8.28.06: Aerospace/Defense Report
2 analysts and top management from 8 firms examine the Aerospace/Defense sector in this 44 page report from The Wall Street Transcript.
  1. Commercial Aerospace & Defense Contractors: Chris Lozier, Morningstar, Inc.

  2. Outlook for Commercial Aerospace: J.B. Groh, D.A. Davidson & Co.

  3. CEO Interviews (average 2,500 words): Ballistic Recovery Systems, Inc., DAC Technologies Group International, Inc., Edo Corporation, FSI International, Inc., Hawk Corporation, Herley Industries, Inc., Mattson Technology, Inc., Moller International, Inc.

    Topics covered: Commercial aircraft order flow - Boeing-Airbus duopoly - Fuel prices - The global aerospace market - Orchestrating the supply chain - In-flight broadband service - OEMs and suppliers - Interior retrofit programs - Industrial gas turbine market - Military aerospace and the defense industry - Forging and casting - Natural gas and energy prices - Global security threats - Global airline boom - Open skies agreements - Frequent point-to-point flying - Military transformational programs

    Companies covered: Boeing (BA), Southwest (LUV), Precision Castparts (PCP), General Electric (GE), Rolls-Royce (RYCEY), Ladish (LDSH), BE Aerospace (BEAV), Zodiac (ZODFF), Brooks Automation (BRKS), United Technologies (UTX), Caterpillar (CAT), Goodrich (GR), Lockheed Martin (LMT), Northrop Grumman (NOC), Raytheon (RTN), General Dynamics (GD), Textron (TXT), L-3 (LLL), Rockwell Collins (COL), Harris (HRS), Moog (MOG.A), Embraer (ERJ), FLIR Systems (FLIR).
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