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 >
defense technology
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 >
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 >
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 >
Government services companies work through pressure
Executive commentary ran the gamut in 2023 first-quarter earnings calls for defense technology and government contracting companies, underscoring uncertainty, pressure and excitement. The possibility of a national debt default increased doubt about near-term and long-term spending trends. Mounting ... READ MORE >
Defense tech companies seek growth
Defense technology executives appeared pleased that Congress enacted into law the National Defense Authorization Act for 2023. But labor, parts and inflation continue to challenge their companies' ability to improve operating margins, they said during spring 2023 earnings calls. Multiple themes emerged ... READ MORE >
Defense tech sees higher demand mixed with supply and labor challenges
Defense technology executives are pleased with increasing demand from customers. However, supply chain and labor challenges continue to cause pain. These challenges are increasing the cost of doing business and pressuring profit margins. Many companies have successfully implemented operational ... READ MORE >
Earnings call roundup: Defense technology
Defense technology executives discussed supply chain and labor challenges recently during their second-quarter earnings calls. These businesses aren’t simply trying to get past the short-term challenges. They are also strategizing and investing in long-term solutions. Expectations of greater defense ... READ MORE >
Increased demand lifts defense technology companies amid inflation and supply chain issues
Executives in the defense technology ecosystem continue to experience rising costs and supply chain disruptions. However, growing international demand and technological innovation are driving optimism and investment for the future. The executives shared their perspectives recently in earnings calls ... READ MORE >
Defense technology: Emerging trends from the fourth quarter
Executives in the defense technology industry are grappling with a host of challenges including labor shortages, inflation, supply chain delays and an extended continuing resolution from Congress. But even as they work through these challenges, the executives remain energized about ... READ MORE >