9.12.05: Aerospace & Defense Report
3 analysts and top management from 6 firms examine the Aerospace & Defense sector in this 38 page report from The Wall Street Transcript.

  1. Commercial Aerospace & Defense Electronics: Peter Arment, JSA Research

  2. Prime Defense Contractors & Commercial Aerospace: Eric Hugel, Stephens Inc.

  3. Outlook for Defense Companies: Troy Lahr, Legg Mason Wood Walker

  4. CEO Interviews (average 2,500 words): Top management from 6 sector firms examine the outlook for their firm and sector. Firms interviewed include: The Allied Defense Group, Atlantis Systems Corp., Ducommun Inc., Flight Safety Technologies, HEICO Corporation and Moog.

    Topics covered: Military transformation  - Chapter 11  - Homeland Security  - High oil prices  - DD(X) program  - Budget deficits  - Industry investment risks 

    Companies covered: Boeing (BA), Northwest (NWAC), JetBlue's (JBLU), Precision Castparts (PCP), AAR (AIR), Goodrich (GR), TIMCO (TMAS), L-3 (LLL), Alliant Techsystems (ATK), Lockheed Martin (LMT), General Dynamics (GD), Northrop Grumman (NOC), Engineered Support Systems (EASI), Herley Industries (HRLY), Precision Castparts (PCP), Curtiss-Wright (CW), Moog (MOGa), Aviall (AVL), Esterline Technologies (ESL) and BE Aerospace (BEAV).
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    The Wall Street Transcript does not endorse the views of any interviewee nor does it make stock recommendations.

 

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