US - Aerospace and Defense Coverage Cluster BofA Merrill Lynch
Investment rating Company ticker Bloomberg symbol Analyst
BUY AerCap Holdings NV. AER AER US Kristine T. Liwag Air Lease Corporation AL ALUS Kristine T. Liwag Bombardier Inc. YBBD B BBD/B CN Ronald J. Epstein Booz Allen Hamilton BAH BAH US Ronald J. Epstein CAE Inc. YCAE CAE CN Ronald J. Epstein Embraer ERJ ERJ US Ronald J. Epstein General Dynamics GD GD US Ronald J. Epstein Lockheed Martin LMT LMT US Ronald J. Epstein Northrop Grumman NOC NOC US Ronald J. Epstein Raytheon Co. RTN RIN US Ronald J. Epstein RBC Bearings Inc ROLL ROLL US Kristine T. Liwag Textron TXT TXT US Ronald J. Epstein TransDigm Group Inc. TDG TDG US Ronald J. Epstein Triumph Group TGl TGI US Ronald J. Epstein United Tech UTX UTX US Ronald J. Epstein
NEUTRAL BWX Technologies, Inc. BWXT BWXT US Ronald J. Epstein Crane Co CR CRUS Kristine T. Liwag Curtiss-Wright Corporation cw CW US Kristine T. Liwag FLY Leasing Ltd FLY FLY US Kristine T. Liwag HEICO Corporation HEI HEI US Ronald J. Epstein Hexcel Corporation HXL HXL US Ronald J. Epstein Huntington Ingalls Industries HII HII US Ronald J. Epstein L-3 Comm LLL LLL US Ronald J. Epstein Mercury Systems MRCY MRCY US Ronald J. Epstein Rockwell Collins COL COL US Ronald J. Epstein Spirit AeroSys-A SPR SPR US Ronald J. Epstein
UNDERPERFORM Atrcastle LTD AYR AYRUS Kristine T. Liwag Boeing BA BAUS Ronald J. Epstein Esterline Technologies Corporation ESL ESL US Ronald J. Epstein Garmin GRMN GRMN US Ronald J. Epstein Moog Inc. MOGA MOG/A US Kristine T. Liwag Wesco Aircraft Holdings, Inc WAIR WAIR US Ronald J. Epstein
me peorlgalinll Top 10 US Ideas Quarterly | 03 January 2017-19
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