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US Strategy: Tariffs as Repricing Event?

Strategy Analysis: 01 Mar 2018, 9:40 PM ET - The market has been building in very low odds of a trade war event, a NAFTA withdrawal, or a significant escalation of tit-for-tat trade retaliations on a broader scale.  The odds-makers just got a fresh load of input.

Trump, Trade, Germany, and the EU

Strategy Analysis: 08 Mar 2017, 11:15 PM ET - The Trump team focuses on a bilateral deal with Germany distinct from the EU and sets the stage for more tension. We frame the US-Germany trade deficit for 2016 at the industry level.  Trade edges ahead of the Fed as a risk variable?

Aerospace & Defense 2017 Outlook: Underperform

Sector Outlook: 01 Feb 2017, 5:43 AM ET - The DoD is still operating under a continuing resolution in FY17, but there is increased optimism that the new Republican government will lift defense spending caps for the years ahead. Commercial aerospace will face some headwinds in 2017.

CreditSights 12th Annual European Conference

Announcement: 29 Nov 2016, 8:54 PM ET - Download our Conference Mobile App for our upcoming event on Friday 9th December 2016.

Industrials: Green Shoots During Spring

Sector Analysis: 22 Mar 2016, 12:08 AM ET - Our latest read on what industrial companies are saying on both sides of the pond across their wide ranging end markets. The gist? Still a mixed outlook but early stabilization, even in the more challenging sectors.

Rheinmetall 4Q15: Defence Operating Improvements

Earnings Note: 20 Mar 2016, 5:54 PM ET - Rheinmetall’s Defence segment is bearing the fruits of completed restructuring efforts with improvements reported in the combat systems and electronic solutions businesses.

Aerospace & Defense: 2016 Outlook

Sector Outlook: 14 Jan 2016, 7:08 PM ET - A&D Underperforms in 2016. The defense operational outlook improved with the budget agreement, but M&A and shareholder rewards should expand leverage. Aerospace uncertainty grows with higher production rates and decelerating growth.

Using the New E-Mail Alerts System

Announcement: 18 Feb 2015, 11:28 PM ET - CreditSights launched its new beta e-mail Alerts system on  Mon, February 23rd. A new interface allows users to manage their e-mail  Alerts. This is a user guide for managing your e-mail Alerts in the new system.

Announcing CreditSights' New E-Mail Alerts System

Announcement: 12 Feb 2015, 11:27 PM ET - CreditSights announced the launch of its new beta e-mail Alerts system on Monday, February 23rd. Your previous e-mail Alert preferences will be carried over into the new beta e-mail Alerts system.

Aerospace & Defense: 2015 Outlook

Sector Outlook: 04 Jan 2015, 10:43 PM ET - High grade aerospace and defense should Outperform the index on an excess return basis in 2015.  Index spreads ought to widen, but the high quality, low volatility A&D defense group should widen less.

Aerospace & Defense: Pension Impact on CSRs

Ratings Analysis: 16 Apr 2014, 10:05 PM ET - CreditSights' ratings for the Aerospace & Defense sector have remained relatively stable, but the biggest swing factor within the sector remains changes in pension-adjusted leverage metrics.

JetBlue: Sells LiveTV and Divorces AAL

Worth Watching: 13 Mar 2014, 11:19 PM ET

Aerospace & Defense: 1Q13 Review

Sector Analysis: 27 May 2013, 10:00 PM ET - As defense hunkers down ahead of budget constraints and sequestration uncertainties, commercial aerospace continues to shine.

Aerospace & Defense: 2Q12 Review

Sector Analysis: 13 Sep 2012, 9:53 PM ET - Commercial aerospace remains favorable while sequestration continues to cast a shadow over the defense sector.  The potential BAE/EADS merger puts the question of market consolidation back in the spotlight.

Spotlight on Finmeccanica: Initiating Coverage

Company Spotlight: 09 Sep 2012, 10:00 PM ET - Finmeccanica is a top global defense contractor and leading commercial aerospace manufacturer, but is facing myriad headwinds from ethical lapses to performance issues to defense budget constraints.

Aerospace & Defense: 1Q12 Review

Sector Analysis: 02 Jul 2012, 10:31 PM ET - November elections and sequestration are looming, and the debate over defense spending will only continue to heat up, adding further uncertainty to the challenging budgetary environment.

Aerospace & Defense: 4Q11 Review

Sector Analysis: 26 Mar 2012, 10:26 PM ET - Operating trends among defense contractors  and the commercial aero OEMs/supplier chain continues to diverge, while pension liabilities are mounting. Budget constraints and sequestration risk remain key swing factors in 2012.

2012 Defense & Aero Outlook II: Event Risk and RV

Sector Outlook: 29 Dec 2011, 5:45 AM ET - In Part II or our Defense and Aerospace outlook, we discuss swing factors that could impact credit quality in 2012, focus on uses of cash and event risk, and then highlight our investor recommendations.

2012 Defense & Aero Outlook Part I: Market Trends

Sector Outlook: 20 Dec 2011, 9:17 PM ET - The defense contractors face budget constraints and political hurdles. In contrast, the commercial aerospace OEMs are ramping up as fast as the suppliers can keep up with them, supported by deep backlogs and strong demand.

Aerospace & Defense: 3Q11 Review

Sector Analysis: 28 Nov 2011, 9:16 PM ET - As budget constraints continue to pile on downside risk for defense sector, the upswing in commercial aerospace continues to underpin a positive outlook, and the diverging trends are already evident in 3Q11 results.

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