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
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 >
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 >
The looming government shutdown’s potential impact on manufacturers
Though the looming government shutdown would likely only push a small portion of economic activity into 2024, it could have significant impact on middle market manufacturers. One reason for this is that October can be a critical time to manage supply chains, address any potential disruptions and get ... READ MORE >
Government services companies focus on new ideas
During second-quarter earnings calls, government services company executives stressed that modern solutions are required to meet evolving technological threats. Generative AI continues to drive excitement and intrigue as companies jockey for competitive advantage in a crowded marketplace. Uncertainty ... READ MORE >
Space companies wary about the economy
During first-quarter earnings calls, space executives were concerned about economic factors affecting cash flow during a period of high investment in manufacturing. Executives also highlighted how the changes in consumer behavior are affecting the market. Companies plan to meet changing demands through ... READ MORE >