CACI International: Elevated Capex in 2024 to Meet Swelling Backlog, with Margins Flatlining at an Industry-leading Level By Ivo Kolchev Fundamental Analysis Read More
Textron: Bell Returns to Growth as Backlog Swells on New Attack Helicopter Program By Ivo Kolchev Fundamental Analysis Read More
General Dynamics: Revenue Outlook Increased on Strength in Combat & Marine Systems but Company-wide Margin Pressure to Keep EPS Growth Subdued in 2023 By Ivo Kolchev Fundamental Analysis Read More
Boeing: Guidance Unchanged as Strong Performance at Commercial Airplanes Offsets Weakness in Defense, Space and Security By Ivo Kolchev Fundamental Analysis Read More
General Electric: Aerospace Growth Likely Peaked in Q2 as Air Traffic Recovery Matures By Ivo Kolchev Fundamental Analysis Read More
IBM: Apptio Purchase for $4.6 Billion to Bring Total IBM M&A Spending to Almost 50% of 2023 Free Cash Flow By Ivo Kolchev Fundamental Analysis Read More
Raytheon Technologies: $9 billion 2025 Free Cash Flow Target Overshadowed by Near-term Impact of Engine Inspections at Pratt & Whitney By Ivo Kolchev Fundamental Analysis Read More
Can Government Contractors Offer a Safe Harbor in a Potential U.S. Recession? By Ivo Kolchev Fundamental Analysis Read More
Lockheed Martin: Backlog Growth Drives Pipeline to a Record High as Company Boosts 2023 Outlook By Ivo Kolchev Fundamental Analysis Read More
Accenture: Revenue Weakness Limited to the Communications, Media & Technology Industry Group By Ivo Kolchev Fundamental Analysis Read More