Companies covered: Cubic Corporation (NYSE:CUB), Raytheon Company (NYSE:RTN), Northrop Grumman Corporation (NYSE:NOC), Lockheed Martin Corporation (NYSE:LMT), L-3 Communications Holdings, Inc. (NYSE:LLL), General Dynamics Corporation (NYSE:GD), Boeing Company (The) (NYSE:BA), AeroVironment, Inc. (NASDAQ:AVAV), Teledyne Technologies Incorporated (NYSE:TDY), FLIR Systems, Inc. (NASDAQ:FLIR), Ducommun Incorporated (NYSE:DCO)