UBS Research: Capital Goods http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschstockrschsector&sectorteam=engineering UBS Research: Capital Goods en Copyright (C) UBS 2009. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Fri, 6 Nov 2009 Sat, 7 Nov 2009 60 http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschrss http://research.ibb.ubs.com:80/images/logo.gif UBS http://www.ubs.com 160 44 <![CDATA[First Read: Goodrich "Surprising 2014 Target" (Buy) Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82317|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Aerospace

  • US Aerospace

  • Americas Industrial

  • US Industrial

  • Americas Industrial Goods & Services

  • US Industrial Goods & Services

  • North American Aerospace

  • North American Industrial

  • North American Industrial Goods & Services


Companies
  • GR.N Goodrich


Subjects
  • Company Update

  • Morning Note

]]> David E. Strauss GR.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82317|native|public|20091106234619 Fri, 6 Nov 2009 <![CDATA[U.S. Aerospace & Defense Playbook "The Week Ahead" 06-Nov-2009 Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82260|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Aerospace

  • Americas Industrial

  • Americas Industrial Goods & Services


Companies
  • BA.N Boeing

  • GR.N Goodrich

  • LMT.N Lockheed Martin

  • NOC.N Northrop Grumman

  • RTN.N Raytheon

  • TXT.N Textron

  • UTX.N United Technologies

  • TGI.N Triumph Group

  • ATK.N Alliant Techsystems

  • COL.N Rockwell Collins

  • TDG.N TransDigm

  • BEAV.O BE Aerospace

  • PCP.N Precision Castparts

  • SPR.N Spirit AeroSystems


Subjects
  • Industry Overview

  • Morning Note

]]> David E. Strauss BA.N GR.N LMT.N NOC.N RTN.N TXT.N UTX.N TGI.N ATK.N COL.N TDG.N BEAV.O PCP.N SPR.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82260|native|public|20091106051101 Fri, 6 Nov 2009 <![CDATA[Commercial Aftermarket Monitor "Flight Hours Trending Higher" 06-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82245|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Aerospace

  • US Aerospace

  • Americas Industrial

  • US Industrial

  • Americas Industrial Goods & Services

  • US Industrial Goods & Services

  • North American Aerospace

  • North American Industrial

  • North American Industrial Goods & Services


Companies
  • BA.N Boeing

  • GR.N Goodrich

  • UTX.N United Technologies

  • HON.N Honeywell Intl. Inc.

  • ESL.N Esterline Tech.

  • COL.N Rockwell Collins

  • TDG.N TransDigm

  • BEAV.O BE Aerospace

  • PCP.N Precision Castparts

  • SPR.N Spirit AeroSystems


Subjects
  • Industry Overview

  • Morning Note

]]> David E. Strauss BA.N GR.N UTX.N HON.N ESL.N COL.N TDG.N BEAV.O PCP.N SPR.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82245|native|public|20091106051041 Fri, 6 Nov 2009 <![CDATA[GKN "Targeting aerospace acquisitions" (Buy) Puetter]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69261|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Aerospace

  • European Auto Parts

  • British Aerospace

  • British Auto Parts

  • Global Aerospace

  • Global Auto Parts

  • European Consumer, Cyclical

  • European Industrial

  • British Consumer, Cyclical

  • British Industrial

  • Global Consumer, Cyclical

  • Global Industrial

  • European Automobiles

  • European Industrial Goods & Services

  • British Automobiles

  • British Industrial Goods & Services

  • Global Automobiles

  • Global Industrial Goods & Services

  • British Auto Parts & Tires

  • European Auto Parts & Tires

  • Global Auto Parts & Tires


Companies
  • GKN.L GKN


Subjects
  • Company Update

  • Morning Note

]]> Stephan Puetter GKN.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69261|native|public|20091106040105 Fri, 6 Nov 2009 <![CDATA[First Read: Spirit AeroSystems "Beats Quarter, Holds Guidance" (Sell) Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82182|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Aerospace

  • US Aerospace

  • Americas Industrial

  • US Industrial

  • Americas Industrial Goods & Services

  • US Industrial Goods & Services

  • North American Aerospace

  • North American Industrial

  • North American Industrial Goods & Services


Companies
  • SPR.N Spirit AeroSystems


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> David E. Strauss SPR.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82182|native|public|20091105135613 Thu, 5 Nov 2009 <![CDATA[UBS Business Jet Update "Used Inventories Continue to Decline" 05-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82151|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Aerospace

  • US Aerospace

  • Americas Industrial

  • US Industrial

  • Americas Industrial Goods & Services

  • US Industrial Goods & Services

  • North American Aerospace

  • North American Industrial

  • North American Industrial Goods & Services


Companies
  • RR.L Rolls-Royce

  • BBDb.TO Bombardier

  • GD.N General Dynamics

  • TXT.N Textron

  • UTX.N United Technologies

  • HON.N Honeywell Intl. Inc.

  • COL.N Rockwell Collins


Subjects
  • Industry Overview

  • Morning Note

]]> David E. Strauss RR.L BBDb.TO GD.N TXT.N UTX.N HON.N COL.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82151|native|public|20091105061144 Thu, 5 Nov 2009 <![CDATA[Umeco "Results in-line, dividend maintained and valuation still too low " (Buy)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69121|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Aerospace

  • European Industrial, Diversified

  • British Aerospace

  • British Industrial, Diversified

  • Global Aerospace

  • Global Industrial, Diversified

  • European Industrial

  • British Industrial

  • Global Industrial

  • European Industrial Goods & Services

  • British Industrial Goods & Services

  • Global Industrial Goods & Services


Companies
  • UMC.L Umeco


Subjects
  • Company Update

  • Morning Note

]]> Stephen Swanton, CFA UMC.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69121|native|public|20091104074004 Wed, 4 Nov 2009 <![CDATA[First Read: Rockwell Collins "Commercial Remains Weak, FY10 Guidance Unchanged"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81978|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Aerospace

  • US Aerospace

  • Americas Industrial

  • US Industrial

  • Americas Industrial Goods & Services

  • US Industrial Goods & Services

  • North American Aerospace

  • North American Industrial

  • North American Industrial Goods & Services


Companies
  • COL.N Rockwell Collins


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> David E. Strauss COL.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81978|native|public|20091103134315 Tue, 3 Nov 2009 <![CDATA[Global Parked Aircraft Update "Parked Hits New High" 03-Nov-2009 Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81939|native|public Regions
  • Global


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Goods & Services


Companies
  • MGGT.L Meggitt

  • GR.N Goodrich

  • COL.N Rockwell Collins

  • TDG.N TransDigm


Subjects
  • Industry Overview

  • Morning Note

]]> David E. Strauss MGGT.L GR.N COL.N TDG.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81939|native|public|20091103051027 Tue, 3 Nov 2009 <![CDATA[U.S. Aerospace & Defense Playbook "The Week Ahead" 02-Nov-2009 Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81848|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Aerospace

  • Americas Industrial

  • Americas Industrial Goods & Services


Companies
  • BA.N Boeing

  • GD.N General Dynamics

  • GR.N Goodrich

  • LMT.N Lockheed Martin

  • NOC.N Northrop Grumman

  • RTN.N Raytheon

  • TXT.N Textron

  • UTX.N United Technologies

  • HON.N Honeywell Intl. Inc.

  • TGI.N Triumph Group

  • ATK.N Alliant Techsystems

  • ESL.N Esterline Tech.

  • COL.N Rockwell Collins

  • HXL.N Hexcel

  • TDG.N TransDigm

  • BEAV.O BE Aerospace

  • PCP.N Precision Castparts

  • CPII.O CPI

  • SPR.N Spirit AeroSystems


Subjects
  • Industry Overview

  • Morning Note

]]> David E. Strauss BA.N GD.N GR.N LMT.N NOC.N RTN.N TXT.N UTX.N HON.N TGI.N ATK.N ESL.N COL.N HXL.N TDG.N BEAV.O PCP.N CPII.O SPR.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81848|native|public|20091102051038 Mon, 2 Nov 2009 <![CDATA[UBS Business Jet Update "Cycles Bounce Back" 30-Oct-2009 Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81827|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Aerospace

  • US Aerospace

  • Americas Industrial

  • US Industrial

  • Americas Industrial Goods & Services

  • US Industrial Goods & Services

  • North American Aerospace

  • North American Industrial

  • North American Industrial Goods & Services


Companies
  • RR.L Rolls-Royce

  • BBDb.TO Bombardier

  • GD.N General Dynamics

  • TXT.N Textron

  • UTX.N United Technologies

  • HON.N Honeywell Intl. Inc.

  • COL.N Rockwell Collins

  • BEAV.O BE Aerospace


Subjects
  • Industry Overview

  • Morning Note

]]> David E. Strauss RR.L BBDb.TO GD.N TXT.N UTX.N HON.N COL.N BEAV.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81827|native|public|20091030204203 Fri, 30 Oct 2009 <![CDATA[Hexcel "Still See Flat EPS in 2010" (Neutral) Fernandez]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81711|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Aerospace

  • US Aerospace

  • Americas Industrial

  • US Industrial

  • Americas Industrial Goods & Services

  • US Industrial Goods & Services

  • North American Aerospace

  • North American Industrial

  • North American Industrial Goods & Services


Companies
  • HXL.N Hexcel


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Cristina Fernandez HXL.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81711|native|public|20091030041107 Fri, 30 Oct 2009 <![CDATA[Umeco "Looking through the turbulence " (Buy) Swanton]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer68858|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Aerospace

  • European Industrial, Diversified

  • British Aerospace

  • British Industrial, Diversified

  • Global Aerospace

  • Global Industrial, Diversified

  • European Industrial

  • British Industrial

  • Global Industrial

  • European Industrial Goods & Services

  • British Industrial Goods & Services

  • Global Industrial Goods & Services


Companies
  • UMC.L Umeco


Subjects
  • Company Update

  • Morning Note

]]> Stephen Swanton, CFA UMC.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer68858|native|public|20091030040055 Fri, 30 Oct 2009 <![CDATA[First Read: U.S. Aerospace "Traffic Back to Flat on Easy Comps" 29-Oct-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81691|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Aerospace

  • US Aerospace

  • Americas Industrial

  • US Industrial

  • Americas Industrial Goods & Services

  • US Industrial Goods & Services

  • North American Aerospace

  • North American Industrial

  • North American Industrial Goods & Services


Companies
  • BA.N Boeing

  • GR.N Goodrich

  • UTX.N United Technologies

  • HON.N Honeywell Intl. Inc.

  • TGI.N Triumph Group

  • ESL.N Esterline Tech.

  • COL.N Rockwell Collins

  • HXL.N Hexcel

  • TDG.N TransDigm

  • BEAV.O BE Aerospace

  • PCP.N Precision Castparts

  • SPR.N Spirit AeroSystems


Subjects
  • Industry Overview

  • Morning Note

]]> David E. Strauss BA.N GR.N UTX.N HON.N TGI.N ESL.N COL.N HXL.N TDG.N BEAV.O PCP.N SPR.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81691|native|public|20091029134334 Thu, 29 Oct 2009 <![CDATA[First Read: General Dynamics "The Beat Continues " (Neutral) Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81570|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Aerospace

  • US Aerospace

  • Americas Industrial

  • US Industrial

  • Americas Industrial Goods & Services

  • US Industrial Goods & Services

  • North American Aerospace

  • North American Industrial

  • North American Industrial Goods & Services


Companies
  • GD.N General Dynamics


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> David E. Strauss GD.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81570|native|public|20091028124110 Wed, 28 Oct 2009 <![CDATA[BE Aerospace "Still Below on 2010-11" (Neutral) Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81519|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Aerospace

  • US Aerospace

  • Americas Industrial

  • US Industrial

  • Americas Industrial Goods & Services

  • US Industrial Goods & Services

  • North American Aerospace

  • North American Industrial

  • North American Industrial Goods & Services


Companies
  • BEAV.O BE Aerospace


Subjects
  • Company Update

  • Morning Note

]]> David E. Strauss BEAV.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81519|native|public|20091028041048 Wed, 28 Oct 2009 <![CDATA[First Read: BE Aerospace "2010 Guidance Held, Initial Signs of Aftermarket ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81459|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Aerospace

  • US Aerospace

  • Americas Industrial

  • US Industrial

  • Americas Industrial Goods & Services

  • US Industrial Goods & Services

  • North American Aerospace

  • North American Industrial

  • North American Industrial Goods & Services


Companies
  • BEAV.O BE Aerospace


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> David E. Strauss BEAV.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81459|native|public|20091027114040 Tue, 27 Oct 2009 <![CDATA[Lockheed Martin "EPS Upside Too Far Out For Now" (Neutral) Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81417|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Aerospace

  • US Aerospace

  • Americas Industrial

  • US Industrial

  • Americas Industrial Goods & Services

  • US Industrial Goods & Services

  • North American Aerospace

  • North American Industrial

  • North American Industrial Goods & Services


Companies
  • LMT.N Lockheed Martin


Subjects
  • Company Update

  • Morning Note

]]> David E. Strauss LMT.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81417|native|public|20091027041053 Tue, 27 Oct 2009 <![CDATA[GKN "Auto on track for the turnaround " (Buy) Puetter]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer68619|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Aerospace

  • European Auto Parts

  • British Aerospace

  • British Auto Parts

  • Global Aerospace

  • Global Auto Parts

  • European Consumer, Cyclical

  • European Industrial

  • British Consumer, Cyclical

  • British Industrial

  • Global Consumer, Cyclical

  • Global Industrial

  • European Automobiles

  • European Industrial Goods & Services

  • British Automobiles

  • British Industrial Goods & Services

  • Global Automobiles

  • Global Industrial Goods & Services

  • British Auto Parts & Tires

  • European Auto Parts & Tires

  • Global Auto Parts & Tires


Companies
  • GKN.L GKN


Subjects
  • Company Update

  • Morning Note

]]> Stephan Puetter GKN.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer68619|native|public|20091027040011 Tue, 27 Oct 2009 <![CDATA[First Read: Hexcel "Q3 Miss on Lower Than Expected Margins" (Neutral) Fernandez]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81415|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Aerospace

  • US Aerospace

  • Americas Industrial

  • US Industrial

  • Americas Industrial Goods & Services

  • US Industrial Goods & Services

  • North American Aerospace

  • North American Industrial

  • North American Industrial Goods & Services


Companies
  • HXL.N Hexcel


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Cristina Fernandez HXL.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81415|native|public|20091027004747 Tue, 27 Oct 2009