Over a week ago
Hot Stocks
The U.S. Navy awarded…
The U.S. Navy awarded Science Applications International Corp. a prime contract worth approximately $120M to provide mission engineering and integration support to produce, test and deliver MK48 heavyweight torpedo fuel tanks for the Naval Undersea Warfare Center Division Keyport. The firm-fixed-price contract was awarded and began in October 2020 and has an 18-month base period of performance with four option years. In support of the Naval Undersea Warfare Center Keyport, Washington, SAIC will provide all necessary facilities, resources, and management necessary to meet the production, test, and delivery requirements of both MK48 heavyweight all-up-round exercise and war shot fuel tank configurations for Navy and foreign military sales customers.
Show Hide Related Items >> <<
02/09/21 SAIC wins $830 U.S. Army contract for aviation systems engineering services 01/25/21 Parsons to lead industry team to work with U.S. Air Forces in Europe and Africa 11/05/20 SAIC names Prabu Natarajan CFO 11/04/20 SAIC wins spot on USDA contract for IT to farm and conservation agencies 09/24/20 William Blair William Blair uncovers second large, unannounced contract win for SAIC 09/16/20 William Blair SAIC seems to have won 8th largest contract at $753M, says William Blair 09/08/20 JPMorgan SAIC removed from Analyst Focus List at JPMorgan 09/03/20 Citi SAIC price target raised to $105 from $100 at Citi 12/03/20 SAIC narrows FY21 adj. EPS view to $5.95-$6.05 from $5.80-$6.10 12/03/20 SAIC reports Q3 adjusted EPS $1.62, consensus $1.53 09/02/20 SAIC backs FY21 adjusted EPS view $5.80-$6.10, consensus $6.13 09/02/20 SAIC reports Q2 adjusted EPS $1.63, consensus $1.44 09/02/20 Fly Intel: After-Hours Movers
Conference/Events
2021 Global Industrials…
2021 Global Industrials Virtual Conference will be held on February 16-18.
Show Hide Related Items >> <<
10/09/20 Vontier falls -14.2% 10/09/20 Vontier falls -10.6% 02/16/21 Timken's Philadelphia Gear receives $100M supply contract from U.S. Navy 02/12/21 Timken board approves stock buyback program for up to 10M shares 12/18/20 Timken starts production at new facility in San Jose Iturbide, Mexico 12/08/20 Timken announces $75M in capital investments through early 2022 01/19/21 Teradyne subsidiary LitePoint's IQgig platform selected by NewRadio 01/12/21 Teradyne, Syntiant collaborate to shorten time to market for processors 12/30/20 Teradyne CEO sells 53K shares of common stock 10/20/20 Teradyne up 5% to $92.37 after Q3 results, Q4/FY20 guidance beat estimates 11/24/20 Sealed Air names Christopher Stephens CFO 10/28/20 Sealed Air says chief commercial office Karlr Deily to retire 02/09/21 SAIC wins $830 U.S. Army contract for aviation systems engineering services 11/05/20 SAIC names Prabu Natarajan CFO 11/04/20 SAIC wins spot on USDA contract for IT to farm and conservation agencies 02/16/21 Rockwell Automation appoints Nicholas Gangestad as CFO 01/26/21 Rockwell Automation names Scott Genereux as chief revenue officer 11/20/20 Rockwell Automation's Fooks sells 7,000 common shares 11/17/20 Rockwell Automation CEO: Fiix is a really exciting acquisition for us 02/03/21 Workhorse Group appoints Chris Nordh as VP, commercial development 02/01/21 Ryder to pay employees to receive COVID-19 vaccinations 11/24/20 Bristol-Myers Squibb CVR rallies as FDA resumes domestic inspections 11/18/20 Ryder to pay $30M in bonuses to frontline employees in North America 12/27/20 Fly Intel: Top five weekend stock stories 10/07/20 Pool Corp. to replace E-Trade in S&P 500 at open on 10/7 10/07/20 Neogen to replace Pool Corp. in S&P 400 at open on 10/7 02/05/21 Microvast, Oshkosh enter joint development agreement 12/15/20 Oshkosh to acquire Pratt Miller for $115M 12/02/20 Workhorse sinks 20% after Postal Service again delays vehicle contract 12/01/20 Oshkosh receives $911M JLTV order from U.S. Army $297.07 / +6.205 (+2.13%)
02/10/21 Northrop Grumman gets DARPA contract for air-to-air missile engagement concept 02/03/21 Northrop Grumman awarded $329.89M Navy contract modification 02/01/21 Northrop Grumman completes sale of IT services business for $3.4B 02/01/21 Northrop Grumman announces $2B accelerated share repurchase program 02/05/21 Lockheed Martin awarded $478.16M Navy contract modification 01/29/21 Lockheed Martin board elects James Taiclet as chairman 01/27/21 Lockheed Martin awarded $129.36M Air Force contract 01/26/21 Lockheed Martin sees reducing office space by 2M square feet $105.43 / +0.175 (+0.17%)
02/04/21 Leidos awarded Military and Family Life Counseling contract worth $2B 01/25/21 Parsons to lead industry team to work with U.S. Air Forces in Europe and Africa 12/15/20 Leidos awarded FAA contract valued at up to $64M 12/10/20 Leidos to acquire IT and cloud solutions provider 1901 Group for $215M 01/29/21 Johnson Controls sees orders 'continuing to improve' going forward 01/29/21 Johnson Controls: Many end markets showed improved sequential demand in Q1 12/08/20 Microsoft, Johnson Controls announce global collaboration 11/03/20 Johnson Controls says remains focused on improved margin performance $143.81 / -2.605 (-1.78%)
01/27/21 Navistar partners with General Motors, J.B. Hunt for hydrogen truck ecosystem 01/19/21 J.B. Hunt jumps 3% to $153.00 after Q4 earnings beat 01/19/21 J.B. Hunt says Q4 revenue growth driven by ICS and Truck segments 12/22/20 J.B. Hunt, University of Arkansas announce $2.25M collaboration on diversity $201.80 / -1.565 (-0.77%)
02/11/21 Honeywell's 's Aircraft Data Gateway 400 to be installed on Embraer's E2 jets 02/03/21 Honeywell awarded a major contract by SEPCO 01/29/21 Honeywell says has good momentum for 2021 01/26/21 Pittsburgh International Airport announced a partnership with Honeywell 11/13/20 Third Point takes stake in PG&E, boosts Alibaba stake, exits Baxter 10/09/20 Vontier completes separation from Fortive 10/09/20 Vontier to replace Noble Energy in S&P 500 at open on 10/9 02/17/21 North American rail traffic rose 0.2% in the week ended February 13 02/10/21 North American rail traffic rose 2.1% in the week ended February 6 02/08/21 Canadian Pacific reports record January for Canadian grain transport 02/03/21 North American rail traffic rose 0.7% in the week ended January 30 02/16/21 Comtech awarded $1.3M renewal from Canadian carrier 02/11/21 Comtech awarded $4.2M in cyber training orders from federal government 02/10/21 Comtech awarded $1.6M follow-on amplifier order 02/09/21 Comtech gets contract valued up to $235.7M for refurbishments from U.S Army 02/02/21 Atkore rises 15.8% 02/02/21 Atkore rises 15.4% 02/02/21 Atkore announces $100M share repurchase program 11/19/20 Atkore rises 14.5% 12/01/20 APi Group announces up to $100M share repurchase program 11/16/20 Einhorn's Greenlight buys Twitter, exits Whirlpool in Q3 10/05/20 APi Group buys SK FireSafety Group and 3 more planned acquisitions 09/22/20 APi Group rises 8.7% 01/27/21 Credit Suisse Lockheed Martin price target lowered to $334 from $351 at Credit Suisse 01/07/21 Baird Lockheed Martin downgraded to Neutral from Outperform at Baird 01/07/21 Jefferies Jefferies downgrades Aerojet Rocketdyne to Hold, sees higher bid as unlikely 12/22/20 Credit Suisse Lockheed Martin price target raised to $409 from $400 at Credit Suisse $297.07 / +6.205 (+2.13%)
01/29/21 Credit Suisse Northrop Grumman price target lowered to $353 from $377 at Credit Suisse 01/29/21 Susquehanna Northrop Grumman price target lowered to $350 from $380 at Susquehanna 01/07/21 Baird Northrop Grumman downgraded to Neutral from Outperform at Baird 12/09/20 Noble Capital Kratos Defense price target raised to $26 from $23 at Noble Capital 02/16/21 Citi APi Group price target raised to $22 from $21 at Citi 12/14/20 Barclays APi Group price target raised to $21 from $20 at Barclays 09/22/20 Barclays APi Group initiated with an Overweight at Barclays 08/17/20 UBS APi Group price target raised to $20 from $15 at UBS 02/03/21 Credit Suisse Atkore price target raised to $61 from $54 at Credit Suisse 02/03/21 RBC Capital Atkore price target raised to $67 from $52 at RBC Capital 01/04/21 Credit Suisse Atkore upgraded to Outperform at Credit Suisse 01/04/21 Credit Suisse Atkore upgraded to Outperform from Neutral at Credit Suisse 12/17/20 Jefferies Comtech upgraded to Buy from Hold at Jefferies 09/22/20 Fly Intel: Top five analyst downgrades 06/04/20 Northland Comtech price target lowered to $24 from $27 at Northland 03/31/20 Citi Comtech price target lowered to $17 from $34 at Citi 02/04/21 Argus Canadian Pacific price target raised to $390 from $350 at Argus 01/28/21 CIBC Canadian Pacific price target lowered to C$490 from C$500 at CIBC 01/28/21 RBC Capital Canadian Pacific price target raised to C$509 from C$506 at RBC Capital 01/28/21 TD Securities Canadian Pacific price target raised to C$505 from C$500 at TD Securities 02/17/21 Fly Intel: Top five analyst downgrades 02/17/21 Morgan Stanley Fortive downgraded to Equal Weight at Morgan Stanley after re-rating 02/17/21 Morgan Stanley Fortive downgraded to Equal Weight from Overweight at Morgan Stanley 02/05/21 Citi Fortive price target raised to $85 from $83 at Citi $201.80 / -1.565 (-0.77%)
02/01/21 Credit Suisse Honeywell price target lowered to $222 from $230 at Credit Suisse 02/01/21 Argus Honeywell price target raised to $225 from $195 at Argus 02/01/21 Deutsche Bank Honeywell price target raised to $222 from $212 at Deutsche Bank 02/01/21 RBC Capital Honeywell price target raised to $199 from $194 at RBC Capital $143.81 / -2.605 (-1.78%)
01/26/21 Susquehanna J.B. Hunt downgraded to Neutral from Positive at Susquehanna 01/26/21 Susquehanna J.B. Hunt downgraded to Neutral from Positive at Susquehanna 01/21/21 Deutsche Bank J.B. Hunt price target raised to $146 from $139 at Deutsche Bank 01/20/21 JPMorgan J.B. Hunt shares will 'lag the group,' says JPMorgan 02/03/21 Credit Suisse Lennox price target lowered to $285 from $300 at Credit Suisse 01/31/21 Morgan Stanley Johnson Controls price target raised to $52 from $48 at Morgan Stanley 01/11/21 HSBC Johnson Controls downgraded to Hold from Buy at HSBC 12/15/20 Deutsche Bank Johnson Controls downgraded to Hold with $50 target at Deutsche Bank $105.43 / +0.175 (+0.17%)
11/03/20 Credit Suisse Leidos price target lowered to $120 from $131 at Credit Suisse 09/23/20 Barclays Barclays upgrades Leidos to Overweight, sees above peer growth in 2021 09/23/20 Barclays Leidos upgraded to Overweight from Equal Weight at Barclays 09/22/20 JPMorgan Leidos upgraded to Overweight on bottomed estimates at JPMorgan 02/17/21 Fly Intel: Top five analyst upgrades 02/17/21 Jefferies Jefferies upgrades Oshkosh to Buy on AWP market potential 02/17/21 Jefferies Oshkosh upgraded to Buy from Hold at Jefferies 01/28/21 Deutsche Bank Oshkosh price target lowered to $111 from $128 at Deutsche Bank 02/10/21 Berenberg Leslie's initiated with a Hold at Berenberg 01/15/21 Jefferies Pool Corp. price target raised to $400 from $350 at Jefferies 12/31/20 William Blair Azek, Trex among Blair's top Specialty Distribution ideas for 2021 11/11/20 Stephens Pool Corp. resumed with an Equal Weight at Stephens 01/14/21 Fly Intel: Top five analyst initiations 01/14/21 Goldman Sachs Ryder initiated with a Buy at Goldman Sachs 01/12/21 JPMorgan Ryder price target raised to $65 from $59 at JPMorgan 12/14/20 Wells Fargo Ryder upgraded to Equal Weight from Underweight at Wells Fargo 02/09/21 Stifel Autodesk price target raised to $342 from $285 at Stifel 01/27/21 Credit Suisse Rockwell Automation price target lowered to $248 from $254 at Credit Suisse 01/27/21 Citi Rockwell Automation price target lowered to $291 from $297 at Citi 01/27/21 Baird Rockwell Automation upgraded to Outperform from Neutral at Baird 09/24/20 William Blair William Blair uncovers second large, unannounced contract win for SAIC 09/16/20 William Blair SAIC seems to have won 8th largest contract at $753M, says William Blair 09/08/20 JPMorgan SAIC removed from Analyst Focus List at JPMorgan 09/03/20 Citi SAIC price target raised to $105 from $100 at Citi 02/10/21 Seaport Global Seaport upgrades Sealed Air to Buy on confidence in growth story 02/10/21 Seaport Global Sealed Air upgraded to Buy from Neutral at Seaport Global 01/07/21 Fly Intel: Top five analyst upgrades 01/07/21 Citi Sealed Air upgraded to Buy from Neutral at Citi 01/29/21 DA Davidson Teradyne price target lowered to $135 from $155 at DA Davidson 01/25/21 Rosenblatt Rosenblatt starts Teradyne at Buy with primary market in upswing 01/25/21 Rosenblatt Teradyne initiated with a Buy at Rosenblatt 01/25/21 Deutsche Bank Teradyne price target raised to $150 from $130 at Deutsche Bank 02/16/21 Evercore ISI Timken downgraded to In Line from Outperform at Evercore ISI 02/16/21 Evercore ISI Terex upgraded to Outperform from In Line at Evercore ISI 01/20/21 Vertical Research Timken initiated with a Hold at Vertical Research 01/15/21 Jefferies Timken price target raised to $100 from $74 at Jefferies 12/15/20 Argus Vontier initiated with a Hold at Argus 11/11/20 Citi Vontier growth opportunities underappreciated, says Citi 10/26/20 Baird Vontier initiated with an Outperform at Baird 02/11/21 Vontier sees FY21 adjusted EPS $2.35-$2.45, consensus $2.44 02/11/21 Vontier sees Q1 adjusted EPS 52c-55c, consensus 53c 02/11/21 Vontier reports Q4 adjusted EPS 87c, consensus 85c 10/29/20 Vontier sees Q4 core revenue growth in mid-single digits, consensus $790.84M 02/04/21 Timken sees FY21 adjusted EPS $4.70-$5.10, consensus $4.89 02/04/21 Timken reports Q4 adjusted EPS 84c, consensus 93c 10/29/20 Timken reports Q3 EPS $1.13, consensus 90c 01/27/21 Teradyne sees Q1 adjusted EPS 95c-$1.11, consensus $1.03 01/27/21 Teradyne reports Q4 adjusted EPS $1.10, consensus $1.01 01/27/21 Notable companies reporting after market close 10/20/20 Teradyne sees FY20 adjusted EPS $4.50, consensus $3.90 02/09/21 Sealed Air sees FY21 EPS $3.25-$3.40, consensus $3.21 02/09/21 Sealed Air reports Q4 EPS 89c, consensus 76c 02/08/21 Notable companies reporting before tomorrow's open 12/03/20 SAIC narrows FY21 adj. EPS view to $5.95-$6.05 from $5.80-$6.10 12/03/20 SAIC reports Q3 adjusted EPS $1.62, consensus $1.53 09/02/20 SAIC backs FY21 adjusted EPS view $5.80-$6.10, consensus $6.13 09/02/20 SAIC reports Q2 adjusted EPS $1.63, consensus $1.44 01/26/21 Rockwell Automation reports Q1 EPS $2.38, consensus $1.89 01/26/21 Rockwell Automation reports Q1 EPS $2.38, consensus $1.89 02/11/21 Ryder sees Q1 non-GAAP EPS 50c-60c, consensus 56c 02/11/21 Ryder sees FY21 non-GAAP EPS $4.15-$4.65, consensus $4.06 02/11/21 Ryder reports Q4 non-GAAP EPS 83c, consensus 95c 10/28/20 Ryder reports Q EPS $1.21, consensus (32c) 02/11/21 Pool Corp. reports 2021 EPS $9.12-$9.62, consensus $9.25 02/11/21 Pool Corp. reports Q4 EPS ($1.45), consensus 76c 10/22/20 Pool Corp. raises FY20 EPS ex-items view $8.20-$8.50 from $7.05-$7.45 10/22/20 Pool Corp. reports Q3 EPS $2.92, consensus $2.18 01/27/21 Oshkosh reports Q1 adjusted EPS $1.13, consensus 73c 10/29/20 Oshkosh reports Q4 adjusted EPS $1.30, consensus $1.09 $297.07 / +6.205 (+2.13%)
01/28/21 Northrop Grumman sees FY21 adjusted EPS $23.15-$23.65, consensus $24.19 01/28/21 Northrop Grumman reports Q4 adjusted EPS $6.59, consensus $5.77 10/22/20 Northrop Grumman sees FY21 revenue in low-to-mid $37B range, consensus $37.45B 10/22/20 Northrop Grumman raises FY20 adj. EPS view to $22.25-$22.65 from $22.00-$22.40 01/26/21 Lockheed Martin sees FY21 EPS $26.00-$26.30, consensus $26.11 01/26/21 Lockheed Martin reports Q4 EPS $6.38, consensus $6.41 01/25/21 Notable companies reporting before tomorrow's open $105.43 / +0.175 (+0.17%)
11/02/20 Leidos raises FY20 adjusted EPS view to $5.65-$5.85 from $5.25-$5.55 11/02/20 Leidos reports Q3 adjusted EPS $1.47, consensus $1.23 02/17/21 Johnson Controls raises FY21 adjusted EPS view to $2.50-$2.60 from $2.45-$2.55 01/29/21 Johnson Controls sees FY21 adjusted EPS $2.45-$2.55, consensus $2.51 01/29/21 Johnson Controls sees Q2 adjusted EPS 47c-49c, consensus 48c 01/29/21 Johnson Controls reports Q1 adjusted EPS 43c, consensus 40c $143.81 / -2.605 (-1.78%)
01/19/21 J.B. Hunt reports Q4 EPS $1.44, consensus $1.30 01/19/21 Notable companies reporting after market close 10/16/20 J.B. Hunt reports Q3 EPS $1.18, consensus $1.27 10/15/20 Notable companies reporting before tomorrow's open $201.80 / -1.565 (-0.77%)
01/29/21 Honeywell sees Q1 EPS $1.68-$1.83, consensus $1.82 01/29/21 Honeywell sees FY21 adjusted EPS $7.60-$8.00, consensus $7.87 01/29/21 Honeywell reports Q4 adjusted EPS $2.07, consensus $2.00 01/28/21 Notable companies reporting before tomorrow's open 02/04/21 Fortive sees FY21 adjusted EPS $2.40-$2.55, consensus $2.42 02/04/21 Fortive sees Q1 adjusted EPS 56c-60c, consensus 55c 02/04/21 Fortive reports Q4 adjusted EPS 70c, consensus 62c 02/04/21 Notable companies reporting after market close 01/27/21 Canadian Pacific sees FY21 double-digit adjusted diluted EPS growth 01/27/21 Canadian Pacific reports Q4 adjusted EPS C$5.06 vs. C$4.77 last year 10/20/20 Canadian Pacific sees at least mid-single-digit adjusted EPS growth in 2020 10/20/20 Canadian Pacific reports Q3 adjusted EPS C$4.12 vs. C$4.61 last year 12/09/20 Comtech backs FY21 revenue view $610M-$630M, consensus $618.34M 12/09/20 Comtech reports Q1 adjusted EPS 15c, consensus ($1.78) 09/29/20 Comtech sees FY21 revenue $610M-$630M, consensus $654.93M. 09/29/20 Comtech reports Q4 EPS 21c, consensus (11c) 02/02/21 Atkore sees FY22 adjusted EBITDA approximately $400M 02/02/21 Atkore raises FY21 adjusted EPS view to $5.65-$5.95 from $3.95-$4.25 02/02/21 Atkore reports Q1 adjusted EPS $1.88, consensus $1.20 11/19/20 Atkore sees Q1 adjusted EPS $1.15-$1.30, consensus 76c 12/09/20 APi Group raises FY20 EPS to $1.14-$1.19 from $1.11-$1.15
Conference/Events
2021 Global Industrials…
2021 Global Industrials Virtual Conference will be held on February 16-18.
Show Hide Related Items >> <<
10/09/20 Vontier falls -14.2% 10/09/20 Vontier falls -10.6% 02/16/21 Timken's Philadelphia Gear receives $100M supply contract from U.S. Navy 02/12/21 Timken board approves stock buyback program for up to 10M shares 12/18/20 Timken starts production at new facility in San Jose Iturbide, Mexico 12/08/20 Timken announces $75M in capital investments through early 2022 01/19/21 Teradyne subsidiary LitePoint's IQgig platform selected by NewRadio 01/12/21 Teradyne, Syntiant collaborate to shorten time to market for processors 12/30/20 Teradyne CEO sells 53K shares of common stock 10/20/20 Teradyne up 5% to $92.37 after Q3 results, Q4/FY20 guidance beat estimates 11/24/20 Sealed Air names Christopher Stephens CFO 10/28/20 Sealed Air says chief commercial office Karlr Deily to retire 02/09/21 SAIC wins $830 U.S. Army contract for aviation systems engineering services 11/05/20 SAIC names Prabu Natarajan CFO 11/04/20 SAIC wins spot on USDA contract for IT to farm and conservation agencies 02/16/21 Rockwell Automation appoints Nicholas Gangestad as CFO 01/26/21 Rockwell Automation names Scott Genereux as chief revenue officer 11/20/20 Rockwell Automation's Fooks sells 7,000 common shares 11/17/20 Rockwell Automation CEO: Fiix is a really exciting acquisition for us 02/03/21 Workhorse Group appoints Chris Nordh as VP, commercial development 02/01/21 Ryder to pay employees to receive COVID-19 vaccinations 11/24/20 Bristol-Myers Squibb CVR rallies as FDA resumes domestic inspections 11/18/20 Ryder to pay $30M in bonuses to frontline employees in North America 12/27/20 Fly Intel: Top five weekend stock stories 10/07/20 Pool Corp. to replace E-Trade in S&P 500 at open on 10/7 10/07/20 Neogen to replace Pool Corp. in S&P 400 at open on 10/7 02/05/21 Microvast, Oshkosh enter joint development agreement 12/15/20 Oshkosh to acquire Pratt Miller for $115M 12/02/20 Workhorse sinks 20% after Postal Service again delays vehicle contract 12/01/20 Oshkosh receives $911M JLTV order from U.S. Army 02/10/21 Northrop Grumman gets DARPA contract for air-to-air missile engagement concept 02/03/21 Northrop Grumman awarded $329.89M Navy contract modification 02/01/21 Northrop Grumman completes sale of IT services business for $3.4B 02/01/21 Northrop Grumman announces $2B accelerated share repurchase program 02/05/21 Lockheed Martin awarded $478.16M Navy contract modification 01/29/21 Lockheed Martin board elects James Taiclet as chairman 01/27/21 Lockheed Martin awarded $129.36M Air Force contract 01/26/21 Lockheed Martin sees reducing office space by 2M square feet $105.26 / -2.595 (-2.41%)
02/04/21 Leidos awarded Military and Family Life Counseling contract worth $2B 01/25/21 Parsons to lead industry team to work with U.S. Air Forces in Europe and Africa 12/15/20 Leidos awarded FAA contract valued at up to $64M 12/10/20 Leidos to acquire IT and cloud solutions provider 1901 Group for $215M 01/29/21 Johnson Controls sees orders 'continuing to improve' going forward 01/29/21 Johnson Controls: Many end markets showed improved sequential demand in Q1 12/08/20 Microsoft, Johnson Controls announce global collaboration 11/03/20 Johnson Controls says remains focused on improved margin performance 01/27/21 Navistar partners with General Motors, J.B. Hunt for hydrogen truck ecosystem 01/19/21 J.B. Hunt jumps 3% to $153.00 after Q4 earnings beat 01/19/21 J.B. Hunt says Q4 revenue growth driven by ICS and Truck segments 12/22/20 J.B. Hunt, University of Arkansas announce $2.25M collaboration on diversity 02/11/21 Honeywell's 's Aircraft Data Gateway 400 to be installed on Embraer's E2 jets 02/03/21 Honeywell awarded a major contract by SEPCO 01/29/21 Honeywell says has good momentum for 2021 01/26/21 Pittsburgh International Airport announced a partnership with Honeywell 11/13/20 Third Point takes stake in PG&E, boosts Alibaba stake, exits Baxter 10/09/20 Vontier completes separation from Fortive 10/09/20 Vontier to replace Noble Energy in S&P 500 at open on 10/9 02/10/21 North American rail traffic rose 2.1% in the week ended February 6 02/08/21 Canadian Pacific reports record January for Canadian grain transport 02/03/21 North American rail traffic rose 0.7% in the week ended January 30 02/01/21 Canadian Pacific announces tentative three-year agreement with TCRC-RCTC 02/16/21 Comtech awarded $1.3M renewal from Canadian carrier 02/11/21 Comtech awarded $4.2M in cyber training orders from federal government 02/10/21 Comtech awarded $1.6M follow-on amplifier order 02/09/21 Comtech gets contract valued up to $235.7M for refurbishments from U.S Army 02/02/21 Atkore rises 15.8% 02/02/21 Atkore rises 15.4% 02/02/21 Atkore announces $100M share repurchase program 11/19/20 Atkore rises 14.5% 12/01/20 APi Group announces up to $100M share repurchase program 11/16/20 Einhorn's Greenlight buys Twitter, exits Whirlpool in Q3 10/05/20 APi Group buys SK FireSafety Group and 3 more planned acquisitions 09/22/20 APi Group rises 8.7% 01/27/21 Credit Suisse Lockheed Martin price target lowered to $334 from $351 at Credit Suisse 01/07/21 Baird Lockheed Martin downgraded to Neutral from Outperform at Baird 01/07/21 Jefferies Jefferies downgrades Aerojet Rocketdyne to Hold, sees higher bid as unlikely 12/22/20 Credit Suisse Lockheed Martin price target raised to $409 from $400 at Credit Suisse 01/29/21 Credit Suisse Northrop Grumman price target lowered to $353 from $377 at Credit Suisse 01/29/21 Susquehanna Northrop Grumman price target lowered to $350 from $380 at Susquehanna 01/07/21 Baird Northrop Grumman downgraded to Neutral from Outperform at Baird 12/09/20 Noble Capital Kratos Defense price target raised to $26 from $23 at Noble Capital 02/16/21 Citi APi Group price target raised to $22 from $21 at Citi 12/14/20 Barclays APi Group price target raised to $21 from $20 at Barclays 09/22/20 Barclays APi Group initiated with an Overweight at Barclays 08/17/20 UBS APi Group price target raised to $20 from $15 at UBS 02/03/21 Credit Suisse Atkore price target raised to $61 from $54 at Credit Suisse 02/03/21 RBC Capital Atkore price target raised to $67 from $52 at RBC Capital 01/04/21 Credit Suisse Atkore upgraded to Outperform at Credit Suisse 01/04/21 Credit Suisse Atkore upgraded to Outperform from Neutral at Credit Suisse 12/17/20 Jefferies Comtech upgraded to Buy from Hold at Jefferies 09/22/20 Fly Intel: Top five analyst downgrades 06/04/20 Northland Comtech price target lowered to $24 from $27 at Northland 03/31/20 Citi Comtech price target lowered to $17 from $34 at Citi 02/04/21 Argus Canadian Pacific price target raised to $390 from $350 at Argus 01/28/21 CIBC Canadian Pacific price target lowered to C$490 from C$500 at CIBC 01/28/21 RBC Capital Canadian Pacific price target raised to C$509 from C$506 at RBC Capital 01/28/21 TD Securities Canadian Pacific price target raised to C$505 from C$500 at TD Securities 02/17/21 Morgan Stanley Fortive downgraded to Equal Weight at Morgan Stanley after re-rating 02/17/21 Morgan Stanley Fortive downgraded to Equal Weight from Overweight at Morgan Stanley 02/05/21 Citi Fortive price target raised to $85 from $83 at Citi 12/08/20 Wolfe Research Fortive downgraded to Peer Perform from Outperform at Wolfe Research 02/01/21 Credit Suisse Honeywell price target lowered to $222 from $230 at Credit Suisse 02/01/21 Argus Honeywell price target raised to $225 from $195 at Argus 02/01/21 Deutsche Bank Honeywell price target raised to $222 from $212 at Deutsche Bank 02/01/21 RBC Capital Honeywell price target raised to $199 from $194 at RBC Capital 01/26/21 Susquehanna J.B. Hunt downgraded to Neutral from Positive at Susquehanna 01/26/21 Susquehanna J.B. Hunt downgraded to Neutral from Positive at Susquehanna 01/21/21 Deutsche Bank J.B. Hunt price target raised to $146 from $139 at Deutsche Bank 01/20/21 JPMorgan J.B. Hunt shares will 'lag the group,' says JPMorgan 02/03/21 Credit Suisse Lennox price target lowered to $285 from $300 at Credit Suisse 01/31/21 Morgan Stanley Johnson Controls price target raised to $52 from $48 at Morgan Stanley 01/11/21 HSBC Johnson Controls downgraded to Hold from Buy at HSBC 12/15/20 Deutsche Bank Johnson Controls downgraded to Hold with $50 target at Deutsche Bank $105.26 / -2.595 (-2.41%)
11/03/20 Credit Suisse Leidos price target lowered to $120 from $131 at Credit Suisse 09/23/20 Barclays Barclays upgrades Leidos to Overweight, sees above peer growth in 2021 09/23/20 Barclays Leidos upgraded to Overweight from Equal Weight at Barclays 09/22/20 JPMorgan Leidos upgraded to Overweight on bottomed estimates at JPMorgan 02/17/21 Jefferies Jefferies upgrades Oshkosh to Buy on AWP market potential 02/17/21 Jefferies Oshkosh upgraded to Buy from Hold at Jefferies 01/28/21 Deutsche Bank Oshkosh price target lowered to $111 from $128 at Deutsche Bank 01/28/21 Baird Oshkosh elevated to Fresh Pick at Baird 02/10/21 Berenberg Leslie's initiated with a Hold at Berenberg 01/15/21 Jefferies Pool Corp. price target raised to $400 from $350 at Jefferies 12/31/20 William Blair Azek, Trex among Blair's top Specialty Distribution ideas for 2021 11/11/20 Stephens Pool Corp. resumed with an Equal Weight at Stephens 01/14/21 Fly Intel: Top five analyst initiations 01/14/21 Goldman Sachs Ryder initiated with a Buy at Goldman Sachs 01/12/21 JPMorgan Ryder price target raised to $65 from $59 at JPMorgan 12/14/20 Wells Fargo Ryder upgraded to Equal Weight from Underweight at Wells Fargo 02/09/21 Stifel Autodesk price target raised to $342 from $285 at Stifel 01/27/21 Credit Suisse Rockwell Automation price target lowered to $248 from $254 at Credit Suisse 01/27/21 Citi Rockwell Automation price target lowered to $291 from $297 at Citi 01/27/21 Baird Rockwell Automation upgraded to Outperform from Neutral at Baird 09/24/20 William Blair William Blair uncovers second large, unannounced contract win for SAIC 09/16/20 William Blair SAIC seems to have won 8th largest contract at $753M, says William Blair 09/08/20 JPMorgan SAIC removed from Analyst Focus List at JPMorgan 09/03/20 Citi SAIC price target raised to $105 from $100 at Citi 02/10/21 Seaport Global Seaport upgrades Sealed Air to Buy on confidence in growth story 02/10/21 Seaport Global Sealed Air upgraded to Buy from Neutral at Seaport Global 01/07/21 Fly Intel: Top five analyst upgrades 01/07/21 Citi Sealed Air upgraded to Buy from Neutral at Citi 01/29/21 DA Davidson Teradyne price target lowered to $135 from $155 at DA Davidson 01/25/21 Rosenblatt Rosenblatt starts Teradyne at Buy with primary market in upswing 01/25/21 Rosenblatt Teradyne initiated with a Buy at Rosenblatt 01/25/21 Deutsche Bank Teradyne price target raised to $150 from $130 at Deutsche Bank 02/16/21 Evercore ISI Timken downgraded to In Line from Outperform at Evercore ISI 02/16/21 Evercore ISI Terex upgraded to Outperform from In Line at Evercore ISI 01/20/21 Vertical Research Timken initiated with a Hold at Vertical Research 01/15/21 Jefferies Timken price target raised to $100 from $74 at Jefferies 12/15/20 Argus Vontier initiated with a Hold at Argus 11/11/20 Citi Vontier growth opportunities underappreciated, says Citi 10/26/20 Baird Vontier initiated with an Outperform at Baird 02/11/21 Vontier sees FY21 adjusted EPS $2.35-$2.45, consensus $2.44 02/11/21 Vontier sees Q1 adjusted EPS 52c-55c, consensus 53c 02/11/21 Vontier reports Q4 adjusted EPS 87c, consensus 85c 10/29/20 Vontier sees Q4 core revenue growth in mid-single digits, consensus $790.84M 02/04/21 Timken sees FY21 adjusted EPS $4.70-$5.10, consensus $4.89 02/04/21 Timken reports Q4 adjusted EPS 84c, consensus 93c 10/29/20 Timken reports Q3 EPS $1.13, consensus 90c 01/27/21 Teradyne sees Q1 adjusted EPS 95c-$1.11, consensus $1.03 01/27/21 Teradyne reports Q4 adjusted EPS $1.10, consensus $1.01 01/27/21 Notable companies reporting after market close 10/20/20 Teradyne sees FY20 adjusted EPS $4.50, consensus $3.90 02/09/21 Sealed Air sees FY21 EPS $3.25-$3.40, consensus $3.21 02/09/21 Sealed Air reports Q4 EPS 89c, consensus 76c 02/08/21 Notable companies reporting before tomorrow's open 12/03/20 SAIC narrows FY21 adj. EPS view to $5.95-$6.05 from $5.80-$6.10 12/03/20 SAIC reports Q3 adjusted EPS $1.62, consensus $1.53 09/02/20 SAIC backs FY21 adjusted EPS view $5.80-$6.10, consensus $6.13 09/02/20 SAIC reports Q2 adjusted EPS $1.63, consensus $1.44 01/26/21 Rockwell Automation reports Q1 EPS $2.38, consensus $1.89 01/26/21 Rockwell Automation reports Q1 EPS $2.38, consensus $1.89 02/11/21 Ryder sees Q1 non-GAAP EPS 50c-60c, consensus 56c 02/11/21 Ryder sees FY21 non-GAAP EPS $4.15-$4.65, consensus $4.06 02/11/21 Ryder reports Q4 non-GAAP EPS 83c, consensus 95c 10/28/20 Ryder reports Q EPS $1.21, consensus (32c) 02/11/21 Pool Corp. reports 2021 EPS $9.12-$9.62, consensus $9.25 02/11/21 Pool Corp. reports Q4 EPS ($1.45), consensus 76c 10/22/20 Pool Corp. raises FY20 EPS ex-items view $8.20-$8.50 from $7.05-$7.45 10/22/20 Pool Corp. reports Q3 EPS $2.92, consensus $2.18 01/27/21 Oshkosh reports Q1 adjusted EPS $1.13, consensus 73c 10/29/20 Oshkosh reports Q4 adjusted EPS $1.30, consensus $1.09 01/28/21 Northrop Grumman sees FY21 adjusted EPS $23.15-$23.65, consensus $24.19 01/28/21 Northrop Grumman reports Q4 adjusted EPS $6.59, consensus $5.77 10/22/20 Northrop Grumman sees FY21 revenue in low-to-mid $37B range, consensus $37.45B 10/22/20 Northrop Grumman raises FY20 adj. EPS view to $22.25-$22.65 from $22.00-$22.40 01/26/21 Lockheed Martin sees FY21 EPS $26.00-$26.30, consensus $26.11 01/26/21 Lockheed Martin reports Q4 EPS $6.38, consensus $6.41 01/25/21 Notable companies reporting before tomorrow's open $105.26 / -2.595 (-2.41%)
11/02/20 Leidos raises FY20 adjusted EPS view to $5.65-$5.85 from $5.25-$5.55 11/02/20 Leidos reports Q3 adjusted EPS $1.47, consensus $1.23 02/17/21 Johnson Controls raises FY21 adjusted EPS view to $2.50-$2.60 from $2.45-$2.55 01/29/21 Johnson Controls sees FY21 adjusted EPS $2.45-$2.55, consensus $2.51 01/29/21 Johnson Controls sees Q2 adjusted EPS 47c-49c, consensus 48c 01/29/21 Johnson Controls reports Q1 adjusted EPS 43c, consensus 40c 01/19/21 J.B. Hunt reports Q4 EPS $1.44, consensus $1.30 01/19/21 Notable companies reporting after market close 10/16/20 J.B. Hunt reports Q3 EPS $1.18, consensus $1.27 10/15/20 Notable companies reporting before tomorrow's open 01/29/21 Honeywell sees Q1 EPS $1.68-$1.83, consensus $1.82 01/29/21 Honeywell sees FY21 adjusted EPS $7.60-$8.00, consensus $7.87 01/29/21 Honeywell reports Q4 adjusted EPS $2.07, consensus $2.00 01/28/21 Notable companies reporting before tomorrow's open 02/04/21 Fortive sees FY21 adjusted EPS $2.40-$2.55, consensus $2.42 02/04/21 Fortive sees Q1 adjusted EPS 56c-60c, consensus 55c 02/04/21 Fortive reports Q4 adjusted EPS 70c, consensus 62c 02/04/21 Notable companies reporting after market close 01/27/21 Canadian Pacific sees FY21 double-digit adjusted diluted EPS growth 01/27/21 Canadian Pacific reports Q4 adjusted EPS C$5.06 vs. C$4.77 last year 10/20/20 Canadian Pacific sees at least mid-single-digit adjusted EPS growth in 2020 10/20/20 Canadian Pacific reports Q3 adjusted EPS C$4.12 vs. C$4.61 last year 12/09/20 Comtech backs FY21 revenue view $610M-$630M, consensus $618.34M 12/09/20 Comtech reports Q1 adjusted EPS 15c, consensus ($1.78) 09/29/20 Comtech sees FY21 revenue $610M-$630M, consensus $654.93M. 09/29/20 Comtech reports Q4 EPS 21c, consensus (11c) 02/02/21 Atkore sees FY22 adjusted EBITDA approximately $400M 02/02/21 Atkore raises FY21 adjusted EPS view to $5.65-$5.95 from $3.95-$4.25 02/02/21 Atkore reports Q1 adjusted EPS $1.88, consensus $1.20 11/19/20 Atkore sees Q1 adjusted EPS $1.15-$1.30, consensus 76c 12/09/20 APi Group raises FY20 EPS to $1.14-$1.19 from $1.11-$1.15
Conference/Events
42nd Annual…
42nd Annual Aerospace/Defense & Industrials Virtual Conference to be held on February 9-11. Webcast Link
Show Hide Related Items >> <<
02/04/21 YRC Worldwide falls 11% to $5.50 after Q4 earnings miss 02/04/21 YRC Worldwide sees FY21 capex $450M-$550M 02/04/21 YRC Worldwide is renamed Yellow Corporation 02/04/21 YRC Worldwide reports Q4 EPS (37c), consensus (24c) 02/03/21 Worthington introduces ThermaGuard hydrogen cylinders 02/03/21 High Road Capital Partners sells GTI Holding Company to Worthington for $115M 02/01/21 Worthington divests oil & gas equipment unit to Ten Oaks Group affiliate 02/01/21 Worthington acquires General Tools & Instruments for $115M USAP Universal Stainless & Alloy 10/06/20 Universal Stainless & Alloy reaches labor agreement at Titusville facility 08/24/20 Universal Stainless & Alloy adopts Tax Benefits Preservation Plan 02/01/21 TFI International acquires Fleetway Transport, terms not disclosed 01/26/21 TFI International rises 11.9% 01/25/21 TFI International Inc trading resumes 01/25/21 TFI International to acquire UPS Freight from UPS for $800M $579.53 / -17.535 (-2.94%)
02/09/21 TransDig is not providing FY21 guidance 11/24/20 TransDigm provides update on potential divestitures of Esterline operating units 11/24/20 TransDigm to acquire Cobham Aero Connectivity for about $965M in cash 11/24/20 TransDigm to acquire Cobham Aero Connectivity for $965M in cash 02/09/21 SAIC wins $830 U.S. Army contract for aviation systems engineering services 01/25/21 Parsons to lead industry team to work with U.S. Air Forces in Europe and Africa 11/05/20 SAIC names Prabu Natarajan CFO 11/04/20 SAIC wins spot on USDA contract for IT to farm and conservation agencies 01/11/21 Rada Electronic to dual-list ordinary shares on Tel Aviv Stock Exchange 01/06/21 Israeli Institutions agree to purchase 3.9M shares of RADA from DBSI 12/18/20 RADA Electronic announces record $102M in new orders for 2020 11/02/20 RADA Electronic announces $20M in new ordres since mid-September 12/18/20 Nucor names David Sumoski as COO 12/03/20 Nucor raises quarterly dividend to 40.5c per share 11/13/20 Nucor signs Virtual Power Purchase Agreement with EDF Renewables in Texas 10/28/20 Nucor to purchase paint line facility in Arkansas 02/04/21 Leidos awarded Military and Family Life Counseling contract worth $2B 12/15/20 Leidos awarded FAA contract valued at up to $64M 12/10/20 Leidos to acquire IT and cloud solutions provider 1901 Group for $215M 02/04/21 KBR subsidiary CVR Energy enters into next phase of the K-SAATTM project 01/27/21 KBR awarded a study by Keppel Data Centres 01/19/21 KBR selected as technical advisor for South Korean hydrogen development project 01/14/21 KBR signs alliance agreement with Mura Technology 01/31/21 Fly Intel: Top five weekend stock stories 01/28/21 JetBlue doesn't support virus testing for domestic air travel 01/28/21 JetBlue still plans to start London service in Q3 01/28/21 JetBlue sees 2022 capacity in line with 2019 01/27/21 Jacobs raises quarterly dividend to 21c from 19c per share 01/26/21 Jacobs Engineering awarded contract by U.S. NAVFAC 01/14/21 Jacobs Engineering awarded contract with NAVFAC EXWC 01/13/21 Jacobs to serve as designer of record for West Lake Commuter Rail Corridor 01/25/21 Hexcel CEO says long-term demand for aircraft composites technology robust 11/11/20 Hexcel off highs after Solvay shoots down takeover report 11/11/20 Hexcel halted for volatility after blog report claims takeover approach made 10/20/20 Hexcel falls -6.8% 01/06/21 Emcore begins shipping Optiva Next-Gen L-Band fiber optic links 10/27/20 Emcore EN-300 FOG IMU achieves general availability milestone 08/31/20 Emcore awarded SDI500 IMU contract by Raytheon Technologies 01/05/21 Daseke to repurchase 3M shares of stock under cooperation agreements 01/05/21 Daseke announces cooperation agreements with Lyons Capital, Don Daseke 01/05/21 Daseke expects Q4 financial performance to be in-line with estimates 01/05/21 Daseke CEO Christopher Easter retires 12/16/20 Commercial Metals Arizona micro mill to receive renewable energy from SRP plant 10/15/20 Commercial Metals sees Q1 margin headwinds in North America from scrap costs 08/13/20 Commercial Metals announces plans to build its third micro mill 02/05/21 Carrier Global board elects CEO David Gitlin as chairman 01/19/21 Koura Fluorochemical joins Carrier Alliance program 12/23/20 Carrier Global recommends shareholders reject TRC Capital 'mini-tender' offer 12/18/20 Danfoss joins Carrier Alliance program 01/29/21 Booz Allen falls -8.4% 01/29/21 Booz Allen falls -7.4% 01/29/21 Booz Allen raises quarterly dividend to 37c from 31c per share 01/29/21 Booz Allen raises FY21 cash from operating activities view to $625M-$675M 01/28/21 ArcBest extends share repurchase program 12/17/20 AAR Corp. reports Q2 cash flow from operating activities of $28M 12/16/20 AAR Corp., ViaSat extend relationship for logistics, repair, aftermarket support 12/09/20 AAR Corp. awarded $148M contract to continue C-40 contractor logistics support 12/08/20 AAR Corp. forms Aviation Safety and Training Oversight Committee 02/04/21 DA Davidson KBR downgraded to Neutral from Buy at DA Davidson 01/19/21 Citi KBR price target raised to $37 from $30 at Citi 01/15/21 Truist KBR price target raised to $40 from $34 at Truist 12/18/20 UBS KBR price target raised to $35 from $28 at UBS 02/10/21 Alliance Global Partners Rada Electronic price target raised to $19 from $14 at Alliance Global Partners 12/22/20 Alliance Global Partners Rada Electronic price target raised to $14 from $13 at Alliance Global Partners 12/18/20 Alliance Global Partners Rada Electronic price target raised to $13 from $12 at Alliance Global Partners 09/24/20 William Blair William Blair uncovers second large, unannounced contract win for SAIC 09/16/20 William Blair SAIC seems to have won 8th largest contract at $753M, says William Blair 09/08/20 JPMorgan SAIC removed from Analyst Focus List at JPMorgan 09/03/20 Citi SAIC price target raised to $105 from $100 at Citi $579.53 / -17.535 (-2.94%)
02/10/21 Credit Suisse TransDigm price target raised to $663 from $647 at Credit Suisse 02/10/21 Truist TransDigm price target raised to $562 from $500 at Truist 01/29/21 Jefferies Carvana, Walmart among 13 additions to Jefferies Franchise Picks list 01/22/21 Alembic Global TransDigm initiated with an Overweight at Alembic Global 02/03/21 Credit Suisse Nucor upgraded to Outperform from Neutral at Credit Suisse 02/03/21 Credit Suisse U.S. Steel Industry upgraded to Overweight at Credit Suisse 02/03/21 Credit Suisse Nucor upgraded to Outperform from Neutral at Credit Suisse 12/09/20 Morgan Stanley Nucor initiated with an Equal Weight at Morgan Stanley USAP Universal Stainless & Alloy 11/03/20 Credit Suisse Leidos price target lowered to $120 from $131 at Credit Suisse 09/23/20 Barclays Barclays upgrades Leidos to Overweight, sees above peer growth in 2021 09/23/20 Barclays Leidos upgraded to Overweight from Equal Weight at Barclays 09/22/20 JPMorgan Leidos upgraded to Overweight on bottomed estimates at JPMorgan 01/15/21 Barclays Jacobs Engineering price target raised to $125 from $115 at Barclays 01/05/21 Benchmark GM, Roku, Marcus among Benchmark's Best Ideas for first half of 2021 01/05/21 Baird Jacobs Engineering downgraded to Neutral from Outperform at Baird 11/30/20 UBS Jacobs Engineering price target raised to $122 from $104 at UBS 01/12/21 KeyBanc Schnitzer Steel downgraded to Sector Weight from Overweight at KeyBanc 12/22/20 KeyBanc Schnitzer Steel price target raised to $35 from $28 at KeyBanc 11/20/20 KeyBanc Schnitzer Steel upgraded to Overweight from Sector Weight at KeyBanc 11/20/20 KeyBanc Schnitzer Steel upgraded to Overweight from Sector Weight at KeyBanc 01/27/21 TD Securities Russel Metals price target raised to C$26 from C$19 at TD Securities 01/15/21 RBC Capital Russel Metals price target raised to C$25 from C$22 at RBC Capital 01/08/21 Scotiabank Russel Metals price target raised to C$26 from C$22 at Scotiabank 12/23/20 Stifel Russel Metals price target raised to C$22.50 from C$20 at Stifel 08/03/20 Truist Booz Allen downgraded to Hold from Buy at Truist 08/03/20 Truist Booz Allen downgraded to Hold from Buy at Truist 07/08/20 Fly Intel: Top five analyst downgrades 07/08/20 Raymond James Booz Allen downgraded to Market Perform from Outperform at Raymond James 02/01/21 JPMorgan Worthington upgraded to Neutral from Underweight at JPMorgan 06/04/20 KeyBanc KeyBanc says Nikola IPO offers potential liquidity for Worthington 01/12/21 Fly Intel: Top five analyst downgrades 01/12/21 Citi Commercial Metals price target raised to $22 from $21 at Citi 01/12/21 BofA Commercial Metals downgraded to Underperform on margin pressure at BofA 01/12/21 BofA Commercial Metals downgraded to Underperform from Neutral at BofA 10/26/20 Northland Northland upgrades Applied Optoelectronics to Market Perform on cable outlook 10/20/20 B. Riley Securities Emcore price target raised to $6.60 from $6.10 at B. Riley Securities 06/16/20 Lake Street Emcore positioned to benefit from continued CATV tailwinds, says Lake Street 03/02/20 B. Riley Securities Emcore selloff brings 'compelling' buying opportunity, says B. Riley FBR 08/25/20 Fly Intel: Top five analyst initiations 08/25/20 Stifel YRC Worldwide resumed with a Hold at Stifel 04/06/20 Stephens USA Truck downgraded to Equal Weight from Overweight at Stephens 04/06/20 Stephens Covenant Transportation downgraded to Equal Weight from Overweight at Stephens 02/10/21 National Bank TFI International price target raised to C$110 from C$103 at National Bank 02/10/21 Desjardins TFI International price target raised to C$108 from C$102 at Desjardins 02/10/21 TD Securities TFI International price target raised to C$115 from C$110 at TD Securities 02/10/21 Credit Suisse TFI International price target raised to $89 from $82 at Credit Suisse 02/10/21 JPMorgan JPMorgan sees less than 15% chance of pre-flight COVID-19 testing 01/15/21 Fly Intel: Top five analyst downgrades 01/15/21 Vertical Research JetBlue downgraded to Hold on 'capex ramp' at Vertical Research 01/15/21 Vertical Research JetBlue downgraded to Hold from Buy at Vertical Research 01/28/21 Loop Capital Hexcel price target raised to $33 from $19 at Loop Capital 01/21/21 Credit Suisse Hexcel downgraded to Underperform from Neutral at Credit Suisse 01/21/21 Credit Suisse Hexcel downgraded to Underperform from Neutral at Credit Suisse 12/15/20 KeyBanc Hexcel downgraded to Sector Weight at KeyBanc 01/06/21 Cowen Daseke price target lowered to $7.50 from $8 at Cowen 10/30/20 Craig-Hallum Daseke price target raised to $10 from $9 at Craig-Hallum 06/19/20 Craig-Hallum Daseke upgraded to Buy from Hold at Craig-Hallum 06/19/20 Northland Daseke price target raised to $4 from $3.50 at Northland 02/09/21 KeyBanc Carrier Global weakness after Q4 report a buying opportunity, says KeyBanc 01/15/21 Jefferies Carrier Global price target raised to $50 from $43 at Jefferies 01/04/21 Vertical Research Carrier Global upgraded to Buy from Hold at Vertical Research 11/30/20 Barclays Carrier Global price target raised to $45 from $38 at Barclays 01/14/21 Citi ArcBest price target raised to $60 from $47 at Citi 01/04/21 Stephens ArcBest upgraded to Overweight from Equal Weight at Stephens 12/10/20 Fly Intel: Top five analyst upgrades 12/10/20 Morgan Stanley Morgan Stanley upgrades ArcBest to Overweight, says trucking cycle far from over 12/21/20 Credit Suisse AAR Corp. price target raised to $41 from $27 at Credit Suisse 12/18/20 Truist AAR Corp. price target raised to $40 from $38 at Truist 12/16/20 Canaccord AAR Corp. price target raised to $40 from $25 at Canaccord 12/04/20 Stifel Fortress Transportation price target raised to $25 from $19 at Stifel 11/02/20 YRC Worldwide reports Q3 EPS (4c), consensus (28c) 12/17/20 Worthington reports Q2 EPS ($1.40) with items, one estimate 68c 09/23/20 Worthington reports Q1 EPS $11.22 with items, one estimate 44c USAP Universal Stainless & Alloy 01/27/21 Universal Stainless & Alloy reports Q4 adjusted EPS (52c), consensus (62c) 10/29/20 USA Truck reports Q3 EPS 29c, consensus 6c $579.53 / -17.535 (-2.94%)
02/09/21 TransDigm reports Q1 adjusted EPS $1.97, consensus $1.99 11/12/20 TransDigm not providing FY21 guidance due to COVID-19 11/12/20 TransDigm reports Q4 adjusted EPS $2.89, consensus $1.98 11/11/20 Notable companies reporting before tomorrow's open 10/22/20 Schnitzer Steel reports Q4 EPS 23c, consensus 13c 12/03/20 SAIC narrows FY21 adj. EPS view to $5.95-$6.05 from $5.80-$6.10 12/03/20 SAIC reports Q3 adjusted EPS $1.62, consensus $1.53 09/02/20 SAIC backs FY21 adjusted EPS view $5.80-$6.10, consensus $6.13 09/02/20 SAIC reports Q2 adjusted EPS $1.63, consensus $1.44 02/10/21 Rada Electronic reports Q4 EPS 6c, two estimates 5c 12/21/20 Rada Electronic sees FY21 revenue exceeding $120M, consensus $108.17M 11/10/20 RADA Electronic raises FY20 revenue view to over $75M from over $70M 11/10/20 RADA Electronic reports Q3 EPS 5c, consensus 2c 02/09/21 Nucor says Q1 net earnings 'could exceed $900M' 01/28/21 Nucor expects Q1 earnings to 'significantly increase' from Q4, consensus $1.33 01/28/21 Nucor reports Q4 EPS $1.30, consensus $1.18 12/17/20 Nucor sees Q4 EPS $1.15-$1.20, consensus $1.06 11/02/20 Leidos raises FY20 adjusted EPS view to $5.65-$5.85 from $5.25-$5.55 11/02/20 Leidos reports Q3 adjusted EPS $1.47, consensus $1.23 10/29/20 KBR raises FY20 adj. EPS view to $1.60-$1.80 from $1.50-$1.80, consensus $1.68 10/29/20 KBR reports Q3 adj. EPS 44c, consensus 43c 01/28/21 JetBlue reports Q4 EPS ($1.53) consensus ($1.69) 01/27/21 Notable companies reporting before tomorrow's open 10/27/20 JetBlue reports Q3 adj. EPS ($1.75), consensus ($2.00) 02/09/21 Jacobs Engineering raises FY21 adjusted EPS view to $5.30-$6.00 from $5.20-$6.00 02/09/21 Jacobs Engineering reports Q1 adjusted EPS $1.41, consensus $1.27 11/24/20 Jacobs Engineering sees FY21 adj. EPS $5.20-$6.00, consensus $5.81 11/24/20 Jacobs Engineering reports Q4 adj. EPS $1.63, consensus $1.32 01/25/21 Hexcel reports Q4 EPS (18c), consensus (18c) 01/25/21 Notable companies reporting after market close 10/19/20 Hexcel reports Q3 EPS (29c), consensus 8c 02/03/21 Emcore sees Q2 revenue $34M-$36M, consensus $31.21M 02/03/21 Emcore reports Q1 EPS 11c, consensus 8c 01/29/21 Daseke sees 2021 revenue $1.4B-$1.5B, consensus $1.47B 01/29/21 Daseke reports adjusted EPS 12c, consensus (4c) 10/30/20 Daseke reports Q3 EPS 22c, consensus (3c) 01/11/21 Commercial Metals reports Q1 adjusted EPS 58c, consensus 54c 10/15/20 Commercial Metals reports Q4 EPS 56c, consensus 60c 02/09/21 Carrier Global sees FY21 adjusted EPS $1.85-$1.95, consensus $1.93 02/09/21 Carrier Global reports Q4 adjusted EPS 31c, consensus 36c 10/29/20 Carrier Global boosts FY20 revenue view to approx. $17.3B from $15.5B-$17B 10/29/20 Carrier Global reports Q3 adjusted EPS 67c, consensus 46c 01/29/21 Booz Allen raises FY21 adjusted EPS view to $3.70-$3.85 from $3.60-$3.75 01/29/21 Booz Allen reports Q3 adjusted EPS $1.04, consensus 93c 10/30/20 Booz Allen raises FY21 adjusted EPS view to $3.60-$3.75 from $3.40-$3.60 10/30/20 Booz Allen reports Q2 adjusted EPS $1.03, consensus 92c 02/02/21 ArcBest reports Q4 non-GAAP EPS 97c, consensus 92c 11/03/20 ArcBest reports Q3 EPS $1.22, consensus 79c 12/17/20 AAR Corp. reports Q2 adjusted EPS 31c, consensus 17c 09/24/20 AAR Corp. reports Q1 EPS 17c, consensus (5c)
Hot Stocks
Science Applications…
Science Applications International has won an $830M contract to continue providing hardware in-the-loop, HWIL aviation systems engineering services for the U.S. Army Combat Capabilities Development Command, Aviation & Missile Center, DEVCOM AvMC, Software, Simulation, Systems Engineering and Integration Directorate. Under the potential 5.5-year contract, SAIC will continue to provide systems engineering and integration services to all branches of the armed services and their associated program executive offices/program managers, Department of Defense components, combatant commanders, science and technology programs, other government agencies, test/training commands, cooperative research and development and education agreement partners, universities and research centers/institutes, life cycle sustainment commands, and foreign military sales activities. We are honored to have been chosen as the primary provider for the Aviation Systems HWIL Engineering contract and look forward to our continued support of the S3I Directorate, the DEVCOM AvMC, and the American soldier," said Bob Genter, President, Defense & Civilian Sector, SAIC. Work under this contract will be performed under General Services Administration's One Acquisition Solution for Integrated Services (OASIS) professional services contract, managed by the Army Contracting Command - Redstone Arsenal.
Show Hide Related Items >> <<
01/25/21 Parsons to lead industry team to work with U.S. Air Forces in Europe and Africa 11/05/20 SAIC names Prabu Natarajan CFO 11/04/20 SAIC wins spot on USDA contract for IT to farm and conservation agencies 10/29/20 SAIC wins $737M U.S. Air Force modeling, support services contract 09/24/20 William Blair William Blair uncovers second large, unannounced contract win for SAIC 09/16/20 William Blair SAIC seems to have won 8th largest contract at $753M, says William Blair 09/08/20 JPMorgan SAIC removed from Analyst Focus List at JPMorgan 09/03/20 Citi SAIC price target raised to $105 from $100 at Citi 12/03/20 SAIC narrows FY21 adj. EPS view to $5.95-$6.05 from $5.80-$6.10 12/03/20 SAIC reports Q3 adjusted EPS $1.62, consensus $1.53 09/02/20 SAIC backs FY21 adjusted EPS view $5.80-$6.10, consensus $6.13 09/02/20 SAIC reports Q2 adjusted EPS $1.63, consensus $1.44 09/02/20 Fly Intel: After-Hours Movers
Over a month ago
Hot Stocks
Parsons (PSN) announced…
Parsons (PSN) announced that it would lead an industry team of Leidos (LDOS), SAIC (SAIC), and SRC, in pursuit of a 10-year, $953M effort with the U.S. Air Forces in Europe and Air Forces Africa to design, mature, procure, integrate, operate, and maintain Air Base Air Defense, or ABAD, systems across the European and African continent areas of responsibility. "As asymmetric threats from emerging technologies continue to proliferate, we're focused on developing a flexible, responsive, all-domain air base defense system to rapidly detect, alert, deny or defeat threats ranging from low-cost irregular attacks to hypersonic weapons," said Shaun McGrath, ABAD program manager at Parsons. The Parsons team will focus on the maturation of an all-domain system comprised of commercial off-the-shelf and government off-the-shelf software and hardware technologies with an integrated design to protect existing and future air bases.
Show Hide Related Items >> <<
11/05/20 SAIC names Prabu Natarajan CFO 11/04/20 SAIC wins spot on USDA contract for IT to farm and conservation agencies 10/29/20 SAIC wins $737M U.S. Air Force modeling, support services contract 10/26/20 SAIC awarded $750M task order from the Army National Guard 12/28/20 Parsons selected for bridge expertise on Illinois projects totaling over $16M 12/17/20 Parsons awarded $20M task order 12/09/20 Parsons awarded $21M contract by Southern Nevada Water Authority 12/08/20 Parsons awarded $32M contract by San Bernardino County Transportation Authority 12/15/20 Leidos awarded FAA contract valued at up to $64M 12/10/20 Leidos to acquire IT and cloud solutions provider 1901 Group for $215M 11/23/20 Leidos awarded $82M contract by Naval Medical Logistics Command 11/17/20 3M awarded a contract by Leidos for U.S. DOD DHMSM initiative 05/05/20 Wells Fargo Parsons price target raised to $39 from $33 at Wells Fargo 04/15/20 Benchmark Parsons initiated with a Buy at Benchmark 04/02/20 Wells Fargo Parsons price target lowered to $33 from $42 at Wells Fargo 03/30/20 William Blair Parsons initiated with an Outperform at William Blair 11/03/20 Credit Suisse Leidos price target lowered to $120 from $131 at Credit Suisse 09/23/20 Barclays Barclays upgrades Leidos to Overweight, sees above peer growth in 2021 09/23/20 Barclays Leidos upgraded to Overweight from Equal Weight at Barclays 09/22/20 JPMorgan Leidos upgraded to Overweight on bottomed estimates at JPMorgan 09/24/20 William Blair William Blair uncovers second large, unannounced contract win for SAIC 09/16/20 William Blair SAIC seems to have won 8th largest contract at $753M, says William Blair 09/08/20 JPMorgan SAIC removed from Analyst Focus List at JPMorgan 09/03/20 Citi SAIC price target raised to $105 from $100 at Citi 12/03/20 SAIC narrows FY21 adj. EPS view to $5.95-$6.05 from $5.80-$6.10 12/03/20 SAIC reports Q3 adjusted EPS $1.62, consensus $1.53 09/02/20 SAIC backs FY21 adjusted EPS view $5.80-$6.10, consensus $6.13 09/02/20 SAIC reports Q2 adjusted EPS $1.63, consensus $1.44 11/04/20 Parsons backs FY20 revenue view $3.95B-$4.05B, consensus $4.01B 11/04/20 Parsons reports Q3 adj. EPS 57c, consensus 33c 08/05/20 Parsons backs FY20 revenue view $3.95B-$4.05B, consensus $4.02B 08/05/20 Parsons reports Q2 adj. EPS 49c, consensus 29c 11/02/20 Leidos raises FY20 adjusted EPS view to $5.65-$5.85 from $5.25-$5.55 11/02/20 Leidos reports Q3 adjusted EPS $1.47, consensus $1.23 08/04/20 Leidos raises FY20 EPS view to $5.25-$5.55 from $5.00-$5.30, consensus $5.24 08/04/20 Leidos reports Q2 EPS $1.55, consensus $1.09 09/02/20 Fly Intel: After-Hours Movers 11/16/20 Fly Insider: Cerevel Therapeutics, Paylocity among weeks notable insider trades
Conference/Events
Virtual Meeting to be…
Virtual Meeting to be held on November 19 hosted by William Blair.
Show Hide Related Items >> <<
11/05/20 SAIC names Prabu Natarajan CFO 11/04/20 SAIC wins spot on USDA contract for IT to farm and conservation agencies 10/29/20 SAIC wins $737M U.S. Air Force modeling, support services contract 10/26/20 SAIC awarded $750M task order from the Army National Guard 09/24/20 William Blair William Blair uncovers second large, unannounced contract win for SAIC 09/16/20 William Blair SAIC seems to have won 8th largest contract at $753M, says William Blair 09/08/20 JPMorgan SAIC removed from Analyst Focus List at JPMorgan 09/03/20 Citi SAIC price target raised to $105 from $100 at Citi 12/03/20 SAIC narrows FY21 adj. EPS view to $5.95-$6.05 from $5.80-$6.10 12/03/20 SAIC reports Q3 adjusted EPS $1.62, consensus $1.53 09/02/20 SAIC backs FY21 adjusted EPS view $5.80-$6.10, consensus $6.13 09/02/20 SAIC reports Q2 adjusted EPS $1.63, consensus $1.44 09/02/20 Fly Intel: After-Hours Movers
Conference/Events
Virtual Meeting to be…
Virtual Meeting to be held on November 19 hosted by William Blair.
Show Hide Related Items >> <<
11/05/20 SAIC names Prabu Natarajan CFO 11/04/20 SAIC wins spot on USDA contract for IT to farm and conservation agencies 10/29/20 SAIC wins $737M U.S. Air Force modeling, support services contract 10/26/20 SAIC awarded $750M task order from the Army National Guard 09/24/20 William Blair William Blair uncovers second large, unannounced contract win for SAIC 09/16/20 William Blair SAIC seems to have won 8th largest contract at $753M, says William Blair 09/08/20 JPMorgan SAIC removed from Analyst Focus List at JPMorgan 09/03/20 Citi SAIC price target raised to $105 from $100 at Citi 12/03/20 SAIC narrows FY21 adj. EPS view to $5.95-$6.05 from $5.80-$6.10 12/03/20 SAIC reports Q3 adjusted EPS $1.62, consensus $1.53 09/02/20 SAIC backs FY21 adjusted EPS view $5.80-$6.10, consensus $6.13 09/02/20 SAIC reports Q2 adjusted EPS $1.63, consensus $1.44
Conference/Events
Virtual Meetings to be…
Virtual Meetings to be held on January 6-7 hosted by JPMorgan.
Show Hide Related Items >> <<
11/05/20 SAIC names Prabu Natarajan CFO 11/04/20 SAIC wins spot on USDA contract for IT to farm and conservation agencies 10/29/20 SAIC wins $737M U.S. Air Force modeling, support services contract 10/26/20 SAIC awarded $750M task order from the Army National Guard 09/24/20 William Blair William Blair uncovers second large, unannounced contract win for SAIC 09/16/20 William Blair SAIC seems to have won 8th largest contract at $753M, says William Blair 09/08/20 JPMorgan SAIC removed from Analyst Focus List at JPMorgan 09/03/20 Citi SAIC price target raised to $105 from $100 at Citi 12/03/20 SAIC narrows FY21 adj. EPS view to $5.95-$6.05 from $5.80-$6.10 12/03/20 SAIC reports Q3 adjusted EPS $1.62, consensus $1.53 09/02/20 SAIC backs FY21 adjusted EPS view $5.80-$6.10, consensus $6.13 09/02/20 SAIC reports Q2 adjusted EPS $1.63, consensus $1.44
Conference/Events
Virtual Meetings to be…
Virtual Meetings to be held on January 6-7 hosted by JPMorgan.
Show Hide Related Items >> <<
11/05/20 SAIC names Prabu Natarajan CFO 11/04/20 SAIC wins spot on USDA contract for IT to farm and conservation agencies 10/29/20 SAIC wins $737M U.S. Air Force modeling, support services contract 10/26/20 SAIC awarded $750M task order from the Army National Guard 09/24/20 William Blair William Blair uncovers second large, unannounced contract win for SAIC 09/16/20 William Blair SAIC seems to have won 8th largest contract at $753M, says William Blair 09/08/20 JPMorgan SAIC removed from Analyst Focus List at JPMorgan 09/03/20 Citi SAIC price target raised to $105 from $100 at Citi 12/03/20 SAIC narrows FY21 adj. EPS view to $5.95-$6.05 from $5.80-$6.10 12/03/20 SAIC reports Q3 adjusted EPS $1.62, consensus $1.53 09/02/20 SAIC backs FY21 adjusted EPS view $5.80-$6.10, consensus $6.13 09/02/20 SAIC reports Q2 adjusted EPS $1.63, consensus $1.44