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 >
defense technology
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 >
Defense technology: Emerging trends from industry executives in Q2
In the second quarter of 2021, the defense technologies ecosystem continued to closely monitor and optimize its labor force and supply chains while positioning for short- and long-term federal government modernization and innovation efforts. In second-quarter earnings calls, top executives in the industry ... READ MORE >
5 trends from defense technology companies’ Q1 earnings calls
Companies in the defense technologies ecosystem began 2021 by continuing to closely monitor operations and supply chains while positioning for short- and long-term federal government modernization efforts. In fourth-quarter earnings calls hosted in late April and early May, top executives in the industry ... READ MORE >
5 trends from defense technology companies’ Q4 earnings calls
Defense technology businesses spent Q4 2020 focusing on the future of defense, as well as the technology and innovation required by the federal government to protect the homeland and compete with nation-state threats. These businesses simultaneously navigated the start of pandemic recovery while ... READ MORE >