UBS Research: Capital Goods http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschstockrschsector&sectorteam=engineering UBS Research: Capital Goods en Copyright (C) UBS 2010. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Tue, 9 Feb 2010 Wed, 10 Feb 2010 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[Global Parked Aircraft Update "Parked In Production Remains Very High"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86080|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=uez86080|native|public|20100209144359 Tue, 9 Feb 2010 <![CDATA[UBS Business Jet Update "Used Inventories Fall Further" 09-Feb-2010 Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86078|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=uez86078|native|public|20100209143316 Tue, 9 Feb 2010 <![CDATA[Zodiac "A weakened competitor in the seats" (Buy) de Vigneral]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72956|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • France

  • Global

  • UBSW EMEA


Sectors
  • European Aerospace

  • European Ex. UK Aerospace

  • French Aerospace

  • Global Aerospace

  • European Industrial

  • European Ex. UK Industrial

  • French Industrial

  • Global Industrial

  • European Industrial Goods & Services

  • European Ex. UK Industrial Goods & Services

  • French Industrial Goods & Services

  • Global Industrial Goods & Services


Companies
  • ZODC.PA Zodiac


Subjects
  • Company Update

  • Morning Note

]]> Julie de Vigneral ZODC.PA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72956|native|public|20100209083718 Tue, 9 Feb 2010 <![CDATA[BAE SYSTEMS "Turning the tide - Reiterate Buy rating" (Buy) Hoddes]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72852|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Aerospace

  • British Aerospace

  • Global Aerospace

  • European Industrial

  • British Industrial

  • Global Industrial

  • European Industrial Goods & Services

  • British Industrial Goods & Services

  • Global Industrial Goods & Services


Companies
  • BAES.L BAE SYSTEMS


Subjects
  • Company Update

  • Morning Note

]]> Avi Hoddes BAES.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72852|native|public|20100208062027 Mon, 8 Feb 2010 <![CDATA[Bombardier "A well deserved re-rating " now what?" (Buy) Chamoun]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06319|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Aerospace

  • Canadian Aerospace

  • Americas Industrial

  • Canadian Industrial

  • Americas Industrial Goods & Services

  • Canadian Industrial Goods & Services

  • North American Aerospace

  • North American Industrial

  • North American Industrial Goods & Services


Companies
  • BBDb.TO Bombardier


Subjects
  • Company Update

  • Morning Note

]]> Fadi Chamoun, CFA BBDb.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06319|native|public|20100208051035 Mon, 8 Feb 2010 <![CDATA[U.S. Aerospace & Defense Playbook "The Week Ahead" 08-Feb-2010 Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85967|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=uez85967|native|public|20100208035013 Mon, 8 Feb 2010 <![CDATA[First Read: Bombardier "BBD announces F2010 orders/deliveries" (Buy) Chamoun]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06309|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Aerospace

  • Canadian Aerospace

  • Americas Industrial

  • Canadian Industrial

  • Americas Industrial Goods & Services

  • Canadian Industrial Goods & Services

  • North American Aerospace

  • North American Industrial

  • North American Industrial Goods & Services


Companies
  • BBDb.TO Bombardier


Subjects
  • Company Update

  • Morning Note

]]> Fadi Chamoun, CFA BBDb.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06309|native|public|20100205141520 Fri, 5 Feb 2010 <![CDATA[First Read: Northrop Grumman "Guides 2010 Above Street on Lower Pension" (Buy)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85846|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
  • NOC.N Northrop Grumman


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> David E. Strauss NOC.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85846|native|public|20100204142908 Thu, 4 Feb 2010 <![CDATA[First Read: Spirit AeroSystems "Misses Q4, Guides 2010 Below Consensus" (Sell)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85842|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=uez85842|native|public|20100204140445 Thu, 4 Feb 2010 <![CDATA[First Read: Alliant Techsystems "Raises FY10 Guidance, Appoints New CEO" (Buy)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85838|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
  • ATK.N Alliant Techsystems


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> David E. Strauss ATK.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85838|native|public|20100204135051 Thu, 4 Feb 2010 <![CDATA[First Read: Triumph Group "Q3 Miss; Adjusts Guidance for Debt Raise" (Neutral)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85779|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
  • TGI.N Triumph Group


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> David E. Strauss TGI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85779|native|public|20100204004312 Thu, 4 Feb 2010 <![CDATA[Finmeccanica "Moving to Neutral ahead of FY09 results" (Neutral) Hoddes]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72618|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Italy

  • UBSW EMEA


Sectors
  • European Aerospace

  • European Ex. UK Aerospace

  • Global Aerospace

  • Italian Aerospace

  • European Industrial

  • European Ex. UK Industrial

  • Global Industrial

  • Italian Industrial

  • European Industrial Goods & Services

  • European Ex. UK Industrial Goods & Services

  • Global Industrial Goods & Services

  • Italian Industrial Goods & Services


Companies
  • BAES.L BAE SYSTEMS

  • COB.L Cobham

  • TCFP.PA Thales

  • SIFI.MI Finmeccanica


Subjects
  • Change in Recommendation

  • Company Update

  • Morning Note

]]> Avi Hoddes BAES.L COB.L TCFP.PA SIFI.MI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72618|native|public|20100203040005 Wed, 3 Feb 2010 <![CDATA[European Aerospace and Defence "The impact of the FY11 US Defence budget"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72572|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Aerospace

  • European Ex. UK Aerospace

  • British Aerospace

  • Global Aerospace

  • European Industrial

  • European Ex. UK Industrial

  • British Industrial

  • Global Industrial

  • European Industrial Goods & Services

  • European Ex. UK Industrial Goods & Services

  • British Industrial Goods & Services

  • Global Industrial Goods & Services


Companies
  • BAES.L BAE SYSTEMS

  • COB.L Cobham

  • RR.L Rolls-Royce

  • EAD.PA EADS

  • SIFI.MI Finmeccanica

  • MTXGn.F MTU Aero Engines

  • QQ.L QinetiQ


Subjects
  • Industry Overview

  • Morning Note

]]> Avi Hoddes BAES.L COB.L RR.L EAD.PA SIFI.MI MTXGn.F QQ.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72572|native|public|20100202132745 Tue, 2 Feb 2010 <![CDATA[First Read: BE Aerospace "Beat and Hold" (Neutral) Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85650|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=uez85650|native|public|20100202132435 Tue, 2 Feb 2010 <![CDATA[U.S. Defense "FY11 Program Analysis - Winners & Losers" 02-Feb-2010 Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85636|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

  • NOC.N Northrop Grumman

  • ATK.N Alliant Techsystems


Subjects
  • Industry Overview

  • Morning Note

]]> David E. Strauss GD.N NOC.N ATK.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85636|native|public|20100202062434 Tue, 2 Feb 2010 <![CDATA[Alliant Techsystems "NASA Worst Case Could Still Improve" (Buy) Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85624|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
  • ATK.N Alliant Techsystems


Subjects
  • Company Update

  • Morning Note

]]> David E. Strauss ATK.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85624|native|public|20100202051026 Tue, 2 Feb 2010 <![CDATA[U.S. Defense "Modernization Looks Relatively Strong" 01-Feb-2010 Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85601|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

  • GD.N General Dynamics

  • LMT.N Lockheed Martin

  • NOC.N Northrop Grumman

  • RTN.N Raytheon

  • ATK.N Alliant Techsystems

  • COL.N Rockwell Collins


Subjects
  • Industry Overview

  • Morning Note

]]> David E. Strauss BA.N GD.N LMT.N NOC.N RTN.N ATK.N COL.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85601|native|public|20100201182305 Mon, 1 Feb 2010 <![CDATA[U.S. Aerospace & Defense Playbook "The Week Ahead" 01-Feb-2010 Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85560|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=uez85560|native|public|20100201064521 Mon, 1 Feb 2010 <![CDATA[U.S. Aerospace & Defense "Q4 Halftime Report - Thoughts So Far" 01-Feb-2010]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85558|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

  • GD.N General Dynamics

  • GR.N Goodrich

  • LMT.N Lockheed Martin

  • TXT.N Textron

  • UTX.N United Technologies

  • HON.N Honeywell Intl. Inc.

  • COL.N Rockwell Collins

  • HXL.N Hexcel

  • TDG.N TransDigm

  • BEAV.O BE Aerospace

  • PCP.N Precision Castparts


Subjects
  • Industry Overview

  • Morning Note

]]> David E. Strauss BA.N GD.N GR.N LMT.N TXT.N UTX.N HON.N COL.N HXL.N TDG.N BEAV.O PCP.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85558|native|public|20100201061136 Mon, 1 Feb 2010 <![CDATA[First Read: Finmeccanica "Clarifying the cut to 2010 guidance" (Buy) Hoddes]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72437|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Italy

  • UBSW EMEA


Sectors
  • European Aerospace

  • European Ex. UK Aerospace

  • Global Aerospace

  • Italian Aerospace

  • European Industrial

  • European Ex. UK Industrial

  • Global Industrial

  • Italian Industrial

  • European Industrial Goods & Services

  • European Ex. UK Industrial Goods & Services

  • Global Industrial Goods & Services

  • Italian Industrial Goods & Services


Companies
  • SIFI.MI Finmeccanica


Subjects
  • Company Update

  • Morning Note

]]> Avi Hoddes SIFI.MI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72437|native|public|20100129105912 Fri, 29 Jan 2010