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 to discuss the worst week on Wall Street since June on a tech selloff and prospect of higher interest rates; Americans head to the polls as President Trump’s drive to resume Iran war and breakneck drive to cozy up to Vladimir Putin garner GOP pushback, potentially complicating approval of defense spending measures after the election; Pentagon approves Patriot air defense missiles for Ukraine under $2.1 billion deal with RTX, but the 500 weapons won’t be delivered until the 2030s; British Chancellor John Healey bolsters defense spending; BAE Systems and Airbus discusses role for European company in the Global Combat Air Program led by UK that includes Italy and Japan; US Air Force’s plan to increase righter fleet to 1,509 fighters by 2035; General Atomics Aeronautical Systems taps Boeing’s Spirit Defense to help design and build fuselages for the FQ-42 Vengeance collaborative combat aircraft; and Airbus, Boeing, CACI, Crane, HII, Howmet, KBR, L3Harris, Leonardo, Lockheed Martin, Northrop Grumman, RBC, Rolls Royce, Safran and Textron report earnings.
