3 analysts and 5 sector firms examine the Aerospace/Defense segment in this 40-page report from The Wall Street Transcript.
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Outlook for Commercial Aerospace & Defense: Rick Whittington, JSA Research, Inc.
Mid-Cap Defense Electronics Companies: James McIlree, Collins Stewart LLC
Outlook for Aerospace/Defense Stocks: Alex P. Hamilton, Jesup & Lamont
CEO Interviews (average 2,500 words): Top management from 5 sector firms examine the outlook for their firm and sector. Firms interviewed include: Ducommun Incorporated, Electronic Control Security Inc., HEICO Corporation, Moog Inc., Valley Forge Composite Technologies, Inc.
Topics covered: Acquisitions - Bill-paying programs - Diversity - Management teams - State-of-the-art communications - Commercial markets - Domestic issues - The slowdown of global economies - Fuel prices - Raw material prices - Militarizing space - The cuts in defense spending
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Companies covered: Boeing (BA); Goodrich (GR); Rockwell Collins (COL); B/E Aerospace (BEAV); AeroVironment (AVAV); iRobot (IRBT); GeoEye (GEOY); RRsat (RRST); Force Protection (FRPT); Spirit AeroSystems (SPR); Lockheed (LMT); Teledyne (TDY); L-3 (LLL); General Dynamics (GD); Northrop (NOC); ATK (ATK); Raytheon (RTN).


