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. … 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. … READ MORE >
Q3 earnings roundup: Defense tech companies take balanced approach
Defense technology businesses are navigating a complex landscape shaped by escalating interest rates, persistent supply chain disruptions and a growing reluctance to embrace fixed-price development contracts. … READ MORE >
Defense tech companies see an easing labor market
Defense tech companies are experiencing some relief from tight labor conditions, but the supply chain continues to pose challenges. … READ MORE >
Government services companies work through pressure
Pressure from near-peer adversaries and an increased focus on supporting allied nations ensures that the U.S. modernization wave will persist. Contractors focused on the mission-critical needs of the government will find pockets of opportunity to advance the nation’s technical abilities and help U.S. allies do the same. … READ MORE >
Defense tech companies seek growth
Workforce issues, supply chain problems and inflation continue to challenge contractors’ ability to improve operating margins. … READ MORE >
Defense tech sees higher demand mixed with supply and labor challenges
Defense technology executives say strained supply chains remain the biggest challenge to meet growing demand. Wages, component price increases and inflation threaten profit margins. Industry executives are defending those margins through operational transformation and cost optimization. … READ MORE >
Earnings call roundup: Defense technology
Defense technology executives discussed supply chain and labor challenges recently during their second-quarter earnings calls. … READ MORE >
Increased demand lifts defense technology companies amid inflation and supply chain issues
Defense technology companies are experiencing rising costs and supply chain disruption. Howevever, growing international demand and technological innovation are driving optimism and investment. … READ MORE >
Defense technology: Emerging trends from the fourth quarter
A roundup of key themes that emerged from fourth-quarter earnings calls in the defense technology industry. … READ MORE >