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Cobham

Process focused

QuickView | Aerospace & Defence | 10 Nov 2016

History is likely to call 2016 Cobham's annus horribilis. In 2015 the future looked bright, with the company delivering its first organic growth in 10 years. However, 2016 has seen three profit warnings and both the CEO and CFO resign. Two recent acquisitions, Axell Wireless and Aeroflex, have proved extremely challenging to integrate into Cobham, taking the wireless business from a 15% margin to significantly loss making. The company is in a hiatus as it awaits new management o CEO David Lockwood (Laird) and CFO David Mellors (QinetiQ) o so 2017 could be the start of a new era.

Cobham

Back to the future

QuickView | Aerospace & Defence | 27 Apr 2016

The FY16 profit warning and rights issue announced with the Q1 trading statement reflect the limited progress Cobham has made in recent years. The main problem appears to be a lack of core organic performance and reliance on an M&A-driven strategy to instil growth. These are similar criticisms to those levelled at previous management teams. Cobham now appears vulnerable as the technology positions and assets are attractive, but it looks like a slow process to drive value recovery in its current form.

Cobham

Daily comment

Institutional Comment | Aerospace & Defence | 05 Mar 2015

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Cobham

Daily comment

Institutional Comment | Aerospace & Defence | 30 Jan 2015

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Cobham

Daily comment

Institutional Comment | Aerospace & Defence | 24 Nov 2014

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Cobham

Daily comment

Institutional Comment | Aerospace & Defence | 06 Nov 2014

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Cobham

Daily comment

Institutional Comment | Aerospace & Defence | 24 Oct 2014

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Xaar

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Institutional Comment | Electronics & Electrical Equipment | 17 Jul 2014

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Entertainment One

Daily comment

Institutional Comment | Media | 17 Jul 2014

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Cobham

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Institutional Comment | Aerospace & Defence | 17 Jul 2014

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Rolls-Royce

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Institutional Comment | Aerospace & Defence | 17 Jul 2014

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Airbus

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Institutional Comment | Aerospace & Defence | 17 Jul 2014

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