Companies covered: Ingersoll-Rand plc (Ireland) (NYSE:IR), Lennox International, Inc. (NYSE:LII), Johnson Controls, Inc. (NYSE:JCI), United Technologies Corporation (NYSE:UTX), Rockwell Collins, Inc. (NYSE:COL), Kadant Inc (NYSE:KAI), General Electric Company (NYSE:GE), Honeywell International Inc. (NYSE:HON), Garmin Ltd. (NASDAQ:GRMN), Boeing Company (The) (NYSE:BA), Bombardier Inc (OTCMKTS:BDRBF), Embraer-Empresa Brasileira de Aeronautica (NYSE:ERJ), RBC Bearings Incorporated (NYSE:RBC), Crane Company (NYSE:CR), Westinghouse Air Brake Technologies Corporation (NYSE:WAB), 3M Company (NYSE:MMM), Airbus SE (OTCMKTS:EADSY), Rolls-Royce Holding PLC (OTCMKTS:RYCEY), Axon Enterprise, Inc. (NASDAQ:AXON), Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS), NAPCO Security Technologies, Inc. (NASDAQ:NSSC)
