Aerospace & Defense
11 companies under coverage.
Aerospace & Defense
RTX Corporation (RTX)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $337, +78% vs spot. It needs Gross Margin to surprise to the upside.
L3Harris Technologies Inc (LHX)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $509, +75% vs spot. It needs the multiple to hold or expand.
General Dynamics Corporation (GD)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $612, +73% vs spot. It needs Gross Margin to surprise to the upside.
Textron Inc (TXT)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $157, +71% vs spot. It needs Gross Margin to surprise to the upside.
Lockheed Martin Corporation (LMT)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $880, +73% vs spot. It needs Gross Margin to surprise to the upside.
Northrop Grumman Corporation (NOC)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $891, +75% vs spot. It needs Gross Margin to surprise to the upside.
Huntington Ingalls Industries Inc (HII)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $485, +73% vs spot. It needs Gross Margin to surprise to the upside.
Transdigm Group Incorporated (TDG)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $2,317, +74% vs spot. It needs the multiple to hold or expand.
Howmet Aerospace Inc (HWM)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $478, +78% vs spot. It needs the multiple to hold or expand.
GE Aerospace (GE)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $652, +74% vs spot. It needs the multiple to hold or expand.
Axon Enterprise Inc. (AXON)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $825, +47% vs spot. It needs the multiple to hold or expand.