Topics covered: Increased Commercial Aircraft Production Rate, Emerging Markets Air Travel Growth Rates, Defense Budget Uncertainty, Aftermarket Service Growth Deceleration
Companies covered: United Technologies Corporation (NYSE:UTX), Oshkosh Corporation (NYSE:OSK), Navistar International Corporation (NYSE:NAV), Honeywell International Inc. (NYSE:HON), Goodrich Corp., General Electric Company (NYSE:GE), Eaton Corporation, PLC (NYSE:ETN), Boeing Company (The) (NYSE:BA), ABB Ltd (NYSE:ABB), BioMarin Pharmaceutical Inc. (NASDAQ:BMRN), Biogen Inc. (NASDAQ:BIIB), Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN), Sanofi (NYSE:SNY), Incyte Corporation (NASDAQ:INCY), Human Genome Sciences Inc., GlaxoSmithKline PLC (NYSE:GSK), Dendreon Corp., Targacept, Inc. (NASDAQ:TRGT), Pfizer, Inc. (NYSE:PFE), Neurocrine Biosciences, Inc. (NASDAQ:NBIX), Merck & Company, Inc. (NYSE:MRK), Eli Lilly and Company (NYSE:LLY), Bristol-Myers Squibb Company (NYSE:BMY), AstraZeneca PLC (NASDAQ:AZN), Abbott Laboratories (NYSE:ABT), Textron Inc. (NYSE:TXT), Teledyne Technologies Incorporated (NYSE:TDY), Spirit Aerosystems Holdings, Inc. (NYSE:SPR), Northrop Grumman Corporation (NYSE:NOC), Lockheed Martin Corporation (NYSE:LMT), L-3 Communications Holdings, Inc. (NYSE:LLL), Kaman Corporation (NYSE:KAMN), Harris Corporation (NYSE:HRS), General Dynamics Corporation (NYSE:GD), Freshpet, Inc. (NASDAQ:FRPT), FLIR Systems, Inc. (NASDAQ:FLIR), Embraer-Empresa Brasileira de Aeronautica (NYSE:ERJ), Alliant Techsystems Inc. (NYSE:ATK), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Astronics Corporation (NASDAQ:ATRO), Esterline Technologies Corporation (NYSE:ESL), Marshall Edwards Inc.
