BE Aerospace Boosts 2012 Outlook As Q4 Earnings Rise Over 80%
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Thu, Feb 2, 2012
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B/E Aerospace Beats Q2 Estimates on Growing BacklogSA Editor Eli Hoffmann • Tue, Jul 31, 2007 -
BE Aerospace Stock: Flying High In ComfortTed Allrich • Fri, Jun 29, 2007 -
BE Aerospace: Poised to Benefit From Aircraft UpgradesVahan Janjigian • Wed, Jun 6, 2007 -
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BE Aerospace Should Continue To Reach New HeightsTate Dwinnell • Fri, Feb 2, 2007 -
Insider Activity at BE Aerospace -- Like a Crystal Ball (BEAV)Investopedia Advisor • Mon, Jul 10, 2006
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Merger And Acquisition Recap - Part VThe Value Investor • Wed, Jul 4, 2012 -
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10 Highly Profitable And Undervalued Stocks Reporting Earnings Next WeekKapitall • Thu, Apr 19, 2012
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8 Rallying Low-Risk Stocks With Encouraging Inventory TrendsKapitall • Sun, Mar 4, 2012
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Hedging 8 Debt-Free, Undervalued Market-Beating StocksDavid Pinsen • Tue, Feb 7, 2012 -
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BE Aerospace's CEO Discusses Q1 2012 Results - Earnings Call TranscriptMon, Apr 23, 2012
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BE Aerospace's CEO Discusses Q3 2011 Results - Earnings Call TranscriptWed, Oct 26, 2011
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BE Aerospace's CEO Discusses Q2 2011 Results - Earnings Call TranscriptMon, Jul 25, 2011
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BE Aerospace's CEO Discusses Q1 2011 Results - Earnings Call TranscriptMon, Apr 25, 2011
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BE Aerospace CEO Discusses Q3 2010 - Earnings Call TranscriptMon, Oct 25, 2010
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BE Aerospace, Inc. Q2 2010 Earnings Call TranscriptTue, Jul 27, 2010
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BE Aerospace Q1 2010 Earnings Call TranscriptWed, Apr 28, 2010
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B/E Aerospace Q4 2009 Earnings Call TranscriptTue, Feb 2, 2010
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BE Aerospace, Inc. Q3 2009 Earnings Call TranscriptTue, Oct 27, 2009
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BE Aerospace Inc. Q2 2009 Earnings Call TranscriptTue, Jul 28, 2009
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B/E Aerospace, Inc. Q1 2009 Earnings Call TranscriptMon, Apr 27, 2009
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B/E Aerospace Q4 2008 Earnings Call TranscriptMon, Feb 2, 2009
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Business Wire (Mon, 9:15AM)
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Business Wire (Apr 22, 2013)
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at CNBC.com (Apr 20, 2013)
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Business Wire (Apr 8, 2013)
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Business Wire (Apr 1, 2013)
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Business Wire (Feb 25, 2013)
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Business Wire (Feb 12, 2013)
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Business Wire (Dec 10, 2012)
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Business Wire (Nov 21, 2012)
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Business Wire (Nov 7, 2012)
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B/E Aerospace Schedules 2012 Third Quarter Earnings Release and Conference Call for October 23, 2012Business Wire (Oct 2, 2012)
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at CNBC.com (Aug 6, 2012)
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at CNBC.com (Apr 27, 2012)
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Business Wire (Apr 4, 2012)
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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
- 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]
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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.
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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% - View all 0 replies
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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.
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