MENU

News Briefs

02 June 2022

Bombardier

Author: Thomas J. Zoretich , Drawn From: Defense & Aerospace Companies Briefing

Bombardier

As with other commercial aircraft manufacturers and suppliers, the company was adversely affected by the global COVID pandemic. Given the already challenging issues due to failed past strategies, the pandemic put downward pressure on sales and the ability to climb out of its steep financial hole.

03 May 2022

Leonardo

Author: Thomas J. Zoretich , Drawn From: Defense & Aerospace Companies Briefing

Leonardo

Over the last few years, Leonardo restructured operations, divested of non-core business, cut costs, and improved profitability. As part of its restructuring actions, the company’s management has undergone repeated shakeups, replacing many long-time managers. Leonardo’s management now appears to have a much sharper strategic outlook, especially given its stated focus to pursue advancement in defense electronics. It has been willing to cut the cord on unprofitable investments and shake up the company.

15 April 2022

F-15EX Electronic Warfare Systems to Surpass F-35 in Capability – and Funding?

Author: Dr. David L. Rockwell, Drawn From: Military Electronics Briefing

Teal Group Corp. forecasts futures for F-15 Eagle electronic warfare (EW) programs in a new report by Dr. David L. Rockwell in Teal’s Military Electronics Briefing. With Boeing F-15EX Eagle II procurement now doubled in the Pentagon’s FY23 defense budget request and F-35 Lightning II Joint Strike Fighter (JSF) procurement substantially reduced, Dr. Rockwell sees BAE Systems’ new AN/ALQ-250 EPAWSS (Eagle Passive/Active Warning and Survivability System) as not only potentially surpassing funding for similar but older-generation F-35 systems, but also providing the F-15EX with a more modern and capable integrated EW capability than the F-35.

F-15 EW will be worth more than a billion dollars annually for most years in Teal Group’s ten-year forecast period, increasing as US Air Force EPAWSS production ramps up over the next few years. Over the next decade, Teal Group forecasts EPAWSS and related systems will be worth $10.7 billion.

15 March 2022

Surface Ship Sonar Market Continues to Ascend

Author: Dr. David L. Rockwell, Drawn From: Military Electronics Briefing

An unsung but consistent and growing military electronics market is the naval surface ship sonar market. Despite immediate land-war developments in Ukraine – which again emphasize the importance of airborne C4ISR – surface ship sonar programs have received major new funding for the past decade, especially in the past few years, as the Asia/Pacific threat from China has grown. With quiet diesel submarines probably still the most feared game-changer that could cause the sudden loss of an American Supercarrier, funding for all types of ship sonars will continue to grow over the next decade.

09 May 2022

F-35 JSF Sensors – the Most Valuable Electronics Programs Ever?

Author: Dr. David L. Rockwell, Drawn From: Military Electronics Briefing

Teal Group Corp.’s Senior Analyst Dr. David L. Rockwell has updated all F-35 JSF (Joint Strike Fighter) sensor programs in Teal’s Military Electronics Briefing, including detailed analysis based on the most recent DoD sources and documents: January 2022’s Director of OT&E report, the FY23 DoD budget released in April 2022, the GAO’s annual F-35 report publicly released on 25 April 2022, and the Congressional Research Service (CRS) report updated on 2 May 2022. The MEB includes three reports discussing the major F-35 sensor systems for EO/IR, Radar, and Electronic Warfare/SIGINT.

These three major programs will each be the largest military electronics program ever in their respective areas. The F-35 APG-81 radar and MIRFS avionics systems may also be the largest military electronics program of all time. Combined, these three reports in the MEB will account for a total of at least $67.4 billion of RDT&E and procurement funding over the next ten years – worth more than $7.5 billion annually beginning in the middle of this decade. And the subcontracting opportunities will be huge.

18 April 2022

CACI International, Inc.

Author: Thomas J. Zoretich , Drawn From: Defense & Aerospace Companies Briefing

CACI International, Inc.

Since January 2019, CACI has completed nine acquisitions valued at more than $1.9 billion. Acquisitions remain the company’s highest priority for capital deployment. The recent acquisition of Six3Systems enables the company to offer more complex solutions in areas such as signals intelligence, precious geo-location services.

04 April 2022

Starlink and OneWeb Post Large Numbers

Author: Marco A. Cáceres, Drawn From: World Space Systems Briefing

Starlink and OneWeb satellites continue to be launched in large batches. During January-March alone, 369 Starlinks and 34 OneWebs were launched to low Earth orbits. In 2021, a total 989 Starlinks and 284 OneWebs went up. So far, these are the two “mega-constellation” programs that are leading the way to an era of cheap and ultra-fast Internet access for just about everybody on the planet. Thousands of Starlinks and hundreds or OneWebs will be launched over the next few years.

16 February 2022

Civil UAS Market Opportunities Crystallize

Author: J.J. Gertler, Drawn From: 2021/2022 World Civil Unmanned Aerial Systems Market Profile & Forecast

Civil UAS Feb 2022

The battle for the consumer drone manufacturing market is over, with China’s DJI Innovations dominating the market. Even DJI has tacitly acknowledged the consumer market has become mature, as evidenced by its move into higher level, more sophisticated systems.

On the other hand, the markets in commercial drone manufacturing, services and analysis are still up for grabs. This middle market, ranging from prosumer units to lower-end MALE systems, stands to enjoy the most significant growth in our forecast period, particularly as regulations evolve to permit their use in more countries and roles. US, European, and Asian companies are battling worldwide for positions in systems and services to address this market.

<<  1 2 3 [45 6 7 8  >>  
Respected Analysis
Highly respected analysis and opinions on global aircraft supply and demand and the competitive profiles of leading manufacturers.
UAS/UAV Authority
The leading authority on the global markets for Unmanned Aerial Systems (UAS) and Unmanned Aerial Vehicles (UAV), including military, government and commercial markets.
Comprehensive Coverage
The industry’s most comprehensive coverage of the global aerospace sector, including military and civilian markets.