Manufacturing & Supply Chain

People laughed when forecaster Adam Pilarski said that oil prices would collapse. Now he’s warning about an aircraft order bubble.

Market factors show the twin-aisles are very healthy now and will prevail as the aircraft of choice for most airlines going forward.

Volatile commodity prices and currency exchange rates threaten the defense spending outlook, but there are positive flip sides for governments and defense contractors alike.

Congress leaves town for summer break without reauthorizing the Ex-Im bank as a fuming Boeing threatens to shift operations overseas.

Is this the beginning of the end of the great A&D stock boom?

Despite some naysayers in the U.S. A&D sector, most suppliers from overseas view the U.S. as a vibrant market where capitalism at its finest plays out.

The annual airshow event in Europe always helps boost M&A, but this year could be a record-setter.

Federal spending cuts and declines in stock value signal a rocky road for the government IT and services providers.

Many players in the aerospace and defense arena are opting to take on more debt ahead of the projected rise in interest rates anticipated this fall.

Rolls’s results were worsening in a way not seen since the worldwide financial crisis of 2008.

While new requirements like that might seem onerous, remember that the whole technology push represents an opportunity to industry.

Arms exports from companies in EU member states taking a hit as governments think twice about approving deals with Russia and countries in the Middle East

“The deal highlights another exit by private equity of a multiyear defense services investment,” says analyst Byron Callan of Capital Alpha Partners.

State Department finally lays down a new policy for exporting military and commercial UAS.

Merger & Acquisitions will pick up at most levels of industry; the lower level will be the more active.

Shrinking defense budgets, fewer programs, and tech developments in other industries creating incentives for A&D rivals to cooperate to win awards.

The fluctuating price of oil affects every A&D sector to varying degrees, some much more than others.

Going Concerns, a new column in Aviation Week, monitors the paradigm shift in the A&D sector. No one can know precisely where things are going, but we’ve seen enough before to know we’re heading somewhere new.