Defense & Aerospace Daily Podcast [Oct 26, 2026] Look Ahead w/ Byron Callan

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On today’s Look Ahead program, sponsored by HII, Byron Callan of the independent Washington research firm Capital Alpha Partners joins Defense & Aerospace Report Editor Vago Muradian to discuss the Nov. 3 election and his budget outlook; a look at the Air Force’s budget request for to grow the force over the coming years; energy impact of renewed air strikes on Iran after the election; a look at earnings as BoozAllen Hamilton, CACI, GE Aerospace, Lockheed Martin, Northrop Grumman, RTX and others report results; the Pentagon’s 10-year, $78 billion “framework” agreement with Lockheed Martin for 850 F-35 Lightning II fighters; takeaways from the fifth annual Historical Analysis Annual Conference (HAAC) that covered wargaming, data richness, Ukraine, drones and Taiwan; and a look at the week ahead in Washington and beyond.

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