Aerospace, defense & machinery
77 large-cap companies along a 4-stage value chain, researched and connected to their suppliers and customers. rejo measures this industry in: backlog, book-to-bill, orders, deliveries, margins, defense budgets.
The value chain
1
Components
- ABB
- Schneider Electric
- Eaton
- Parker Hannifin
- Trane Technologies
- Atlas Copco
2
Systems & machinery
- Siemens
- Hitachi
- Quanta Services
- 3M
- Honeywell
- Comfort Systems USA
3
Primes & OEMs
- Caterpillar
- GE Aerospace
- RTX
- Deere &
- Airbus
- Rolls-Royce
4
Aftermarket & services
- Automatic Data Processing
- Waste Management
- Cintas
- Republic Services
- United Rentals
- Fastenal
Largest covered companies
| Caterpillar | CAT | Primes & OEMs |
| GE Aerospace | GE | Primes & OEMs |
| RTX | RTX | Primes & OEMs |
| Siemens | SIEGY | Systems & machinery |
| Deere & | DE | Primes & OEMs |
| ABB | ABBNY | Components |
| Airbus | EADSY | Primes & OEMs |
| Schneider Electric | SBGSY | Components |
| Hitachi | HTHIY | Systems & machinery |
| Eaton | ETN | Components |
| Rolls-Royce | RYCEY | Primes & OEMs |
| Boeing | BA | Primes & OEMs |
What rejo does for aerospace, defense & machinery investors
- A desk, brief and idea engine scoped to aerospace, defense & machinery and organised by its value chain.
- The Transmission Desk: every print and supplier event in the industry, followed to the companies it reaches.
- Supply webs for each company, including private suppliers, and the suppliers the industry shares.
- Channel checks against consensus and prep sheets before each print.
- A KPI board in the industry's own measures: backlog, book-to-bill, orders, deliveries.