Wall Street Analysis

Boeing, followed by Raytheon and General Dynamics, will likely fare the best -- stocks-wise -- in the wake of yesterday's preliminary Pentagon fiscal year 2013 budget announcement, according to a research note published by Wall Street analysis firm Credit Suisse.

The companies whose stocks would be most impacted by the Pentagon's budget decisions are Lockheed Martin, Northrop Grumman and Huntington Ingalls Industries, "although maintenance of an 11 carrier fleet provides some offset for HII," the note states.

Rockwell Collins, United Technologies, Textron and Esterline Technologies Corp. "may also be impacted by a 3-5 year delay in Army helicopter modernization," the note adds.