Defense & Aerospace Report

We get updates on major programs -- and visions of the future -- from Greg Ulmer, the head of Lockheed Martin Aeronautics, and General Atomics CEO Dave Alexander. Plus the top headlines in airpower. Powered by GE!

Dr. Jack Watling, the senior research fellow for land warfare at the Royal United Services Institute, discusses takeaways from RUSI's flagship land warfare conference this week in London, the future of land warfare, learning the right lessons from Russia's war on Ukraine and avoid the wrong ones, how the ubiquity of unmanned aerial systems changes land warfare, whether militaries are implementing lessons to improve capabilities, the sweet spots for vehicle weight as well as armament, need for more air and missile defenses as well as long-range fires, why NATO has to ready for future attack by Russia as leaders in Moscow make clear their next target after Ukraine is the alliance, an update on the Ukraine war and why Kyiv's position remains precarious despite US and Western aid with Defense & Aerospace Report Editor Vago Muradian.

On today's program, sponsored by HIl, Byron Callan of the independent Washington research firm Capital Alpha Partners discusses implications of President Biden’s decision against standing for reelection; whether defense sentiment would change if Vice President Harris’ running mate is a former military leader like Sen. Mark Kelly, D-Ariz., or retired Adm. Bill McRaven; why defense stocks in 2024-25 are unlikely to perform as they did in 2016; why 2025 will be a pivotal year for the Russo-Ukrainian war; the US Air Force's agreement with Boeing to start development work on the E-7 radar plane and decision to accept Block 40 TR3 versions of the F-35 Lightning Il fighter; expectations from the Farnborough International Airshow and earnings expectations from leading US firms; why US defense stocks have lagged the broader market; and a look at the week ahead with Defense & Aerospace Report Editor Vago Muradian.

On today’s program, sponsored by HII, Michael Herson of American Defense International, former Pentagon Europe chief Jim Townsend of the Center for a New American Security, and former Pentagon Comptroller Dr. Dov Zakheim join host Vago Muradian to President Biden’s decision to drop his reelection bid and endorse Vice President Kamala Harris, what’s next as the Democratic Party works to revamp its ticket, how Harris can broaden her appeal, and possible running mates.

On this week’s Defense & Aerospace Report Business Roundtable, sponsored by Bell, Dr. Rocket Ron Epstein of Bank of America Securities, Sash Tusa of the independent equity research firm Agency Partners, and Richard Aboulafia of the AeroDynamic advisory consultancy, join host Vago Muradian discuss a down broader market but a good week for defense and aerospace; the US Air Force strikes a deal with Boeing to buy E-7 radar planes and has agreed to accept the long-delayed Block 4 Technology Refresh 3 version of Lockheed Martin’s F-35 Lightning II; Hexcel, Saab, Textron and United report earnings as other leading companies prepare to report earnings next week; Babcock pre-announces another 90 million pound charge on its Type 31 frigate; takeaways from the Royal International Air Tattoo as the global defense and aerospace industry prepares to convene next week at the Farnborough Air Show.

Listen to expert guests from various defense and security backgrounds discuss topics including the US budget process, speculation of presidential stepping aside, Ukraine-Russia tensions, Taiwan security, Britain's defense review, and the ongoing Gaza war in this engaging podcast episode.

This week, three great airpower minds — Major General Jonas Vikman, chief of the Swedish Air Force; retired Air Marshal Greg Bagwell, president of the Air and Space Power Association; and Dean David Deptula of the Mitchell Institute — look at today’s challenges and the next generation. Plus the top headlines in airpower!

Dr. Jim Lewis, the director of the Strategic Technologies Program at the Center for Strategic and International Studies, discusses the cyber implications of the Supreme Court’s decision to overturn the “Chevron” precedent that gave US government agencies broad power to interpret legislation, prospects for more cyber-related congressional action, what needs to be on lawmaker’s to do list, the need to dramatically expand the cyber workforce, assessing the cyber elements of the two presidential campaigns, balancing freedom of speech with the need to counter disinformation in reigning in social media firms, and more with Defense & Aerospace Report Editor Vago Muradian.

Keith Webster, the president of the defense and aerospace council at the US Chamber of Commerce — who last week hosted the defense industrial forum at NATO’s 75th anniversary summit —and Dr. Jerry McGinn, the director of the Baroni Center for Government Contracting at George Mason University, discuss defense industrial takeaways from the gathering of alliance leaders last week in Washington, how to improve industrial capacity, balancing Buy American with Buy Allied sentiments, and more with Defense & Aerospace Report Editor Vago Muradian.

Guests Dr. Patrick Cronin, Michael Herson, and Dr. Dov Zakheim discuss political implications of Trump's assassination attempt, toxic rhetoric, GOP convention. Byron Callan talks NATO summit, defense spending, Senate proposals, Treasury figures, and upcoming events in the industry.