Perhaps the gods of capitalism demanded one real sacrifice on the altar of total shareholder return. If so, let us hope Arconic satiates them.

Being in the black is always a good thing in business, and being in black programs is a favorite place for many defense primes. But sometimes there is a price to pay, like now.

January was not kind for space businesses. If it is a bellwether for the rest of the year, 2019 might be a year of de-orbiting some expectations.

A new year’s prediction: 2019 will see “big money” finally buy in on aerospace—or decide to leave it for another generation. The chances are 50-50.

Defense contractors’ work for Saudi Arabia seems to fall in a Goldilocks position. It sounds like a recipe for the status quo, like it or not.

The momentum at Mercury could be emblematic of who the real winners of the Trump era in defense spending really may be.

Looking to 2019 and beyond, stock-pickers are betting fortunes in A&D will diverge again. One group is already suffering as investors move their money.

The list of things that can go wrong for the aerospace and defense sector seems only to be growing. But to suppliers, happy days are here again.