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The following are the aerospace industry sector and company reports comprising The JSA Research Virtual Library of Aerospace Research. For our clients, to gain access to our reports, first click on the Date of a desired report, then complete the requested validation data. We welcome inquiries from anyone desiring information regarding access to our library. Company Names are links to home pages.

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The JSA Research AEROSPACE UNIVERSE

Aero/Defense - 08Q2,Again, to Exceed Expectations, 7/17/2008 , 4 pgs. (EPS/Price Targets, Valuation, Fundamentals (Contact us for a daily update)

INDUSTRY REPORTS

Electrion Will Be Clear-cut, 8/25/2008 , 2 pgs. (Defense Outlook Will Differ Depending On Election Outcome)
Russia's Georgia Invasion--What Course for the U.S.?, 8/14/2008 , 2 pgs. (Will the U.S. Meet the Challenge?)
Industry Report, 8/11/2008 , 2 pgs. (Russia's Invasion of Georgia--Bullish Watershed for Defense Shares)
08Q2 Score Card, 7/31/2008 , 2 pgs. (Industry Performance During Calendar 08Q2)
Significant Buying Opportunity, 6/19/2008 , 2 pgs. (Why now is the time to buy aerospace/defense stocks)
Current Topics, 6/11/2008 , 2 pgs. (BEAV/HON deal, industry outlook)
The FY09 Defense Authorization Bill, 5/20/2008 , 6 pgs. (The parties' differing approaches to defense spending)
Forging a Bullish Consensus, 4/1/2008 , 8 pgs. (Our ideas of the path to the presidency)
A Radically Changing World, 3/5/2008 , 2 pgs. (World events influencing defense decisions)
KC-45A - The Granddad of All Outsourcing, 3/3/2008 , 3 pgs. (The shocking $45B aerial tanker award to Airbus)
Our Stance for 2008, 12/26/2007 , 2 pgs. (Demand is high for commercial and defense)

LARGE-CAP STOCKS ($10 billion and above)

L-3 Communications , 8/4/2008 , 12 pgs. (Solid 08Q2 , Raised all Estimates)
Precision Castparts , 7/28/2008 , 10 pgs. (Sustained Above Trend Growth in FY09Q1)
United Technologies , 7/25/2008 , 8 pgs. (Solid 08Q2 Results)
Honeywell , 7/22/2008 , 10 pgs. (A solid 08Q2 performance)
Precision Castparts , 5/21/2008 , 12 pgs. (Strong FY08, Upped EPS Estimates, Price Targets)
Honeywell , 4/30/2008 , 6 pgs. (08Q1 Results; Raised Estimates)
United Technologies , 4/18/2008 , 8 pgs. (08Q1 Results, Outlook)
Boeing , 4/11/2008 , 8 pgs. (3rd and Last 787 Schedule Slippage)
Raytheon , 3/18/2008 , 52 pgs. (COMPANY REPORT)
General Dynamics , 2/7/2008 , 38 pgs. (COMPANY REPORT)
Boeing , 1/16/2008 , 1 pgs. (787 Outlook)
United Technologies , 12/3/2007 , 12 pgs. (07Q3 Update)
L-3 Communications , 10/30/2007 , 14 pgs. (EPS, Orders and Backlog Up)
Precision Castparts , 10/25/2007 , 14 pgs. (08Q2 Update)
Honeywell , 10/23/2007 , 12 pgs. (07Q3 Update)
Northrop Grumman , 9/20/2007 , 18 pgs. (07Q2 Performance)
Lockheed Martin , 8/21/2007 , 12 pgs.
L-3 Communications , 8/8/2007 , 12 pgs. (COMPANY REPORT)
General Dynamics , 7/12/2007 , 42 pgs. (COMPANY REPORT)
Honeywell , 5/10/2007 , 30 pgs. (COMPANY REPORT)
United Technologies , 3/16/2007 , 40 pgs. (COMPANY REPORT)
United Technologies , 3/15/2007 , 40 pgs. (COMPANY REPORT)
Northrop Grumman , 11/30/2006 , 16 pgs.
Northrop Grumman , 6/16/2006 , 32 pgs. (COMPANY REPORT)
Boeing , 7/7/2005 , 62 pgs. (COMPANY REPORT)

MID-CAP STOCKS ($2 billion < $10 billion)

Rockwell Collins , 8/26/2008 , 14 pgs. (FY08Q3 Company Update)
Spirit AeroSystems , 8/22/2008 , 14 pgs. (08Q2 Company Update--Raised EPS Estimates)
FLIR Systems , 8/12/2008 , 12 pgs. (08Q2 EPS Up 52%, EPS Up 42%, Record Backlog)
Curtiss-Wright , 8/5/2008 , 12 pgs. (08Q2 Orders Presage Potebtial Break-Out Sales Through 2012)
Alliant Techsystems , 6/13/2008 , 18 pgs. (Review of ATK's FY08--Outlook for FY09-13)
Curtiss-Wright , 5/7/2008 , 12 pgs. (COMPANY REPORT)
BE Aerospace , 5/5/2008 , 8 pgs. (08Q1 Update)
Hexcel , 4/25/2008 , 6 pgs. (Robust 08Q1, Raised Estimates)
Hexcel , 4/23/2008 , 6 pgs. (98Q1 Results; Raised Estimates)
BE Aerospace , 2/20/2008 , 12 pgs. (COMPANY REPORT)
DRS , 1/22/2008 , 12 pgs. (Outlook, 2008 and Beyond)
Goodrich , 12/28/2007 , 6 pgs. (907Q3 Above Consensus; Raised 2007-08 EPS)
Hexcel , 12/10/2007 , 8 pgs. (New Guidance; Raising Out Year Estimates)
BE Aerospace , 11/12/2007 , 12 pgs. (07Q3 Update)
FLIR Systems , 10/31/2007 , 12 pgs. (07Q3 Update)
Hexcel , 10/26/2007 , 12 pgs. (07Q3 Update)
Spirit AeroSystems , 7/27/2007 , 10 pgs. (Q2 Update)
FLIR Systems , 7/26/2007 , 12 pgs. (COMPANY REPORT)
Spirit AeroSystems , 6/12/2007 , 24 pgs. (COMPANY REPORT)
DRS Technologies , 5/16/2007 , 12 pgs. (COMPANY REPORT)
Goodrich , 5/14/2007 , 12 pgs. (Targets Revised)
Goodrich , 5/11/2007 , 8 pgs. (07Q1 Update)
Alliant Techsystems , 5/8/2007 , 18 pgs. (COMPANY REPORT)
Goodrich , 4/3/2007 , 30 pgs. (COMPANY REPORT)
Rockwell Collins , 1/19/2007 , 28 pgs. (FY07 Update)
Rockwell Collins , 1/18/2007 , 28 pgs. (COMPANY REPORT)
Hexcel , 6/28/2006 , 16 pgs. (COMPANY REPORT)

SMALL-CAP STOCKS (below $2 billion)

Moog, Inc. , 8/6/2008 , 12 pgs. (FY08Q3 Another Stellar Quarter--Military and Industrial Impetus)
AAR , 7/30/2008 , 12 pgs. (FY08Q4 In-line, Buy at Current Low Valuation)
Esterline Technol. , 6/2/2008 , 12 pgs. (Solid FY08Q2 Performance, Retaining Buy Rating)
Moog , 5/9/2008 , 10 pgs. (08Q2 Update)
Ducommun , 4/30/2008 , 6 pgs. (Solid 08Q1)
Orbital Sciences , 4/18/2008 , 6 pgs. (08Q1 Results; Selling TMS)
AAR , 12/24/2007 , 10 pgs. (Strong FY08Q2 EPS --Raising Price Targets)
Esterline Technol , 12/11/2007 , 12 pgs. (Solid FY07Q4, Raising 2008 EPS Estimate)
Esterline Technol , 11/21/2007 , 12 pgs. ( 07Q3 Update--Raising ESL to Buy)
Orbital Sciences , 10/25/2007 , 8 pgs. (07Q3 Update)
AAR , 10/9/2007 , 12 pgs. (Strong FY08Q1)
Moog , 5/25/2007 , 12 pgs. (COMPANY REPORT)
Esterline Technol , 3/6/2007 , 12 pgs. (COMPANY REPORT)

Visit our sister company, JSA Partners, Inc., a management consulting firm specializing in strategic counsel, focusing primarily on the Aerospace & Defense industry.

 
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