2021 Q2 EARNINGS CALL ROUNDUP
Cost pressures, labor problems and 787 production issues continue to disrupt the supply chain, while some companies engage in M&A to combat underutilization in the short-term. Headlines A few consistent …
2020 Q4 EARNINGS CALL ROUNDUP
Inventory overhang becomes crucial as programs begin to ramp up. The different coping strategies companies used during COVID account for the myriad of problems faced by suppliers today. Headlines Given …
2020 Q3 EARNINGS CALL ROUNDUP
Recovery from the COVID pandemic has led to strategic repositioning among suppliers. Headlines The lead story this quarter is the pivot from tactical actions in response to the impact of …
2020 Q2 EARNINGS CALL ROUNDUP – SUPPLIERS
Defense spending is not enough to offset the drop in commercial sales. Suppliers may be able to weather the storm by borrowing cash but will still face capacity and capability …
2020 Q2 EARNINGS CALL ROUNDUP – OEMS
Defense OEMs are weathering the pandemic much better than Commercial OEMs. Headlines That the impact of the pandemic on commercial aerospace is worse than expected was confirmed by the major …
2019 Q2 EARNINGS ROUNDUP
In spite of the 737MAX grounding, Spirit continues to build MAX fuselages at Boeing’s behest. The merger of Collins and Raytheon along with the breakup of Arconic will shift the …
