October 2019 may go down in history as a New Space turning point: the first publicly traded human spaceflight company and the first space holding company.

With Muilenburg’s demotion from chairman due to the MAX, a whole host of issues at Boeing now face a different cast of decision-makers and new conditions.

Due to moderate oil prices and the relatively low level of technology of weapons involved in the attack, the effect on A&D is likely to be muted for now.

Struggling with the A320-family production ramp-up and A321 delivery delays, Airbus bets on robots.

Infrastructure spending is a hot-button issue ahead of next year’s presidential election. The president may win the issue, for reasons important to A&D.

The defense electronics business could change dramatically, shaking up the Pentagon and industry alike. M&A deals are already rocking the landscape.

At best, the answer is a definite “maybe.” But the environment could be set to force a change.

Cowen & Co. analysts think offensive hypersonics alone could be $1.5-3 billion a year by the mid-2020s.