Rockwell Collins, Inc. (NYSE: COL) forecasts revenues for 2011 to reach $4.8 to $5.0 billion, with operating margins maintained at 19.5 – 20.5%. As operating conditions continue to improve in the commercial markets, Rockwell Collins expects ‘double digit’ revenue growth in commercial air transport and business aviation. The Government Systems business segment is expected to slow in 2011 but the company sees it as a transitional year that should position it for stronger revenue growth in the years ahead. Overall, the government systems segment is expected to grow by a modest 2% in 2011. Sales of airborne solutions should grow at 3%, driven by new rotary and fix wing platforms including KC-X and CH-47. The growth potential is reduced by other programs that are winding down – including fighter jets and KC-135 GATM upgrades. The pullout of combat brigades from Iraq is also affecting the company, as with lower demand for navigation systems, while JTRS communications systems moving from development into low rate initial production. The company expects the introduction of micro DGAR to increase sales and compensate for these declines.
Defense Market Quarterly Review – May 2025
Defense companies saw robust financial results in Q1 2025, fueled by surging global demand and modernization efforts. This analysis delves into key players' performance and examines how post-quarter events – including potential NATO spending hikes, regional conflicts, and major international deals – are shaping the outlook for the defense market, suggesting continued strong momentum.
DefenseTech Brief – May 12, 2025
In this edition of the DefenseTech Brief, we examine Europe's accelerated armored vehicle modernization efforts, contrasting them with the U.S. Army's scaling back of legacy programs. The report highlights key procurement initiatives in Greece, Romania, and the Netherlands, showcasing a strategic shift towards domestic industrial participation and advanced mechanized capabilities. This divergence underscores differing defense priorities and threat perceptions between the U.S. and its European allies.
European Armies Accelerate Armor Modernization as US Scales Back Legacy Programs
As the U.S. Army scales back its armored vehicle programs, European nations are accelerating major modernization efforts, acquiring thousands of new armored fighting vehicles across multiple platforms. This article examines key programs in Greece, Romania, and the Netherlands, highlighting recent, local industrial involvement, competing international bids, and the broader implications of diverging transatlantic defense priorities.
Rheinmetall Showcase Enhanced SSW40 Grenade Rifle at DEFEA 2025
Rheinmetall showcased its enhanced SSW40 grenade rifle at DEFEA 2025, a magazine-fed, semi-automatic 40mm launcher with advanced fire control and planned support for programmable airburst munitions. Designed for both low- and medium-velocity grenades, the SSW40 significantly expands the precision and range of squad-level firepower.
DefenseTech Financial Brief – May 5, 2025
The defense technology landscape continues to evolve rapidly, with this week's developments highlighting several interconnected trends that present significant investment opportunities across multiple domains. The fundamental shift toward low-cost, mass-produced autonomous systems represents perhaps the most disruptive market dynamic, creating opportunities for both established defense primes and specialized technology providers.
U.S. Army 2025 Restructuring: Strategic Realignment and Industrial Impact
The U.S. Army’s 2025 restructuring marks a decisive pivot—from legacy platforms to precision fires, autonomy, and rapid mobility. While this transformation opens new opportunities in missiles, drones, and sustainment tech, it also puts pressure on traditional players. We break down the winners, the exposed, and what this means for investors and defense suppliers.
DefenseTech Weekly Brief – April 28 – May 3, 2025
The defense landscape continues evolving rapidly, with emerging technologies reshaping battlefield dynamics across domains. This week's developments highlight cost-effective drone proliferation, increased artillery autonomy, extended-range strike capabilities, enhanced vehicle protection systems, and significant procurement...
