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.

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 aerospace and defense stock performance as Wall Street edges higher on jobs figures and a stronger dollar, Sir Kier Starmer becomes Britain’s first Labour prime minister in 14 years as John Healey becomes defense secretary, France holds its second election round, Boeing appears to eye settlement to avoid criminal trial, Air Force Secretary Frank Kendall floats notion of a Next Generation Air Dominance fighter that’s a third the price of the current plane or around the cost of an F-35, China’s JF-31 is reportedly about to enter service, Leonardo partners with Rheinmetall to lock up Italy’s 20 billion euro land systems modernization market, and Universal Hydrogen — once seen as the future of clean energy — folds.

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 stocks drop after a three-week winning streak, impact of Airbus profit and deliveries warning across the sector, a disastrous US presidential debate as Britain and France hold key elections, Justice Department investigators recommend criminal charges against Boeing of criminal conspiracy over two deadly 737 crashes that killed 346, Boeing’s ongoing acquisition of Spirit AeroSystems, Anduril reportedly is poised to raise $1.5 billion in funding, DoD’s Replicator program is funded to $1 billion and the U.S. Army wants more than 1000 Switchblade 600 loitering munitions from AeroVironment in the next year.

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 defense and aerospace stock performance on a jittery Wall Street, Boeing CEO Dave Calhoun’s testimony before the Senate about the company’s problems and accusations management put profit ahead of safety, helium leaks and thruster problems prompt NASA to keep Boeing’s Starliner spacecraft in orbit longer than planned, the Boeing-led upgrade of B-52 Stratofortress bombers is delayed by three years to 2033, Israel to receive more F-15 fighters, Northrop Grumman announces a cost cap increase on B-21 Raider stealth bomber, and takeaways from the Eurosatory 2024 land warfare tradeshow and conference.

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 Wall Street holds gains as defense and aerospace stocks are battered, European markets plunge after far right political parties fared in European Parliament elections prompting French President Emmanuel Macron to announce a snap election, facing budget pressures the US Air Force is considering slowing or even cancelling its centerpiece Next-Generation Air Dominance program just weeks before picking whether Boeing or Lockheed Martin will win the contract prompting frustration across companies that invested billions of dollars in technology to win and facilities to execute the program, the FAA investigates fake titanium parts from a Chinese supplier that made it into Airbus and Boeing jetliners, the G7 toughens its stance on Russia and China as Vladimir Putin vows retaliation, takeaways from the ILA Airshow in Berlin and what to expect from the Eurosatory ground systems show in Paris next week.

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 aerospace and defense stock performance on Wall Street on stronger than expected US jobs growth dampens prospect of rapid interest rate cuts as the European Central Bank cuts borrowing rates; Airbus, Boeing and Embraer report May deliveries; Boeing’s CEO Dave Calhoun to testify before Congress on June 18 as the company’s Starliner spacecraft makes its maiden launch to orbit; SpaceX’s giant Starship makes its fourth and most successful flight; Chemring issues results and Kongsberg holds its capital markets day; more Eurofighters for Germany, more F-35s for Israel and France pledges Mirage jets to Ukraine; our team’s takeaways from visits to Poland and Washington; and the legacy of Apollo 8 astronaut and former General Dynamics Chairman and CEO Bill Anders who died June 7 at age 90 when his T-34 crashed in Washington state.

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 week on Wall Street after weeks of strong gains, Boeing submits a safety plan to Federal Aviation Administration that declines to clear higher 737 production rates as top executives says certification of its Max 7 and 10 jets remains delayed, US and European weapons production is trending up but many worry it’s not fast enough whether for artillery shells or air defense weapons, Washington allows Ukraine to use American weapons to strike units in Russia that are attacking Kharkiv as French President Emmanuel Macron and NATO Secretary General Jens Stoltenberg argue member nations should let Kyiv use Western weapons strike legitimate targets, Pentagon Acquisition and Sustainment Under Secretary Dr Bill LaPlante says Northrop Grumman is on track to deliver the first 40 of some 100 B-21 Raider bombers on a fixed price basis of $550 million apiece in 2019 dollars, an analysis of recent Northrop losses and their impact on the company, and takeaways from the European Business Aviation and Exhibition in Geneva.

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 investor worries that after dropping inflation and soaring markets the Federal Reserve won’t cut rates as quickly as hoped, Boeing releases third annual safety report as CFO Brian West says the company will post negative cash flow this year, how the new financial outlook will impact the company plans to acquire Spirit AeroSystems and continue costly efforts to restore commercial and defense confidence, Sierra Nevada plan to use former Korean Air 747s as the Pentagon’s next generation Doomsday planes, British Prime Minister Rishi Sunak schedules snap elections for July 4, and British intelligence finding that China is sending lethal aid to Russia and the merits of allowing Kyiv to use US weapons to strike targets in Russia.

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 how aerospace and defense stocks performed as cooling US inflation drove the Dow past 40,000, a fast-changing European defense spending environment as Germany pledges another 100 billion euros to improve military capabilities, the case for US investment in the European defense market as French President Emmanuel Macron works to attract investors to France and Europe, British defense spending outlook, what President Biden’s 100 percent tariffs on Chinese electric cars means for broader Sino-American trade, shareholders allow Boeing CEO Dave Calhoun to keep his $32.5 million pay package and his seat on the company’s board, Russian’s offensive against Ukraine, and reflections on the upcoming 80th anniversary of the D-Day landings.

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 another winning week on Wall Street, inflation worries, the latest FAA investigation into Boeing, this time for allegedly falsifying records on the company’s 787 widebody, BWXT, Embraer, Hendsoldt, Leonardo, Palantir, Spirit, and Transdigm earnings, AerCap and KBR host investor days, and Europe moves to use seized Russian assets to help Ukraine and NATO works to rearm itself and Ukraine.