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, 20 Nov 2009 Sun, 22 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[U.S. Aerospace & Defense "Pension Reversal Unlikely Pre-2012, Higher Rates ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82854|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

  • NOC.N Northrop Grumman

  • RTN.N Raytheon

  • UTX.N United Technologies

  • ATK.N Alliant Techsystems


Subjects
  • Industry Overview

  • Morning Note

]]> David E. Strauss BA.N GD.N GR.N LMT.N NOC.N RTN.N UTX.N ATK.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82854|native|public|20091120081531 Fri, 20 Nov 2009 <![CDATA[Alliant Techsystems "Management Meeting Highlights" (Buy) Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82829|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=uez82829|native|public|20091119162255 Thu, 19 Nov 2009 <![CDATA[First Read: TransDigm "Sets Bar Low" (Buy) Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82821|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
  • TDG.N TransDigm


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> David E. Strauss TDG.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82821|native|public|20091119134002 Thu, 19 Nov 2009 <![CDATA[VT Group "Longer term opportunities" (Neutral) Hugh]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69929|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Aerospace

  • British Aerospace

  • Global Aerospace

  • British Industrial Services

  • European Industrial Services

  • Global Industrial Services

  • European Industrial

  • European General Industrial Services

  • British Industrial

  • British General Industrial Services

  • Global Industrial

  • Global General Industrial Services

  • European Industrial Goods & Services

  • British Industrial Goods & Services

  • Global Industrial Goods & Services


Companies
  • VTG.L VT Group


Subjects
  • Company Update

  • Morning Note

]]> Alex Hugh, CFA VTG.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69929|native|public|20091119040019 Thu, 19 Nov 2009 <![CDATA[First Read: Elbit Systems "Top-line decelerates " (Neutral) Biron]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82761|native|public Regions
  • Global

  • Israel

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Sectors
  • Global Aerospace

  • Israeli Aerospace

  • EMEA Emerging Aerospace

  • EMEA Emerging Industrial

  • Global Industrial

  • Israeli Industrial

  • EMEA Emerging Industrial Goods & Services

  • Global Industrial Goods & Services

  • Israeli Industrial Goods & Services

  • Global Emerging Aerospace

  • Global Emerging Industrial

  • Global Emerging Industrial Goods & Services


Companies
  • ESLT.O Elbit Systems


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Roni Biron ESLT.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82761|native|public|20091118094509 Wed, 18 Nov 2009 <![CDATA[Bombardier "Q3/F10 Preview" (Buy) Chamoun]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06026|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

  • Operating Results

  • Morning Note

]]> Fadi Chamoun, CFA BBDb.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06026|native|public|20091118051017 Wed, 18 Nov 2009 <![CDATA[First Read: Goodrich "Growing Bigger in Defense" (Buy) Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82720|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=uez82720|native|public|20091117144359 Tue, 17 Nov 2009 <![CDATA[First Read: VT Group "Results in line - organic growth good" (Neutral) Hugh]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69840|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Aerospace

  • British Aerospace

  • Global Aerospace

  • British Industrial Services

  • European Industrial Services

  • Global Industrial Services

  • European Industrial

  • European General Industrial Services

  • British Industrial

  • British General Industrial Services

  • Global Industrial

  • Global General Industrial Services

  • European Industrial Goods & Services

  • British Industrial Goods & Services

  • Global Industrial Goods & Services


Companies
  • VTG.L VT Group


Subjects
  • Company Update

  • Morning Note

]]> Alex Hugh, CFA VTG.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69840|native|public|20091117074403 Tue, 17 Nov 2009 <![CDATA[UBS Business Jet Survey "Bouncing Along" 16-Nov-2009 Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82684|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=uez82684|native|public|20091117005917 Tue, 17 Nov 2009 <![CDATA[U.S. Aerospace & Defense Playbook "The Week Ahead" 13-Nov-2009 Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82609|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=uez82609|native|public|20091113191203 Fri, 13 Nov 2009 <![CDATA[U.S. Aerospace & Defense "Short Interest Slightly Higher, Insider Sales ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82570|native|public Regions
  • Global

  • Americas


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Aerospace

  • Americas Industrial

  • Americas Industrial Goods & Services


Companies
  • ATKW.L Atkins WS

  • RTN.L The Restaurant Group

  • BA.N Boeing

  • GD.N General Dynamics

  • GR.N Goodrich

  • LMT.N Lockheed Martin

  • RTN.N Raytheon

  • TXT.N Textron

  • UTX.N United Technologies

  • 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

  • ROC.N Rockwood Holdings

  • CPII.O CPI

  • SPR.N Spirit AeroSystems


Subjects
  • Industry Overview

  • Morning Note

]]> David E. Strauss ATKW.L RTN.L BA.N GD.N GR.N LMT.N RTN.N TXT.N UTX.N TGI.N ATK.N ESL.N COL.N HXL.N TDG.N BEAV.O PCP.N ROC.N CPII.O SPR.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82570|native|public|20091113051029 Fri, 13 Nov 2009 <![CDATA[U.S. Defense "Outlays Off to Weak Start in FY10" 12-Nov-2009 Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82572|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

  • ATK.N Alliant Techsystems


Subjects
  • Industry Overview

  • Morning Note

]]> David E. Strauss NOC.N ATK.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82572|native|public|20091113015014 Fri, 13 Nov 2009 <![CDATA[VT Group "H1 preview on new segmental basis" (Neutral) Hugh]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69646|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Aerospace

  • British Aerospace

  • Global Aerospace

  • British Industrial Services

  • European Industrial Services

  • Global Industrial Services

  • European Industrial

  • European General Industrial Services

  • British Industrial

  • British General Industrial Services

  • Global Industrial

  • Global General Industrial Services

  • European Industrial Goods & Services

  • British Industrial Goods & Services

  • Global Industrial Goods & Services


Companies
  • VTG.L VT Group


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Alex Hugh, CFA VTG.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69646|native|public|20091112150422 Thu, 12 Nov 2009 <![CDATA[CAE Inc. "Q2/F10 earnings holds few surprises " (Neutral) Chamoun]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05991|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
  • CAE.TO CAE Inc.


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Fadi Chamoun, CFA CAE.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05991|native|public|20091112132356 Thu, 12 Nov 2009 <![CDATA[First Read: Alliant Techsystems "Beats on Ammo Again; CEO Murphy to Retire"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82517|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=uez82517|native|public|20091112041805 Thu, 12 Nov 2009 <![CDATA[GKN "Targeting higher Auto margins" (Buy) Puetter]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69577|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Aerospace

  • European Auto Parts

  • European Industrial, Diversified

  • British Aerospace

  • British Auto Parts

  • British Industrial, Diversified

  • Global Aerospace

  • Global Auto Parts

  • Global Industrial, Diversified

  • 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=uer69577|native|public|20091112040029 Thu, 12 Nov 2009 <![CDATA[First Read: Northrop Grumman "Unloads TASC Advisory Business" (Buy) Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82357|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

  • Morning Note

]]> David E. Strauss NOC.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82357|native|public|20091109135341 Mon, 9 Nov 2009 <![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