Defense Supply Chain Analysis

Oct 19, 2023
No longer reliant on Russian engines, China is pushing fighter exports in new markets, but can it score a breakthrough order?
Oct 10, 2023
Deeply intertwined supply chains mean that breaking up is not just hard to do—in some cases, it is impossible.
Oct 09, 2023
MD Helicopters is rebuilding its order backlogs and support capabilities while eyeing modernization of its veteran MD500 platform.
Oct 05, 2023
Alderman & Co.’s statistical analysis correlates S&P 500 growth with aerospace and defense consolidation.
Sep 27, 2023
Byron Callan and Sam Bendett join to discuss the Pentagon’s initiative to manufacture masses of uncrewed vehicles with an eye on the Indo-Pacific theater.
Mar 06, 2026
Leaders of seven top defense firms in a meeting with President Donald Trump appeared to reaffirm agreements to increase production of in-demand munitions.
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.