Top Healthcare Government Contractors: Polarized H1 2023 Results as Decline in COVID-19 Revenue Hammers Drugmakers While Rest of the Industry Grows in the Low Double-digits By Ivo Kolchev Fundamental Analysis Read More
Top IT & Services Government Contractors: Low-single Digit Sales Growth and Persistent Margins in H1 2023, with Temporary Revenue Weakness Largely Limited to Hardware IT Companies By Ivo Kolchev Fundamental Analysis Read More
Top Defense Government Contractors: Niche U.S. Government Contractors Deliver the Highest Revenue Growth in H1 2023 While European Ones Record the Fastest Backlog Growth By Ivo Kolchev Fundamental Analysis Read More
Top Industrial Government Contractors: Construction Saw the Highest Top-line and Backlog Growth While Industrial Conglomerates Delivered the Best Margin Improvement By Ivo Kolchev Fundamental Analysis Read More
Northrop Grumman: Revenue and EPS Guidance Boosted as Margin Recovery Expected for H2 2023 and Beyond By Ivo Kolchev Fundamental Analysis Read More
L3Harris: Government Procurement Exposure Set to Expand Following Aerojet Rocketdyne Acquisition By Ivo Kolchev Fundamental Analysis Read More
Oshkosh: Access Equipment Performance Shines on Supply Chain Improvement While $800 million AeroTech Acquisition is Set to Bolster the Vocational Segment By Ivo Kolchev Fundamental Analysis Read More
CACI International: Elevated Capex in 2024 to Meet Swelling Backlog, with Margins Flatlining at an Industry-leading Level By Ivo Kolchev Fundamental Analysis Read More
Textron: Bell Returns to Growth as Backlog Swells on New Attack Helicopter Program By Ivo Kolchev Fundamental Analysis Read More
General Dynamics: Revenue Outlook Increased on Strength in Combat & Marine Systems but Company-wide Margin Pressure to Keep EPS Growth Subdued in 2023 By Ivo Kolchev Fundamental Analysis Read More