Ratings by Barclays (David Strauss)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 9/12/2025 | StandardAero Inc | SARO | New Coverage | Overweight (N/A) |
27.35 (28.87) |
5.56% | Details | |
| 9/10/2025 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 9/2/2025 | HEICO | HEI | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/4/2025 | Woodward | WWD | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/4/2025 | Huntington Ingalls | HII | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/4/2025 | ATI Inc. | ATI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2025 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2025 | RTX Corp. | RTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/29/2025 | Northrop Grumman | NOC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/29/2025 | L3Harris Technologies | LHX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2025 | General Dynamics Corp. | GD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2025 | Textron | TXT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/7/2025 | Voyager Technologies Inc | VOYG | New Coverage | Equalweight (N/A) |
40.00 (26.72) |
-33.2% | Details | |
| 7/2/2025 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 6/25/2025 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 6/9/2025 | Science Applications | SAIC | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/2/2025 | HEICO | HEI | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/28/2025 | Booz Allen Hamilton | BAH | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/22/2025 | Intuitive Machines Inc. | LUNR | New Coverage | Equalweight (N/A) |
11.23 (17.63) |
56.99% | Details | |
| 5/16/2025 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2025 | Huntington Ingalls | HII | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/2/2025 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2025 | CACI International | CACI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/1/2025 | Hexcel Corp. | HXL | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/10/2025 | Huntington Ingalls | HII | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/10/2025 | Allegheny Technologies | ATI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/4/2025 | General Dynamics Corp. | GD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2025 | TransDigm | TDG | Downgrade | Equalweight (Overweight) |
1254.11 (1294.53) |
3.22% | Details | |
| 1/6/2025 | Northrop Grumman | NOC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/6/2025 | Lockheed Martin | LMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/6/2025 | L3Harris Technologies | LHX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2025 | General Dynamics Corp. | GD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2025 | Booz Allen Hamilton | BAH | Upgrade | Equalweight (Underweight) |
128.12 (81.89) |
-36.08% | Details | |
| 1/6/2025 | Boeing | BA | Upgrade | Overweight (Equalweight) |
171.87 (231.11) |
34.47% | Details | |
| 12/23/2024 | Textron | TXT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/13/2024 | Science Applications | SAIC | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/13/2024 | Leidos Holdings | LDOS | Maintain | Overweight (N/A) |
|
Details | ||
| 12/13/2024 | CACI International | CACI | Maintain | Overweight (N/A) |
|
Details | ||
| 12/13/2024 | Booz Allen Hamilton | BAH | Maintain | Underweight (N/A) |
|
Details | ||
| 12/3/2024 | Woodward | WWD | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/11/2024 | CACI International | CACI | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2024 | Leidos Holdings | LDOS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2024 | Huntington Ingalls | HII | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/29/2024 | RTX Corp. | RTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/29/2024 | Northrop Grumman | NOC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/29/2024 | Lockheed Martin | LMT | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 10/29/2024 | L3Harris Technologies | LHX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2024 | General Dynamics Corp. | GD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2024 | CACI International | CACI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2024 | Booz Allen Hamilton | BAH | Maintain | Underweight (N/A) |
|
Details | ||
| 10/24/2024 | Boeing | BA | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/25/2024 | Boeing | BA | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/16/2024 | Science Applications | SAIC | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/19/2024 | HEICO | HEI | New Coverage | Equalweight (N/A) |
240.61 (303.73) |
26.23% | Details | |
| 8/12/2024 | CACI International | CACI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2024 | Leidos Holdings | LDOS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2024 | RTX Corp. | RTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/30/2024 | Northrop Grumman | NOC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/30/2024 | Lockheed Martin | LMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/30/2024 | L3Harris Technologies | LHX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2024 | General Dynamics Corp. | GD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2024 | Booz Allen Hamilton | BAH | Maintain | Underweight (N/A) |
|
Details | ||
| 7/24/2024 | BWX Technologies | BWXT | Downgrade | Underweight (Equalweight) |
105.74 (195.23) |
84.63% | Details | |
| 7/3/2024 | Spirit AeroSystems | SPR | Downgrade | Equalweight (Overweight) |
33.97 (39.50) |
16.28% | Details | |
| 6/3/2024 | Boeing | BA | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/29/2024 | Booz Allen Hamilton | BAH | Maintain | Underweight (N/A) |
|
Details | ||
| 5/6/2024 | Woodward | WWD | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/6/2024 | Leidos Holdings | LDOS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2024 | Allegheny Technologies | ATI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/30/2024 | RTX Corp. | RTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/30/2024 | L3Harris Technologies | LHX | Maintain | Overweight (N/A) |
|
Details | ||
| 4/30/2024 | CACI International | CACI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2024 | Boeing | BA | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/15/2024 | Textron | TXT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/15/2024 | General Dynamics Corp. | GD | Maintain | Overweight (N/A) |
|
Details | ||
| 3/21/2024 | Boeing | BA | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/20/2024 | Leidos Holdings | LDOS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2024 | Woodward | WWD | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/6/2024 | Huntington Ingalls | HII | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/30/2024 | RTX Corp. | RTX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/30/2024 | Hexcel Corp. | HXL | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/8/2024 | Textron | TXT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2024 | Spirit AeroSystems | SPR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2024 | Science Applications | SAIC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/8/2024 | Northrop Grumman | NOC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/8/2024 | Lockheed Martin | LMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/8/2024 | L3Harris Technologies | LHX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2024 | General Dynamics Corp. | GD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2024 | Allegheny Technologies | ATI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2024 | Leidos Holdings | LDOS | Upgrade | Overweight (Equalweight) |
107.82 (177.89) |
64.99% | Details | |
| 1/8/2024 | Huntington Ingalls | HII | Downgrade | Equalweight (Overweight) |
256.32 (429.11) |
67.41% | Details | |
| 1/8/2024 | Booz Allen Hamilton | BAH | Downgrade | Underweight (Equalweight) |
125.38 (81.89) |
-34.69% | Details | |
| 1/5/2024 | Huntington Ingalls | HII | Downgrade | Equalweight (Overweight) |
256.32 (429.11) |
67.41% | Details | |
| 1/5/2024 | Leidos Holdings | LDOS | Upgrade | Overweight (Equalweight) |
107.82 (177.89) |
64.99% | Details | |
| 1/5/2024 | Booz Allen Hamilton | BAH | Downgrade | Underweight (Equalweight) |
125.38 (81.89) |
-34.69% | Details | |
| 12/6/2023 | Boeing | BA | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/27/2023 | Woodward | WWD | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/31/2023 | Textron | TXT | Maintain | Overweight (N/A) |
|
Details | ||
| 9/12/2023 | RTX Corp. | RTX | Downgrade | Equalweight (Overweight) |
83.48 (209.76) |
151.27% | Details | |
| 8/14/2023 | CACI International | CACI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2023 | Woodward | WWD | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/8/2023 | Spirit AeroSystems | SPR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2023 | Leidos Holdings | LDOS | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/8/2023 | BWX Technologies | BWXT | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/8/2023 | Allegheny Technologies | ATI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2023 | Booz Allen Hamilton | BAH | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/31/2023 | Booz Allen Hamilton | BAH | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/15/2023 | BWX Technologies | BWXT | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/11/2023 | Northrop Grumman | NOC | Downgrade | Equalweight (Overweight) |
443.03 (756.13) |
70.67% | Details | |
| 5/9/2023 | Woodward | WWD | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/9/2023 | Spirit AeroSystems | SPR | Maintain | Overweight (N/A) |
|
Details | ||
| 5/9/2023 | Leidos Holdings | LDOS | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/9/2023 | Allegheny Technologies | ATI | Maintain | Overweight (N/A) |
|
Details | ||
| 5/2/2023 | Hexcel Corp. | HXL | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/13/2023 | Spirit AeroSystems | SPR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/21/2022 | Woodward | WWD | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/12/2022 | General Dynamics Corp. | GD | Maintain | Overweight (N/A) |
|
Details | ||
| 6/7/2022 | Science Applications | SAIC | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/7/2022 | Booz Allen Hamilton | BAH | Downgrade | Equalweight (Overweight) |
87.21 (81.89) |
-6.1% | Details | |
| 6/7/2022 | Leidos Holdings | LDOS | Downgrade | Equalweight (Overweight) |
105.78 (177.89) |
68.17% | Details | |
| 5/2/2022 | Textron | TXT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/2/2022 | Hexcel Corp. | HXL | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/25/2022 | CACI International | CACI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2022 | Spirit AeroSystems | SPR | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2022 | Allegheny Technologies | ATI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/4/2022 | Leidos Holdings | LDOS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/4/2022 | CACI International | CACI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/4/2022 | Booz Allen Hamilton | BAH | Maintain | Overweight (N/A) |
|
Details | ||
| 1/24/2022 | Booz Allen Hamilton | BAH | Upgrade | Overweight (Equalweight) |
85.37 (81.89) |
-4.08% | Details | |
| 1/24/2022 | Leidos Holdings | LDOS | Maintain | Overweight (N/A) |
|
Details | ||
| 1/24/2022 | Science Applications | SAIC | Downgrade | Equalweight (Overweight) |
86.24 (95.40) |
10.62% | Details | |
| 11/22/2021 | Woodward | WWD | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/8/2021 | Spirit AeroSystems | SPR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2021 | Huntington Ingalls | HII | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/8/2021 | CACI International | CACI | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2021 | BWX Technologies | BWXT | Maintain | Underweight (N/A) |
|
Details | ||
| 8/30/2021 | Maxar Technologies Ltd | MAXR | New Coverage | Equalweight (N/A) |
31.39 (52.99) |
68.81% | Details | |
| 5/12/2021 | Science Applications | SAIC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/26/2021 | CACI International | CACI | Maintain | Overweight (N/A) |
|
Details | ||
| 3/31/2021 | Textron | TXT | Upgrade | Overweight (Equalweight) |
55.29 (94.96) |
71.75% | Details | |
| 3/16/2021 | Allegheny Technologies | ATI | Upgrade | Overweight (Equalweight) |
21.42 (150.09) |
600.7% | Details | |
| 3/16/2021 | Hexcel Corp. | HXL | Upgrade | Equalweight (Underweight) |
61.10 (88.58) |
44.98% | Details | |
| 12/4/2020 | Spirit AeroSystems | SPR | Upgrade | Overweight (Equalweight) |
40.34 (39.50) |
-2.08% | Details | |
| 12/4/2020 | Allegheny Technologies | ATI | Upgrade | Equalweight (Underweight) |
15.49 (150.09) |
868.95% | Details | |
| 12/4/2020 | Woodward | WWD | Downgrade | Equalweight (Overweight) |
116.73 (373.90) |
220.31% | Details | |
| 10/1/2020 | Huntington Ingalls | HII | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/1/2020 | General Dynamics Corp. | GD | Maintain | Overweight (N/A) |
|
Details | ||
| 9/23/2020 | Leidos Holdings | LDOS | Upgrade | Overweight (Equalweight) |
88.43 (177.89) |
101.16% | Details | |
| 9/10/2020 | Woodward | WWD | Maintain | Overweight (N/A) |
|
Details | ||
| 9/10/2020 | Spirit AeroSystems | SPR | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/10/2020 | Allegheny Technologies | ATI | Maintain | Underweight (N/A) |
|
Details | ||
| 6/1/2020 | Spirit AeroSystems | SPR | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/1/2020 | Allegheny Technologies | ATI | Maintain | Underweight (N/A) |
|
Details | ||
| 6/1/2020 | Woodward | WWD | Upgrade | Overweight (Equalweight) |
69.34 (373.90) |
439.23% | Details | |
| 5/21/2020 | Northrop Grumman | NOC | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/21/2020 | Lockheed Martin | LMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/21/2020 | L3Harris Technologies | LHX | Maintain | Overweight (N/A) |
|
Details | ||
| 5/21/2020 | Huntington Ingalls | HII | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/21/2020 | General Dynamics Corp. | GD | Maintain | Overweight (N/A) |
|
Details | ||
| 5/21/2020 | BWX Technologies | BWXT | Maintain | Underweight (N/A) |
|
Details | ||
| 4/27/2020 | Spirit AeroSystems | SPR | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/20/2020 | Allegheny Technologies | ATI | Downgrade | Underweight (Equalweight) |
7.00 (150.09) |
2044.14% | Details | |
| 3/20/2020 | Arconic | ARNC | Downgrade | Equalweight (Overweight) |
15.68 (29.99) |
91.26% | Details | |
| 1/8/2020 | Spirit AeroSystems | SPR | Downgrade | Equalweight (Overweight) |
73.81 (39.50) |
-46.48% | Details | |
| 1/8/2020 | Allegheny Technologies | ATI | Downgrade | Equalweight (Overweight) |
20.10 (150.09) |
646.72% | Details | |
| 11/11/2019 | Arconic | ARNC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2019 | Boeing | BA | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/8/2019 | Raytheon | RTN | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/8/2019 | Northrop Grumman | NOC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2019 | Lockheed Martin | LMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/8/2019 | L3Harris Technologies | LHX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2019 | General Dynamics Corp. | GD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2019 | BWX Technologies | BWXT | Maintain | Underweight (N/A) |
|
Details | ||
| 10/3/2019 | Huntington Ingalls | HII | Upgrade | Equalweight (Underweight) |
200.16 (429.11) |
114.38% | Details | |
| 9/20/2019 | Science Applications | SAIC | New Coverage | Overweight (N/A) |
84.25 (95.40) |
13.23% | Details | |
| 9/20/2019 | Leidos Holdings | LDOS | New Coverage | Equalweight (N/A) |
87.60 (177.89) |
103.07% | Details | |
| 9/20/2019 | CACI International | CACI | New Coverage | Overweight (N/A) |
226.38 (616.00) |
172.11% | Details | |
| 9/20/2019 | Booz Allen Hamilton | BAH | New Coverage | Equalweight (N/A) |
71.96 (81.89) |
13.8% | Details | |
| 8/7/2019 | Arconic | ARNC | Upgrade | Overweight (Equalweight) |
23.56 (29.99) |
27.29% | Details | |
| 5/16/2019 | Northrop Grumman | NOC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/16/2019 | Lockheed Martin | LMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/16/2019 | L-3 Communications | LLL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2019 | Boeing | BA | Downgrade | Equalweight (Overweight) |
376.46 (171.87) |
-54.35% | Details | |
| 3/8/2019 | Raytheon | RTN | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/8/2019 | Northrop Grumman | NOC | Maintain | Overweight (N/A) |
|
Details | ||
| 3/8/2019 | Lockheed Martin | LMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/8/2019 | L-3 Communications | LLL | Maintain | Overweight (N/A) |
|
Details | ||
| 3/8/2019 | Huntington Ingalls | HII | Maintain | Underweight (N/A) |
|
Details | ||
| 3/8/2019 | General Dynamics Corp. | GD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2019 | Huntington Ingalls | HII | Downgrade | Underweight (Overweight) |
200.29 (200.16) |
-0.06% | Details | |
| 12/4/2018 | Raytheon | RTN | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/4/2018 | Northrop Grumman | NOC | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2018 | Lockheed Martin | LMT | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/4/2018 | L-3 Communications | LLL | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2018 | Huntington Ingalls | HII | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2018 | Harris Corp. | HRS | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2018 | General Dynamics Corp. | GD | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2018 | Esterline Tech | ESL | Upgrade | Equalweight (Underweight) |
118.73 (122.49) |
3.17% | Details | |
| 11/13/2018 | Harris Corp. | HRS | Upgrade | Overweight (Equalweight) |
153.14 (189.13) |
23.5% | Details | |
| 9/13/2018 | Spirit AeroSystems | SPR | Maintain | Overweight (N/A) |
|
Details |

