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GlobalData
GlobalData

Aerospace, Defense & Security

US defense industry must expect less COVID-19 stimulus as it outperforms the market

Following yesterday’s communication from Rep. Adam Smith, chairman of the House Armed Services Committee, on upcoming COVID-19 stimulus packages; Nicolas Jouan, Aerospace and Defense Analyst at GlobalData, a leading data and analytics company, offers his view on the situation: “Rep. Adam Smith did not surprise anyone when he hinted towards a reduction of stimulus funding […]
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Airbus to furlough staff as COVID-19 impacts aircrafts’ production and supply

Following yesterday’s news that Airbus has furloughed 3,200 personnel at Broughton factory in north Wales; Nicolas Jouan, Aerospace and Defense Analyst at GlobalData, a leading data and analytics company, offers his view: “Airbus’ Broughton factory produces wing-structures for single- and twin-aisles assembled in Toulouse, where furloughs are also taking place, and Bremen. The collapse of […]
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Boeing cuts expenses to face long-term effects of COVID-19

Following today’s (Wednesday 29th April) release of Boeing’s earning results for Q1 2020, Nicolas Jouan, Aerospace and Defense Analyst at GlobalData, a leading data and analytics company, offers his view on Boeing’s strategy: “Boeing’s results showed dire figures, especially for its Commercial Airplanes business. Boeing President and CEO David Calhoun pointed to the COVID-19 pandemic […]
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Lockheed Martin’s impacted F-35 deliveries show that defense vendors are not immune to COVID-19 crisis

Following the release of Lockheed Martin’s Q1 2020 results and the announcement of potential delays in F-35 deliveries; Nicolas Jouan, Aerospace and Defense Analyst at GlobalData, a leading data and analytics company, offers his view on the impact of COVID-19 on defense supply chain; “Lockheed Martin’s Q1 2020 results are to be considered excellent by […]
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NATO tackling disinformation amid COVID-19 ‘war’, says GlobalData

Following NATO’s defence ministers meeting where it was decided that the alliance is reportedly poised to tackle disinformation related to COVID-19, as well as the British Army’s decision to deploy two counter-disinformation specialists to NATO; Stelios Kanavakis, Defense Analyst at GlobalData, a leading data and analytics company, offers his view on the current challenges: “Since […]
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Likely postponing of Rafale deliveries exposes the vulnerability of smaller production lines to COVID-19 disruption

Following the news that Dassault will likely have to postpone the delivery of four Rafale fighter jets to India; Nicolas Jouan, Aerospace and Defense Analyst at GlobalData, a leading data and analytics company, offers his view on Dassault’s situation; “The lockdown imposed by the French Government, recently extended until mid-May at least, has imposed an interruption of work on Dassault’s assembly line in Bordeaux-Mérignac. In normal times, Dassault’s factory can build 3 Rafale aircrafts per month at […]
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Production cuts at Airbus show concerning state of commercial aviation amidst COVID-19 crisis

Following the announcement by Airbus that it will cut its commercial aircraft production in light of the commercial aviation crisis worsened by the COVID-19 outbreak; Nicolas Jouan, Aerospace and Defense Analyst at GlobalData, a leading data and analytics company, offers his view on Airbus’ decision: “Cutting production of aircrafts across the board is a powerful […]
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Philippines defense expenditure to increase at CAGR of 9.41% between 2021 and 2025, says GlobalData

In response to internal weaknesses and regional strategic challenges, the Philippines plans to modernize its air force and naval capabilities. Against this backdrop, the defense expenditure of the country is expected to increase at a compound annual growth rate (CAGR) of 9.41% between 2021 and 2025, says GlobalData, a leading data and analytics company. GlobalData’s […]
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