Ratings by Wolfe Research (Myles Walton)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 5/11/2026 | Arxis Inc | ARXS | New Coverage | Outperform (N/A) |
35.10 (45.35) |
29.2% | Details | |
| 4/24/2026 | Hexcel Corp. | HXL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/9/2026 | Howmet Aerospace Inc. | HWM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2026 | Howmet Aerospace Inc. | HWM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2026 | RTX Corp. | RTX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2026 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/31/2025 | FTAI Aviation | FTAI | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2025 | Crane | CR | New Coverage | Outperform (N/A) |
184.03 (212.85) |
15.66% | Details | |
| 11/14/2025 | Virgin Galactic | SPCE | Maintain | Peerperform (N/A) |
|
Details | ||
| 10/22/2025 | GE Aerospace | GE | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2025 | TransDigm | TDG | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2025 | Embraer | ERJ | Upgrade | Outperform (Peerperform) |
49.60 (64.48) |
30% | Details | |
| 7/25/2025 | L3Harris Technologies | LHX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2025 | General Dynamics Corp. | GD | Upgrade | Outperform (Peerperform) |
297.60 (350.34) |
17.72% | Details | |
| 7/7/2025 | Voyager Technologies Inc | VOYG | New Coverage | Outperform (N/A) |
42.35 (33.60) |
-20.66% | Details | |
| 6/11/2025 | Curtiss-Wright | CW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2025 | Embraer | ERJ | Downgrade | Peerperform (Outperform) |
52.50 (49.60) |
-5.52% | Details | |
| 2/10/2025 | Triumph Group | TGI | Downgrade | Peerperform (Outperform) |
25.18 (26.01) |
3.3% | Details | |
| 2/3/2025 | Northrop Grumman | NOC | Upgrade | Peerperform (Underperform) |
483.37 (513.22) |
6.18% | Details | |
| 1/16/2025 | FTAI Aviation | FTAI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/10/2025 | FTAI Aviation | FTAI | Upgrade | Outperform (Peerperform) |
159.91 (262.09) |
63.9% | Details | |
| 12/30/2024 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/11/2024 | General Dynamics Corp. | GD | Downgrade | Peerperform (Outperform) |
269.57 (297.60) |
10.4% | Details | |
| 10/28/2024 | StandardAero Inc | SARO | New Coverage | Outperform (N/A) |
30.25 (26.85) |
-11.24% | Details | |
| 10/10/2024 | Huntington Ingalls | HII | Downgrade | Peerperform (Outperform) |
257.91 (283.48) |
9.91% | Details | |
| 10/10/2024 | L3Harris Technologies | LHX | Upgrade | Outperform (Peerperform) |
241.28 (293.77) |
21.75% | Details | |
| 9/24/2024 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 9/13/2024 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2024 | Fortress Transportation | FTAI | Downgrade | Peerperform (Outperform) |
106.47 (262.09) |
146.16% | Details | |
| 7/10/2024 | Spirit AeroSystems | SPR | Downgrade | Peerperform (Outperform) |
34.37 (39.50) |
14.93% | Details | |
| 5/23/2024 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2024 | Curtiss-Wright | CW | Maintain | Outperform (N/A) |
|
Details | ||
| 4/3/2024 | General Electric | GE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2024 | General Dynamics Corp. | GD | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2024 | Curtiss-Wright | CW | Maintain | Outperform (N/A) |
|
Details | ||
| 3/28/2024 | Triumph Group | TGI | Upgrade | Outperform (Peerperform) |
14.22 (25.18) |
77.07% | Details | |
| 3/21/2024 | Huntington Ingalls | HII | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2024 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2024 | Embraer | ERJ | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2024 | General Electric | GE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2024 | Howmet Aerospace Inc. | HWM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2024 | Hexcel Corp. | HXL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2024 | TransDigm | TDG | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2024 | Hexcel Corp. | HXL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2024 | Northrop Grumman | NOC | Maintain | Underperform (N/A) |
|
Details | ||
| 1/25/2024 | General Dynamics Corp. | GD | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2024 | RTX Corp. | RTX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2024 | General Electric | GE | Maintain | Outperform (N/A) |
|
Details | ||
| 1/12/2024 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/14/2023 | Northrop Grumman | NOC | Downgrade | Underperform (Peerperform) |
479.25 (483.37) |
0.86% | Details | |
| 12/8/2023 | General Electric | GE | New Coverage | Outperform (N/A) |
119.81 (356.47) |
197.53% | Details | |
| 11/9/2023 | Spirit AeroSystems | SPR | Upgrade | Outperform (Peerperform) |
23.06 (39.50) |
71.29% | Details | |
| 11/3/2023 | Howmet Aerospace Inc. | HWM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2023 | Curtiss-Wright | CW | Maintain | Outperform (N/A) |
|
Details | ||
| 10/26/2023 | General Dynamics Corp. | GD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2023 | Hexcel Corp. | HXL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/18/2023 | Fortress Transportation | FTAI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/17/2023 | Hexcel Corp. | HXL | Upgrade | Outperform (Peerperform) |
69.00 (96.12) |
39.3% | Details | |
| 8/9/2023 | TransDigm | TDG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2023 | Curtiss-Wright | CW | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2023 | Triumph Group | TGI | Upgrade | Peerperform (Underperform) |
12.40 (26.01) |
109.76% | Details | |
| 7/27/2023 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/26/2023 | Raytheon Technologies Corp. | RTX | Maintain | Outperform (N/A) |
|
Details | ||
| 6/30/2023 | Fortress Transportation | FTAI | New Coverage | Outperform (N/A) |
29.96 (262.09) |
774.8% | Details | |
| 4/27/2023 | General Dynamics Corp. | GD | Maintain | Outperform (N/A) |
|
Details | ||
| 4/12/2023 | Raytheon Technologies Corp. | RTX | Upgrade | Outperform (Peerperform) |
99.62 (186.39) |
87.1% | Details | |
| 4/12/2023 | Embraer | ERJ | Maintain | Outperform (N/A) |
|
Details | ||
| 4/12/2023 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2023 | Textron | TXT | New Coverage | Peerperform (N/A) |
69.08 (86.40) |
25.07% | Details | |
| 3/23/2023 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2023 | Embraer | ERJ | Maintain | Peerperform (N/A) |
|
Details | ||
| 2/17/2023 | Virgin Galactic | SPCE | Upgrade | Peerperform (Underperform) |
6.01 (3.00) |
-50.08% | Details | |
| 2/15/2023 | Howmet Aerospace Inc. | HWM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2023 | Northrop Grumman | NOC | Downgrade | Peerperform (Outperform) |
463.29 (513.22) |
10.78% | Details | |
| 11/22/2022 | Woodward | WWD | Downgrade | Peerperform (Outperform) |
97.56 (253.95) |
160.3% | Details | |
| 11/11/2022 | TransDigm | TDG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2022 | Spirit AeroSystems | SPR | Upgrade | Peerperform (Underperform) |
22.25 (39.50) |
77.53% | Details | |
| 10/11/2022 | Boeing | BA | New Coverage | Outperform (N/A) |
129.79 (216.71) |
66.97% | Details | |
| 10/11/2022 | Barnes Group | B | New Coverage | Peerperform (N/A) |
31.46 (38.18) |
21.36% | Details | |
| 10/11/2022 | Embraer | ERJ | New Coverage | Outperform (N/A) |
9.45 (52.50) |
455.56% | Details | |
| 10/11/2022 | HEICO | HEI | New Coverage | Peerperform (N/A) |
147.99 (334.17) |
125.81% | Details | |
| 10/11/2022 | Hexcel Corp. | HXL | New Coverage | Peerperform (N/A) |
53.53 (96.12) |
79.56% | Details | |
| 10/11/2022 | Raytheon Technologies Corp. | RTX | New Coverage | Peerperform (N/A) |
84.01 (186.39) |
121.87% | Details | |
| 10/11/2022 | Spirit AeroSystems | SPR | New Coverage | Underperform (N/A) |
24.68 (39.50) |
60.05% | Details | |
| 10/11/2022 | Triumph Group | TGI | New Coverage | Underperform (N/A) |
8.98 (26.01) |
189.64% | Details | |
| 10/11/2022 | TransDigm | TDG | New Coverage | Outperform (N/A) |
533.48 (1297.68) |
143.25% | Details | |
| 10/11/2022 | Woodward | WWD | New Coverage | Outperform (N/A) |
84.26 (428.25) |
408.25% | Details | |
| 10/11/2022 | Howmet Aerospace Inc. | HWM | New Coverage | Outperform (N/A) |
32.54 (275.13) |
745.51% | Details | |
| 10/11/2022 | L3Harris Technologies | LHX | New Coverage | Peerperform (N/A) |
224.32 (293.77) |
30.96% | Details | |
| 10/11/2022 | Huntington Ingalls | HII | New Coverage | Outperform (N/A) |
232.88 (257.91) |
10.75% | Details | |
| 10/11/2022 | Northrop Grumman | NOC | New Coverage | Outperform (N/A) |
496.09 (513.22) |
3.45% | Details | |
| 10/11/2022 | General Dynamics Corp. | GD | New Coverage | Outperform (N/A) |
223.68 (269.57) |
20.52% | Details | |
| 10/11/2022 | Curtiss-Wright | CW | New Coverage | Outperform (N/A) |
147.65 (765.13) |
418.21% | Details | |
| 10/11/2022 | Lockheed Martin | LMT | New Coverage | Peerperform (N/A) |
403.96 (503.67) |
24.68% | Details | |
| 10/11/2022 | Virgin Galactic | SPCE | New Coverage | Underperform (N/A) |
4.85 (3.00) |
-38.14% | Details |
