Companies covered: Lockheed Martin Corporation (NYSE:LMT), Raytheon Company (NYSE:RTN), Northrop Grumman Corporation (NYSE:NOC), Boeing Company (The) (NYSE:BA), Orbital ATK Inc (NYSE:OA), Volkswagon AG (ETR:VOW), United Technologies Corporation (NYSE:UTX), Eaton Corporation, PLC (NYSE:ETN), SPX Corporation (NYSE:SPXC), Johnson Controls, Inc. (NYSE:JCI), Emerson Electric Company (NYSE:EMR), General Electric Company (NYSE:GE), Tyco International plc (NYSE:TYC), Graco Inc. (NYSE:GGG), Rockwell Automation, Inc. (NYSE:ROK), Westinghouse Air Brake Technologies Corporation (NYSE:WAB), Faiveley Transport SA (EPA:LEY), Bombardier, Inc. (TSE:BBD.A), Siemens AG (FRA:SIE), Alstom SA (EPA:ALO), Honeywell International Inc. (NYSE:HON), Intel Corporation (NASDAQ:INTC), Cisco Systems, Inc. (NASDAQ:CSCO), SoftBank Group Corp (TYO:9984), Vodafone Group Plc (NASDAQ:VOD), Verizon Communications Inc. (NYSE:VZ), AT&T Inc. (NYSE:T), Synchrony Financial (NYSE:SYF), ADT Corporation (NYSE:ADT), Tyco International PLC (NYSE:TYC), LG Electronics Inc. (KRX:066570), Samsung Electronics Co Ltd (KRX:005930), Apple Inc. (NASDAQ:AAPL), Alphabet Inc (NASDAQ:GOOG), Cubic Corporation (NYSE:CUB), Power Solutions International, Inc. (NASDAQ:PSIX)