Defense Supply Chain Analysis
Jun 13, 2025
The June 24-25 NATO summit and Trump’s threatened imposition of 50% tariffs on EU imports on July 9 are casting dark foreshadowings over this year’s air show.
Jun 11, 2025
As the Paris Air Show opens, tensions between Europe and the U.S. are at a new high.
Jun 11, 2025
Europe’s first defense and space commissioner, a self-proclaimed transatlanticist, sets an “ambitious” agenda for the region’s defense.
Jun 04, 2025
Facing China’s escalating export controls, the U.S. is accelerating supply chain diversification.
May 12, 2025
Roadable aircraft advances; U.S.-sourced drone batteries; oversize cargo for defense; and electric jet engine.
Feb 02, 2026
A U.S. Army plan to go to a pure fleet of AH-64E Apaches by retiring its D models is starting to have ripple effects internationally, and Boeing is taking that as an opportunity to bring on more interest in the E model while also touting new capabilities the gunship will have.
Feb 02, 2026
Boeing announced Feb. 2 it picked Australian company Ferra Engineering to produce wing kits for an anti-submarine torpedo for its P-8A maritime patrol aircraft.
Feb 02, 2026
USAF may need to look at moving more quickly to develop a new airlifter based on the heavy use the Boeing C-17 has seen, the service’s top planner says.
Jan 30, 2026
The U.S. Air Force's top fighter pilot says the Trump administration's planned influx of funding should be targeted first to spare parts to address ongoing readiness issues.
Jan 29, 2026
Lockheed Martin will spend $1 billion to stockpile spare parts for the F-35.
Jan 29, 2026
L3Harris expects its new Missile Solutions unit, which combines Aerojet-Rocketdyne with critical missile systems, to generate $4.4 billion in revenue this year.
Jan 29, 2026
Hexcel is “going to push very hard” to grow its defense and space business in “the immediate future,” CEO Tom Gentile said.
Jan 28, 2026
Rising costs could trigger a $60-110 million reach-forward loss for Bell on the first production versions of the MV-75 tiltrotor aircraft.