Defense & Aerospace Report

Defense & Aerospace Report Podcast [Aug 16, ’25 Business Report]

Aug 16, 2025
Sash Tusa, an equity research analyst specializing in aerospace and defense, joins Richard Aboulafia, an aviation consultant, and Ron Epstein, a renowned aerospace analyst. They dive into the impact of rising inflation on Wall Street and tariffs affecting consumer prices. The discussion touches on the U.S.-China negotiations about critical minerals, India's push for manufacturing self-sufficiency, and Poland's hefty investment in upgrading F-16s. Labor disputes in the airline industry and the future of supersonic travel also make for a lively conversation!
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INSIGHT

Mixed Market Moves In Aerospace

  • Market performance in the week was mixed with Boeing up and GE Aerospace down despite a calm overall market.
  • Investors show fatigue in commercial aerospace aftermarket trades as earnings triggers intermittent sell-offs.
INSIGHT

Defense Investment Accounts Are Rising Fast

  • U.S. defense investment accounts are projected to grow at a mid-teens CAGR over the next 3–4 years.
  • Fiscal '26 shows a big jump and fiscal '27 is expected to be flat-to-up, keeping outlays at record highs.
INSIGHT

Europe Sees Civil Strength, Defence Pullback

  • European A&D outperformed modestly with Airbus and Leonardo as week standouts driven by deliveries and orders momentum.
  • Defence stocks retraced from peaks after mixed Q2 results and Ukraine-related uncertainty.
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