Defense Supply Chain Analysis
Jul 12, 2024
The two-decade experiment known as Spirit AeroSystems is set for a dramatic and rocky close.
Jul 12, 2024
Will engine-makers be enticed to try to meet requirements for the two new notional civil and military aircraft that need an engine that does not yet exist?
Jul 12, 2024
While aerospace and defense companies have lately enjoyed an embarrassment of riches in demand, that has exposed severe weaknesses in their ability to execute.
Jul 12, 2024
As fixed-price deals signed years ago continue to burden balance sheets, Boeing Defense and Space is focusing on smart growth opportunities.
Jul 11, 2024
Mounting losses have prompted greater caution among some defense companies as Pentagon officials stand by fixed-price acquisition strategies.
Mar 05, 2026
The Pentagon will invest $27 million in the domestic supply chain for antimony, a critical mineral crucial for the military and subject to a Chinese export ban.
Mar 05, 2026
Hensoldt says it is acquiring Dutch electro-optical sensor provider Nedinsco, with the deal set to close by midyear.
Mar 04, 2026
The Pentagon is looking to build on the momentum of recent deals to invest in key munitions, with a specific focus on Lockheed Martin F-35 spare parts.
Mar 03, 2026
Thales says the ability to quickly deliver the Eurosam SAMP/T NG could give the air and missile defense system an edge over the rival Raytheon Patriot system.
Mar 03, 2026
The U.S. and Israeli military operation against Iran was starting to show signs of supply strains as it stretched into a fourth day of fighting.
Feb 27, 2026
Kratos Defense & Security Solutions said late Feb. 26 that it plans to raise $1 billion gross via a share sale of its common stock.
Feb 26, 2026
There are signs Russia’s most costly conflict since World War II is taking a toll on the war machine, but opinions are split on Moscow’s ability to sustain it.
Feb 26, 2026
The CEO of Rolls-Royce says its involvement in the Global Combat Air Program could generate business that surpasses what the Eurofighter Typhoon has delivered for the engine-maker.