How Much Do Government Contracts Contribute to Defense Suppliers’ Revenue Share? 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
McKesson: Slowdown on End of COVID-19 Vaccine Distribution Contract to be Temporary as Company Boosts Segment Profitability Targets By Ivo Kolchev Fundamental Analysis Read More
Oshkosh: Continued Earnings Momentum Driven by Non-Defense Segments By Ivo Kolchev Fundamental Analysis Read More
Boeing: Improving Free Cash Flow Generation to Allow Debt Payback By Ivo Kolchev Fundamental Analysis Read More
General Electric: Aerospace-driven Growth After GE Healthcare Technologies Spin-off By Ivo Kolchev Fundamental Analysis Read More
Raytheon Technologies: Continued Momentum Driven by Commercial Aircraft Recovery By Ivo Kolchev Fundamental Analysis Read More
Lockheed Martin: Soft 2023 Expected Before Growth Resumes in 2024 By Ivo Kolchev Fundamental Analysis Read More
The Impact of Government Contracting on the Financial Performance of General Dynamics and Textron By Ivo Kolchev Quantitative Analysis Read More