Ratings by RBC Capital (Ken Herbert)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/23/2026 | HawkEye 360 Inc | HAWK | Maintain | Outperform (N/A) |
|
Details | ||
| 6/2/2026 | Karman Holdings Inc | KRMN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/1/2026 | HawkEye 360 Inc | HAWK | New Coverage | Outperform (N/A) |
31.97 (20.51) |
-35.85% | Details | |
| 5/26/2026 | StandardAero Inc | SARO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2026 | GE Aerospace | GE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2026 | AeroVironment | AVAV | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2026 | Amentum Holdings Inc. | AMTM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/12/2026 | Ducommun Incorporated | DCO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/12/2026 | Aevex Corp | AVEX | New Coverage | Outperform (N/A) |
25.07 (16.07) |
-35.9% | Details | |
| 5/12/2026 | Aevex Corp | AVEX | New Coverage | Outperform (N/A) |
217.83 (25.07) |
-88.49% | Details | |
| 5/11/2026 | Arxis Inc | ARXS | New Coverage | Sector Perform (N/A) |
35.03 (43.59) |
24.44% | Details | |
| 5/8/2026 | Loar Holdings Inc | LOAR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2026 | VSE Corporation | VSEC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2026 | Kratos Defense & Security | KTOS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2026 | TransDigm | TDG | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/6/2026 | Leidos Holdings | LDOS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2026 | V2X, Inc. | VVX | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/1/2026 | StandardAero Inc | SARO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2026 | VSE Corporation | VSEC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2026 | Hexcel Corp. | HXL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2026 | Lockheed Martin | LMT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/16/2026 | Woodward | WWD | New Coverage | Outperform (N/A) |
393.11 (441.25) |
12.25% | Details | |
| 3/25/2026 | AAR Corporation | AIR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2026 | Ducommun Incorporated | DCO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2026 | Karman Holdings Inc | KRMN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2026 | Howmet Aerospace Inc. | HWM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2026 | AeroVironment | AVAV | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2026 | AeroVironment | AVAV | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2026 | VSE Corporation | VSEC | Maintain | (N/A) |
|
Details | ||
| 2/24/2026 | V2X, Inc. | VVX | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/20/2026 | Ducommun Incorporated | DCO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2026 | Loar Holdings Inc | LOAR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2026 | Leidos Holdings | LDOS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2026 | Howmet Aerospace Inc. | HWM | Maintain | (N/A) |
|
Details | ||
| 2/11/2026 | Amentum Holdings Inc. | AMTM | Maintain | (N/A) |
|
Details | ||
| 2/5/2026 | VSE Corporation | VSEC | Maintain | (N/A) |
|
Details | ||
| 2/4/2026 | Mercury Systems | MRCY | Maintain | (N/A) |
|
Details | ||
| 1/30/2026 | Lockheed Martin | LMT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/30/2026 | L3Harris Technologies | LHX | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/30/2026 | Hexcel Corp. | HXL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2026 | Northrop Grumman | NOC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2026 | RTX Corp. | RTX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2026 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2026 | FTAI Aviation | FTAI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2026 | GE Aerospace | GE | Maintain | Outperform (N/A) |
|
Details | ||
| 1/22/2026 | Karman Holdings Inc | KRMN | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2026 | AeroVironment | AVAV | Maintain | Outperform (N/A) |
|
Details | ||
| 1/14/2026 | L3Harris Technologies | LHX | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/9/2026 | FTAI Aviation | FTAI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/7/2026 | AAR Corporation | AIR | Maintain | Outperform (N/A) |
|
Details | ||
| 12/22/2025 | HEICO | HEI | Maintain | Outperform (N/A) |
|
Details | ||
| 12/8/2025 | AeroVironment | AVAV | Maintain | Outperform (N/A) |
|
Details | ||
| 11/26/2025 | Amentum Holdings Inc. | AMTM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/26/2025 | AAR Corporation | AIR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/13/2025 | TransDigm | TDG | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/10/2025 | FTAI Aviation | FTAI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2025 | Karman Holdings Inc | KRMN | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2025 | Mercury Systems | MRCY | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2025 | Leidos Holdings | LDOS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2025 | V2X, Inc. | VVX | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/3/2025 | Kratos Defense & Security | KTOS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2025 | Karman Holdings Inc | KRMN | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2025 | Howmet Aerospace Inc. | HWM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2025 | VSE Corporation | VSEC | Maintain | (N/A) |
|
Details | ||
| 10/29/2025 | FTAI Aviation | FTAI | Maintain | (N/A) |
|
Details | ||
| 10/24/2025 | Hexcel Corp. | HXL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2025 | GE Aerospace | GE | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2025 | Howmet Aerospace Inc. | HWM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2025 | FTAI Aviation | FTAI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2025 | General Dynamics Corp. | GD | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/7/2025 | RTX Corp. | RTX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2025 | Northrop Grumman | NOC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2025 | Lockheed Martin | LMT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/7/2025 | L3Harris Technologies | LHX | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/7/2025 | General Dynamics Corp. | GD | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/1/2025 | Mercury Systems | MRCY | Upgrade | Outperform (Sector Perform) |
75.28 (105.17) |
39.71% | Details | |
| 9/30/2025 | FTAI Aviation | FTAI | Maintain | Outperform (N/A) |
|
Details | ||
| 9/29/2025 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 9/25/2025 | Kratos Defense & Security | KTOS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/25/2025 | Karman Holdings Inc | KRMN | Maintain | Outperform (N/A) |
|
Details | ||
| 9/25/2025 | AeroVironment | AVAV | Maintain | Outperform (N/A) |
|
Details | ||
| 9/8/2025 | TransDigm | TDG | Downgrade | Sector Perform (Outperform) |
1281.81 (1340.79) |
4.6% | Details | |
| 9/4/2025 | Leidos Holdings | LDOS | Upgrade | Outperform (Sector Perform) |
180.89 (105.13) |
-41.88% | Details | |
| 8/27/2025 | HEICO | HEI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/22/2025 | HEICO | HEI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/20/2025 | Northrop Grumman | NOC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2025 | Kratos Defense & Security | KTOS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2025 | Karman Holdings Inc | KRMN | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2025 | Ducommun Incorporated | DCO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/7/2025 | Amentum Holdings Inc. | AMTM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/7/2025 | Aersale | ASLE | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/6/2025 | Leidos Holdings | LDOS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/1/2025 | VSE Corporation | VSEC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2025 | FTAI Aviation | FTAI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/25/2025 | L3Harris Technologies | LHX | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/24/2025 | General Dynamics Corp. | GD | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/23/2025 | Lockheed Martin | LMT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/23/2025 | Northrop Grumman | NOC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/23/2025 | RTX Corp. | RTX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/17/2025 | AeroVironment | AVAV | Maintain | Outperform (N/A) |
|
Details | ||
| 7/17/2025 | AAR Corporation | AIR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/3/2025 | Mercury Systems | MRCY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/3/2025 | Kratos Defense & Security | KTOS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/3/2025 | Karman Holdings Inc | KRMN | Maintain | Outperform (N/A) |
|
Details | ||
| 7/3/2025 | Ducommun Incorporated | DCO | Maintain | Outperform (N/A) |
|
Details | ||
| 7/3/2025 | AeroVironment | AVAV | Maintain | Outperform (N/A) |
|
Details | ||
| 6/10/2025 | GE Aerospace | GE | Maintain | Outperform (N/A) |
|
Details | ||
| 6/9/2025 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 6/9/2025 | Howmet Aerospace Inc. | HWM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/3/2025 | GE Aerospace | GE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2025 | HEICO | HEI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2025 | Amentum Holdings Inc. | AMTM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/14/2025 | Karman Holdings Inc | KRMN | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2025 | Kratos Defense & Security | KTOS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2025 | Aersale | ASLE | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/8/2025 | VSE Corporation | VSEC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2025 | Mercury Systems | MRCY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/7/2025 | Leidos Holdings | LDOS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/24/2025 | General Dynamics Corp. | GD | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/23/2025 | RTX Corp. | RTX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2025 | Northrop Grumman | NOC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2025 | Hexcel Corp. | HXL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2025 | GE Aerospace | GE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2025 | Mercury Systems | MRCY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/17/2025 | Kratos Defense & Security | KTOS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2025 | Karman Holdings Inc | KRMN | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2025 | Hexcel Corp. | HXL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2025 | FTAI Aviation | FTAI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/17/2025 | Amentum Holdings Inc. | AMTM | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/9/2025 | Karman Holdings Inc | KRMN | Maintain | Outperform (N/A) |
|
Details | ||
| 4/3/2025 | Karman Holdings Inc | KRMN | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2025 | Loar Holdings Inc | LOAR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/28/2025 | TransDigm | TDG | Maintain | Outperform (N/A) |
|
Details | ||
| 3/28/2025 | AAR Corporation | AIR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/27/2025 | Northrop Grumman | NOC | Upgrade | Outperform (Sector Perform) |
506.62 (507.76) |
0.23% | Details | |
| 3/27/2025 | Lockheed Martin | LMT | Downgrade | Sector Perform (Outperform) |
442.07 (505.18) |
14.28% | Details | |
| 3/24/2025 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/10/2025 | Karman Holdings Inc | KRMN | New Coverage | Outperform (N/A) |
28.16 (45.27) |
60.76% | Details | |
| 3/7/2025 | Aersale | ASLE | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/28/2025 | VSE Corporation | VSEC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2025 | HEICO | HEI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2025 | Ducommun Incorporated | DCO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2025 | Kratos Defense & Security | KTOS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2025 | V2X, Inc. | VVX | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/24/2025 | Loar Holdings Inc | LOAR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2025 | Howmet Aerospace Inc. | HWM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2025 | Mercury Systems | MRCY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/31/2025 | Northrop Grumman | NOC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/30/2025 | General Dynamics Corp. | GD | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/29/2025 | Lockheed Martin | LMT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2025 | RTX Corp. | RTX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2025 | Northrop Grumman | NOC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/27/2025 | L3Harris Technologies | LHX | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/27/2025 | Lockheed Martin | LMT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2025 | Hexcel Corp. | HXL | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2025 | GE Aerospace | GE | Maintain | Outperform (N/A) |
|
Details | ||
| 1/22/2025 | GE Aerospace | GE | Maintain | Outperform (N/A) |
|
Details | ||
| 1/10/2025 | Amentum Holdings Inc. | AMTM | New Coverage | Sector Perform (N/A) |
22.10 (20.47) |
-7.38% | Details | |
| 12/30/2024 | Ducommun Incorporated | DCO | New Coverage | Outperform (N/A) |
60.85 (169.55) |
178.64% | Details | |
| 12/19/2024 | General Dynamics Corp. | GD | Downgrade | Sector Perform (Outperform) |
265.22 (348.40) |
31.36% | Details | |
| 12/19/2024 | V2X, Inc. | VVX | Downgrade | Sector Perform (Outperform) |
56.19 (76.69) |
36.48% | Details | |
| 12/19/2024 | Hexcel Corp. | HXL | Upgrade | Outperform (Sector Perform) |
63.60 (95.28) |
49.81% | Details | |
| 12/19/2024 | RTX Corp. | RTX | Upgrade | Outperform (Sector Perform) |
117.42 (187.59) |
59.76% | Details | |
| 12/16/2024 | Loar Holdings Inc | LOAR | Maintain | Outperform (N/A) |
|
Details | ||
| 12/6/2024 | VSE Corporation | VSEC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/12/2024 | Loar Holdings Inc | LOAR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2024 | L3Harris Technologies | LHX | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/28/2024 | Standard Aero Inc | SARO | New Coverage | Outperform (N/A) |
31.17 (27.91) |
-10.46% | Details | |
| 10/23/2024 | RTX Corp. | RTX | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/23/2024 | Lockheed Martin | LMT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/23/2024 | GE Aerospace | GE | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2024 | VSE Corporation | VSEC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2024 | Loar Holdings Inc | LOAR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2024 | Lockheed Martin | LMT | Maintain | Outperform (N/A) |
|
Details | ||
| 9/19/2024 | Fortress Transportation | FTAI | Maintain | Outperform (N/A) |
|
Details | ||
| 9/5/2024 | AeroVironment | AVAV | Maintain | Outperform (N/A) |
|
Details | ||
| 9/3/2024 | AeroVironment | AVAV | Maintain | Outperform (N/A) |
|
Details | ||
| 8/28/2024 | HEICO | HEI | Maintain | Outperform (N/A) |
|
Details | ||
| 8/14/2024 | Mercury Systems | MRCY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/14/2024 | Loar Holdings Inc | LOAR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/14/2024 | Hexcel Corp. | HXL | Downgrade | Sector Perform (Outperform) |
61.97 (63.60) |
2.63% | Details | |
| 8/14/2024 | L3Harris Technologies | LHX | Downgrade | Sector Perform (Outperform) |
227.88 (289.63) |
27.1% | Details | |
| 8/8/2024 | Aersale | ASLE | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/5/2024 | Lockheed Martin | LMT | Upgrade | Outperform (Sector Perform) |
548.86 (442.07) |
-19.46% | Details | |
| 8/1/2024 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2024 | Leidos Holdings | LDOS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/31/2024 | Howmet Aerospace Inc. | HWM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/26/2024 | RTX Corp. | RTX | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/26/2024 | Northrop Grumman | NOC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/25/2024 | Fortress Transportation | FTAI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2024 | Lockheed Martin | LMT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/24/2024 | GE Aerospace | GE | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2024 | Hexcel Corp. | HXL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2024 | AAR Corporation | AIR | Maintain | Outperform (N/A) |
|
Details | ||
| 6/28/2024 | AeroVironment | AVAV | Maintain | Outperform (N/A) |
|
Details | ||
| 6/27/2024 | TransDigm | TDG | Maintain | Outperform (N/A) |
|
Details | ||
| 6/25/2024 | AeroVironment | AVAV | Maintain | Outperform (N/A) |
|
Details | ||
| 6/24/2024 | TransDigm | TDG | Maintain | Outperform (N/A) |
|
Details | ||
| 6/14/2024 | Hexcel Corp. | HXL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/13/2024 | Leidos Holdings | LDOS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 6/11/2024 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2024 | Fortress Transportation | FTAI | Maintain | Outperform (N/A) |
|
Details | ||
| 6/3/2024 | Kratos Defense & Security | KTOS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/30/2024 | HEICO | HEI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/24/2024 | AAR Corporation | AIR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2024 | HEICO | HEI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2024 | Loar Holdings Inc | LOAR | New Coverage | Outperform (N/A) |
50.75 (78.49) |
54.66% | Details | |
| 5/8/2024 | V2X, Inc. | VVX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2024 | TransDigm | TDG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2024 | Spirit AeroSystems | SPR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/3/2024 | Howmet Aerospace Inc. | HWM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2024 | Fortress Transportation | FTAI | New Coverage | Outperform (N/A) |
73.20 (274.51) |
275.01% | Details | |
| 5/1/2024 | Leidos Holdings | LDOS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/29/2024 | L3Harris Technologies | LHX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2024 | Northrop Grumman | NOC | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/24/2024 | GE Aerospace | GE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/16/2024 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/5/2024 | AeroVironment | AVAV | Maintain | Outperform (N/A) |
|
Details | ||
| 4/4/2024 | General Electric | GE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/20/2024 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/18/2024 | Howmet Aerospace Inc. | HWM | New Coverage | Outperform (N/A) |
65.50 (276.91) |
322.76% | Details | |
| 3/12/2024 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/8/2024 | Aersale | ASLE | Maintain | Sector Perform (N/A) |
|
Details | ||
| 3/1/2024 | General Electric | GE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2024 | HEICO | HEI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2024 | Leidos Holdings | LDOS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/9/2024 | TransDigm | TDG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2024 | Mercury Systems | MRCY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 2/1/2024 | Boeing | BA | Maintain | (N/A) |
|
Details | ||
| 1/29/2024 | L3Harris Technologies | LHX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2024 | Northrop Grumman | NOC | Downgrade | Sector Perform (Outperform) |
463.92 (506.62) |
9.2% | Details | |
| 1/24/2024 | Lockheed Martin | LMT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 1/24/2024 | General Electric | GE | Maintain | Outperform (N/A) |
|
Details | ||
| 12/20/2023 | HEICO | HEI | Maintain | Outperform (N/A) |
|
Details | ||
| 12/18/2023 | General Electric | GE | New Coverage | Outperform (N/A) |
123.23 (373.14) |
202.8% | Details | |
| 12/6/2023 | AeroVironment | AVAV | Maintain | Outperform (N/A) |
|
Details | ||
| 11/30/2023 | AeroVironment | AVAV | Maintain | Outperform (N/A) |
|
Details | ||
| 11/28/2023 | Boeing | BA | Upgrade | Outperform (Sector Perform) |
220.00 (220.71) |
0.32% | Details | |
| 11/10/2023 | TransDigm | TDG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2023 | Ducommun Incorporated | DCO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2023 | V2X, Inc. | VVX | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2023 | VSE Corporation | VSEC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2023 | Kratos Defense & Security | KTOS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2023 | Spirit AeroSystems | SPR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/30/2023 | L3Harris Technologies | LHX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/26/2023 | Boeing | BA | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/25/2023 | Hexcel Corp. | HXL | Maintain | Outperform (N/A) |
|
Details | ||
| 9/27/2023 | AAR Corporation | AIR | Maintain | Outperform (N/A) |
|
Details | ||
| 9/12/2023 | RTX Corp. | RTX | Downgrade | Sector Perform (Outperform) |
83.48 (117.42) |
40.66% | Details | |
| 9/6/2023 | AeroVironment | AVAV | Maintain | Outperform (N/A) |
|
Details | ||
| 8/16/2023 | Mercury Systems | MRCY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/15/2023 | Hexcel Corp. | HXL | Upgrade | Outperform (Sector Perform) |
68.21 (95.28) |
39.69% | Details | |
| 8/9/2023 | V2X, Inc. | VVX | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2023 | TransDigm | TDG | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2023 | Aersale | ASLE | Downgrade | Sector Perform (Outperform) |
14.47 (6.55) |
-54.73% | Details | |
| 8/3/2023 | Spirit AeroSystems | SPR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/2/2023 | Leidos Holdings | LDOS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/28/2023 | L3Harris Technologies | LHX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/26/2023 | Raytheon Technologies Corp. | RTX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2023 | VSE Corporation | VSEC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2023 | Lockheed Martin | LMT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 7/19/2023 | AAR Corporation | AIR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/4/2023 | VSE Corporation | VSEC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/3/2023 | Mercury Systems | MRCY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/16/2023 | Ducommun Incorporated | DCO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2023 | TransDigm | TDG | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2023 | Aersale | ASLE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2023 | Spirit AeroSystems | SPR | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/3/2023 | Mercury Systems | MRCY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/3/2023 | Leidos Holdings | LDOS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 5/2/2023 | VSE Corporation | VSEC | Upgrade | Outperform (Sector Perform) |
42.29 (223.57) |
428.66% | Details | |
| 4/27/2023 | Boeing | BA | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/26/2023 | Hexcel Corp. | HXL | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/19/2023 | Lockheed Martin | LMT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 3/22/2023 | AAR Corporation | AIR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2023 | TransDigm | TDG | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2023 | Spirit AeroSystems | SPR | Downgrade | Sector Perform (Outperform) |
36.14 (39.50) |
9.3% | Details | |
| 2/3/2023 | Boeing | BA | Downgrade | Sector Perform (Outperform) |
214.75 (220.71) |
2.78% | Details | |
| 1/26/2023 | V2X, Inc. | VVX | New Coverage | Outperform (N/A) |
43.11 (56.19) |
30.34% | Details | |
| 12/16/2022 | Mercury Systems | MRCY | Downgrade | Sector Perform (Outperform) |
49.44 (75.28) |
52.27% | Details | |
| 12/2/2022 | Leidos Holdings | LDOS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/30/2022 | Aersale | ASLE | New Coverage | Outperform (N/A) |
15.54 (6.55) |
-57.85% | Details | |
| 11/4/2022 | Spirit AeroSystems | SPR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2022 | Kratos Defense & Security | KTOS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2022 | Maxar Technologies Ltd | MAXR | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2022 | Leidos Holdings | LDOS | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/27/2022 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/26/2022 | Raytheon Technologies Corp. | RTX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/26/2022 | Hexcel Corp. | HXL | Maintain | Sector Perform (N/A) |
|
Details | ||
| 10/24/2022 | HEICO | HEI | Upgrade | Outperform (Sector Perform) |
148.67 (341.53) |
129.72% | Details | |
| 10/19/2022 | Lockheed Martin | LMT | Maintain | Sector Perform (N/A) |
|
Details | ||
| 9/30/2022 | AeroVironment | AVAV | Maintain | Outperform (N/A) |
|
Details | ||
| 9/23/2022 | AAR Corporation | AIR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/31/2022 | HEICO | HEI | Maintain | Sector Perform (N/A) |
|
Details | ||
| 8/30/2022 | Leidos Holdings | LDOS | New Coverage | Sector Perform (N/A) |
97.20 (180.89) |
86.1% | Details | |
| 8/30/2022 | L3Harris Technologies | LHX | New Coverage | Outperform (N/A) |
234.06 (289.63) |
23.74% | Details | |
| 8/30/2022 | Lockheed Martin | LMT | New Coverage | Sector Perform (N/A) |
431.13 (548.86) |
27.31% | Details | |
| 8/22/2022 | AeroVironment | AVAV | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2022 | Spirit AeroSystems | SPR | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2022 | Mercury Systems | MRCY | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2022 | Raytheon Technologies Corp. | RTX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/22/2022 | AAR Corporation | AIR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/12/2022 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 6/21/2022 | Maxar Technologies Ltd | MAXR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/18/2022 | Mercury Systems | MRCY | Upgrade | Outperform (Sector Perform) |
58.28 (105.17) |
80.46% | Details | |
| 5/18/2022 | VSE Corporation | VSEC | Downgrade | Sector Perform (Outperform) |
39.15 (223.57) |
471.06% | Details | |
| 5/18/2022 | AeroVironment | AVAV | Upgrade | Outperform (Sector Perform) |
78.61 (138.50) |
76.19% | Details | |
| 5/10/2022 | Maxar Technologies Ltd | MAXR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2022 | Spirit AeroSystems | SPR | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2022 | Mercury Systems | MRCY | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/28/2022 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2022 | Hexcel Corp. | HXL | Maintain | Sector Perform (N/A) |
|
Details | ||
| 4/8/2022 | Raytheon Technologies Corp. | RTX | New Coverage | Outperform (N/A) |
100.98 (187.59) |
85.77% | Details | |
| 3/30/2022 | Maxar Technologies Ltd | MAXR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/23/2022 | AAR Corporation | AIR | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2022 | AeroVironment | AVAV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 3/3/2022 | Spirit AeroSystems | SPR | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2022 | Kratos Defense & Security | KTOS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2022 | Boeing | BA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2022 | AAR Corporation | AIR | Maintain | Outperform (N/A) |
|
Details | ||
| 1/20/2022 | Maxar Technologies Ltd | MAXR | New Coverage | Outperform (N/A) |
27.05 (52.99) |
95.9% | Details | |
| 12/16/2021 | Hexcel Corp. | HXL | Maintain | Sector Perform (N/A) |
|
Details | ||
| 12/8/2021 | AeroVironment | AVAV | Maintain | Sector Perform (N/A) |
|
Details | ||
| 11/19/2021 | VSE Corporation | VSEC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2021 | TransDigm | TDG | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2021 | Spirit AeroSystems | SPR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2021 | VSE Corporation | VSEC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2021 | VSE Corporation | VSEC | New Coverage | Outperform (N/A) |
48.37 (223.57) |
362.21% | Details | |
| 10/22/2021 | TransDigm | TDG | New Coverage | Outperform (N/A) |
643.35 (1281.81) |
99.24% | Details | |
| 10/22/2021 | Boeing | BA | New Coverage | Outperform (N/A) |
216.17 (220.71) |
2.1% | Details | |
| 10/22/2021 | Spirit AeroSystems | SPR | New Coverage | Outperform (N/A) |
44.12 (39.50) |
-10.47% | Details | |
| 10/22/2021 | Mercury Computer | MRCY | New Coverage | Sector Perform (N/A) |
52.91 (105.17) |
98.77% | Details | |
| 10/22/2021 | Kratos Defense & Security | KTOS | New Coverage | Outperform (N/A) |
22.75 (47.23) |
107.6% | Details | |
| 10/22/2021 | Hexcel Corp. | HXL | New Coverage | Sector Perform (N/A) |
58.56 (95.28) |
62.7% | Details | |
| 10/22/2021 | HEICO | HEI | New Coverage | Sector Perform (N/A) |
138.42 (341.53) |
146.73% | Details | |
| 10/22/2021 | Ducommun Incorporated | DCO | New Coverage | Outperform (N/A) |
49.49 (60.85) |
22.95% | Details | |
| 10/22/2021 | AeroVironment | AVAV | New Coverage | Sector Perform (N/A) |
92.52 (138.50) |
49.7% | Details | |
| 10/22/2021 | AAR Corporation | AIR | New Coverage | Outperform (N/A) |
33.77 (136.68) |
304.74% | Details |
