Ratings by Morgan Stanley (Kristine Liwag)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/29/2026 | Applied Aerospace & Defense | AADX | New Coverage | Equalweight (N/A) |
18.75 (23.06) |
22.99% | Details | |
| 6/26/2026 | VSE Corporation | VSEC | New Coverage | Equalweight (N/A) |
217.68 (232.33) |
6.73% | Details | |
| 6/1/2026 | Arxis Inc | ARXS | Maintain | Overweight (N/A) |
|
Details | ||
| 6/1/2026 | HawkEye 360 Inc | HAWK | New Coverage | Overweight (N/A) |
31.97 (21.14) |
-33.88% | Details | |
| 5/29/2026 | Arxis Inc | ARXS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/19/2026 | RBC Bearings | RBC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/13/2026 | Amentum Holdings Inc. | AMTM | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/12/2026 | StandardAero Inc | SARO | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/11/2026 | Howmet Aerospace Inc. | HWM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/11/2026 | Arxis Inc | ARXS | New Coverage | Overweight (N/A) |
35.03 (44.95) |
28.32% | Details | |
| 5/8/2026 | Loar Holdings Inc | LOAR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2026 | FTAI Aviation | FTAI | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2026 | Joby Aviation Inc | JOBY | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/4/2026 | Textron | TXT | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/30/2026 | General Dynamics Corp. | GD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/30/2026 | AerCap Holdings | AER | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/24/2026 | Lockheed Martin | LMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/24/2026 | Hexcel Corp. | HXL | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/23/2026 | Boeing | BA | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/22/2026 | RTX Corp. | RTX | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2026 | Northrop Grumman | NOC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2026 | Teledyne | TDY | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/6/2026 | Virgin Galactic | SPCE | Maintain | Underweight (N/A) |
|
Details | ||
| 4/2/2026 | Virgin Galactic | SPCE | Maintain | Underweight (N/A) |
|
Details | ||
| 3/25/2026 | Lockheed Martin | LMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/25/2026 | Planet Labs | PL | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/24/2026 | FTAI Aviation | FTAI | Maintain | Overweight (N/A) |
|
Details | ||
| 3/10/2026 | Beta Technologies | BETA | Maintain | Overweight (N/A) |
|
Details | ||
| 3/4/2026 | Teledyne | TDY | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/2/2026 | AerCap Holdings | AER | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/26/2026 | StandardAero Inc | SARO | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/25/2026 | V2X, Inc. | VVX | Maintain | Underweight (N/A) |
|
Details | ||
| 2/25/2026 | Leonardo DRS | DRS | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/13/2026 | Howmet Aerospace Inc. | HWM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2026 | Curtiss-Wright | CW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/4/2026 | Lockheed Martin | LMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/2/2026 | L3Harris Technologies | LHX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2026 | Hexcel Corp. | HXL | Upgrade | Equalweight (Underweight) |
80.23 (99.31) |
23.78% | Details | |
| 1/29/2026 | Textron | TXT | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/29/2026 | General Dynamics Corp. | GD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2026 | Northrop Grumman | NOC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2026 | Boeing | BA | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/28/2026 | RTX Corp. | RTX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/21/2026 | HEICO | HEI | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/16/2026 | Voyager Technologies Inc | VOYG | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/16/2026 | Firefly Aerospace Inc | FLY | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/16/2026 | Rocket Lab USA | RKLB | Upgrade | Overweight (Equalweight) |
91.80 (100.46) |
9.43% | Details | |
| 1/13/2026 | L3Harris Technologies | LHX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2026 | Planet Labs | PL | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/6/2026 | FTAI Aviation | FTAI | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2025 | V2X, Inc. | VVX | Maintain | Underweight (N/A) |
|
Details | ||
| 12/16/2025 | Moog | MOG-A | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/16/2025 | Leonardo DRS | DRS | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/16/2025 | Curtiss-Wright | CW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2025 | Northrop Grumman | NOC | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2025 | Lockheed Martin | LMT | Downgrade | Equalweight (Overweight) |
480.25 (545.91) |
13.67% | Details | |
| 12/16/2025 | L3Harris Technologies | LHX | Upgrade | Overweight (Equalweight) |
286.95 (302.07) |
5.27% | Details | |
| 12/16/2025 | General Dynamics Corp. | GD | Upgrade | Overweight (Equalweight) |
337.49 (373.54) |
10.68% | Details | |
| 12/12/2025 | Planet Labs | PL | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/11/2025 | Virgin Galactic | SPCE | Maintain | Underweight (N/A) |
|
Details | ||
| 12/11/2025 | Elbit Systems | ESLT | New Coverage | Equalweight (N/A) |
500.99 (803.26) |
60.33% | Details | |
| 12/1/2025 | Beta Technologies | BETA | New Coverage | Overweight (N/A) |
26.92 (18.11) |
-32.73% | Details | |
| 11/26/2025 | Amentum Holdings Inc. | AMTM | Upgrade | Equalweight (Underweight) |
25.37 (21.24) |
-16.28% | Details | |
| 11/24/2025 | Voyager Technologies Inc | VOYG | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/17/2025 | Firefly Aerospace Inc | FLY | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/13/2025 | Loar Holdings Inc | LOAR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/12/2025 | Rocket Lab USA | RKLB | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/11/2025 | AerCap Holdings | AER | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/10/2025 | Curtiss-Wright | CW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2025 | FTAI Aviation | FTAI | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2025 | V2X, Inc. | VVX | Maintain | Underweight (N/A) |
|
Details | ||
| 11/4/2025 | RBC Bearings | RBC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2025 | Howmet Aerospace Inc. | HWM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2025 | Leonardo DRS | DRS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/30/2025 | Leonardo DRS | DRS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/29/2025 | Hexcel Corp. | HXL | Maintain | Underweight (N/A) |
|
Details | ||
| 10/27/2025 | General Dynamics Corp. | GD | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/22/2025 | RTX Corp. | RTX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/15/2025 | Teledyne | TDY | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/15/2025 | Northrop Grumman | NOC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/15/2025 | Lockheed Martin | LMT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/15/2025 | L3Harris Technologies | LHX | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/15/2025 | General Dynamics Corp. | GD | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/13/2025 | Rocket Lab USA | RKLB | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/9/2025 | Joby Aviation Inc | JOBY | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/6/2025 | Embraer | ERJ | Maintain | Overweight (N/A) |
|
Details | ||
| 9/19/2025 | V2X, Inc. | VVX | Maintain | Underweight (N/A) |
|
Details | ||
| 9/18/2025 | Amentum Holdings Inc. | AMTM | Maintain | Underweight (N/A) |
|
Details | ||
| 9/2/2025 | Firefly Aerospace Inc | FLY | New Coverage | Equalweight (N/A) |
17.03 (20.70) |
21.55% | Details | |
| 8/20/2025 | FTAI Aviation | FTAI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2025 | Curtiss-Wright | CW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2025 | Virgin Galactic | SPCE | Maintain | Underweight (N/A) |
|
Details | ||
| 8/5/2025 | RBC Bearings | RBC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/1/2025 | Moog | MOG-A | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/31/2025 | Leonardo DRS | DRS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/24/2025 | General Dynamics Corp. | GD | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/23/2025 | RTX Corp. | RTX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2025 | Northrop Grumman | NOC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2025 | Lockheed Martin | LMT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2025 | Embraer | ERJ | Maintain | Overweight (N/A) |
|
Details | ||
| 7/7/2025 | Voyager Technologies Inc | VOYG | New Coverage | Equalweight (N/A) |
40.00 (34.22) |
-14.45% | Details | |
| 6/16/2025 | Embraer | ERJ | Maintain | Overweight (N/A) |
|
Details | ||
| 6/12/2025 | Boeing | BA | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 6/4/2025 | HEICO | HEI | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/23/2025 | Loar Holdings Inc | LOAR | New Coverage | Overweight (N/A) |
84.32 (80.90) |
-4.06% | Details | |
| 5/20/2025 | RBC Bearings | RBC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2025 | Moog | MOG-A | Maintain | (N/A) |
|
Details | ||
| 5/6/2025 | Leonardo DRS | DRS | Maintain | (N/A) |
|
Details | ||
| 4/23/2025 | Northrop Grumman | NOC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2025 | RTX Corp. | RTX | Upgrade | Overweight (Equalweight) |
126.12 (199.25) |
57.98% | Details | |
| 4/16/2025 | Northrop Grumman | NOC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2025 | Amentum Holdings Inc. | AMTM | New Coverage | Underweight (N/A) |
18.50 (25.37) |
37.14% | Details | |
| 4/16/2025 | V2X, Inc. | VVX | New Coverage | Underweight (N/A) |
50.00 (74.10) |
48.2% | Details | |
| 4/16/2025 | General Dynamics Corp. | GD | Downgrade | Equalweight (Overweight) |
278.78 (337.49) |
21.06% | Details | |
| 4/16/2025 | Lockheed Martin | LMT | Upgrade | Overweight (Equalweight) |
475.34 (480.25) |
1.03% | Details | |
| 4/11/2025 | Joby Aviation Inc | JOBY | Downgrade | Equalweight (Overweight) |
6.26 (8.49) |
35.62% | Details | |
| 4/3/2025 | Loar Holdings Inc | LOAR | Upgrade | Overweight (Equalweight) |
71.33 (84.32) |
18.21% | Details | |
| 3/14/2025 | StandardAero Inc | SARO | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/10/2025 | Rocket Lab USA | RKLB | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/27/2025 | AerCap Holdings | AER | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/19/2025 | Howmet Aerospace Inc. | HWM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/4/2025 | RBC Bearings | RBC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/4/2025 | L3Harris Technologies | LHX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/29/2025 | RTX Corp. | RTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/29/2025 | Lockheed Martin | LMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/21/2025 | Textron | TXT | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/21/2025 | HEICO | HEI | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/21/2025 | Curtiss-Wright | CW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/19/2024 | Moog | MOG-A | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/15/2024 | Loar Holdings Inc | LOAR | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/7/2024 | Howmet Aerospace Inc. | HWM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2024 | RBC Bearings | RBC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2024 | Curtiss-Wright | CW | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2024 | StandardAero Inc | SARO | New Coverage | Equalweight (N/A) |
31.17 (30.11) |
-3.4% | Details | |
| 9/17/2024 | Virgin Galactic | SPCE | Maintain | Underweight (N/A) |
|
Details | ||
| 9/3/2024 | HEICO | HEI | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/30/2024 | HEICO | HEI | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/16/2024 | Fortress Transportation | FTAI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/14/2024 | Loar Holdings Inc | LOAR | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/9/2024 | Curtiss-Wright | CW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/9/2024 | Lockheed Martin | LMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/9/2024 | Northrop Grumman | NOC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/9/2024 | General Dynamics Corp. | GD | Upgrade | Overweight (Equalweight) |
287.17 (373.54) |
30.08% | Details | |
| 8/9/2024 | L3Harris Technologies | LHX | Downgrade | Equalweight (Overweight) |
226.83 (286.95) |
26.5% | Details | |
| 8/8/2024 | Textron | TXT | Downgrade | Equalweight (Overweight) |
84.57 (92.50) |
9.38% | Details | |
| 8/6/2024 | Moog | MOG-A | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/1/2024 | Boeing | BA | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/31/2024 | Leonardo DRS | DRS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/31/2024 | Howmet Aerospace Inc. | HWM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2024 | Hexcel Corp. | HXL | Maintain | Underweight (N/A) |
|
Details | ||
| 7/15/2024 | Moog | MOG-A | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/15/2024 | General Dynamics Corp. | GD | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/15/2024 | Rocket Lab USA | RKLB | Downgrade | Equalweight (Overweight) |
5.33 (100.46) |
1784.8% | Details | |
| 6/20/2024 | Virgin Galactic | SPCE | Maintain | Underweight (N/A) |
|
Details | ||
| 6/13/2024 | Fortress Transportation | FTAI | Maintain | Overweight (N/A) |
|
Details | ||
| 6/7/2024 | AerCap Holdings | AER | New Coverage | Equalweight (N/A) |
91.73 (147.84) |
61.17% | Details | |
| 6/4/2024 | HEICO | HEI | Upgrade | Equalweight (Underweight) |
221.77 (362.09) |
63.27% | Details | |
| 5/24/2024 | Leonardo DRS | DRS | New Coverage | Equalweight (N/A) |
23.71 (43.72) |
84.39% | Details | |
| 5/23/2024 | RBC Bearings | RBC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/23/2024 | Curtiss-Wright | CW | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2024 | Loar Holdings Inc | LOAR | New Coverage | Equalweight (N/A) |
50.75 (71.33) |
40.55% | Details | |
| 5/8/2024 | Rocket Lab USA | RKLB | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2024 | Howmet Aerospace Inc. | HWM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2024 | Curtiss-Wright | CW | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2024 | RTX Corp. | RTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/24/2024 | Hexcel Corp. | HXL | Maintain | Underweight (N/A) |
|
Details | ||
| 4/24/2024 | Boeing | BA | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/10/2024 | Boeing | BA | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/25/2024 | Boeing | BA | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/27/2024 | Fortress Transportation | FTAI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/22/2024 | Hexcel Corp. | HXL | Downgrade | Underweight (Equalweight) |
72.40 (80.23) |
10.81% | Details | |
| 2/14/2024 | Howmet Aerospace Inc. | HWM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/9/2024 | Joby Aviation Inc | JOBY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2024 | Spirit AeroSystems | SPR | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/6/2024 | Boeing | BA | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/29/2024 | Hexcel Corp. | HXL | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/25/2024 | Textron | TXT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/24/2024 | Lockheed Martin | LMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/11/2024 | Fortress Transportation | FTAI | New Coverage | Overweight (N/A) |
46.72 (248.06) |
430.95% | Details | |
| 12/20/2023 | Textron | TXT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/20/2023 | Teledyne | TDY | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/20/2023 | RBC Bearings | RBC | Maintain | Overweight (N/A) |
|
Details | ||
| 12/20/2023 | Planet Labs | PL | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/20/2023 | Howmet Aerospace Inc. | HWM | Maintain | Overweight (N/A) |
|
Details | ||
| 12/20/2023 | Hexcel Corp. | HXL | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/20/2023 | Curtiss-Wright | CW | Maintain | Overweight (N/A) |
|
Details | ||
| 12/20/2023 | Boeing | BA | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/20/2023 | HEICO | HEI | Downgrade | Underweight (Equalweight) |
183.63 (221.77) |
20.77% | Details | |
| 12/20/2023 | Spirit AeroSystems | SPR | Upgrade | Equalweight (Underweight) |
29.87 (39.50) |
32.24% | Details | |
| 11/30/2023 | Boeing | BA | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/22/2023 | Moog | MOG-A | Upgrade | Equalweight (Underweight) |
134.92 (417.42) |
209.38% | Details | |
| 11/22/2023 | Virgin Galactic | SPCE | Downgrade | Underweight (Equalweight) |
2.25 (2.70) |
20% | Details | |
| 10/27/2023 | Textron | TXT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/26/2023 | Boeing | BA | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/25/2023 | RTX Corp. | RTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/25/2023 | Hexcel Corp. | HXL | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/18/2023 | Lockheed Martin | LMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/25/2023 | RTX Corp. | RTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/11/2023 | RTX Corp. | RTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/9/2023 | RBC Bearings | RBC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2023 | Curtiss-Wright | CW | Upgrade | Overweight (Equalweight) |
198.51 (760.23) |
282.97% | Details | |
| 8/3/2023 | Spirit AeroSystems | SPR | Maintain | Underweight (N/A) |
|
Details | ||
| 8/2/2023 | Howmet Aerospace Inc. | HWM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2023 | Textron | TXT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/27/2023 | Boeing | BA | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/26/2023 | Raytheon Technologies Corp. | RTX | Downgrade | Equalweight (Overweight) |
97.01 (126.12) |
30.01% | Details | |
| 6/26/2023 | Raytheon Technologies Corp. | RTX | Maintain | Overweight (N/A) |
|
Details | ||
| 6/12/2023 | Planet Labs | PL | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/9/2023 | Planet Labs | PL | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/9/2023 | Moog | MOG-A | Maintain | Underweight (N/A) |
|
Details | ||
| 5/23/2023 | RBC Bearings | RBC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2023 | Howmet Aerospace Inc. | HWM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/26/2023 | Hexcel Corp. | HXL | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/15/2023 | Boeing | BA | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/9/2023 | L3Harris Technologies | LHX | Maintain | Overweight (N/A) |
|
Details | ||
| 3/1/2023 | HEICO | HEI | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/27/2023 | Joby Aviation Inc | JOBY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/15/2023 | Howmet Aerospace Inc. | HWM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2023 | L3Harris Technologies | LHX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2023 | Northrop Grumman | NOC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/19/2023 | Raytheon Technologies Corp. | RTX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/10/2023 | Virgin Galactic | SPCE | New Coverage | Equalweight (N/A) |
3.69 (2.70) |
-26.83% | Details | |
| 1/10/2023 | Boeing | BA | Downgrade | Equalweight (Overweight) |
213.00 (226.49) |
6.33% | Details | |
| 12/15/2022 | Northrop Grumman | NOC | Maintain | Overweight (N/A) |
|
Details | ||
| 12/15/2022 | L3Harris Technologies | LHX | Upgrade | Overweight (Equalweight) |
216.15 (302.07) |
39.75% | Details | |
| 12/15/2022 | Lockheed Martin | LMT | Downgrade | Equalweight (Overweight) |
480.22 (545.91) |
13.68% | Details | |
| 12/12/2022 | Moog | MOG-A | Downgrade | Underweight (Equalweight) |
87.00 (417.42) |
379.79% | Details | |
| 12/12/2022 | Curtiss-Wright | CW | Downgrade | Equalweight (Overweight) |
171.79 (760.23) |
342.53% | Details | |
| 12/12/2022 | HEICO | HEI | Downgrade | Equalweight (Overweight) |
158.89 (362.09) |
127.89% | Details | |
| 12/12/2022 | Teledyne | TDY | Upgrade | Equalweight (Underweight) |
411.23 (652.08) |
58.57% | Details | |
| 12/12/2022 | Crane | CR | Upgrade | Overweight (Equalweight) |
101.28 (217.64) |
114.89% | Details | |
| 12/12/2022 | CAE Inc. | CAE | Upgrade | Overweight (Equalweight) |
20.52 (25.51) |
24.32% | Details | |
| 11/14/2022 | RBC Bearings | ROLL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2022 | Rocket Lab USA | RKLB | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2022 | Curtiss-Wright | CW | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2022 | Spirit AeroSystems | SPR | Maintain | Underweight (N/A) |
|
Details | ||
| 11/3/2022 | Joby Aviation Inc | JOBY | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2022 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/19/2022 | Lockheed Martin | LMT | Maintain | Overweight (N/A) |
|
Details | ||
| 9/8/2022 | Howmet Aerospace Inc. | HWM | Maintain | Overweight (N/A) |
|
Details | ||
| 9/8/2022 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 9/8/2022 | Spirit AeroSystems | SPR | Downgrade | Underweight (Overweight) |
28.55 (39.50) |
38.35% | Details | |
| 9/8/2022 | Hexcel Corp. | HXL | Upgrade | Equalweight (Underweight) |
56.80 (72.40) |
27.46% | Details | |
| 8/31/2022 | HEICO | HEI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/16/2022 | Teledyne | TDY | Maintain | Underweight (N/A) |
|
Details | ||
| 8/16/2022 | Rocket Lab USA | RKLB | Maintain | Overweight (N/A) |
|
Details | ||
| 8/9/2022 | RBC Bearings | ROLL | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2022 | Curtiss-Wright | CW | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2022 | Curtiss-Wright | CW | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2022 | Lockheed Martin | LMT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/30/2022 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/19/2022 | Boeing | BA | Maintain | Overweight () |
|
Details | ||
| 5/18/2022 | Rocket Lab USA | RKLB | Maintain | Overweight (N/A) |
|
Details | ||
| 5/13/2022 | Joby Aviation Inc | JOBY | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2022 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/19/2022 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2022 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2022 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2022 | Lockheed Martin | LMT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/5/2022 | Rocket Lab USA | RKLB | Maintain | Overweight (N/A) |
|
Details | ||
| 3/21/2022 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 3/2/2022 | Textron | TXT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/2/2022 | L3Harris Technologies | LHX | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/2/2022 | Lockheed Martin | LMT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/2/2022 | Northrop Grumman | NOC | Maintain | Overweight (N/A) |
|
Details | ||
| 3/2/2022 | Raytheon Technologies Corp. | RTX | Maintain | Overweight (N/A) |
|
Details | ||
| 3/1/2022 | Curtiss-Wright | CW | Maintain | Overweight (N/A) |
|
Details | ||
| 2/25/2022 | Virgin Galactic | SPCE | Maintain | Underweight (N/A) |
|
Details | ||
| 2/4/2022 | Textron | TXT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2022 | Spirit AeroSystems | SPR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2022 | Howmet Aerospace Inc. | HWM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2022 | Northrop Grumman | NOC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2022 | Hexcel Corp. | HXL | Maintain | Underweight (N/A) |
|
Details | ||
| 1/27/2022 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2022 | Lockheed Martin | LMT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/12/2022 | Rocket Lab USA | RKLB | New Coverage | Overweight (N/A) |
10.46 (100.46) |
860.42% | Details | |
| 12/17/2021 | Teledyne | TDY | Maintain | Underweight (N/A) |
|
Details | ||
| 12/3/2021 | Moog | MOG-A | New Coverage | Equalweight (N/A) |
67.77 (417.42) |
515.94% | Details | |
| 12/3/2021 | Teledyne | TDY | New Coverage | Underweight (N/A) |
412.86 (652.08) |
57.94% | Details | |
| 12/3/2021 | RBC Bearings | ROLL | New Coverage | Overweight (N/A) |
190.82 (212.38) |
11.3% | Details | |
| 12/3/2021 | Howmet Aerospace Inc. | HWM | New Coverage | Overweight (N/A) |
27.41 (270.41) |
886.54% | Details | |
| 12/3/2021 | Hexcel Corp. | HXL | New Coverage | Underweight (N/A) |
49.04 (99.31) |
102.51% | Details | |
| 12/3/2021 | HEICO | HEI | New Coverage | Overweight (N/A) |
133.37 (362.09) |
171.49% | Details | |
| 12/3/2021 | Curtiss-Wright | CW | New Coverage | Overweight (N/A) |
123.91 (760.23) |
513.53% | Details | |
| 12/3/2021 | Crane | CR | New Coverage | Equalweight (N/A) |
94.47 (217.64) |
130.38% | Details | |
| 11/10/2021 | Virgin Galactic | SPCE | Maintain | Underweight (N/A) |
|
Details | ||
| 11/4/2021 | Northrop Grumman | NOC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2021 | Lockheed Martin | LMT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2021 | Northrop Grumman | NOC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/28/2021 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/19/2021 | Virgin Galactic | SPCE | Maintain | Underweight (N/A) |
|
Details | ||
| 10/15/2021 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 9/30/2021 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 9/23/2021 | Joby Aviation Inc | JOBY | New Coverage | Overweight (N/A) |
9.36 (6.26) |
-33.12% | Details | |
| 8/11/2021 | Virgin Galactic | SPCE | Downgrade | Underweight (Equalweight) |
35.21 (2.70) |
-92.33% | Details | |
| 8/11/2021 | L3Harris Technologies | LHX | Downgrade | Equalweight (Overweight) |
229.00 (302.07) |
31.91% | Details | |
| 7/30/2021 | Textron | TXT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2021 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2021 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 6/29/2021 | Textron | TXT | Upgrade | Overweight (Equalweight) |
67.19 (84.57) |
25.87% | Details | |
| 6/25/2021 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 6/3/2021 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 6/2/2021 | Virgin Galactic | SPCE | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/25/2021 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/25/2021 | Virgin Galactic | SPCE | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 5/20/2021 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/11/2021 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/30/2021 | Northrop Grumman | NOC | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/29/2021 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2021 | General Dynamics Corp. | GD | Maintain | Underweight (Underweight) |
|
Details | ||
| 4/21/2021 | Lockheed Martin | LMT | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/15/2021 | Spirit AeroSystems | SPR | Maintain | Overweight (N/A) |
|
Details | ||
| 3/15/2021 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 3/12/2021 | Spirit AeroSystems | SPR | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/12/2021 | Boeing | BA | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/1/2021 | Boeing | BA | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/8/2021 | Lockheed Martin | LMT | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/8/2021 | Textron | TXT | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 2/8/2021 | Northrop Grumman | NOC | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/8/2021 | L3Harris Technologies | LHX | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/8/2021 | General Dynamics Corp. | GD | Maintain | Underweight (Underweight) |
|
Details | ||
| 12/22/2020 | General Dynamics Corp. | GD | Maintain | Underweight (N/A) |
|
Details | ||
| 9/8/2020 | Textron | TXT | New Coverage | Equalweight (N/A) |
38.94 (92.50) |
137.54% | Details | |
| 9/8/2020 | Northrop Grumman | NOC | New Coverage | Overweight (N/A) |
339.03 (549.01) |
61.94% | Details | |
| 9/8/2020 | Lockheed Martin | LMT | New Coverage | Overweight (N/A) |
385.02 (545.91) |
41.79% | Details | |
| 9/8/2020 | L3Harris Technologies | LHX | New Coverage | Overweight (N/A) |
181.73 (302.07) |
66.22% | Details | |
| 9/8/2020 | General Dynamics Corp. | GD | New Coverage | Underweight (N/A) |
151.94 (373.54) |
145.85% | Details |
