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  1. Incoming Lockheed Martin (LMT) CEO Christopher Kubasik predicts that uncertainty about Pentagon budget cuts could lead to consolidation in the defense sector . Lockheed is increasing its non-military ...

    Headlines

    Wed, 2 May 2012

    CEO Christopher Kubasik predicts that uncertainty about Pentagon budget cuts could lead to consolidation in the defense sector . Lockheed is increasing its non-military business but in adjacent markets, such as helping to develop solar plants

  2. TEXT-S&P: aerospace and defense sector prospects keep diverging

    Headlines

    Mon, 30 Apr 2012

    April 30 - The commercial aerospace and defense sectors continue to face much different prospects, Standard & Poor's Ratings Services said in its industry report card titled "Commercial Aerospace Makes Gains While Defense Contractors Face Cuts," published earlier today on RatingsDirect. Demand for

  3. New Morningstar Analyst Report - Lockheed Martin

    Stock Reports

    Thu, 26 Apr 2012

    lower margin for Lockheed.The upcoming election in 2012 could result in negative headlines for Lockheed and the defense sector as a whole.The conflicts in Iraq and Afghanistan have left the military with heavy equipment needs, regardless

  4. New Morningstar Analyst Report - Boeing

    Stock Reports

    Thu, 26 Apr 2012

    leveraged research and development funding for defense in the commercial arena. As limited funding finds its way into the defense sector over the coming years, we believe Boeing will use its skills to retain projects that continue to aid its faster

  5. New Morningstar Analyst Report - General Dynamics

    Stock Reports

    Wed, 25 Apr 2012

    annually during our five-year discrete forecast period as growth in business jets helps to offset difficulties in the defense sector . Operating margins should average 11.5%, about flat with the previous five years as the company has done a good

  6. Credit Outlook: Sector Updates and Top Bond Picks

    Headlines

    Tue, 27 Mar 2012

    divergence in the aerospace/ defense sector , as commercial aerospace orders ..... generally been robust while the defense sector remains under a significant cloud ..... few years. Among credits in the defense sector , we would steer investors to

  7. Military Cutbacks Means Shorting Defense Contractors

    Headlines

    Tue, 31 Jan 2012

    with Iran, increasing anti-war sentiment, and fiscal issues within the federal government make me bearish on the defense sector . The main driver of defense contractors' earnings is government spending. For leading defense contractors, direct

  8. New Morningstar Analyst Report for Allegheny Technologies Corp.

    Stock Reports

    Mon, 30 Jan 2012

    performance metals segment with the acquisition of Ladish, which provides specialized components for the aerospace and defense sector in the United States. The flat-rolled product segment produces stainless steel, nickel-based, and titanium

  9. Raytheon Posts Solid Margins in 4Q, Offers In-Line 2012 Guidance

    Commentary

    Fri, 27 Jan 2012

    fourth-quarter revenue of $6.4 billion was a decrease of 6% from last year. Our recent reassessment of the defense sector following the Budget Control Act of 2011 underpins our longer-term view that the sector will continue to be challenged

  10. Lockheed Martin (LMT) is downgraded to Underperform at RBC, ahead of a possible cut to its troubled F-35 Joint Strike Fighter program. RBC sees 2012 as a challenging year for the defense sector , with ...

    Headlines

    Wed, 4 Jan 2012

    of a possible cut to its troubled F-35 Joint Strike Fighter program. RBC sees 2012 as a challenging year for the defense sector , with a reduced Defense Department budget plus "persistent uncertainty as to what exactly the cuts will be, and

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