Article on Defense Earnings at Seeking Alpha
Filed under: Business Line, Companies, Earnings, Events, General Dynamics, Lockheed Martin, Raytheon, Seeking Alpha
Here is an article I wrote for Seeking Alpha on recent defense earnings reports and how companies are addressing the difficult 2013 situation.
CSC and CACI Analysis – Seeking Alpha
Filed under: Business Line, CACI, Companies, CSC, Earnings, Events, IT, logistics, Seeking Alpha
This is an article I wrote for Seeking Alpha discussing trends in CSC and CACI earnings and stock price.
Some Evaluation of Smaller Defense Contractor Earnings – Seeking Alpha
Filed under: Alliant Techsystems, Business Line, Companies, development program, Earnings, Events, Military Aviation, production program, Rockwell Collins, Seeking Alpha
Here is a post I wrote for Seeking Alpha discussing ATK and Rockwell Collins recent earning reports.
Defense Industrials Continue 2012 Trends, Preparing For Rocky 2013 — Seeking Alpha
Filed under: Boeing, Business Line, Companies, development program, Earnings, Events, General Dynamics, Lockheed Martin, logistics, Northrop Grumman Corp., production program, Raytheon, Seeking Alpha
Here is a post I wrote for Seeking Alpha about the latest quarterly earnings of the 5 big defense contractors.
SAIC’s Break Up to Add Value — Seeking Alpha
Filed under: Business Line, Companies, development program, Events, logistics, production program, SAIC, Seeking Alpha, SETA, training
Here is an exclusive article I wrote for Seeking Alpha discussing the plan to breakup SAIC (SAI).
JLTV Contracts – Seeking Alpha
Filed under: AM General, BAE Systems, Business Line, Companies, development program, Events, Lockheed Martin, Navistar, Oshkosh Truck Corp, production program, Seeking Alpha
This is an article I wrote for Seeking Alpha on the JLTV program and its potential for the recent winners of the development contracts.
ATK Changes Paying Off? — Seeking Alpha
Filed under: Alliant Techsystems, Business Line, Companies, Earnings, Events, logistics, production program, Seeking Alpha, space
Here is an article I wrote at Seeking Alpha discussing Alliant Techsystems (ATK) latest earnings.
Seeking Alpha – Survey of Defense Earnings for Last Quarter
Filed under: Boeing, Business Line, Companies, development program, Earnings, Events, General Dynamics, Lockheed Martin, logistics, Military Aviation, Northrop Grumman Corp., production program, Seeking Alpha
I wrote an article at Seeking Alpha on this week’s earnings reports.
SAIC Expands Healthcare IT Business Line – Seeking Alpha
Filed under: Acquisitions, Business Line, Companies, Events, IT, logistics, medicine, SAIC, Seeking Alpha
Here is an article I wrote for Seeking Alpha about SIAC’s recent acquisition of a healthcare IT business.
Exclusive Article at Seeking Alpha on EADS Move to Alabama And Spirit Aerosystems
Filed under: Alabama, Business Line, Companies, Countries, EADS, Events, production program, Seeking Alpha, States
This is an article I wrote for Seeking Alpha discussing the decision by EADS to build a facility in Mobile, AL and its potential affect on Spirit AeroSystems.
Defense M&A — Seeking Alpha
Filed under: Acquisitions, Business Line, Companies, Congress, development program, Events, Federal Budget Process, HII, ITT Corporation, Northrop Grumman Corp., production program, Seeking Alpha
Here is an article I wrote for Seeking Alpha on potential defense M&A activity.
Congress, Defense Budget and Contractors — Seeking Alpha
Filed under: Boeing, Business Line, Companies, development program, Events, General Dynamics, HII, Lockheed Martin, Military Aviation, Northrop Grumman Corp., production program, Raytheon, Seeking Alpha
Here is an exclusive article I wrote for Seeking Alpha on Congressional changes to the defense budget and how they will aid contractors.
Lockheed Martin Earnings — Seeking Alpha
Filed under: Business Line, Companies, development program, Earnings, Events, IT, Lockheed Martin, logistics, Military Aviation, production program, Seeking Alpha
This is an exclusive article I wrote for Seeking Alpha about Lockheed Martin’s latest quarterly earnings and the rest of 2012.
Expectations for Defense Earnings This Quarter — Seeking Alpha
Filed under: Business Line, Companies, Earnings, Events, Honeywell, logistics, production program, Rockwell Collins, Seeking Alpha
This is an exclusive post I wrote for Seeking Alpha looking at the upcoming earning reports from defense contractors.
Northrop Grumman Stock Performance — Seeking Alpha
Filed under: Business Line, Companies, Events, Lockheed Martin, Northrop Grumman Corp., production program, Seeking Alpha
Here is an exclusive article I wrote for Seeking Alpha on Northrop Grumman (NOC) near term stock performance.
Raytheon: A Buy for the Future — Seeking Alpha
Filed under: Business Line, Companies, development program, Events, missile defense, production program, Raytheon, Seeking Alpha
Here is an exclusive article I wrote for Seeking Alpha about Raytheon’s (RTN) near term stock performance.
An Update on GD’s Recent Moves – Seeking Alpha
Filed under: Business Line, Companies, Earnings, Events, General Dynamics, Lockheed Martin, logistics, Military Aviation, Northrop Grumman Corp., production program, Restructuring, Seeking Alpha, Services
Here is an exclusive article I wrote for Seeking Alpha on some moves General Dynamics (GD) has made to adjust to current market conditions. The post may be found here.
Update on ITT Since the Break Up – Seeking Alpha
Filed under: Business Line, Companies, Earnings, Events, ITT Corporation, production program, Seeking Alpha
Here is an exclusive article I wrote for Seeking Alpha on the status of ITT’s components after their first earning reports. It may be found here.
Seeking Alpha: FLIR’s Future
Filed under: Business Line, Companies, Events, FLIR, L-3, Military Aviation, production program, Seeking Alpha, Services
This is an exclusive post I wrote for Seeking Alpha about FLIR and its near term future. It may be found here.
Seeking Alpha: Orbital Poised for a Good Year?
Filed under: Business Line, Companies, Department of Defense, development program, Events, missile defense, NASA, Orbital Systems, production program, Satellites, Seeking Alpha, Services, space
This is an exclusive article I wrote at Seeking Alpha on Orbital Sciences. It may be found here.
Curtiss-Wright: A Lot of Eyes Looking At It
Filed under: Business Line, Companies, Curtiss-Wright, Earnings, Events, logistics, missile defense, production program, Seeking Alpha
I wrote a premium article at Seeking Alpha about Curtiss-Wright’s (CW) upcoming earnings report next week. It may be found here.
Lockheed and Raytheon Earnings Reports
Filed under: Business Line, Companies, Earnings, Events, Lockheed Martin, Raytheon, Seeking Alpha
I wrote an exclusive post for Seeking Alpha discussing Lockheed Martin’s (LMT) and Raytheon’s (RTN) most recent earnings report. It may be found here.
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