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
Science Applications International Corporation: Guidance Boosted on Outperformance From the Disposed Supply Chain Business By Ivo Kolchev Fundamental Analysis Read More
Cardinal Health: 13% EPS Growth Expected in '24-'26 on Continued Growth in Pharmaceutical and a Turnaround in the Medical Segment By Ivo Kolchev Fundamental Analysis Read More
Honeywell: 4-7% Long-term Organic Growth Target with a Mid-teens Free Cash Flow Margin By Ivo Kolchev Fundamental Analysis Read More