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May 25, 2012
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| 12:38 EDT |  | BA, LMT |
| theflyonthewall.com: | South Korea to award $6.7B fighter deal in October, Agence France Presse.says |
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May 24, 2012
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| 10:29 EDT |  | RTN, GD |
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| 10:29 EDT |  | NOC |
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| 09:17 EDT |  | CSC |
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| 08:41 EDT | | LLL |
| theflyonthewall.com: | L-3 Communications upgraded to Neutral from Sell at Goldman | | Goldman upgraded L-3 Communications based on strong free cash flow yield, backlog, and the June Engility spin-off. Price target raised to $74 from $71. :theflyonthewall.com |
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| 08:41 EDT | | NOC |
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| 08:40 EDT | | GD |
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| 08:40 EDT | | RTN |
| theflyonthewall.com: | Raytheon downgraded to Sell from Neutral at Goldman | | Goldman downgraded Raytheon relative organic growth and relatively low free-cash-flow. Price target lowered to $45 from $52. :theflyonthewall.com |
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| 07:22 EDT | | BA, FLIR, GD, NOC, BAESY, LMT, COL, RTN, LLL, LMIA |
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| 07:20 EDT | | BA |
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| 06:08 EDT | | BA |
| theflyonthewall.com: | Delta Flight 2267 diverted due to engine trouble, AJC reports | | Delta (DAL) Flight 2267, a Boeing (BA) 757, was diverted to Phoenix yesterday afternoon due to a right engine shutdown, the Atlanta Journal-Constitution reports. Reference Link :theflyonthewall.com |
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May 23, 2012
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| 12:08 EDT | | BA |
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| 10:01 EDT | | LMT |
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| 08:32 EDT | | CSC |
| theflyonthewall.com: | CSC extends managed services contract with Safety Insurance Group | | CSC announced Safety Insurance Group, a Boston-based property and casualty insurer, has extended its managed services agreement with CSC to 2021. Under the new agreement, signed during CSC’s Q4, CSC will continue to provide applications and infrastructure services to run the carrier’s operations. :theflyonthewall.com |
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| 07:10 EDT | | BAESY |
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May 22, 2012
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| 13:37 EDT | | LMT |
| theflyonthewall.com: | Lockheed Martin reaches new contract with UAW union | | The International Union, United Automobile, Aerospace and Agricultural Implement Workers of America ratified a new master labor agreement with Lockheed Martin covering approximately 650 workers at three sites. The new five-year agreement, ratified over the weekend, becomes effective immediately. The company and union negotiated a new agreement that provides competitive wages over the next five years through a combination of a $2,000 ratification bonus, three general wage increases, two lump sum payments and cost of living adjustments, while enhancing member job security. :theflyonthewall.com |
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| 12:20 EDT | | BA |
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| 10:01 EDT | | GD |
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| 08:29 EDT |  | BA |
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| 07:31 EDT | | FLIR |
| theflyonthewall.com: | Flir Systems awarded U.S. Army contract valued at up to $38M | | FLIR Systems announced that it has been awarded an indefinite delivery, indefinite quantity contract from the U.S. Army to support the MEDEVAC program. The contract is valued at $38M and is for spare components for Star SAFIRE II stabilized multi-sensor systems that are installed on the Army's fielded MEDEVAC Blackhawk helicopters. An initial delivery order of $1.7M was received. Work under this contract is expected to be performed out of FLIR's facility in Wilsonville, OR, with deliveries expected to be completed within five years. :theflyonthewall.com |
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May 21, 2012
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| 10:34 EDT | | BA |
| theflyonthewall.com: | On The Fly: Analyst Upgrade Summary | | Today's noteworthy upgrades include: Alpha Natural (ANR) upgraded to Buy from Hold at Brean Murray... American Eagle (AEO) upgraded to Buy from Hold at Brean Murray... Group 1 Automotive (GPI) upgraded to Buy from Neutral at Sterne Agee... LPL Investment (LPLA) upgraded to Neutral from Negative at Susquehanna... Mid-Con Energy (MCEP) upgraded to Outperform from Market Perform at Raymond James... Safeway (SWY) upgraded to Buy from Neutral at Citigroup... United Bankshares (UBSI) upgraded to Buy from Neutral at Janney Capital... Waters (WAT) upgraded to Buy from Neutral at Mizuho... Boeing (BA) upgraded to Buy from Hold at Argus. :theflyonthewall.com |
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| 07:35 EDT |  | NOC |
| theflyonthewall.com: | Small Business Administration to host a conference | | National Small Business Week 2012 is being held in Washington, D.C. on May 20-22. :theflyonthewall.com |
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| 07:34 EDT | | BA |
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| 07:34 EDT | | FLIR |
| theflyonthewall.com: | Flir Systems announces $17.9M order from U.S. Navy Expeditionary Combat Command |
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| 07:17 EDT | | LLL |
| theflyonthewall.com: | U.S. plan could hurt contractors, Washington Post says | | American companies could be hurt by a plan by the U.S. Agency of International Development to award many more deals to foreign firms, according to The Washington Post. L-3 (LLL) and Tetra Tech (TTEK) are among the companies that received contracts from the agency last year the newspaper said. Reference Link :theflyonthewall.com |
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| 05:22 EDT | | NOC |
| theflyonthewall.com: | Northrop Grumman to head team delivering new ISR capability to Alliance Forces |
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May 20, 2012
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| 09:48 EDT | | LMT |
| theflyonthewall.com: | Lockheed Martin Aeronautics reaches new contracts with two unions | | Members of the International Brotherhood of Electrical Workers, IBEW, and the Office and Professional Employees International Union, OPEIU, have ratified new labor agreements with Lockheed Martin [NYSE: LMT] Aeronautics in Fort Worth. The new agreements become effective Monday, May 21 and will extend for four and five years, respectively. :theflyonthewall.com |
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| 09:45 EDT | | LMT |
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May 18, 2012
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| 12:35 EDT | | LMT |
| theflyonthewall.com: | House votes to sell planes to Taiwan, Defense News says | | The House of Representatives voted yesterday to force the Obama administration to authorize the sale of 66 of Lockheed Martin's (LMT) F-16C/D planes to Taiwan, according to Defense News. Reference Link :theflyonthewall.com |
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| 08:32 EDT | | RTN |
| theflyonthewall.com: | Raytheon awarded $57.8M contract by U.S. Navy | | The U.S. Navy awarded Raytheon a contract totaling $57.8M to overhaul and upgrade nine Phalanx Close-In Weapon Systems, and manufacture two SeaRAM anti-ship missile defense systems. The agreement also includes the purchase of 20 radar upgrade kits. :theflyonthewall.com |
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May 17, 2012
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| 12:05 EDT | | CSC |
| theflyonthewall.com: | CSC says SEC investigation continuing | | Says expects international investigation to come to a conclusion soon. :theflyonthewall.com |
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| 12:00 EDT | | CSC |
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| 11:54 EDT | | CSC |
| theflyonthewall.com: | CSC says not looking to sell entire segments, but smaller peices of portfolio |
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| 11:53 EDT | | CSC |
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| 11:28 EDT |  | CSC |
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| 11:14 EDT | | CSC |
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| 11:13 EDT | | CSC |
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| 11:12 EDT | | CSC |
| theflyonthewall.com: | CSC "hopeful" NHS interim agreement will get completed in not too distant future | | :theflyonthewall.com |
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| 11:11 EDT | | CSC |
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| 11:09 EDT | | CSC |
| theflyonthewall.com: | CSC says plans to cut costs, expenses by $1B over 12-18 months | | :theflyonthewall.com |
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| 11:07 EDT | | CSC |
| theflyonthewall.com: | CSC says Q4 results "very poor," "unacceptable" | | Says taking immediate actions to begin to move in a different direction, adds that there are "some bright spots". Comments made on the Q4 earnings conference call. :theflyonthewall.com |
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| 08:48 EDT | | NOC |
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| 08:41 EDT | | CSC |
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| 08:34 EDT | | CSC |
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| 08:33 EDT | | CSC |
| theflyonthewall.com: | CSC reports Q4 EPS )$1.02), consensus 20c | | Reports Q4 revenue $4.11B, consensus $4.10B. :theflyonthewall.com |
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| 08:11 EDT | | NOC |
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| 07:43 EDT | | COL, GD, NOC |
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| 06:06 EDT | | BA |
| theflyonthewall.com: | Southwest to delay 737 deliveries to save more than $1B, AP says | | Southwest (LUV) is delaying the delivery of 30 Boeing (BA) 737s to save more than $1B through 2014, reports the Associated Press. At its annual shareholder meeting, CEO Gary Kelly said those deliveries will be pushed back to 2017 and 2018. Kelly also said the company won't be getting into the petroleum business anytime soon. . Reference Link :theflyonthewall.com |
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May 16, 2012
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| 14:39 EDT | | CSC |
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| 10:36 EDT | | GD, FLIR, NOC, LLL, RTN, LMT, LMIA, BA, BAESY, COL |
| theflyonthewall.com: | House subcommittee recommends $5.3B boost to weapons funding, Defense News says |
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| 10:01 EDT | | GD |
| theflyonthewall.com: | General Dynamics awarded $14M order by Department of Homeland Security | | General Dynamics Advanced Information Systems, a business unit of General Dynamics, has been awarded a task order by the U.S. Department of Homeland Security to support the National Communications System. General Dynamics will provide around-the-clock watch operations for critical communications infrastructure through support of the NCS's National Coordinating Center for Communications. The company will provide emergency response support and liaison to communications partners to identify the possible impacts of potentially disruptive events and coordinate the restoration and repair of the infrastructure when outages occur. :theflyonthewall.com |
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| 09:23 EDT | | LMT |
| theflyonthewall.com: | BofA/Merrill's Head of U.S. Equity & Quantitative Strategy holds conference call |
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| 09:15 EDT | | LLL, RTN, COL, BA, GD, LMT, NOC |
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| 08:14 EDT | | BA |
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| 08:13 EDT | | COL |
| theflyonthewall.com: | Rockwell Collins management to meet with UBS | | Field trip to company headquarters to be held in Cedar Rapids, IA on May 16 hosted by UBS. :theflyonthewall.com |
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| 08:02 EDT | | RTN |
| theflyonthewall.com: | Raytheon awarded $313.8M for Standard Missile-6 all-up rounds | | The U.S. Navy awarded Raytheon a $313.8M contract for low-rate initial production of Standard Missile-6 all-up rounds. SM-6 leverages the legacy Standard Missile airframe and propulsion elements, while incorporating the advanced signal processing and guidance control capabilities of Raytheon's Advanced Medium-Range Air-to-Air Missile. Work will be performed in Tucson, Ariz.; Camden, Ark.; Andover, Mass.; Huntsville, Ala.; Dallas, Texas; Hanahan, S.C.; Anniston, Ala.; San Jose, Calif.; and Middletown, Ohio, and is expected to completed by March 2015. :theflyonthewall.com |
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| 08:00 EDT | | BA |
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| 07:28 EDT | | GD |
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| 07:19 EDT | | BA |
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| 07:02 EDT | | NOC |
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| 04:59 EDT | | LMT |
| theflyonthewall.com: | Lockheed Martin Orbits 100th and 101st commercial geo satellites | | The 100th and 101st Lockheed Martin commercial geostationary communication satellites have been successfully placed in orbit after a dual launch aboard an Ariane 5-ECA launch vehicle. Both satellites are based on Lockheed Martin's A2100 geosynchronous satellite series. Both satellites will undergo on-orbit checkout over the next few months prior to the start of operations. VINASAT-2 is scheduled to be handed over to VNPT in late June and JCSAT-13 will be turned over to SKY Perfect JSAT in mid July. :theflyonthewall.com |
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May 15, 2012
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| 17:00 EDT | | BA |
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| 16:33 EDT | | CSC |
| theflyonthewall.com: | Greenlight reports new stakes in CSC, Expedia | | :theflyonthewall.com |
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| 13:48 EDT | | LMT |
| theflyonthewall.com: | Pentagon limiting flights of Lockheed F-22 due to oxygen problems, AP reports |
Subscribe for More Information :theflyonthewall.com |
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| 10:20 EDT | | BA |
| theflyonthewall.com: | Boeing says 40%-50% cost drop from first 787 to 60th | | :theflyonthewall.com |
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| 09:56 EDT | | BA |
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| 09:52 EDT | | BA |
| theflyonthewall.com: | Boeing CEO says financing is tight, but doable | | :theflyonthewall.com |
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| 09:49 EDT | | BA |
| theflyonthewall.com: | Boeing says government is not providing a predictable environment for business |
Subscribe for More Information :theflyonthewall.com |
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| 09:43 EDT | | BA |
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| 09:42 EDT | | BA |
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| 09:41 EDT | | BA |
| theflyonthewall.com: | Senate reaches deal to consider Export-Import reauthorization, Poltico says | | Democrats and Republicans reached a deal to allow a bill that would extend funding of the Export-Import Bank to come to the Senate floor today, according to Politico. However, the bill will need 60 votes to pass, the publication added. Boeing (BA) receives a significant amount of support from the bank. Reference Link :theflyonthewall.com |
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| 09:13 EDT | | BA |
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| 09:11 EDT | | BA |
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| 09:08 EDT | | BA |
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| 09:06 EDT | | BA |
| theflyonthewall.com: | Boeing sees FY12 EPS $4.14-$4.35, consensus $4.58 | | Sees FY12 revenue $78B-$80B, consensus $79.51B. Sees FY operating cash flow >$5B. Sees FY12 commercial deliveries 585-600. Comments from slides that will be presented at The Boeing Company 2012 Annual Investor Conference. :theflyonthewall.com |
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| 07:48 EDT | | LMT |
| theflyonthewall.com: | Jacobs Engineering, Lockheed Martin joint venture concludes AWE pricing | | Jacobs Engineering (JEC) announced that AWE Management Limited, in which it has a one third share, has concluded the arrangements for the next pricing period regarding the contract to Manage and Operate the Atomic Weapons Establishment in the United Kingdom. Formed in 2000, AWE ML is a joint venture between Jacobs, Lockheed Martin (LMT) and Serco to manage AWE plc on behalf of the UK Ministry of Defence. The conclusion of recent negotiations is an important milestone although the contract has no material changes. The new arrangements will take effect from April 2013 and run through to March 2018. The total value to AWE ML is an average of around $1.59B per year with approximately 40% to be invested in capital projects. :theflyonthewall.com |
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| 07:12 EDT | | NOC |
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| 06:25 EDT | | BA |
| theflyonthewall.com: | Alestis forced to slow production due to Europe's financial crisis, WSJ reports | | Europe's financial crisis has forced Alestis Aerospace, a manufacturer of critical aircraft components for Boeing (BA), Airbus (EADSY) and Embraer (ERJ), to slow its production, which poses a risk to some of the world's biggest jetliner programs, reports the Wall Street Journal. Reference Link :theflyonthewall.com |
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May 14, 2012
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| 12:33 EDT | | BA |
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| 12:07 EDT | | RTN, NOC, BAESY, LMT, FLIR, BA, LLL, GD, LMIA, COL |
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| 09:04 EDT | | CSC |
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| 08:40 EDT | | NOC |
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| 08:12 EDT | | NOC |
| theflyonthewall.com: | Northrop Grumman begins full rate production of infrared missile warning system |
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| 08:04 EDT | | RTN |
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May 13, 2012
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| 15:44 EDT | | BA |
| theflyonthewall.com: | Embraer's near-term turbulence creates long-term opportunity, Barron's contends |
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May 11, 2012
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| 12:54 EDT | | COL |
| theflyonthewall.com: | Rockwell Collins management to meet with RBC Capital | | Group dinner to be held in New York on May 16 hosted by RBC Capital. :theflyonthewall.com |
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| 12:17 EDT | | LLL |
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| 11:23 EDT |  | BA |
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| 10:02 EDT | | LMT, BA |
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| 08:42 EDT | | BA |
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| 07:15 EDT | | LLL, RTN, LMIA, FLIR, COL, BAESY, NOC, LMT, GD, BA |
| theflyonthewall.com: | Joint Chiefs chairman opposes new missile shield, The Hill reports | | The chairman of the Joint Chiefs of Staff said he saw no need for a missile defense system to protect America's East Coast, according to The Hill. Republican House members have proposed creating such a system, which is projected to cost a total of $2B-$4B. Reference Link :theflyonthewall.com |
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| 06:59 EDT | | BA |
| theflyonthewall.com: | Senator blocks vote on Export-Import bank reauthorization, The Hill says | | Republican Senator Jon Kyl blocked the Senate from voting to provide new funds for the Export-Import Bank, and sought to require 60 votes to pass the legislation, according to The Hill. Boeing (BA), which is a major beneficiary of Export-Import Bank loans, has fought to extend the bank's charter, while Delta (DAL) fought for reforms to the bank's practices. Reference Link :theflyonthewall.com |
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| 06:40 EDT |  | FLIR |
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