5 leading Analysts; and top management from 5 Sector Firms
examine this vital industry in this 38 page report from The Wall Street Transcript.
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Aerostructure Demand Rises Along Commercial Aircraft Production F. Carter Leake - BB&T Capital Markets
Defensive Plays in the Defense Space Michael Ciarmoli - KeyBanc Capital Markets Inc.
Exposure to OEMs to Fuel Upside in Commercial Aerospace Kenneth Herbert - Wedbush Securities
Increased Commercial Aviation Production & Aftermarket Service Opportunities Ben Elias - Sterne Agee & Leach, Inc.
Production and Aftermarket Growth in Commercial Aerospace Peter Skibitski - SunTrust Robinson Humphrey, Inc.
CEO Interviews (average 2,500 words): top management from 5 Sector Firms examine the outlook for its company and its sector. Firms interviewed include: Astronics Corporation, Cubic Corporation, Esterline Technologies Corporation, Moog Inc. , and Smith & Wesson Holding Corporation
Topics covered: Increased Commercial Aircraft Production Rate - Defense Budget Uncertainty - Aftermarket Service Growth Deceleration - Emerging Markets Air Travel Growth Rates
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Companies covered: AAR (AIR); ABB (ABB); ANA (9202.TYO); AeroVironment (AVAV); Airbus (EAD.PA); Alliant Techsystems (ATK); American Airlines (AMR); Astronics (ATRO); B/E Aerospace (BEAV); Boeing (BA); Bombardier (BBD-A.TO); China Eastern (CEA); Cubic (CUB); Curtiss-Wright (CW); Ducommun (DCO); Eaton (ETN); Embraer (ERJ); Esterline (ESL); FLIR Systems (FLIR); Force Protection (FRPT); GD (GD); General Electric (GE); Goodrich (GR); HEICO (HEI); Harris (HRS); Hexcel (HXL); Honeywell International (HON); Huntington Ingalls (HII); Kaman (KAMN); L-3 (LLL); Lockheed (LMT); Mercury Computer (MRCY); Moog Inc. (MOG-A); Navistar (NAV); Northrop (NOC); Orbital Sciences (ORB); Oshkosh (OSK); Precision Castparts (PCP); Raytheon (RTN); Rockwell Collins (COL); Rolls Royce's (RR.L); Smith & Wesson (SWHC); Spirit AeroSystems (SPR); Teledyne (TDY); Textron (TXT); TransDigm (TDG); Triumph (TGI); United Technologies (UTX); Woodward (WWD).
