Aerospace & Defense Industry Outlook Strong Despite Democrat's Victory, Says S&P Equity Research
16 November 2006 - 3:40AM
PR Newswire (US)
Democrats Unlikely to Withhold Funding for Iraq NEW YORK, Nov. 15
/PRNewswire/ -- Despite their victory on Election Day, Standard
& Poor's Equity Research Services believes that Democrat's
majority in Congress is unlikely to impact the health of the
aerospace and defense industry because of a number of longer term
issues facing the industry. This and other findings are available
in a semi-annual report, Aerospace & Defense: Industry Survey,
published by Standard & Poor's, a leading provider of
independent investment research. Standard & Poor's Equity
Research believes that there are a number of factors at play, which
will lead to sustained, long-term growth in the aerospace and
defense industry. These factors include the looming need to upgrade
military equipment following extended tours in Iraq and under-
investment during the late 1990s and the early part of this
century, continued spending on homeland defense and anti-terrorism
systems, and the absence of a well-defined plan for early U.S.
troop withdrawals from Iraq. "The results on Election Day and the
removal of Donald Rumsfeld as Secretary of Defense have created a
bit of uncertainty in the defense industry, but to date, The
President's goal of stability in Iraq is still in place and that
shouldn't be discounted when looking at shares of this group," said
Richard Tortoriello, Aerospace & Defense Analyst, Standard
& Poor's Equity Research Services. "On the aerospace side, we
expect both commercial and business jet markets to remain strong,
buoyed by global economic growth, and see prospects for a return to
growth in the regional jet market, as U.S. carriers' financial
health improves." Standard & Poor's Equity Research believes
the following aerospace and defense companies are well positioned
to grow. S&P has a "Strong Buy" recommendation (5-STARS out of
5) on L-3 Communications (NYSE: LLL; $80.93) due to strong position
in the homeland defense space and numerous long-term government
contracts. In addition, the S&P has "Buy" recommendations (4-
STARS) on shares of The Boeing Company (NYSE: BA; $87.40) because
of the growth of its commercial aerospace business coming at a time
when its chief rival is struggling and its recent wins in the
defense sector. Finally, S&P has a "Buy" on Lockhead Martin
(NYSE:LMTNYSE:$88.55) due to its rising cash flows, attractive
valuations and the increase in international sales for its F-16
fighter planes. To view a video clip of Standard & Poor's
equity analyst Richard Tortoriello discussing the defense industry,
please click here
mms://a1802.v19724b.c19724.g.vm.akamaistream.net/7/1802/19724/v0001/streamlogics.download.akamai.com/25711/S_and_P/sptv-survey-54.wmv
Standard & Poor's Industry Surveys provide a broad and
fundamental overview of each industry's structure, its recent
performance, and an analysis of trends that are expected to
influence it in the future. Each Survey is organized into the
following sections: Current Environment, Industry Profile/Industry
Trends, How the Industry Operates, Key Industry Ratios and
Statistics, How to Analyze a Company, Industry References,
Comparative Company Analysis, and a Glossary of terms used in that
industry. Both text and data are provided, as are references to
additional sources of industry information. Two surveys on each
industry are published each year. Readers can purchase Standard
& Poor's Industry Surveys three ways: Online for immediate
download at http://sandp.ecnext.com/, by telephone at 212-438-4052,
or via e-mail order sent to . Members of the media can request a
copy from the communications contact listed at the end of this
release. The analyst quoted above is a Standard & Poor's equity
analyst. He has no affiliation with any companies he covers, nor
any ownership interest in any companies he covers. About Standard
& Poor's Equity Research Services As the world's largest
producer of independent equity research, over 1,000 institutions
license Standard & Poor's research for their investors and
advisors, including 19 of the top 20 securities firms, 13 of the
top 20 banks, and 11 of the top 20 life insurance companies.
Standard & Poor's team of 120 experienced U.S., European and
Asian equity analysts use a fundamental, bottom-up approach to
assess a global universe of approximately 2,000 equities across
more than 120 industries worldwide. Follow Standard & Poor's
equity analysts' U.S. market commentary each day at
http://www.equityresearch.standardandpoors.com/. The equity
research reports and recommendations provided by Standard &
Poor's Equity Research Services are performed separately from any
other analytic activity of Standard & Poor's. Standard &
Poor's Equity Research Services has no access to non-public
information received by other units of Standard & Poor's.
Standard & Poor's does not trade on its own account. The
analytical and ethical conduct of Standard & Poor's equity
analysts is governed by the firm's Research Objectivity Policy, a
copy of which may also be found at
http://www.standardandpoors.com/. About Standard & Poor's
Standard & Poor's, a division of The McGraw-Hill Companies
(NYSE:MHP), is the world's foremost provider of financial market
intelligence, including independent credit ratings, indices, risk
evaluation, investment research and data. With approximately 7,500
employees, including wholly owned affiliates, located in 21
countries, Standard & Poor's is an essential part of the
world's financial infrastructure and has played a leading role for
more than 140 years in providing investors with the independent
benchmarks they need to feel more confident about their investment
and financial decisions. For more information, visit
http://www.standardandpoors.com/. DATASOURCE: Standard & Poor's
CONTACT: Ed Sweeney Communications Tel.: 212-438-6634 Web site:
http://www.standardandpoors.com/ http://sandp.ecnext.com/
Copyright