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