Below is an aggregated list of A&D and Industrial companies that have communicated to external stakeholders regarding COVID-19 impacts. The Clermont Partners team will continue to monitor industry movements; however, we do anticipate the volume of communications, specifically around guidance updates, will continue to increase this week as companies work on closing out the quarter and have a better idea of the impact this pandemic is likely to have on their near-term operations.

***Updated as of 8:30 AM CST on May 8, 2020.

A&D

Guidance Updates

Dividend Suspension / Deferred / Reduced

Share Repurchase Termination

Executive Compensation Reductions

Facility Closures

Furloughs / Layoffs

Executive Compensation Reductions

Risk Adjustments to 10-K / statement in 8-K

Cost Actions / Salary Reductions

Additional Materials / Announcements

Annual Shareholder Meeting Update

Earnings

Other

Industrial

Guidance Confirmation 

Guidance Updates 

Earnings Pre-announcement

Earnings Announcement

Facility Closures 

Executive Compensation Reductions

Furloughs / Layoffs

Dividend Suspended

Annual Shareholder Meeting Update

Investor Presentation Update

Medical Supplies Production

Other

Monitored A&D Companies 

  • Airbus 
  • Arconic
  • Barnes Group
  • Boeing 
  • General Dynamics
  • Hexcel Corporation
  • Huntington Ingalls
  • Lockheed Martin
  • Moog
  • Northrop Grumman
  • Raytheon
  • Spirit AeroSystems
  • Textron
  • TransDigm
  • Triumph Group
  • Woodward, Inc.
  • United Technologies (merged with Raytheon)

Monitored Industrial Companies

  • 3M 
  • AGCO 
  • Astec Industries 
  • Caterpillar  
  • CNH Industrial 
  • Danaher Corporation 
  • Deere & Co. 
  • Dover Corporation 
  • Eaton Corporation 
  • GATX 
  • GE 
  • Greenbrier 
  • Honeywell 
  • Meritor 
  • Navistar 
  • Oshkosh Corporation  
  • Parker Hannifin 
  • REV Group 
  • Rockwell Automation 
  • Teledyne 
  • Terex Corporation 
  • Titan Machinery 
  • Trinity Industries
  • United Rentals 
  • Wabash National 
  • Wabtec Corporation