B/E Aerospace Inc

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  • uploads///rockwell collins cost synergies
    Miscellaneous

    Cost Synergies from the Rockwell Collins–B/E Aerospace Deal

    Rockwell Collins (COL) and B/E Aerospace (BEAV) generated ~$5.3 billion and ~$2.9 billion in revenues, respectively, in the 12-month period ended September 30, 2016.

    By Shannon Black
  • uploads///rockwell collins transaction summary
    Miscellaneous

    The Strategic Rationale behind the Rockwell Collins–B/E Aerospace Deal

    There is little overlap between the product portfolios of Rockwell Collins (COL) and B/E Aerospace (BEAV). Rockwell Collins manufactures high-value avionics and electronic components, and B/E Aerospace supplies interior aircraft products.

    By Shannon Black
  • uploads///rockwell collins revenue synergies
    Miscellaneous

    Revenue Synergies in the Rockwell Collins–B/E Aerospace Deal

    Rockwell Collins (COL) has a network of ~300 dealers in the business aviation (PPA) channel while B/E Aerospace has none.

    By Shannon Black
  • uploads///rockwell collins transaction summary
    Miscellaneous

    Rockwell Collins Acquires B/E Aerospace in a Deal-Making Weekend

    On October 23, Rockwell Collins (COL) announced that it intends to acquire B/E Aerospace (BEAV) for a total consideration of $8.3 billion. Within Rockwell Collins, B/E Aerospace will operate as its new Aircraft Interior Systems segment.

    By Shannon Black
  • uploads///northrop grumman part
    Earnings Report

    Northrop Grumman Faces Dogfight over Air Force Trainer Contract

    The US Air Force has put up an order for 350 trainer aircraft on competing bids. The request for proposal is likely to be finalized by December 2016.

    By Shannon Black
  • uploads///part
    Company & Industry Overviews

    Honeywell Fell 7.5% as Business Update Spooked Investors

    On October 7, Honeywell (HON) stock fell 7.5% to $106.94. This was Honeywell’s biggest one-day drop since August 2011.

    By Shannon Black
  • uploads///US Leveraged Loans Flows
    Company & Industry Overviews

    Why Did Leveraged Loan Funds See Inflows Last Week?

    According to data from Lipper, leveraged loan funds saw inflows last week after seeing outflows in the previous week. The quantum of inflow was small.

    By Lynn Noah
  • uploads///US Leveraged Loan Market Volumes
    Company & Industry Overviews

    Leveraged Loans Issuance: Highest Year-to-Date Last Week

    According to data from S&P Capital IQ/LCD, the US leveraged loans market saw an allocation of $20.8 billion worth of dollar-denominated senior loans in the week ended May 27, 2016.

    By Lynn Noah
  • uploads///Corvexholdings
    Fund Managers

    Corvex Management: Key Position Updates in 4Q14

    Corvex Management has over $5 billion in assets under management. Its US long portfolio fell to $8.15 billion in 4Q14 from $8.29 billion in 3Q14.

    By Samantha Nielson
  • uploads///Positions
    Fund Managers

    Highlights of Eminence Capital’s 4Q14 Positions

    This article provides an overview of the notable positions that Eminence Capital traded during the fourth quarter of 2014.

    By Diana Key
  • uploads///MTW share
    Fund Managers

    Manitowoc to spin off after activist pressure

    In its 8K filing with the SEC on January 29, Manitowoc announced that it will split its cranes and foodservice businesses.

    By Diana Key
  • uploads///ESG industry
    Fund Managers

    How will KLX Energy Services Group perform in an oil downturn?

    The US has 223 billion barrels of technically recoverable shale oil reserves and 2,431 trillion cubic feet of recoverable shale gas reserves.

    By Diana Key
  • uploads///ASG Industry
    Fund Managers

    A snapshot of the KLX Aerospace Solutions Group

    Most industry analysts believe the outlook for new aircraft deliveries will be strong for the foreseeable future, which bodes well for KLX Aerospace.

    By Diana Key
  • uploads///Screenshot
    Fund Managers

    B/E Aerospace spun off KLX business on activist push

    On December 17, 2014, B/E Aerospace completed its spin-off of KLX, Inc., from B/E Aerospace, and KLX started trading on NASDAQ under the ticker symbol KLXI.

    By Diana Key
  • uploads///Screenshot
    Fund Managers

    New B/E Aerospace’s 2014 results after spin-off

    BEAV’s 1Q15 revenues should increase by 8%. EPS should increase by 16% to $0.72. New customers include Boeing, United Technologies, and Southwest Airlines.

    By Diana Key
  • uploads///KLXI_peers
    Fund Managers

    How KLX Inc. compares to its peers

    KLX expects tax goodwill of $1.2 billion to provide cash tax savings of $254–$277 million for the next 15 years.

    By Diana Key
  • Earnings Report

    What does Northrop’s order backlog indicate for the future?

    Northrop Grumman (NOC) experienced a decline in its order backlog for the past few quarters. The decline was mainly due to the cut in defense spending.

    By Ally Schmidt
  • uploads///MCO
    Financials

    Must-know: Eton Park sells stake in Moody’s

    Eton Park exited a position in Moody’s Corp (MCO) that accounted for 2.7% of the fund’s first quarter portfolio.

    By Samantha Nielson
  • uploads///EQIX
    Healthcare

    Eric Mindich’s Eton Park exits position in Equinix

    Eton Park exited a position in Equinix (EQIX) that accounted for 3.46% of the fund’s first quarter portfolio.

    By Samantha Nielson
  • Healthcare

    Eton Park opens new position in AerCap Holdings

    Eton Park started a new position in AerCap Holdings (AER) that accounts for 1.39% of the fund’s second quarter portfolio.

    By Samantha Nielson
  • uploads///AWI
    Healthcare

    Eton Park starts new position in Armstrong World Industries

    Eton Park started a new position in Armstrong World Industries that accounts for 2.09% of the fund’s second quarter portfolio.

    By Samantha Nielson
  • uploads///DavidsonQ
    Consumer

    Overview: Davidson Kempner Capital Management’s 2Q14 positions

    Davidson Kempner Capital Management LLC is a hedge fund manager. It manages ~$22 billion in assets. In 2Q14, Davidson Kempner Capital added new positions in Ally Financial Inc. (ALLY), WL Ross Holding (or WLRH), Newell Rubbermaid (NWL), and B/E Aerospace (BEAV).

    By Samantha Nielson
  • uploads///MTW
    Industrials

    Relational Investors goes activist on Manitowoc

    Relational Investors LLC was co-founded by Ralph Whitworth and David Batchelder. It filed a 13D with the SEC last week and said it acquired 11.5 million shares, or an 8.52% stake, in Manitowoc (MTW)

    By Samantha Nielson
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