Highlighting activist investor Cevian Capital’s campaign at Smith & Nephew
Key points: * Cevian Capital is an activist investor focused on European companies. * The company revealed a stake in UK-…
Author ivo-kolchev
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How Much Do Government Contracts Contribute to Defense Suppliers’ Revenue Share?
Keeping track of awarded government contracts is essential to assessing the financial health of companies operating in the defe…
Highlighting Activist Investor D.E. Shaw’s Campaign at Air Products and Chemicals
Key points: * D.E. Shaw manages over $60 billion in various systematic and discretionary strategies. * The manager recent…
Monitoring Activist Investor Activity by Combining Government Contracting and Ownership Data - the Case of Pfizer
Key points: * The growth of passive investment strategies has resulted in more opportunities for activist investors. * Pf…
Boeing: Operating Performance Likely Bottomed in Q2 2024
It is now time for the TenderAlpha team to look again at a company we covered previously in the Top Government Contractors seri…
What is the U.S. Government Revenue Exposure of the XAR Aerospace & Defense ETF
Key points: * Companies comprising the SPDR S&P Aerospace & Defense ETF derive 48% of their revenue from the U.S. go…
Revenue Trends at Large Healthcare, IT & Services, and Industrial U.S. Government Contractors (Q1 2024)
We recently highlighted the significance government contracts have for the largest U.S. defense companies. In this article, …
How Much Do Government Contracts Contribute to European Defense Suppliers’ Revenue Share in 2024?
Keeping track of government contract awards is essential to assessing the financial health of companies operating in the defens…
Siemens: 4% Growth in Government-Focused Segments
It has been well documented that companies maintaining continued success in public procurement, also enjoy more predictability …