Byron Callan

Byron Callan

Contributing columnist Byron Callan is a director at Capital Alpha Partners in Washington.

Articles
Opinion: Beware Republican Election Sweep Cross Currents  8
The Trump administration’s stance toward Russia, uncertain Pentagon allocations and geopolitical surpise could roil the U.S. defense industry in 2017.
Seven Forces That Could Reshape Defense  5
It is tempting to conclude that today’s defense sector structure will be the same in 2021 or 2026, but there are factors to bear on how to avoid value destruction. Here are seven to consider.
Opinion: Seven Forces That Could Reshape Defense  2
The defense sector’s structure is bound to be affected by seven factors within the next 10 years.
Opinion: Defense Budget Rebound? Maybe Not.  36
There are key differences between the defense spending cycle that consensus believes will unfold in 2016-20 and prior cycles.
Opinion: Does Clinton vs. Trump Matter For Defense?  48
Consensus is that Trump would be more bullish on defense, but Clinton could boost defense spending above Obama administration plans, too.
Opinion: Defense High And Low Roads After Brexit  13
Initial post-Brexit stock reactions suggest investors view U.S. and some European defense issues as safe havens.
Opinion: For Defense Investors, Growth Matters 
The defense industry has seen some very impressive stock price moves due to investor willingness to fund growth.
Opinion: How The Presidential Election Could Shape U.S. Defense Policy  2
There may be some hints of intent as the presidential campaign heads into the home stretch in September-October.
Opinion: How Sustainable Are Rubio And Cruz Defense Plans?  53
Both plans appear to be extremely bullish for defense, but rapid spending increases may prove difficult for some parts of industry to digest.
Opinion: Why U.S. And European Defense Companies Performed Well In 2015  3
The strongest defense stocks last year had several factors in common that may influence contractor behavior this year.
Opinion: How The Defense Dept. Can Be A Better Customer  16
Acquisition reform requires speed, resources, commercial pricing—and a little “plain English.”
Opinion: Potential Shift In Pentagon’s Approach To A&D Industry 
Defense Department signals it is weighing how to open up the aerospace sector to encourage broader competition from lower-level players.
Opinion: Defense Contractors Shouldn’t Dismiss Silicon Valley Outreach 
Why the Pentagon should invest in high-tech commercial research and why start-ups will warm to the lure of government dollars.
The Pentagon
Opinion: What Could Go Wrong For Defense—And What Might Go Right 
Volatile commodity prices and currency exchange rates threaten the defense spending outlook, but there are positive flip sides for governments and defense contractors alike.
Opinion: How To Improve Earnings Calls 
Aerospace management leaders who explain more in earnings calls may be better able to win the battle for talent and capital, too.
Advertise with Us
 

Sign up to Aviation Week Newsletter

Daily analysis on technology advances impacting the global aviation, aerospace & defense industries.

Penton Corporate

Sponsored Introduction Continue on to (or wait seconds) ×