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Tiziano Frateschi
Tiziano Frateschi
Articles (1290)  | Author's Website |

6 Aerospace and Defense Companies Gurus Are Buying

These popular stocks have positions in several gurus' portfolios

August 07, 2017 | About:

According to the GuruFocus All-in-One Screener, the following aerospace and defense stocks have positions in gurus' portfolios.

Three hedge funds hold 1.7 million shares of Embraer SA ADR (NYSE:ERJ) with a total weight of 0.07% on their portfolios.

The jet manufacturer produces aircraft for the commercial and executive aviation markets.

The company has a market cap of $3.68 billion; the stock is trading with a price-earnings (P/E) ratio of 13.60. The price of $20.57 is 17.56% below its 52-week high and 20.57% above its 52-week low. Over the past 10 years, it has returned a loss of 59%.

Embraer's revenue of $6.338 billion and EPS of $1.43 grew 9.30% over the last 10 years.

During the second quarter, Charles Brandes (Trades, Portfolio) increased his holding by 7.94%.

Three hedge funds hold 872,004 shares of L3 Technologies Inc. (NYSE:LLL) with a total weight of 0.54% on their portfolios.

The company produces various communication and electronic systems used on military, homeland security and commercial platforms. It is also a contractor in aerospace systems, security and detection systems and pilot training.

The company has a market cap of $13.77 billion; the stock is trading with a P/E ratio of 19.84. The price of $176 is 2.62% below its 52-week high and 32.95% above its 52-week low. Over the past 10 years, it returned a gain of 83%.

L3 Technologies' revenue of $10.8 million grew 2% over the last 10 years. Its EPS of $8.87 saw a 10-year increase of 1.10%.

During the second quarter, Richard Pzena (Trades, Portfolio) reduced his holding by 0.29%.

Nine hedge funds hold 8.7 million shares of TransDigm Group Inc. (NYSE:TDG) with a total weight of 27.35% on their portfolios.

The company produces engineered aircraft components for use on commercial and military aircraft.

The company has a market cap of $14.6 billion; the stock is trading with a P/E ratio of 30.67. The price of $280.6 is 4.67% below its 52-week high and 37.74% above its 52-week low. Over the past 10 years, it returned a gain of 602%.

TransDigm's revenue of $3.360 billion grew by 20.20% over the last 10 years. Its EPS of $9.15 increased 21.70% over the same period.

During the second quarter, Pzena increased his holding by 30.20%.

Five hedge funds hold 1.7 million shares of United Technologies Corp. (NYSE:UTX) with a total weight of 1.18% on their portfolios.

The diversified industrial conglomerate provides technology products and services to the building systems and aerospace industries.

The company has a market cap of $97.04 billion; the stock is trading with a P/E ratio of 18.49. The price of $121.49 is 2.64% below its 52-week high and 24.45% above its 52-week low. Over the past 10 years, it returned a gain of 64%.

United Technologies' revenue of $58.108 billion grew 2.6% over the last 10 years. Its EPS of $6.57 saw a 10-year increase of 4.20%.

During the second quarter, Tom Gayner (Trades, Portfolio) increased his holding by 12.55%. Three gurus reduced their positions. The T Rowe Price Equity Income Fund (Trades, Portfolio) curbed its position by 7.81%, Ken Fisher (Trades, Portfolio) cut it by 57.02% and Robert Olstein (Trades, Portfolio) trimmed his holding by 15.79%.

Three hedge funds hold 436,395 shares of American Outdoor Brands Corp. (NASDAQ:AOBC) with a total weight of 0.06% on their portfolios.

The company manufactures firearms, including handguns, modern sporting rifles, hunting rifles and black powder firearms. It also manufactures handcuffs and firearm-related products and accessories.

The company has a market cap of $1.06 billion; the stock is trading with a P/E ratio of 8.91. The price of $19.69 is 36.87% below its 52-week high and 12.51% above its 52-week low. Over the past 10 years, it returned a loss of 6%.

American Outdoor Brands' $903 million in revenue grew 9.60% over the last 10 years. Its EPS of $2.21 has not changed.

Four hedge funds hold 1.5 million shares of Textron Inc. (NYSE:TXT) with a total weight of 0.70% on their portfolios.

The company manufactures aircraft and other specialized vehicles.

The company has a market cap of $13.05 billion; the stock is trading with a P/E ratio of 15.08. The price of $49.31 is 3.18% below its 52-week high and 32.59% above its 52-week low. Over the past 10 years, it returned a loss of 12%.

Textron's revenue of $13.7 billion grew by 0.50% over the last 10 years. Its EPS of $3.27 did not change.

In the second quarter, Mario Gabelli (Trades, Portfolio) reduced his holding by 1.94%.

Disclosure: I do not own any shares of any stocks mentioned in this article.

About the author:

Tiziano Frateschi
You can read about me on this blog: www.theextraincome.info

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