Is BEAV a buy? - Seeking Alpha

Quote & Headlines Market Currents StockTalk

Today 5d 1m 3m 1y 5y 10y

52wk high:

52wk low:

EPS:

PE:

Div Rate:

Yield:

Market Cap:

Volume:

569 people get BEAV articles and Market Currents by email alert.

Get email alerts on BEAV »

FOCUS | PRO | RELATED | TRANSCRIPTS | NEWS & PR

BE Aerospace Boosts 2012 Outlook As Q4 Earnings Rise Over 80%
Proactive Investor • Thu, Feb 2, 2012
Many Things to Like About BE Aerospace - But I Sold It Anyway
Robert Freedland • Fri, Nov 14, 2008 • 4 Comments
Strong Earnings and New Contracts Boost BE Aerospace Stock
Jordan Kahn • Thu, Mar 6, 2008 • 2 Comments
B/E Aerospace Beats Q2 Estimates on Growing Backlog
SA Editor Eli Hoffmann • Tue, Jul 31, 2007
BE Aerospace Stock: Flying High In Comfort
Ted Allrich • Fri, Jun 29, 2007
BE Aerospace: Poised to Benefit From Aircraft Upgrades
Vahan Janjigian • Wed, Jun 6, 2007
B/E Aerospace Posts Sharp Rise in Q1 Profit; Beats Street; Raises Guidance
SA Editor Judith Levy • Mon, Apr 30, 2007
BE Aerospace Should Continue To Reach New Heights
Tate Dwinnell • Fri, Feb 2, 2007
Insider Activity at BE Aerospace -- Like a Crystal Ball (BEAV)
Investopedia Advisor • Mon, Jul 10, 2006

To learn more about Seeking Alpha Pro, click here.

3 New Stock Picks By Dan Loeb - Here's A Quick Look At Each
Jae Jun • Mon, Jun 10 • 1 Comment
Twitter Investors Turn Optimistic On Aerospace And Defense Stocks
Contextuall • Sun, Apr 7
Hedge Funds Are Buying These 3 Rallying Industrials With Strong Inventory Trends
Kapitall • Mon, Feb 25
Billionaire Stephen Mandel's Favorite Small-Cap Stocks
Insider Monkey • Fri, Jan 18
The Financial Future Seems Bright, Buy Boeing
Globenum • Tue, Dec 18, 2012 • 2 Comments
11 More Healthy Laggards To Consider
Alan Brochstein • Tue, Oct 9, 2012 • 1 Comment
Market Facing Steady Headwinds
Markos Kaminis • Tue, Jul 24, 2012 • 4 Comments
7 High-Growth Stocks Reporting Earnings Next Week With Strong Inventory Trends
Kapitall • Tue, Jul 17, 2012
Merger And Acquisition Recap - Part V
The Value Investor • Wed, Jul 4, 2012
Earnings Preview: Goodrich Corporation
Vytautas Drumelis • Mon, Jun 18, 2012 • 2 Comments
10 Highly Profitable And Undervalued Stocks Reporting Earnings Next Week
Kapitall • Thu, Apr 19, 2012
10 Undervalued, High-Growth Stocks With Strong Sources Of Profitability
Kapitall • Thu, Apr 5, 2012 • 1 Comment
4 Companies To Play The Increasing Aircraft Orders Reports
Kyan Alexander • Tue, Apr 3, 2012 • 3 Comments
Spirit AeroSystems As A Play On Boeing's Innovation
Vatalyst • Mon, Mar 26, 2012 • 1 Comment
20 High-Growth Stocks With Impressive Profitability
Kapitall • Wed, Mar 21, 2012
8 Rallying Low-Risk Stocks With Encouraging Inventory Trends
Kapitall • Sun, Mar 4, 2012
Insider Buys And Sells: Halliburton, Viacom
Asif Suria • Sun, Feb 12, 2012
Hedging 8 Debt-Free, Undervalued Market-Beating Stocks
David Pinsen • Tue, Feb 7, 2012
VIX - Options Volatility Sonar: Tuesday Recap
Erick McKitterick • Tue, Feb 7, 2012 • 2 Comments
VIX - Options Volatility Sonar: Friday Recap
Erick McKitterick • Fri, Feb 3, 2012 • 3 Comments

B/E Aerospace Management Discusses Q1 2013 Results - Earnings Call Transcript
Mon, Apr 22
B/E Aerospace's CEO Presents at JPMorgan Aviation, Transportation and Defense Conference (Transcript)
Tue, Mar 5
B/E Aerospace's CEO Hosts Investor Day (Transcript)
Mon, Feb 25
B/E Aerospace Management Discusses Q4 2012 Results - Earnings Call Transcript
Thu, Jan 31
B/E Aerospace Management Discusses Q3 2012 Results - Earnings Call Transcript
Tue, Oct 23, 2012
BE Aerospace Management Discusses Q2 2012 Results - Earnings Call Transcript
Tue, Jul 24, 2012
BE Aerospace's CEO Discusses Q1 2012 Results - Earnings Call Transcript
Mon, Apr 23, 2012
BE Aerospace's CEO Discusses Q4 2011 Results - Earnings Call Transcript
Wed, Feb 1, 2012
BE Aerospace's CEO Discusses Q3 2011 Results - Earnings Call Transcript
Wed, Oct 26, 2011
BE Aerospace's CEO Discusses Q2 2011 Results - Earnings Call Transcript
Mon, Jul 25, 2011
BE Aerospace's CEO Discusses Q1 2011 Results - Earnings Call Transcript
Mon, Apr 25, 2011
BE Aerospace's CEO Discusses Q4 2010 Results - Earnings Call Transcript
Thu, Feb 3, 2011
BE Aerospace CEO Discusses Q3 2010 - Earnings Call Transcript
Mon, Oct 25, 2010
BE Aerospace, Inc. Q2 2010 Earnings Call Transcript
Tue, Jul 27, 2010
BE Aerospace Q1 2010 Earnings Call Transcript
Wed, Apr 28, 2010
B/E Aerospace Q4 2009 Earnings Call Transcript
Tue, Feb 2, 2010
BE Aerospace, Inc. Q3 2009 Earnings Call Transcript
Tue, Oct 27, 2009
BE Aerospace Inc. Q2 2009 Earnings Call Transcript
Tue, Jul 28, 2009
B/E Aerospace, Inc. Q1 2009 Earnings Call Transcript
Mon, Apr 27, 2009
B/E Aerospace Q4 2008 Earnings Call Transcript
Mon, Feb 2, 2009

B/E Aerospace Announces Lavatory Oxygen Awards

Business Wire (Mon, 9:15AM)
B/E Aerospace First Quarter 2013 Results Exceed Expectations; Revenues up 13%, Operating Earnings up 18%, EPS up 30%

Business Wire (Apr 22, 2013)
A Make-or-Break Week Ahead for the Stock Market

at CNBC.com (Apr 20, 2013)
B/E Aerospace Announces First Lavatory Retrofit Award

Business Wire (Apr 8, 2013)
B/E Aerospace Schedules First Quarter 2013 Earnings Release and Conference Call for April 22, 2013

Business Wire (Apr 1, 2013)
B/E Aerospace to Present at J.P. Morgan Conference in New York on March 5, 2013

Business Wire (Feb 25, 2013)
B/E Aerospace to Webcast February 25, 2013 Investor Meeting

Business Wire (Feb 12, 2013)
B/E Aerospace Reports Fourth Quarter and Full Year 2012 Financial Results; Fourth Quarter 2012 EPS Up 30%; Full Year 2012 EPS Up 26% Excluding Debt Prepayment Costs; Raises 2013 Guidance

Business Wire (Jan 31, 2013)
B/E Aerospace Schedules 2012 Fourth Quarter and Year End Earnings Release and Conference Call for January 31, 2013

Business Wire (Jan 3, 2013)
B/E Aerospace Announces Awards Initially Valued at $250 Million

Business Wire (Dec 10, 2012)
B/E Aerospace to Present at Credit Suisse Aerospace & Defense Conference in New York on November 28, 2012

Business Wire (Nov 21, 2012)
B/E Aerospace to Present at Goldman Sachs Industrials Conference in Boston on November 13, 2012

Business Wire (Nov 7, 2012)
B/E Aerospace Reports Third Quarter 2012 Financial Results; EPS $0.74 Excluding Debt Prepayment Costs; Raises 2012 Guidance and Provides 2013 Guidance

Business Wire (Oct 23, 2012)
B/E Aerospace Schedules 2012 Third Quarter Earnings Release and Conference Call for October 23, 2012

Business Wire (Oct 2, 2012)
Stocks to Watch: HCA, HMA, THC & More

at CNBC.com (Aug 6, 2012)
B/E Aerospace Reports Record Second Quarter 2012 Results; Revenues, Operating Earnings, Net Earnings and EPS Were All Records for Any Quarter

Business Wire (Jul 24, 2012)
The Late Cycle Indicators of Industrials

at CNBC.com (Apr 27, 2012)
B/E Aerospace Reports Record First Quarter 2012 Results; Revenues up 25%, EPS up 37%; Company Guides to Stronger Outlook

Business Wire (Apr 23, 2012)
B/E Aerospace Schedules 2012 First Quarter Earnings Release and Conference Call for April 23, 2012

Business Wire (Apr 4, 2012)
Stocks to Watch: Stocks to Watch Wednesday: Amazon

at MarketWatch.com (Jan 31, 2012)

BEAV vs. ETF Alternatives

Company Description

Based on our experience in the industry, we believe we are the world’s largest manufacturer of cabin interior products for commercial aircraft and business jets and the world’s leading distributor of aerospace fasteners and consumables. We sell our products directly to virtually all of the... More

Sector: Industrial Goods

Industry: Aerospace/Defense Products & Services

Country: United States

All
| Earnings
| Dividends
| M&A
| On the move

Friday, June 14, 2:15 PM B/E Aerospace (BEAV +0.5%) hovers in the green today after Morgan Stanley initiated the shares with an Overweight rating and $77 price target. Morgan calls the company a near-pure-play aerospace levered company with exposure to increasing wide-body production rates. Additionally, on the aftermarket side, BEAV is levered to an improving outlook for the global airlines. Comment! [On the Move, Consumer]
Friday, June 14, 8:52 AM Color from Morgan Stanley's aerospace upgrades: Boeing (BA) initiated at Overweight (PT $120) and is a "key beneficiary of the commercial aerospace upcycle [as] record backlogs [should] increase production rates [and] drive return on capital to investors," B/E Aerospace (BEAV) initiated at Overweight (PT $77) on its position as a "near-pure-play [on] increasing wide-body production rates" (787, 777, A350 XWB), and TransDigm (TDG) is initiated at Overweight (PT $177) on its "organic and M&A driven growth opportunities." Comment!
Thursday, June 13, 9:59 AM The availability of aircraft financing, traffic growth, and pressure to replace old models due to elevated fuel costs has Morgan Stanley's John Godyn upbeat on a few names including Boeing (BA +1.1%), Transdigm (TDG +0.4%), and BE Aerospace (BEAV +0.1%) which are all initiated at Overweight. Comment!
Wednesday, May 15, 6:03 PM Third Point discloses new positions in: Anadarko Petroleum (APC), BE Aerospace (BEAV), Cabot Oil (COG), Chimera Investment (CIM), Hess (HES), Hilshire Brands (HSH), Tiffany (TIF), Thermo Fisher (TMO), and Virgin Media (MMED). It raises stakes in: AbbVie (ABBV) and International Paper (IP), and exits Abbott Labs (ABT), Capital One (COF), Coca-Cola Enterprises (CCE), Herbalife (HLF), Illumina (ILMN), MetLife (MET), Morgan Stanley (MS) and Tesoro (TSO). (13-F) 4 Comments
Monday, April 22, 10:40 AM B/E Aerospace (BEAV +2.4%-) moves up after posting better than expected Q1 results across the board. Net earnings rose 31% Y/Y, as the aircraft-products supplier continues to benefit from strength in the new aircraft delivery cycle. Nearly 61% of the quarter's revenues were driven by demand for products for newly purchased aircraft. Commercial aircraft revenue +12% to $420M, Consumables-management, which distributes parts such as fasteners, +14%, and Business-jet revenue +11%. Operating margin rose to 18.2% from 17.4%. Comment! [Global & FX, Earnings, On the Move]
Monday, April 22, 6:51 AM BE Aerospace, Inc. (BEAV): Q1 EPS of $0.87 beats by $0.07. Revenue of $842.2M (+12.7% Y/Y) beats by $38M. (PR) Comment! [Earnings]
Monday, April 22, 12:05 AM Notable earnings before Monday’s open: BEAV, BOH, CAT, CHKP, HAL, HAS, NVR, PHG, SIX Comment! [Earnings]
Sunday, April 21, 5:30 PM Notable earnings before Monday’s open: BEAV, BOH, CAT, CHKP, HAL, HAS, NVR, PHG, SIX 1 Comment [Earnings]
Tuesday, February 26, 10:21 AM BE Aerospace (BEAV +1.7%) gets a bump higher on positive comments out of Goldman Sachs this morning following its recent investor day, calling it the best story in aerospace. The firm cites company-specific drivers - like higher margins out of its Business Jet unit - plus the potential for an upside surprise to earnings. It reiterates its Conviction Buy rating, ups its price target from $67 to $68, and raises FY13/14/15 estimates to $3.46/$4.46/$5.37 respectively. Read more on its Investor Day here: Investor Day Transcript. Comment! [On the Move]
Thursday, January 31, 3:20 AM BE Aerospace (BEAV): Q4 EPS of $0.73 beats by $0.01. Revenue of $803.2M (+22.7% Y/Y) beats by $30M. (PR) Comment! [Earnings, Breaking News]
Thursday, January 31, 12:05 AM Notable earnings before Thursday’s open: AET, ALKS, AN, APU, AZN, BEAV, BLL, BMS, BX, CAM, CL, CNH, CNX, COCO, CRR, D, DB, DNKN, DOW, EPD, ERIC, EXXI, HAR, HGG, HP, HSH, HSY, IVZ, LQDT, MA, MJN, MO, MTG, MWW, NDAQ, NVO, OXY, PBI, PCAR, PENN, PHM, POT, R, RCL, RGLD, SHW, TE, TEN, TMO, TWC, UA, UGI, UPS, VIAB, WHR, XEL, ZMH Comment! [Earnings]
Wednesday, January 30, 5:30 PM Notable earnings before Thursday’s open: AET, ALKS, AN, APU, AZN, BEAV, BLL, BMS, BX, CAM, CL, CNH, CNX, COCO, CRR, D, DB, DNKN, DOW, EPD, ERIC, EXXI, HAR, HGG, HP, HSH, HSY, IVZ, LQDT, MA, MJN, MO, MTG, MWW, NDAQ, NVO, OXY, PBI, PCAR, PENN, PHM, POT, R, RCL, RGLD, SHW, TE, TEN, TMO, TWC, UA, UGI, UPS, VIAB, WHR, XEL, ZMH Comment! [Earnings]
Wednesday, November 21, 2012, 3:54 PM B/E Aerospace (BEAV +1.2%) trades up today after Imperial Capital initiated coverage with an Outperform, saying the company is well positioned in its sector, and justifies the premium at which it currently trades. The company has little defense exposure, representing just 5 – 10% of total sales, which is a net positive as the outlook for defense spending will likely deteriorate as budget constraints pressure defense budgets over the next 2-4 years. Comment! [On the Move]
Tuesday, October 23, 2012, 5:28 AM BE Aerospace (BEAV): Q3 EPS of $0.77 beats by $0.09. Revenue of $766.7M (+20.6% Y/Y) beats by $17M. (PR) Comment! [Earnings]
Tuesday, July 24, 2012, 6:21 AM BE Aerospace (BEAV): Q2 EPS of $0.72 beats by $0.04. Revenue of $768.1M (+26.1% Y/Y) beats by $19M. (PR) Comment! [Earnings]
Tuesday, May 8, 2012, 4:49 PM BE Aerospace (BEAV) finished higher today after Sterne Agee came to its defense, saying the early morning weakness was just due to Wesco Aircraft's (WAIR -12.1%) poor FQ3 guidance. The firm believes WAIR's guidance is related to company-specific issues tied to OEM inventory at Defense and Business Jet companies, and that BEAV sells its fasteners into the global aftermarket channel and is buffered from such issues. Comment! [On the Move]

Jason F
Dow 15,000, Now What http://bit.ly/YzPwKa $DIA $BEAV $QQQ $DIA $SPX $SPY
May 6, 10:40 AM
Reply

• !Report Abuse
View all 0 replies
Add a reply...

140 characters

Michael Bryant
B/E Aerospace ($BEAV), Rock-Tenn ($RKT), Core Laboratories N.V. ($CLB), Biogen Idec ($BIIB), & Skechers ($SKX) rose Monday on unusual volume
Apr 22, 11:00 PM
Reply (1)

• !Report Abuse
View all 1 replies
Michael Bryant: I like $BIIB.
Apr 22, 11:04 PM
• !Report Abuse
Add a reply...

140 characters

Michael Bryant
Natural Grocers ($NGVC), Proto Labs ($PRLB), Bloomin' Brands ($BLMN), Gartner ($IT), & B/E Aerospace ($BEAV) rose Wednesday on unusual vol.
Apr 10, 11:47 PM
Reply (1)

• !Report Abuse
View all 1 replies
Michael Bryant: This is the 2nd day $NGVC showed up. Institutional buying???
Apr 10, 11:54 PM
• !Report Abuse
Add a reply...

140 characters

ltfinger
New Downgrades (4/4/13): $AMP, $ANGI, $APA, $AVGO, $AWAY, $BCPC, $BEAM, $BEAV, $BGC, $BNO, $BYI, $CLW, $CNQ, $COP, $CPSS
Apr 5, 12:35 PM
Reply

• !Report Abuse
View all 0 replies
Add a reply...

140 characters

ltfinger
Potential Downgrades (4/2/13): $ACM, $ACTG, $ADSK, $AHGP, $ALDW, $ALGN, $ALGT, $AMCX, $ANSS, $APC, $AWI, $BA, $BBY, $BEAV, $BJRI, $BOIL
Apr 3, 1:20 AM
Reply

• !Report Abuse
View all 0 replies
Add a reply...

140 characters

Michael Bryant
Oaktree Capital ($OAK), B/E Aerospace ($BEAV), PBF Energy ($PBF), Syngenta AG ($SYT), & J.B. Hunt ($JBHT) rose Tuesday on unusual volume.
Mar 13, 3:51 AM
Reply (1)

• !Report Abuse
View all 1 replies
Michael Bryant: All except $BEAV seems good to own and hold, but $JBHT is the only one with a history of uptrend of more than five years.
Mar 13, 3:54 AM
• !Report Abuse
Add a reply...

140 characters

ltfinger
New Upgrades (3/5/13): $ADSK, $AMP, $AMZN, $AOS, $BEAV, $BMC, $BTH, $BYI, $CAR, $CB, $CERN, $COF, $CREE, $CVX, $EXP, $FAS, $FLS, $GRA
Mar 5, 11:51 PM
Reply

• !Report Abuse
View all 0 replies
Add a reply...

140 characters

Jim Van Meerten
$BEAV - 100% Barchart technical buy signal - 3 new highs and up 2.42% in the last month - Relative Strength Index 68.04%
11/28/12
Reply

• !Report Abuse
View all 0 replies
Add a reply...

140 characters

Ryan Mallory
My Long Watch List For Swing Trading http://bit.ly/QW9b0H FDX GXP MCP WLT PNR ATRS AAPL GWW EDU SHLD NLSN WYNN ALXN BEAV VZ WTSL
10/12/12
Reply (1)

• !Report Abuse
View all 1 replies
Hillbilly Stock Star: WYNN, AAPL, OKE,.........my top three longs.
10/12/12
• !Report Abuse
Add a reply...

140 characters

Ryan Mallory
My Watch-List Heading Into Next Week http://bit.ly/SrgXvA TTM EDU GRPN LEAP NTE NTSP SHLD SRPT BEAV GFA NLSN WYNN SIS ALXN MCD
9/28/12
Reply

• !Report Abuse
View all 0 replies
Add a reply...

140 characters

LATEST REPLIES

Michael Bryant
B/E Aerospace ($BEAV), Rock-Tenn ($RKT), Core Laboratories N.V. ($CLB), Biogen Idec ($BIIB), & Skechers ($SKX) rose Monday on unusual volume
Apr 22, 11:00 PM
Reply (1)

• !Report Abuse
View all 1 replies
Michael Bryant: I like $BIIB.
Apr 22, 11:04 PM
• !Report Abuse
Add a reply...

140 characters

Michael Bryant
Natural Grocers ($NGVC), Proto Labs ($PRLB), Bloomin' Brands ($BLMN), Gartner ($IT), & B/E Aerospace ($BEAV) rose Wednesday on unusual vol.
Apr 10, 11:47 PM
Reply (1)

• !Report Abuse
View all 1 replies
Michael Bryant: This is the 2nd day $NGVC showed up. Institutional buying???
Apr 10, 11:54 PM
• !Report Abuse
Add a reply...

140 characters

Michael Bryant
Oaktree Capital ($OAK), B/E Aerospace ($BEAV), PBF Energy ($PBF), Syngenta AG ($SYT), & J.B. Hunt ($JBHT) rose Tuesday on unusual volume.
Mar 13, 3:51 AM
Reply (1)

• !Report Abuse
View all 1 replies
Michael Bryant: All except $BEAV seems good to own and hold, but $JBHT is the only one with a history of uptrend of more than five years.
Mar 13, 3:54 AM
• !Report Abuse
Add a reply...

140 characters

Ryan Mallory
My Long Watch List For Swing Trading http://bit.ly/QW9b0H FDX GXP MCP WLT PNR ATRS AAPL GWW EDU SHLD NLSN WYNN ALXN BEAV VZ WTSL
10/12/12
Reply (1)

• !Report Abuse
View all 1 replies
Hillbilly Stock Star: WYNN, AAPL, OKE,.........my top three longs.
10/12/12
• !Report Abuse
Add a reply...

140 characters

Michael Bryant
Brinker International (EAT), BE Aerospace (BEAV), Select Comfort (SCSS), PriceSmart (PSMT), & GNC rose Monday on unusual volume.
4/24/12
Reply (3)

• !Report Abuse
View all 3 replies
iadops40: HLF would be the competition, with a global presence distributing weight management and nutritional supplements to 5 of the 6 continents
4/24/12
• !Report Abuse
iadops40: PSMT is way overvalued at $81.21 with a 2.4B market cap and is trading just under what it's idol COST is trading at $86.62 with a 37.6B cap
4/24/12
• !Report Abuse
Add a reply...

140 characters

BEAV BE Aerospace, Inc.

BEAV

BE Aerospace, Inc.