During first-quarter earnings calls, executives of publicly traded federal government contractors discussed how their businesses are aligning their strategies and operations to serve high-stakes and global missions. Three themes emerged on the calls, transcripts of which were provided by S&P Capital ... READ MORE >
Government contracting
Defense tech Q4 earnings calls focus on innovation, balancing risk
Defense technology companies are positioning themselves to capitalize on the anticipated passage of a proposed tax relief bill related to research and development (R&D). Companies also seek to balance contracting risk by selectively bidding on requests for proposals (RFPs) and shifting the industry ... READ MORE >
Government services Q4 earnings calls highlight M&A, workforce, technology
Subtle shifts in mergers and acquisitions trends, demand, and talent were sources of excitement for government services executives during fourth-quarter earnings calls, transcripts provided by Bloomberg show. While each company has its own strategy and areas of focus, three common themes emerged: a ... READ MORE >
Space companies benefiting from rising demand and focus on efficiency, executives say
During fourth-quarter earnings calls, executives in the space industry discussed three levers they are pulling to create business value—sales, operating efficiency and investment. Quarterly sales expanded in the sector, benefiting from increased global demand. At the same time, companies improved ... READ MORE >
Q3 earnings roundup: Defense tech companies take balanced approach
Defense technology companies continue to face headwinds due to inflationary pressures, increased interest rates and supply chain disruptions. But demand is increasing due to geopolitical risks and national security concerns. During third-quarter earnings calls, defense tech executives highlighted their ... READ MORE >
Space companies leverage new strategies
During third-quarter earnings calls, space executives discussed the use of artificial intelligence (AI) as a critical component of satellite and imagery technology. Solutions are needed at the speed of AI to maintain U.S. tactical prowess against adversarial countries. Rising interest rates had ... READ MORE >
Government services companies strive for innovation
During third-quarter earnings calls, executives in the government services ecosystem addressed the common challenge of how to navigate an increasingly competitive landscape. These calls, transcripts of which were provided by Bloomberg, addressed a wide variety of topics. However, three broad themes ... READ MORE >
How a government shutdown affects contractors
We have been here before—a possible government shutdown. The good news is that government contractors are now resilient to these events, and most have contingency plans in place. But those new to government contracting need to develop a robust plan. How we got here Congress must enact appropriations ... READ MORE >
“Future lunar economy” has companies running a new space race
During second-quarter earnings calls, space company executives discussed the market expansion that the new space race is driving. Governments and the private sector are investing in projects to secure rare metals and resources found on the moon, which can be used in new technology and further sustainable ... READ MORE >
Defense tech companies see an easing labor market
During second-quarter earnings calls, defense technology executives highlighted an improved supply chain alongside easing labor constraints. Fixed-price development programs continue to give management teams headaches as estimating contract performance remains difficult. Executives remain diligent in ... READ MORE >