Based on the aggregated intelligence of 130,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, aerospace and defense company Rockwell Collins (NYSE:COL) has earned a coveted five-star ranking.

With that in mind, let's take a closer look at Rockwell's business and see what CAPS investors are saying about the stock right now.

Rockwell facts


Cedar Rapids, Iowa (1933)

Market Cap

$4.4 billion


Aerospace and Defense

TTM Revenue

$4.72 billion


President/CEO Clayton Jones (since 2001)

CFO Patrick Allen (since 2005)

Return on Equity (average, last three years)


Dividend Yield



Honeywell International (NYSE:HON),

Raytheon (NYSE:RTN),

General Dynamics (NYSE:GD)

CAPS members bullish on COL also bullish on:

General Electric (NYSE:GE),

Microsoft (NASDAQ:MSFT)

CAPS members bearish on COL also bearish on:

Northrop Grumman (NYSE:NOC)

Sources: Capital IQ (a division of Standard & Poor's), and Motley Fool CAPS. TTM = trailing 12 months.

Over on CAPS, 310 of the 324 members who have rated Rockwell -- or 96% -- believe the stock will outperform the S&P 500 going forward. These bulls include my fellow Fool Toby Shute (TMFSmashy), who is ranked in the top 0.5% of our community, and TSIF.

Two weeks ago, Toby made this industrious outperform call:

I don't know what it is about the industrials … but I love 'em lately. Insider ownership is weaker than I'd like to see, but Rockwell sports some fabulous returns on invested capital, and doesn't appear particularly cyclical. We'll see what '09 brings.

In a pitch from last week, TSIF also taps Rockwell as a rock-solid business trading at a rock-bottom price:

Tough call in the aviation industry, but Rockwell Collins plays in a niche market that MUST be kept up to date, both government and commercial. ROE is excellent, cash flow decent, debt manageable. Five year low. I might be early, but I believe Rockwell Collins has a lot of potential, even in this environment.

What do you think about Rockwell, or any other stock for that matter? Make your voice heard on Motley Fool CAPS today. More than 130,000 investors are waiting to hear what you have to say. CAPS is 100% free, so simply click here to get started.

Fool contributor Brian Pacampara owns no position in any of the companies mentioned. Microsoft is a Motley Fool Inside Value pick. The Fool's disclosure policy always gets a perfect score.