Defense & Aerospace Report Podcast [Mar 07, 21 Business Report]


On this Washington Roundtable episode of the Defense & Aerospace Report Podcast, sponsored by Bell, we look ahead to 2021 with “Rocket Ron” Epstein, PhD, of Bank of America Merrill Lynch, Richard Aboulafia of the Teal Group consultancy and Sash Tusa of Agency Partners.
— Look at CAE’s acquisition of L3Harris military training business w/ Dan Gelston, the group resident for CAE Defence and Security
— Performance of aerospace and defense stocks during a volatile week on Wall Street as inflation worries mount in anticipation of congressional passage of President Biden’s $1.9 trillion stimulus package
— Improving commercial air travel statistics as vaccination rates increase and airlines consider new routes
— Airbus’ decision to cancel Norwegian’s aircraft order, prompting questions whether Boeing will follow suit
— Analysis of Boeing’s claim to the European Air Safety Agency that fuselage fuel tank on the Airbus’ A321XLR poses a fire safety risk and whether the charge is an effort by the US plane maker to delay the European program so it developers a competitive new jetliner
— Market reaction to CAE’s acquisition of L3Harris’ military training business, Leonardo’s decision to spinoff DRS while maintaining equity stake and Bombardier outlook
— Earnings reports by Thales and Dassault as the French aircraft maker prepares investment in business jets and discusses Franco-German SCAF combat aircraft program
— Outlook for Lockheed Martin’s F-35 Lightning II fighter program in the wake of comments by senior leaders, including House Armed Services Committee Chairman Adam Smith, D-Wash., at the Brookings Institution last week

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