The following video is part of our "Motley Fool Conversations" series, in which industrials editor/analyst Brendan Byrnes and technology editor/analyst Andrew Tonner discuss topics across the investing world.
Rockwell Collins saw its net income fall in its most recent quarter as its defense segment lagged. But the future looks bright for Rockwell, and it looks on track for a solid 2012 with a recovering business jet segment and increased Boeing 787 production, which the company provides parts for.
Andrew Tonner and Brendan Byrnes have no positions in the stocks mentioned above. The Motley Fool owns shares of General Dynamics, Northrop Grumman, and Textron. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.