Manufacturing & Supply Chain

Infrastructure spending is a hot-button issue ahead of next year’s presidential election. The president may win the issue, for reasons important to A&D.

The defense electronics business could change dramatically, shaking up the Pentagon and industry alike. M&A deals are already rocking the landscape.

At best, the answer is a definite “maybe.” But the environment could be set to force a change.

Cowen & Co. analysts think offensive hypersonics alone could be $1.5-3 billion a year by the mid-2020s.

Embracing hybrid-electric aviation could boost the aerospace sector’s appeal, prolong the long-term 4-5% annual growth in air travel and stimulate the regional market.

Are you a stressed-out 737 supplier, stretched to your fiscal limits by the roller-coaster production rates? Call First Bank of Boeing now! Operators are standing by.

Lawmakers are saying defense contractors may make too much profit and that federal contractors should turn over their price and cost data.

Perhaps the aerospace industry should reconsider banking on Chinese growth—it might have to, and sooner than it thinks.

The Boeing 737 MAX is likely to be back up flying paying passengers long before the true cost of recent fatal accidents becomes clear on Boeing’s bottom line.

Boeing’s 737 production cut may turn out to be the extra time the supply chain needs—but now suppliers will have no excuse in a future rate hike.

If the Trump administration can talk with the Taliban and North Korea, surely it can work with the EU and Airbus to end the aircraft subsidy dispute at the WTO.

OEMs and Tier 1s must be vigilant about lower-tier suppliers and a possible working capital crunch they could face in coming years.

Perhaps the gods of capitalism demanded one real sacrifice on the altar of total shareholder return. If so, let us hope Arconic satiates them.

Being in the black is always a good thing in business, and being in black programs is a favorite place for many defense primes. But sometimes there is a price to pay, like now.

January was not kind for space businesses. If it is a bellwether for the rest of the year, 2019 might be a year of de-orbiting some expectations.

A new year’s prediction: 2019 will see “big money” finally buy in on aerospace—or decide to leave it for another generation. The chances are 50-50.

Defense contractors’ work for Saudi Arabia seems to fall in a Goldilocks position. It sounds like a recipe for the status quo, like it or not.

The momentum at Mercury could be emblematic of who the real winners of the Trump era in defense spending really may be.

Looking to 2019 and beyond, stock-pickers are betting fortunes in A&D will diverge again. One group is already suffering as investors move their money.

The list of things that can go wrong for the aerospace and defense sector seems only to be growing. But to suppliers, happy days are here again.

In hypersonics, it is hard to know which is going faster, the hype or the reality. But increasingly, investors could be betting on the latter.

A new Pentagon rule change would slow cash flow to contractors until they prove they deserve it with good performance. Industry is shooting back.

The need for new workers—especially technology-oriented employees—and the difficulty in getting them is the talk of the industry.

Boomer retirements may portend one of the greatest gold rushes in living memory: small and midsize M&A.

A shortage of executive talent could be the next big workforce shortfall to hit aerospace and defense, and companies are starting to get worried.