Defense Supply Chain Analysis
Aug 31, 2023
With three expected bidders and three planned awards, everyone wins at whatever the price.
Aug 25, 2023
The Pentagon and Congress must keep in mind shareholder partners and their influence on the behavior of public company management.
Aug 24, 2023
UK-based defense contractor paid a premium for the Ball business with an eye on the fast-growing space systems segment.
Aug 15, 2023
Several forward fit and retrofit programs will demand potentially thousands of ejection seats in the next few years.
Aug 04, 2023
If China actively enforces its export controls, the U.S. is certain to step up supply chain efforts with allies to reduce dependency on Beijing.
Aug 06, 2024
That aerospace and defense (A&D) component manufacturer TransDigm did well in the June quarter is no surprise.
Aug 01, 2024
BAE Systems will keep an eye on possible defense consolidation in Europe, company CEO Charles Woodburn says.
Jul 26, 2024
Aerojet contributed $581 million in revenue (a 7% sequential increase) for L3Harris in the second quarter.
Jul 26, 2024
The new CEO of German defense electronics provider Hensoldt is trying to wean the company from its heavy reliance on domestic sales.
Jul 26, 2024
France says it is has started work with Ukraine to help the beleaguered country build up its defense industrial base.
Jul 25, 2024
Sales rose 8% annually to $19.7 billion and earnings per share increased 9% to $1.41, coming in ahead of Wall Street’s expectations.
Jul 25, 2024
Dassault Aviation said it delivered six Rafale fighters to France in the first half of the year.
Jul 25, 2024
Management seems sanguine about the company’s ability to return to the black.