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14 May 2015

Lockheed Martin – Teal Group Analysis

Author: Philip Finnegan, Drawn From: Defense & Aerospace Companies Briefing

Strategy: Lockheed Martin is working to defend large fighter and transport aircraft programs such as the F-35 Joint Strike Fighter and the C-130 transport by performing well on its contracts while winning major new programs such as the next generation bomber (teamed with Boeing) and the Joint Light Tactical Vehicle.

Acquisitions will be small, niche acquisitions, particularly in information technology and systems integration while the company seeks to increase cash returned to shareholders through higher dividends and stock repurchases.

14 May 2015

Lockheed Martin – Teal Group Analysis (Copy)

Author: Philip Finnegan, Drawn From: Defense & Aerospace Companies Briefing

Strategy: Lockheed Martin is working to defend large fighter and transport aircraft programs such as the F-35 Joint Strike Fighter and the C-130 transport by performing well on its contracts while winning major new programs such as the next generation bomber (teamed with Boeing) and the Joint Light Tactical Vehicle.

Acquisitions will be small, niche acquisitions, particularly in information technology and systems integration while the company seeks to increase cash returned to shareholders through higher dividends and stock repurchases.

24 April 2015

Airbus A380

Author: Richard L. Aboulafia, Drawn From: World Military & Civil Aircraft Briefing

Airbus A380

Airbus wanted to beat Boeing. To get beyond 50% of the market, it needed some serious product line investment. The A380 offered the biggest investment they could make before their ownership went fully public. It also offered the biggest psychological statement about beating Boeing in its (former) core jetliner market.

Unfortunately, Airbus chose to attack what is also the least important segment (5% of the total market, at best). Aside from a limited pool of up-front customers, the A380 is al- most irrelevant in today’s market environment. This is a two-per-month segment.

20 December 2014

Highly Impressed With Embraer

Author: Richard L. Aboulafia, Drawn From: World Military & Civil Aircraft Briefing

Highly Impressed With Embraer

To paraphrase Churchill, for decades I've had my own ideas about Embraer, and I didn't want them changed by any Embraerians. I'd always respected Embraer, as does much of the aerospace industry – if aerospace companies were restaurants, Embraer would be the restaurant all the other chefs visited on their days off – but until this month, I'd never visited São José dos Campos.

14 May 2015

Lockheed Martin – Teal Group Analysis (Copy)

Author: Philip Finnegan, Drawn From: Defense & Aerospace Companies Briefing

Strategy: Lockheed Martin is working to defend large fighter and transport aircraft programs such as the F-35 Joint Strike Fighter and the C-130 transport by performing well on its contracts while winning major new programs such as the next generation bomber (teamed with Boeing) and the Joint Light Tactical Vehicle.

Acquisitions will be small, niche acquisitions, particularly in information technology and systems integration while the company seeks to increase cash returned to shareholders through higher dividends and stock repurchases.

06 May 2015

AN APG-63(V) & APG-82(V)

Author: Dr. David L. Rockwell, Drawn From: Military Electronics Briefing

AN APG-63(V) & APG-82(V)

The AN/APG-63(V) is the fire control radar for the F-15A/B/C/D Eagle fighter. A modified version, the AN/APG-70, superseded the APG-63 on the F-15E Strike Eagle, but was then itself to be replaced with the APG-63(V)1, as part of a comprehensive APG-63 upgrade. The APG-63(V)1 LRIP contract was awarded in August 1997, with full rate production beginning in 2002. Japan and South Korea also chose the APG-63(V)1 (Japanese license production by MELCO was just beginning in2006).

08 January 2015

Aircraft Highs and Lows for 2014

Author: Richard L. Aboulafia, Drawn From: World Military & Civil Aircraft Briefing

Aircraft Highs and Lows for 2014

Sure, I could write yet another piece about the A380. My favorite target was back in the news for all the wrong reasons this month. Airbus spent its investors' conference grappling with the A380's grim commercial situation, with one executive implying that the plane could die in a few years and another promising that it would be rejuvenated with new engines. There's so much to say about this. 

20 December 2014

Orion: On Our Way to Mars Again?

Author: Marco A. Cáceres, Drawn From: World Space Systems Briefing

Orion: On Our Way to Mars Again?

In the midst of a series of technical glitches that delayed the planned launch of the Orion capsule by a Delta IV rocket on Thursday, NASA Administrator Charles Bolden is reported to have told NBC News, "We're now on the way to Mars, and that's what's most important." Uh, no. First of all, we're not anywhere close to being on our way to Mars, or even the Moon, for that matter.

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