Stephens Research covers two distinct areas in the Aerospace
& Defense sector—commercial aerospace and defense/government
contracting. This delineation is primarily based on the
end-customer market, as the basic technologies utilized often
overlap.
| May Comm'l. Aftermarket Growth Index Update: Decelerating Growth Trend Persists (05/10/2012) |
| April Comm'l. Aftermarket Growth Index Update: Growth Deceleration Bottoming? (04/09/2012) |
| March Comm'l. Aftermarket Growth Index Update: Slowing Growth Trend Persists (03/20/2012) |
| PCP & TDG Cleveland Aerospace Field Trip (03/05/2012) |
| February Comm'l. Aftermarket Growth Index Update: Slowing Growth Trends Persist (02/15/2012) |
| Investor Trip March 13 (01/24/2012) |
| Stephens to Host Government Services Field Trip to DC Area (01/24/2012) |
| January Comm'l Aftermarket Growth Index Update: Powering Through a Stall? (01/10/2012) |
| December Comm'l Aftermarket Growth Index Update; Sky Appearing a Bit Brighter (12/12/2011) |
| November Comm'l Aftermarket Growth Index Update; Cautionary Signals Persist (11/10/2011) |
| October Comm'l Aftermarket Growth Indices; Getting Incrementally More Cautious (10/11/2011) |
| Security and Defense Monthly at a Glance (10/06/2011) |
| Security and Defense Weekly Recap and Comparative Valuation (10/03/2011) |
| Security and Defense Weekly Recap and Comparative Valuation (09/26/2011) |
| Security and Defense Weekly Recap and Comparative Valuation (09/19/2011) |
| September Comm'l Aftermarket Growth Indices; Caution Signals Ahead (09/14/2011) |
| Security and Defense Weekly Recap and Comparative Valuation (09/12/2011) |
| Security and Defense Weekly Recap and Comparative Valuation (09/06/2011) |
| Security and Defense Monthly at a Glance (09/02/2011) |
| Security and Defense Weekly Recap and Comparative Valuation (08/29/2011) |
| Security and Defense Weekly Recap and Comparative Valuation (08/22/2011) |
| Tough to Catch Falling Knives, But Gov't Services Stocks Look Awfully Cheap (08/19/2011) |
| August Comm'l Aftermarket Growth Indices; Fundamentals Solid, Multiples at Risk (08/09/2011) |
| Aerospace Field Trip (08/09/2011) |
| Security and Defense Weekly Recap and Comparative Valuation (08/08/2011) |
| Gov't Services/Cyber Security: Field Trip 9/12-9/14 (08/01/2011) |
| Security and Defense Technology Weekly Recap and Comparative Valuation (08/01/2011) |
| Security and Defense Monthly at a Glance (08/01/2011) |
| Government Services: Investor Trip 9/13-9/14 (07/27/2011) |
| Weekly Recap and Comparative Valuation (07/25/2011) |
| Earnings Preview and Outlook (07/18/2011) |
| Weekly Recap and Comparative Valuation (07/18/2011) |
| July Comm'l Aftermarket Growth Indices; Fundamentals Solid, Multiples at Risk (07/11/2011) |
| Weekly Recap and Comparative Valuation (07/06/2011) |
| Monthly At A Glance (07/06/2011) |
| Weekly Recap and Comparative Valuation (06/27/2011) |
| Weekly Recap and Comparative Valuation (06/20/2011) |
| Weekly Recap and Comparative Valuation (06/13/2011) |
| June Comm'l Aftermarket Growth Indices; Multiples at Risk, Fundamentals Solid (06/10/2011) |
| Monthly At A Glance (06/02/2011) |
| Weekly Recap and Comparative Valuation (05/31/2011) |
| Weekly Recap and Comparative Valuation (05/23/2011) |
| Weekly Recap and Comparative Valuation (05/16/2011) |
| Weekly Recap and Comparative Valuation (05/09/2011) |
| Stephens May '11 Commercial Aftermarket Growth Index Update (05/09/2011) |
| Monthly At A Glance (05/04/2011) |
| Weekly Recap and Comparative Valuation (05/02/2011) |
| Weekly Recap and Comparative Valuation (04/25/2011) |
| Earnings Preview and Outlook (04/20/2011) |
| Weekly Recap and Comparative Valuation (04/18/2011) |
| Weekly Recap and Comparative Valuation (04/11/2011) |
| Stephens April '11 Commercial Aftermarket Growth Index Update (04/11/2011) |
| Security and Defense IT Monthly At A Glance (04/06/2011) |
| Weekly Recap and Comparative Valuation (04/05/2011) |
| Weekly Recap and Comparative Valuation (03/28/2011) |
| Weekly Recap and Comparative Valuation (03/21/2011) |
| Aerospace Field Trip (03/18/2011) |
| Weekly Recap and Comparative Valuation (03/14/2011) |
| Stephens March '11 Commercial Aftermarket Growth Index Update (03/07/2011) |
| Weekly Recap and Comparative Valuation (03/07/2011) |
| Monthly At A Glance (03/02/2011) |
| Weekly Recap and Comparative Valuation (02/28/2011) |
| Weekly Recap and Comparative Valuation (02/22/2011) |
| Field Trip (02/18/2011) |
| Restaurant Valuation Comparison (02/15/2011) |
| Weekly Recap and Comparative Valuation (02/14/2011) |
| Stephens February '11 Commercial Aftermarket Growth Index Update (02/10/2011) |
| Weekly Recap and Comparative Valuation (02/07/2011) |
| Monthly At A Glance (02/02/2011) |
| Restaurant Valuation Comparison (02/01/2011) |
| Weekly Recap and Comparative Valuation (01/31/2011) |
| Valuation Comparison (01/24/2011) |
| Weekly Recap and Comparative Valuation (01/24/2011) |
| Earnings Preview and Outlook (01/24/2011) |
| Valuation Comparison (01/18/2011) |
| Thoughts on December Knapp (01/18/2011) |
| Weekly Recap and Comparative Valuation (01/18/2011) |
| Weekly Recap and Comparative Valuation (01/11/2011) |
| Restaurant Valuation Comparison (01/10/2011) |
| Stephens January '11 Commercial Aftermarket Growth Index Update (01/07/2011) |
| Monthly At A Glance (01/04/2011) |
| Restaurant Valuation Comparison (01/03/2011) |
| Weekly Recap and Comparative Valuation (01/03/2011) |
| Breakfast with Bravo Brio (12/31/2010) |
| Valuation Comparison (12/27/2010) |
| Conference-At-Your-Desk Recap; Sentiment Is Toxic, But It Ain't That Bad (12/22/2010) |
| Restaurant Valuation Comparison (12/20/2010) |
| Weekly Recap and Comparative Valuation (12/20/2010) |
| Valuation Comparison (12/13/2010) |
| Conference-at-Your-Desk Program Guide (12/13/2010) |
| Weekly Recap and Comparative Valuation (12/13/2010) |
| Weekly Recap and Comparative Valuation (12/06/2010) |
| Restaurant Valuation Comparison (12/06/2010) |
| Conference Call With Budget Panel (12/06/2010) |
| Stephens December '10 Commercial Aftermarket Growth Index Update (12/06/2010) |
| Monthly At A Glance (12/02/2010) |
| Restaurant Valuation Comparison (11/30/2010) |
| Weekly Recap and Comparative Valuation (11/22/2010) |
| Highlights From 3rd Annual Stephens Restaurant Conference (11/17/2010) |
| Weekly Recap and Comparative Valuation (11/15/2010) |
| Stephens to Host Security and Defense Conference-at-Your-Desk (11/15/2010) |
| Restaurant Valuation Comparison (11/15/2010) |
| Weekly Recap and Comparative Valuation (11/08/2010) |
| Stephens November '10 Commercial Aftermarket Growth Index Update (11/05/2010) |
| Monthly At A Glance (11/04/2010) |
| Weekly Recap and Comparative Valuation (11/01/2010) |
| Restaurant Valuation Comparison (11/01/2010) |
| 2010 Stephens Restaurant Investor Conference Itinerary (10/26/2010) |
| Restaurant Valuation Comparison (10/25/2010) |
| Weekly Recap and Comparative Valuation (10/25/2010) |
| Earnings Preview and Outlook (10/20/2010) |
| Weekly Recap and Comparative Valuation (10/18/2010) |
| Restaurant Valuation Comparison (10/18/2010) |
| Restaurant Valuation Comparison (10/11/2010) |
| Weekly Recap and Comparative Valuation (10/11/2010) |
| 3rd Annual Restaurant Investor Conference (10/08/2010) |
| Stephens October '10 Commercial Aftermarket Growth Index Update (10/07/2010) |
| Restaurant Valuation Comparison (10/05/2010) |
| Security and Defense Technology Monthly At A Glance (10/05/2010) |
| Weekly Recap and Comparative Valuation (10/04/2010) |
| Restaurant Valuation Comparison (09/29/2010) |
| Valuation Comparison (09/20/2010) |
| Logistics Valuation Table (09/20/2010) |
| Weekly Recap and Comparative Valuation (09/20/2010) |
| Fed Services Field Trip Recap: Market Becoming Zero Sum Game (09/15/2010) |
| Restaurant Valuation Comparison (09/13/2010) |
| Weekly Recap and Comparative Valuation (09/13/2010) |
| Stephens September '10 Commercial Aftermarket Growth Index Update (09/10/2010) |
| Notes From Annual Transport Field Trip (09/10/2010) |
| Security and Defense Technology Monthly At A Glance (09/07/2010) |
| 3rd Annual Stephens Restaurant Conference (Updated) (09/01/2010) |
| Restaurant Valuation Comparison (08/30/2010) |
| Weekly Recap and Comparative Valuation (08/30/2010) |
| Security and Defense Technology Weekly Recap and Comparative Valuation (08/23/2010) |
| Security and Defense Technology Weekly Recap and Comparative Valuation (08/17/2010) |
| Restaurant Valuation Comparison (08/09/2010) |
| Logistics Valuation Table (08/09/2010) |
| Security and Defense Technology Weekly Recap and Comparative Valuation (08/09/2010) |
| Stephens August '10 Commercial Aftermarket Growth Index Update (08/09/2010) |
| Security and Defense Technology Monthly At A Glance (08/06/2010) |
| Restaurant Valuation Comparison (08/02/2010) |
| Security and Defense Technology Weekly Recap and Comparative Valuation (08/02/2010) |
| Weekly Recap and Comparative Valuation (07/26/2010) |
| Field Trip (07/23/2010) |
| Valuation Comparison (07/20/2010) |
| Earnings Preview and Outlook (07/19/2010) |
| Weekly Recap and Comparative Valuation (07/19/2010) |
| Restaurant Valuation Comparison (07/12/2010) |
| Security and Defense Technology Weekly Recap and Comparative Valuation (07/12/2010) |
| Investor Field Trip Sep. 8-9, 2010 (TSYS Added) (07/12/2010) |
| Stephens July '10 Commercial Aftermarket Growth Index Update (07/08/2010) |
| Security and Defense Technology Weekly Recap and Comparative Valuation (07/06/2010) |
| Security and Defense Technology Monthly At A Glance (07/02/2010) |
| Restaurant Valuation Comparison (06/28/2010) |
| Security and Defense Technology Weekly Recap and Comparative Valuation (06/28/2010) |
| Security and Defense Technology Weekly Recap and Comparative Valuation (06/21/2010) |
| Restaurant Valuation Comparison (06/21/2010) |
| Logistics Valuation Table (06/21/2010) |
| EXPD and FWRD Field Trip Takeaways (06/15/2010) |
| Restaurant Valuation Comparison (06/15/2010) |
| Logistics Valuation Table (06/14/2010) |
| Security and Defense Technology Weekly Recap and Comparative Valuation (06/14/2010) |
| Aerospace Valuation 6-09-10 (06/10/2010) |
| Stephens June '10 Commercial Aftermarket Growth Index Update (06/08/2010) |
| Security and Defense Technology Monthly At A Glance (06/08/2010) |
| Conference Recap: Working Though the Stages of Grief in Tough Gov't Market (06/08/2010) |
| Restaurant Valuation Comparison (06/07/2010) |
| Security and Defense Technology Weekly Recap and Comparative Valuation (06/07/2010) |
| To Embrace or Ignore Strong Current Fundamentals? (06/03/2010) |
| Restaurant Valuation Comparison (06/02/2010) |
| Security and Defense Technology Weekly Recap and Comparative Valuation (06/01/2010) |
| Stephens to Host Forwarding and Logistics Field Trip (EXPD, FWRD) (05/28/2010) |
| Security and Defense Technology Weekly Recap and Comparative Valuation (05/17/2010) |
| Restaurant Valuation Comparison 5/17/2010 (05/17/2010) |
| Aerospace Valuation 5-11-10 (05/11/2010) |
| Stephens May '10 Commercial Aftermarket Growth Index Update (05/10/2010) |
| Restaurant Valuation Comparison 5/10/2010 (05/10/2010) |
| Security and Defense Technology Weekly Recap and Comparative Valuation (05/10/2010) |
| SXE Deal Highlights Takeout Premiums (05/07/2010) |
| Security and Defense Technology Monthly At A Glance (05/05/2010) |
| Aerospace Valuation 5-4-10 (05/04/2010) |
| Logistics Valuation Table (05/03/2010) |
| Security and Defense Technology Weekly Recap and Comparative Valuation (05/03/2010) |
| Restaurant Valuation Comparison 5/3/2010 (05/03/2010) |
| Restaurant Valuation Comparison 4/26/2010 (04/26/2010) |
| Logistics Valuation Table (04/26/2010) |
| Security and Defense Technology Weekly Recap and Comparative Valuation (04/26/2010) |
| Security and Defense Technology Earnings Preview and Outlook (04/22/2010) |
| Security and Defense Technology Weekly Recap and Comparative Valuation (04/19/2010) |
| Restaurant Valuation Comparison 4/19/2010 (04/19/2010) |
| Stephens April '10 Commercial Aftermarket Growth Index Update (04/12/2010) |
| Restaurant Valuation Comparison 4/12/2010 (04/12/2010) |
| Security and Defense Technology Weekly Recap and Comparative Valuation (04/12/2010) |
| Aerospace Valuation 4-8-10 (04/08/2010) |
| Restaurant Valuation Comparison 4/5/2010 (04/05/2010) |
| Security and Defense Technology Monthly At A Glance (04/05/2010) |
| Logistics Valuation Table (04/05/2010) |
| Security and Defense Technology Weekly Recap and Comparative Valuation (04/05/2010) |
| Logistics Valuation Table (03/29/2010) |
| Restaurant Valuation Comparison 3/29/2010 (03/29/2010) |
| Security and Defense Technology Weekly Recap and Comparative Valuation (03/29/2010) |
| March Transportation Update (03/22/2010) |
| Fed Services Field Trip Recap; Still Room to Grow in a Tough Market (03/22/2010) |
| Restaurant Valuation Comparison 3/22/2010 (03/22/2010) |
| Security and Defense Technology Weekly Recap and Comparative Valuation (03/22/2010) |
| Aerospace Valuation 3-19-10 (03/19/2010) |
| Restaurant Valuation Comparison 3/15/2010 (03/15/2010) |
| Logistics Valuation Table (03/15/2010) |
| Philly Aerospace Outing to PCP and TGI (03/10/2010) |
| Stephens March '10 Commercial Aftermarket Growth Index Update (03/08/2010) |
| Restaurant Valuation Comparison 3/8/2010 (03/08/2010) |
| Security and Defense Technology Weekly Recap and Comparative Valuation (03/08/2010) |
| Security and Defense Technology Monthly At A Glance (03/05/2010) |
| Stephens to Host Dallas, TX Restaurant Field Trip Ahead of EAT Analyst Day (03/05/2010) |
| Security and Defense Technology Weekly Recap and Comparative Valuation (03/01/2010) |
| Restaurant Valuation Comparison 3/1/2010 (03/01/2010) |
| Aerospace Valuation 3-01-10 (03/01/2010) |
| Restaurant Valuation Comparison 2/23/2010 (02/23/2010) |
| Security and Defense Technology Weekly Recap and Comparative Valuation (02/22/2010) |
| Aerospace Valuation 2-19-10 (02/19/2010) |
| February Transportation Update (02/18/2010) |
| Logistics Valuation Table (02/16/2010) |
| Restaurant Valuation Comparison 2/16/2010 (02/16/2010) |
| Security and Defense Technology Weekly Recap and Comparative Valuation (02/16/2010) |
| Stephens February '10 Commercial Aftermarket Growth Index Update (02/16/2010) |
| Restaurant Valuation Comparison 2/9/2010 (02/09/2010) |
| Stephens to Host Dallas, TX Restaurant Field Trip Ahead of EAT Analyst Day (02/08/2010) |
| Security and Defense Technology Weekly Recap and Comparative Valuation (02/08/2010) |
| Security and Defense IT Monthly at a Glance (02/05/2010) |
| Mixed Bag of Budget Details (02/02/2010) |
| Restaurant Valuation Comparison 2/1/2010 (02/01/2010) |
| Security and Defense Technology Weekly Recap and Comparative Valuation (02/01/2010) |
| Logistics Valuation Table (02/01/2010) |
| Stephens Inc. to Host Institutional Investor Conference Call With Sonic Corp. (01/28/2010) |
| Security and Defense Technology Investor Field Trip Mar. 15-17, 2010 (01/28/2010) |
| Security and Defense Technology Weekly Recap and Comparative Valuation (01/25/2010) |
| Restaurant Valuation Comparison 1/25/2010 (01/25/2010) |
| Logistics Valuation Table (01/25/2010) |
| Security and Defense Technology Earnings Preview and Outlook (01/20/2010) |
| Takeaways from ICR XChange Conference (01/20/2010) |
| Logistics Valuation Table (01/19/2010) |
| Restaurant Valuation Comparison 1/19/2010 (01/19/2010) |
| Security and Defense Technology Weekly Recap and Comparative Valuation (01/19/2010) |
| January Transport Update (01/14/2010) |
| Aerospace Valuation 1-12-10 (01/12/2010) |
| Restaurant Valuation Comparison 1/11/2010 (01/11/2010) |
| Security and Defense IT Monthly at a Glance (01/11/2010) |
| Security and Defense Technology Weekly Recap and Comparative Valuation (01/11/2010) |
| Stephens January '10 Commercial Aftermarket Growth Index Update (01/07/2010) |
| Restaurant Valuation Comparison 1/4/2010 (01/04/2010) |
| Logistics Valuation Table (01/04/2010) |
| Dropping Coverage of SNS (01/04/2010) |