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BEAV

BE Aerospace, Inc.

5/19/2013, 12:18 PM ET

Quote & Headlines Market Currents StockTalk

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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]
Monday, April 23, 2012, 3:16 PM BE Aerospace (BEAV +2.1%) bucks the downtrend after its Q1 results topped estimates. Net profit jumped 37% as margins were boosted on record sales, driven by its commercial aircraft and business jet segments. Comment! [On the Move, Earnings]
Monday, April 23, 2012, 6:34 AM BE Aerospace (BEAV): Q1 EPS of $0.67 beats by $0.05. Revenue of $747M (+24.5% Y/Y) beats by $45M. (PR) Comment! [Earnings, Consumer]
Tuesday, March 13, 2012, 2:16 PM BE Aerospace (BEAV +1.4%) gets a boost from a price target raise to $52 from $48 at KeyBanc earlier today. The increase is due to improved supplier furnished equipment revenues from its business jet segment. Comment! [On the Move]