N/A) |
|
Details | ||
| 10/23/2024 | Lockheed Martin | LMT | Maintain | Buy (N/A) |
|
Details | ||
| 10/22/2024 | Hexcel Corp. | HXL | Maintain | Hold (N/A) |
|
Details | ||
| 10/15/2024 | RTX Corp. | RTX | Maintain | Buy (Buy) |
|
Details | ||
| 10/8/2024 | Honeywell International | HON | Maintain | Buy (N/A) |
|
Details | ||
| 10/7/2024 | RTX Corp. | RTX | Maintain | Buy (Buy) |
|
Details | ||
| 10/7/2024 | Northrop Grumman | NOC | New Coverage | Hold (N/A) |
536.74 (541.82) |
0.95% | Details | |
| 10/7/2024 | Lockheed Martin | LMT | New Coverage | Buy (N/A) |
605.13 (520.68) |
-13.96% | Details | |
| 10/7/2024 | General Dynamics Corp. | GD | New Coverage | Buy (N/A) |
300.66 (372.78) |
23.99% | Details | |
| 10/7/2024 | RTX Corp. | RTX | New Coverage | Buy (N/A) |
124.91 (196.39) |
57.23% | Details | |
| 10/4/2024 | Albany International | AIN | Maintain | Buy (N/A) |
|
Details | ||
| 10/4/2024 | Woodward | WWD | Downgrade | Hold (Buy) |
166.27 (396.93) |
138.73% | Details | |
| 9/24/2024 | Huntington Ingalls | HII | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2024 | Woodward | WWD | Maintain | Buy (N/A) |
|
Details | ||
| 6/20/2024 | Lennox International | LII | Maintain | Buy (N/A) |
|
Details | ||
| 6/7/2024 | Carpenter Technology | CRS | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2024 | TransDigm | TDG | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2024 | Carpenter Technology | CRS | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2024 | Trane Technologies | TT | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2024 | GE Aerospace | GE | Upgrade | Buy (Hold) |
156.52 (353.42) |
125.8% | Details | |
| 3/8/2024 | Aersale | ASLE | Maintain | Hold (N/A) |
|
Details | ||
| 3/7/2024 | General Electric | GE | Maintain | Hold (N/A) |
|
Details | ||
| 3/6/2024 | Lennox International | LII | Maintain | Buy (N/A) |
|
Details | ||
| 2/16/2024 | General Electric | GE | Maintain | Hold (N/A) |
|
Details | ||
| 1/30/2024 | L3Harris Technologies | LHX | Maintain | Buy (N/A) |
|
Details | ||
| 12/22/2023 | Otis Worldwide Corp | OTIS | Maintain | Buy (N/A) |
|
Details | ||
| 12/12/2023 | TransDigm | TDG | Maintain | Buy (N/A) |
|
Details | ||
| 12/5/2023 | Lennox International | LII | Maintain | Buy (N/A) |
|
Details | ||
| 11/30/2023 | Allegheny Technologies | ATI | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2023 | Allegheny Technologies | ATI | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2023 | Honeywell International | HON | Maintain | Buy (N/A) |
|
Details | ||
| 10/25/2023 | Hexcel Corp. | HXL | Maintain | Hold (N/A) |
|
Details | ||
| 9/18/2023 | Albany International | AIN | Upgrade | Buy (Hold) |
85.47 (71.88) |
-15.9% | Details | |
| 9/5/2023 | Woodward | WWD | Upgrade | Buy (Hold) |
129.85 (166.27) |
28.05% | Details | |
| 8/10/2023 | Jacobs Engineering Group Inc. | J | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2023 | Lennox International | LII | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2023 | Carpenter Technology | CRS | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2023 | Woodward | WWD | Maintain | Hold (N/A) |
|
Details | ||
| 7/28/2023 | Lennox International | LII | Maintain | Buy (N/A) |
|
Details | ||
| 6/30/2023 | Howmet Aerospace Inc. | HWM | Maintain | Buy (N/A) |
|
Details | ||
| 5/31/2023 | Jacobs Engineering Group Inc. | J | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2023 | TransDigm | TDG | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2023 | Carpenter Technology | CRS | Maintain | Buy (N/A) |
|
Details | ||
| 3/30/2023 | L3Harris Technologies | LHX | Maintain | Buy (N/A) |
|
Details | ||
| 3/8/2023 | Trane Technologies | TT | Maintain | Buy (N/A) |
|
Details | ||
| 2/21/2023 | Emerson | EMR | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2023 | Howmet Aerospace Inc. | HWM | Maintain | Buy (N/A) |
|
Details | ||
| 2/8/2023 | TransDigm | TDG | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2023 | Carpenter Technology | CRS | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2022 | TransDigm | TDG | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2022 | General Electric | GE | Maintain | Hold (N/A) |
|
Details | ||
| 9/13/2022 | L3Harris Technologies | LHX | Maintain | Buy (N/A) |
|
Details | ||
| 9/12/2022 | Carpenter Technology | CRS | Upgrade | Buy (Hold) |
35.89 (566.85) |
1479.41% | Details | |
| 8/9/2022 | Aersale | ASLE | Maintain | Hold (N/A) |
|
Details | ||
| 7/8/2022 | Lennox International | LII | Upgrade | Buy (Hold) |
218.15 (551.18) |
152.66% | Details | |
| 7/8/2022 | Trane Technologies | TT | Upgrade | Buy (Hold) |
130.77 (479.90) |
266.98% | Details | |
| 6/22/2022 | Huntington Ingalls | HII | Maintain | Buy (N/A) |
|
Details | ||
| 5/11/2022 | Aersale | ASLE | Maintain | Hold (N/A) |
|
Details | ||
| 5/5/2022 | Allegheny Technologies | ATI | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2022 | Johnson Controls | JCI | Maintain | Buy (N/A) |
|
Details | ||
| 4/26/2022 | Hexcel Corp. | HXL | Maintain | Hold (N/A) |
|
Details | ||
| 4/14/2022 | Huntington Ingalls | HII | Upgrade | Buy (Hold) |
212.94 (184.96) |
-13.14% | Details | |
| 3/11/2022 | General Electric | GE | Maintain | Hold (N/A) |
|
Details | ||
| 2/17/2022 | Allegheny Technologies | ATI | Maintain | Buy (N/A) |
|
Details | ||
| 1/11/2022 | Allegheny Technologies | ATI | Upgrade | Buy (Hold) |
18.37 (183.75) |
900.27% | Details | |
| 12/31/2021 | Johnson Controls | JCI | Maintain | Buy (N/A) |
|
Details | ||
| 11/18/2021 | TransDigm | TDG | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2021 | General Electric | GE | Maintain | Hold (N/A) |
|
Details | ||
| 9/16/2021 | L-3 Communications | LHX | Maintain | Buy (N/A) |
|
Details | ||
| 9/2/2021 | Trane Technologies | TT | Maintain | Hold (N/A) |
|
Details | ||
| 8/12/2021 | Emerson | EMR | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2021 | Woodward | WWD | Maintain | Hold (N/A) |
|
Details | ||
| 8/4/2021 | L3Harris Technologies | LHX | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2021 | Johnson Controls | JCI | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2021 | Albany International | AIN | Maintain | Hold (N/A) |
|
Details | ||
| 7/27/2021 | Carrier Global | CARR | Maintain | Buy (N/A) |
|
Details | ||
| 7/27/2021 | Honeywell International | HON | Maintain | Buy (N/A) |
|
Details | ||
| 5/11/2021 | Jacobs Engineering Group Inc. | J | Maintain | Buy (N/A) |
|
Details | ||
| 4/5/2021 | Allegheny Technologies | ATI | Maintain | Hold (N/A) |
|
Details | ||
| 3/25/2021 | Vista Outdoor | VSTO | Maintain | Buy (N/A) |
|
Details | ||
| 3/10/2021 | Carrier Global | CARR | Upgrade | Buy (Hold) |
37.12 (68.61) |
84.83% | Details | |
| 3/3/2021 | Jacobs Engineering Group Inc. | J | Maintain | Buy (N/A) |
|
Details | ||
| 1/7/2021 | Aersale | ASLE | New Coverage | Hold (N/A) |
16.00 (6.03) |
-62.31% | Details | |
| 12/22/2020 | Vista Outdoor | VSTO | Upgrade | Buy (Hold) |
21.07 (44.63) |
111.82% | Details | |
| 12/17/2020 | Emerson | EMR | Maintain | Buy (N/A) |
|
Details | ||
| 12/7/2020 | Jacobs Engineering Group Inc. | J | Maintain | Buy (N/A) |
|
Details | ||
| 12/7/2020 | Howmet Aerospace Inc. | HWM | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2020 | Howmet Aerospace Inc. | HWM | Upgrade | Buy (Hold) |
23.00 (271.28) |
1079.48% | Details | |
| 11/9/2020 | Vista Outdoor | VSTO | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2020 | L3Harris Technologies | LHX | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2020 | Honeywell International | HON | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2020 | Carrier Global | CARR | Maintain | Hold (N/A) |
|
Details | ||
| 10/22/2020 | Carpenter Technology | CRS | Maintain | Hold (N/A) |
|
Details | ||
| 10/21/2020 | Hexcel Corp. | HXL | Maintain | Hold (N/A) |
|
Details | ||
| 8/24/2020 | HEICO | HEI | Maintain | Hold (N/A) |
|
Details | ||
| 8/13/2020 | Allegheny Technologies | ATI | Downgrade | Hold (Buy) |
9.32 (183.75) |
1871.57% | Details | |
| 8/13/2020 | Carpenter Technology | CRS | Downgrade | Hold (Buy) |
23.97 (566.85) |
2264.83% | Details | |
| 8/7/2020 | Vista Outdoor | VSTO | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2020 | Emerson | EMR | Upgrade | Buy (Hold) |
61.93 (139.76) |
125.67% | Details | |
| 7/16/2020 | Vista Outdoor | VSTO | Maintain | Hold (N/A) |
|
Details | ||
| 5/28/2020 | HEICO | HEI | Maintain | Hold (N/A) |
|
Details | ||
| 5/14/2020 | Johnson Controls | JCI | Upgrade | Buy (Hold) |
27.22 (143.93) |
428.77% | Details | |
| 5/14/2020 | Trane Technologies | TT | Downgrade | Hold (Buy) |
76.65 (479.90) |
526.09% | Details | |
| 5/4/2020 | General Electric | GE | Maintain | Hold (N/A) |
|
Details | ||
| 4/22/2020 | Carrier Global | CARR | New Coverage | Hold (N/A) |
14.69 (68.61) |
367.05% | Details | |
| 4/13/2020 | Hexcel Corp. | HXL | Downgrade | Hold (Buy) |
35.42 (99.20) |
180.07% | Details | |
| 4/13/2020 | Howmet Aerospace Inc. | HWM | Downgrade | Hold (Buy) |
13.25 (271.28) |
1947.4% | Details | |
| 3/5/2020 | General Electric | GE | Maintain | Hold (N/A) |
|
Details | ||
| 2/19/2020 | Huntington Ingalls | HII | Maintain | Hold (N/A) |
|
Details | ||
| 1/30/2020 | General Electric | GE | Maintain | Hold (N/A) |
|
Details | ||
| 1/22/2020 | Huntington Ingalls | HII | Downgrade | Hold (Buy) |
278.57 (284.86) |
2.26% | Details | |
| 1/17/2020 | Arconic | ARNC | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2020 | Allegheny Technologies | ATI | Maintain | Buy (N/A) |
|
Details | ||
| 12/17/2019 | HEICO | HEI | Maintain | Hold (N/A) |
|
Details | ||
| 12/9/2019 | Huntington Ingalls | HII | Maintain | Buy (N/A) |
|
Details | ||
| 12/9/2019 | Woodward | WWD | Maintain | Hold (N/A) |
|
Details | ||
| 12/3/2019 | TransDigm | TDG | Maintain | Buy (N/A) |
|
Details | ||
| 11/20/2019 | TransDigm | TDG | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2019 | Prospecta | PRSP | Maintain | Hold (N/A) |
|
Details | ||
| 11/11/2019 | Vista Outdoor | VSTO | Maintain | Hold (N/A) |
|
Details | ||
| 11/8/2019 | Huntington Ingalls | HII | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2019 | Johnson Controls | JCI | Maintain | Hold (N/A) |
|
Details | ||
| 11/8/2019 | Huntington Ingalls | HII | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2019 | Johnson Controls | JCI | Maintain | Hold (N/A) |
|
Details | ||
| 11/7/2019 | Arconic | ARNC | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2019 | Emerson | EMR | Downgrade | Hold (Buy) |
73.79 (61.93) |
-16.07% | Details | |
| 10/14/2019 | Arconic | ARNC | Upgrade | Buy (Hold) |
26.45 (29.99) |
13.38% | Details | |
| 9/12/2019 | Lennox International | LII | Maintain | Hold (N/A) |
|
Details | ||
| 9/11/2019 | Lennox International | LII | Maintain | Hold (N/A) |
|
Details | ||
| 9/3/2019 | Vista Outdoor | VSTO | Maintain | Hold (N/A) |
|
Details | ||
| 8/28/2019 | HEICO | HEI | Maintain | Hold (N/A) |
|
Details | ||
| 8/12/2019 | Vista Outdoor | VSTO | Maintain | Hold (N/A) |
|
Details | ||
| 8/2/2019 | Huntington Ingalls | HII | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2019 | Hexcel Corp. | HXL | New Coverage | Buy (N/A) |
80.60 (35.42) |
-56.05% | Details | |
| 6/19/2019 | General Electric | GE | Maintain | Hold (N/A) |
|
Details | ||
| 6/10/2019 | Prospecta | PRSP | New Coverage | Hold (Buy) |
21.54 (29.34) |
36.21% | Details | |
| 4/9/2019 | Lennox International | LII | Downgrade | Hold (Buy) |
273.92 (551.18) |
101.22% | Details | |
| 3/26/2019 | TransDigm | TDG | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2019 | HEICO | HEI | New Coverage | Hold (N/A) |
93.76 (344.11) |
267.01% | Details | |
| 2/25/2019 | General Electric | GE | Maintain | Hold (N/A) |
|
Details | ||
| 2/19/2019 | Johnson Controls | JCI | Maintain | Hold (N/A) |
|
Details | ||
| 2/13/2019 | Vista Outdoor | VSTO | Maintain | Hold (N/A) |
|
Details | ||
| 2/12/2019 | Arconic | ARNC | Maintain | Hold (N/A) |
|
Details | ||
| 2/6/2019 | TransDigm | TDG | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2019 | Woodward | WWD | Maintain | Hold (N/A) |
|
Details | ||
| 11/16/2018 | Wesco Aircraft Holdings | WAIR | Maintain | Hold (N/A) |
|
Details | ||
| 11/5/2018 | Vista Outdoor | VSTO | Maintain | Hold (N/A) |
|
Details | ||
| 10/23/2018 | Hexcel Corp. | HXL | Maintain | Buy (N/A) |
|
Details | ||
| 10/17/2018 | Harris Corp. | HRS | Maintain | Buy (N/A) |
|
Details | ||
| 10/1/2018 | General Electric | GE | Maintain | Hold (N/A) |
|
Details |
