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Defense Supply Chain Analysis

Apr 01, 2024
The U.S. is marshaling unprecedented resources to shore up its chipmaking capabilities. Results thus far are mixed.
Mar 29, 2024
The 2024 National Defense Authorization Act directed the secretary of defense to secure critical minerals from “reliable sources.”
Mar 28, 2024
Had these transactions happened, the industry today would be almost unrecognizable.
Mar 19, 2024
Rising demand for weapons stocks is driving a review of European missile manufacturing.
Mar 15, 2024
General Electric is dead—long live GE Aerospace. Behold the newest pure-play aerospace and defense giant.
Jun 05, 2024
The NATO Innovation Fund has co-led a $22.5 million Series A funding round in the UK’s iCOMAT, an advanced composites manufacturer.
May 30, 2024
Combined German 2023 defense industry sales have advanced 19% year-on-year to €10 billion ($11 billion), ahead of the 18% growth recorded by the civil sector.
May 28, 2024
TransDigm Group announced on May 28 that it would acquire Raptor Scientific from L Squared Capital Partners for $655 million in an all-cash deal.
May 28, 2024
Elbit Systems is on a hiring spree to deal with surging demand from the Israeli government because of the war in Gaza.
May 28, 2024
The Dutch government says it is in talks with other European Patriot air and missile defense system users to collectively build up a system for Ukraine.
May 22, 2024
A consortium led by Airbus is to study options to provide Europe with a strategic airlift capability that could replace the need to use An-124s.
May 17, 2024
Eric Fanning, head of the Aerospace Industries Association, laid out a list of new legislative priorities.
May 02, 2024
With Saab facing significant headwinds in large western markets, recent news indicates that the company has set its sights on smaller prospective deals elsewhere in the world.