Ratings by JPMorgan (Seth M. Seifman)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 2/26/2026 | L3Harris Technologies | LHX | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/19/2026 | Howmet Aerospace Inc. | HWM | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/5/2026 | L3Harris Technologies | LHX | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/3/2026 | CACI International | CACI | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/29/2026 | Textron | TXT | Maintain | Neutral (Neutral) |
|
Details | ||
| 12/19/2025 | Lockheed Martin | LMT | Downgrade | Neutral (Overweight) |
474.79 (671.77) |
41.49% | Details | |
| 12/5/2025 | Science Applications | SAIC | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/14/2025 | TransDigm | TDG | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/10/2025 | Howmet Aerospace Inc. | HWM | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/4/2025 | L3Harris Technologies | LHX | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/27/2025 | Textron | TXT | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/27/2025 | CACI International | CACI | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/8/2025 | Science Applications | SAIC | Downgrade | Neutral (Overweight) |
106.22 (95.40) |
-10.19% | Details | |
| 8/12/2025 | Mercury Systems | MRCY | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/8/2025 | CACI International | CACI | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/7/2025 | TransDigm | TDG | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/4/2025 | Howmet Aerospace Inc. | HWM | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/25/2025 | Textron | TXT | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/23/2025 | Lockheed Martin | LMT | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/16/2025 | Mercury Systems | MRCY | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/21/2025 | L3Harris Technologies | LHX | Maintain | Overweight (N/A) |
|
Details | ||
| 5/9/2025 | Huntington Ingalls | HII | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/9/2025 | Howmet Aerospace Inc. | HWM | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/23/2025 | Lockheed Martin | LMT | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/15/2025 | Science Applications | SAIC | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/7/2025 | Howmet Aerospace Inc. | HWM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2025 | Howmet Aerospace Inc. | HWM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2025 | Huntington Ingalls | HII | Maintain | Neutral (N/A) |
|
Details | ||
| 2/5/2025 | Mercury Systems | MRCY | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/31/2025 | L3Harris Technologies | LHX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2025 | Lockheed Martin | LMT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2025 | Textron | TXT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/16/2025 | Textron | TXT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/16/2025 | Lockheed Martin | LMT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2025 | L3Harris Technologies | LHX | Maintain | Overweight (N/A) |
|
Details | ||
| 12/11/2024 | TransDigm | TDG | Maintain | Neutral (N/A) |
|
Details | ||
| 12/11/2024 | L3Harris Technologies | LHX | Maintain | Overweight (N/A) |
|
Details | ||
| 12/11/2024 | Lockheed Martin | LMT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/11/2024 | CACI International | CACI | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2024 | Science Applications | SAIC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2024 | Howmet Aerospace Inc. | HWM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2024 | Mercury Systems | MRCY | Maintain | Neutral (N/A) |
|
Details | ||
| 10/14/2024 | Textron | TXT | Maintain | Neutral (N/A) |
|
Details | ||
| 10/14/2024 | TransDigm | TDG | Maintain | Neutral (N/A) |
|
Details | ||
| 10/14/2024 | Lockheed Martin | LMT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/2/2024 | Science Applications | SAIC | Upgrade | Overweight (Neutral) |
140.77 (106.22) |
-24.54% | Details | |
| 9/11/2024 | Triumph Group | TGI | Maintain | Neutral (N/A) |
|
Details | ||
| 9/9/2024 | Huntington Ingalls | HII | Downgrade | Neutral (Overweight) |
269.21 (429.11) |
59.4% | Details | |
| 9/6/2024 | Science Applications | SAIC | Maintain | Neutral (N/A) |
|
Details | ||
| 9/5/2024 | Mercury Systems | MRCY | Maintain | Neutral (N/A) |
|
Details | ||
| 9/4/2024 | TransDigm | TDG | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2024 | Howmet Aerospace Inc. | HWM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2024 | L3Harris Technologies | LHX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2024 | Lockheed Martin | LMT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2024 | Textron | TXT | Maintain | Neutral (N/A) |
|
Details | ||
| 7/10/2024 | Science Applications | SAIC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/10/2024 | CACI International | CACI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/8/2024 | Spirit AeroSystems | SPR | Downgrade | Neutral (Overweight) |
33.82 (39.50) |
16.79% | Details | |
| 5/24/2024 | Mercury Systems | MRCY | Maintain | Neutral (N/A) |
|
Details | ||
| 5/6/2024 | Huntington Ingalls | HII | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2024 | L3Harris Technologies | LHX | Maintain | Overweight (N/A) |
|
Details | ||
| 4/15/2024 | Triumph Group | TGI | Upgrade | Neutral (Underweight) |
13.58 (26.01) |
91.53% | Details | |
| 4/15/2024 | Lockheed Martin | LMT | Upgrade | Overweight (Neutral) |
450.40 (474.79) |
5.42% | Details | |
| 4/12/2024 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 3/27/2024 | TransDigm | TDG | Maintain | Neutral (N/A) |
|
Details | ||
| 3/25/2024 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 3/21/2024 | Huntington Ingalls | HII | Maintain | Overweight (N/A) |
|
Details | ||
| 3/19/2024 | Science Applications | SAIC | Maintain | Neutral (N/A) |
|
Details | ||
| 2/14/2024 | Howmet Aerospace Inc. | HWM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2024 | TransDigm | TDG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/8/2024 | Huntington Ingalls | HII | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2024 | Mercury Systems | MRCY | Maintain | Neutral (N/A) |
|
Details | ||
| 2/6/2024 | CACI International | CACI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2024 | Textron | TXT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/24/2024 | Lockheed Martin | LMT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/11/2024 | L3Harris Technologies | LHX | Upgrade | Overweight (Neutral) |
203.47 (366.61) |
80.18% | Details | |
| 12/20/2023 | Textron | TXT | Maintain | Neutral (N/A) |
|
Details | ||
| 12/20/2023 | Howmet Aerospace Inc. | HWM | Maintain | Overweight (N/A) |
|
Details | ||
| 12/5/2023 | Science Applications | SAIC | Downgrade | Neutral (Overweight) |
119.92 (140.77) |
17.39% | Details | |
| 11/16/2023 | Spirit AeroSystems | SPR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2023 | Triumph Group | TGI | Maintain | Underweight (N/A) |
|
Details | ||
| 11/6/2023 | Howmet Aerospace Inc. | HWM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2023 | Huntington Ingalls | HII | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2023 | Spirit AeroSystems | SPR | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2023 | Lockheed Martin | LMT | Maintain | Neutral (N/A) |
|
Details | ||
| 9/28/2023 | Huntington Ingalls | HII | Upgrade | Overweight (Neutral) |
200.41 (269.21) |
34.33% | Details | |
| 8/16/2023 | Mercury Systems | MRCY | Maintain | Neutral (N/A) |
|
Details | ||
| 8/11/2023 | CACI International | CACI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/9/2023 | TransDigm | TDG | Maintain | Neutral (N/A) |
|
Details | ||
| 8/3/2023 | Spirit AeroSystems | SPR | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2023 | Howmet Aerospace Inc. | HWM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2023 | Textron | TXT | Maintain | Neutral (N/A) |
|
Details | ||
| 7/24/2023 | Science Applications | SAIC | Maintain | Overweight (N/A) |
|
Details | ||
| 6/26/2023 | Mercury Systems | MRCY | Downgrade | Neutral (Overweight) |
34.87 (86.42) |
147.83% | Details | |
| 5/15/2023 | TransDigm | TDG | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2023 | Textron | TXT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2023 | Howmet Aerospace Inc. | HWM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2023 | CACI International | CACI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/19/2023 | Lockheed Martin | LMT | Maintain | Neutral (N/A) |
|
Details | ||
| 3/8/2023 | Kaman Corporation | KAMN | Maintain | Underweight (N/A) |
|
Details | ||
| 2/15/2023 | Howmet Aerospace Inc. | HWM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2023 | Spirit AeroSystems | SPR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/31/2023 | Textron | TXT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/26/2023 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2023 | Lockheed Martin | LMT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/20/2023 | Lockheed Martin | LMT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/20/2023 | L3Harris Technologies | LHX | Maintain | Neutral (N/A) |
|
Details | ||
| 1/11/2023 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2022 | L3Harris Technologies | LHX | Maintain | Neutral (N/A) |
|
Details | ||
| 12/12/2022 | Lockheed Martin | LMT | Maintain | Neutral (N/A) |
|
Details | ||
| 12/12/2022 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/21/2022 | Kaman Corporation | KAMN | Maintain | Underweight (N/A) |
|
Details | ||
| 11/14/2022 | Spirit AeroSystems | SPR | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2022 | Howmet Aerospace Inc. | HWM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/9/2022 | TransDigm | TDG | Maintain | Neutral (N/A) |
|
Details | ||
| 11/9/2022 | L3Harris Technologies | LHX | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2022 | Kaman Corporation | KAMN | New Coverage | Underweight (N/A) |
34.56 (45.99) |
33.07% | Details | |
| 10/28/2022 | Textron | TXT | Maintain | Neutral (N/A) |
|
Details | ||
| 10/27/2022 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/21/2022 | CACI International | CACI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2022 | Mercury Systems | MRCY | Maintain | Overweight (N/A) |
|
Details | ||
| 10/19/2022 | Lockheed Martin | LMT | Maintain | Neutral (N/A) |
|
Details | ||
| 10/13/2022 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/9/2022 | Spirit AeroSystems | SPR | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2022 | Textron | TXT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/20/2022 | Lockheed Martin | LMT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/12/2022 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 3/21/2022 | Boeing | BA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2022 | Mercury Systems | MRCY | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2022 | Triumph Group | TGI | Maintain | Underweight (N/A) |
|
Details | ||
| 1/28/2022 | Textron | TXT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/18/2021 | Boeing | BA | Upgrade | Overweight (Neutral) |
225.80 (231.11) |
2.35% | Details | |
| 11/1/2021 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 8/23/2021 | Triumph Group | TGI | Maintain | Underweight (N/A) |
|
Details | ||
| 8/23/2021 | Kaman Corporation | KAMN | Maintain | Underweight (N/A) |
|
Details | ||
| 8/17/2021 | CACI International | CACI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/9/2021 | Howmet Aerospace Inc. | HWM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2021 | Mercury Computer | MRCY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/25/2021 | Triumph Group | TGI | Maintain | Underweight (N/A) |
|
Details | ||
| 5/6/2021 | Kaman Corporation | KAMN | Maintain | Underweight (N/A) |
|
Details | ||
| 5/3/2021 | Boeing | BA | Maintain | Neutral (N/A) |
|
Details | ||
| 4/21/2021 | Lockheed Martin | LMT | Maintain | Neutral (N/A) |
|
Details | ||
| 2/16/2021 | TransDigm | TDG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/4/2021 | Triumph Group | TGI | Maintain | Underweight (N/A) |
|
Details | ||
| 1/29/2021 | Textron | TXT | Maintain | Neutral (N/A) |
|
Details | ||
| 12/15/2020 | TransDigm | TDG | Maintain | Neutral (N/A) |
|
Details | ||
| 12/15/2020 | Spirit AeroSystems | SPR | Maintain | Overweight (N/A) |
|
Details | ||
| 12/15/2020 | L3Harris Technologies | LHX | Downgrade | Neutral (Overweight) |
189.18 (203.47) |
7.55% | Details | |
| 12/15/2020 | Huntington Ingalls | HII | Maintain | Neutral (N/A) |
|
Details | ||
| 12/4/2020 | Science Applications | SAIC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/10/2020 | TransDigm | TDG | Maintain | Neutral (N/A) |
|
Details | ||
| 11/10/2020 | Spirit AeroSystems | SPR | Upgrade | Overweight (Neutral) |
26.76 (33.82) |
26.38% | Details | |
| 11/5/2020 | L3Harris Technologies | LHX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2020 | Spirit AeroSystems | SPR | Upgrade | Overweight (Neutral) |
18.14 (39.50) |
117.75% | Details | |
| 8/10/2020 | TransDigm | TDG | Maintain | Neutral (N/A) |
|
Details | ||
| 8/5/2020 | Spirit AeroSystems | SPR | Maintain | Neutral (N/A) |
|
Details | ||
| 8/5/2020 | Mercury Computer | MRCY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/14/2020 | L3Harris Technologies | LHX | Maintain | Overweight (N/A) |
|
Details | ||
| 2/27/2020 | Kaman Corporation | KAMN | Maintain | Underweight (N/A) |
|
Details | ||
| 2/20/2020 | Kaman Corporation | KAMN | Maintain | Underweight (N/A) |
|
Details | ||
| 2/14/2020 | Huntington Ingalls | HII | Maintain | Neutral (N/A) |
|
Details | ||
| 2/20/2019 | Huntington Ingalls | HII | Maintain | Neutral (N/A) |
|
Details |
