Defense & Aerospace Report Podcast [Jul 24, ’22 Business Report]

On this episode of the Business Podcast, sponsored by Bell, in segment one on our guest is Gareth Rogers, CEO of Farnborough International; in segment two we talk to our round table “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of AeroDynamic Advisory and Sash Tusa of Agency Partners. Topics: — Broader market and Farnborough International Airshow impact on defense and aerospace stocks — Lockheed Martin, Saab and Thales earnings takeaways — Analysis of major Farnborough headlines including commercial aircraft orders, defense spending and announcements, sustainability and supply chains — Japan joins UK-Sweden-Italy Tempest next-generation combat aircraft program — Whether industrial partners on French-German-Spanish SCAF future fighter program will reach agreement by year’s end and absent agreement Airbus might turn toward Team Tempest  — Czech decision to acquire F-35 Lightning II — Cost of replacing Russian and Chinese firms from supply chains as well as energy impact — Federal Trade Commission decision to open investigation into Northrop Grumman’s 2018 acquisition of Orbital ATK — Look ahead to Boeing, General Dynamics, Hexcel, L3Harris, Northrop Grumman and Raytheon Technologies earnings