Companies covered: Lockheed Martin Corporation (NYSE:LMT), Northrop Grumman Corporation (NYSE:NOC), Boeing Company (The) (NYSE:BA), Hexcel Corporation (NYSE:HXL), ATI Inc. (NYSE:ATI), Spirit Aerosystems Holdings, Inc. (NYSE:SPR), Triumph Group, Inc. (NYSE:TGI), Textron Inc. (NYSE:TXT), JetBlue Airways Corporation (NASDAQ:JBLU), Embraer-Empresa Brasileira de Aeronautica (NYSE:ERJ), Bombardier Inc (OTCMKTS:BDRBF), L3Harris Technologies Inc. (NYSE:LHX), Allied Motion Technologies, Inc. (NASDAQ:AMOT), Desktop Metal, Inc. (NYSE:DM), Helios Technologies, Inc. (NYSE:HLIO), Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS), Momentus Inc. (NASDAQ:MNTS), Moog Inc. (NYSE:MOG/A), Moog Inc. (NYSE:MOG/B), Standex International Corporation (NYSE:SXI), Terran Orbital Corp. (NYSE:LLAP)