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Teal Group gathers, classifies, and analyzes information from a wide range of sources. Our analysts publish News Briefs several times a year. Subscribe via email to receive each News Brief when it is published or join our mailing list to receive updates quarterly.

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News Briefs

August 28, 2015

US Navy’s Next Generation Jammer (NGJ)

David Rockwell

US Navy’s Next Generation Jammer (NGJ)

Funding began in FY09 for development of the US Navy's Next Generation Jammer (NGJ), intended to replace (or possibly upgrade) the Growler's AN/ALQ-99 pods near the end of the decade, and also provide the Marine Corps with a JSF-mounted EA system to replace its Prowlers. Unlike the short shrift given to the almost-new EA-18G ICAP-III systems, NGJ has been something of a holy grail for the EW industry, with four teams (BAE Systems, ITT/Boeing, Northrop Grumman and Raytheon) funded for early development.

May 13, 2015

Lockheed Martin – Teal Group Analysis

Phil Finnegan

Lockheed Martin – Teal Group Analysis

Strategy: Lockheed Martin is working to defend large fighter and transport aircraft programs such as the F-35 Joint Strike Fighter and the C-130 transport by performing well on its contracts while winning major new programs such as the next generation bomber (teamed with Boeing) and the Joint Light Tactical Vehicle.

Acquisitions will be small, niche acquisitions, particularly in information technology and systems integration while the company seeks to increase cash returned to shareholders through higher dividends and stock repurchases.

April 24, 2015

Airbus A380

Richard Aboulafia

Airbus A380

Airbus wanted to beat Boeing. To get beyond 50% of the market, it needed some serious product line investment. The A380 offered the biggest investment they could make before their ownership went fully public. It also offered the biggest psychological statement about beating Boeing in its (former) core jetliner market.

Unfortunately, Airbus chose to attack what is also the least important segment (5% of the total market, at best). Aside from a limited pool of up-front customers, the A380 is al- most irrelevant in today’s market environment. This is a two-per-month segment.

August 19, 2015

PRESS RELEASE: UAV Production Will Total $93 Billion

Phil Finnegan

PRESS RELEASE: UAV Production Will Total $93 Billion

Unmanned Aerial Vehicles (UAVs) continue as the most dynamic growth sector of the world aerospace industry this decade, report Teal analysts in their latest market analysis. New unmanned combat aerial vehicle programs, commercial, and consumer spending all promise to drive more than a tripling of the market over the next decade.

May 06, 2015

AN APG-63(V) & APG-82(V)

David Rockwell

AN APG-63(V) & APG-82(V)

The AN/APG-63(V) is the fire control radar for the F-15A/B/C/D Eagle fighter. A modified version, the AN/APG-70, superseded the APG-63 on the F-15E Strike Eagle, but was then itself to be replaced with the APG-63(V)1, as part of a comprehensive APG-63 upgrade. The APG-63(V)1 LRIP contract was awarded in August 1997, with full rate production beginning in 2002. Japan and South Korea also chose the APG-63(V)1 (Japanese license production by MELCO was just beginning in2006).

January 19, 2015

Strength of the US Defense Industry

Philip Finnegan, Director, Corporate Analysis

Despite its current strength, the US defense industry faces serious is sues for its future international competitiveness. The challenges stem from changes within industry itself and from US government policies.

One of the major changes in the outlook for US industry comes from the change in culture in the industry towards an increasingly short-term focus. Now there is a serious effort by defense companies to turn much, if not all, of their available cash flow to stock purchases and dividend increases. The result has been that defense stocks have out per formed the over all S&P 500 for the past decade. That is increasingly difficult to change as time goes on and shareholders grow to expect it and the industry attracts a shareholder base that relies on a high yield.

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