글로벌 방위산업 투자 인사이트

RTX Corporation (NYSE:RTX) Q4 2024 Earnings Conference Call January 28, 2025 8:30 AM ETCompany ParticipantsChris Calio - President and CEONeil Mitchill - CFONathan Ware - VP of IRConference Call ParticipantsMyles Walton - Wolfe ResearchPeter Arment - BairdRon Epstein - Bank of AmericaScott Deuschle - Deutsche BankRob Stallard - Vertical ResearchSheila Kahyaoglu - JefferiesSeth Seifman - JPMorgan..

Call Start: 09:00 January 1, 0000 9:52 AM ETGeneral Dynamics Corporation (NYSE:GD)Q4 2024 Earnings Conference CallJanuary 29, 2025 09:00 a.m. ETCompany ParticipantsPhebe Novakovic - Chairman, Chief Executive OfficerKim Kuryea - Chief Financial OfficerNicole Shelton - Vice President of Investor RelationsConference Call ParticipantsRonald Epstein - Bank of AmericaDoug Harned - BernsteinGautam Khan..

Northrop Grumman Corporation (NYSE:NOC) Q4 2024 Earnings Conference Call January 30, 2025 9:00 AM ETCompany ParticipantsTodd Ernst - Vice President of Investor RelationsKathy Warden - Chair, Chief Executive Officer, and PresidentKen Crews - Chief Financial OfficerConference Call ParticipantsRonald Epstein - Bank of AmericaScott Deuschle - Deutsche BankSheila Kahyaoglu - JefferiesDouglas Harned -..

Lockheed Martin Corporation. (NYSE:LMT) Q4 2024 Earnings Conference Call January 28, 2025 11:00 AM ETCompany ParticipantsMaria Ricciardone - Vice President, Treasurer and Investor RelationsJames Taiclet - Chairman, President and CEOJay Malave - Chief Financial OfficerConference Call ParticipantsSeth Seifman - JPMorganRob Stallard - Vertical Research PartnersRichard Safran - Seaport Research Part..

Bank of America Global Research의 미국 방위산업 전망(24.10.8.발간)에 대한 보고서 리뷰.​관련 내용 정리하자면,​BofA는 국방 현대화(defense modernization) 지출이 FY25-FY27e에 10%의 연평균 성장률로 확대될 것으로 예상합니다.글로벌 위협 환경이 심화되고 새로운 패러다임으로 변화하고 있습니다. 미국은 전략적 억지력을 유지하기 위해 '강대국 경쟁'에 참여하고 있습니다. 유럽과 중동에서의 전쟁, 태평양에서의 안보 불안 증가로 인해 서방 동맹국들은 방위 산업 기지를 재건하고 재점화하기 위해 노력하고 있습니다. ​미 국방부는 24 회계연도에 FMS가 1,000억 달러(21 회계연도 대비 3배 증가)에 달할 것으로 예상하고 있습니다. ​글로벌 국방비 확..

Parsons Corporation (NYSE:PSN) Q2 2024 Earnings Conference Call July 31, 2024 8:00 AM ET Company Participants Dave Spille - Senior Vice President, Investor Relations Carey Smith - Chair, President and CEO Matt Ofilos - Chief Financial Officer Conference Call Participants Sheila Kahyaoglu - Jefferies Tobey Sommer - Truist Securities Bert Subin - Stifel Alex Dwyer - KeyBanc Capital Andrew Wittmann..

Parsons Corporation (NYSE:PSN) Q1 2023 Earnings Conference Call May 3, 2023 8:00 AM ET Company Participants Dave Spille - SVP, IR Carey Smith - Chair, President & CEO Matt Ofilos - CFO Conference Call Participants Greg Konrad - Jefferies Bert Subin - Stifel Tobey Sommer - Truist Securities Andy Wittmann - Baird Josh Sullivan - The Benchmark Company Cai von Rumohr - Cowen Louie DiPalma - William ..

Parsons Corporation (NYSE:PSN) Q2 2023 Earnings Conference Call August 2, 2023 8:00 AM ET Company Participants Dave Spille – Senior Vice President of Investor Relations Carey Smith – Chair, President and Chief Executive Officer Matt Ofilos – Chief Financial Officer Conference Call Participants Tobey Sommer – Truist Securities Bert Subin – Stifel Sheila Kahyaoglu – Jefferies Cai von Rumohr – TD C..

Parsons Corporation (NYSE:PSN) Q3 2023 Earnings Conference Call November 1, 2023 8:00 AM ET Company Participants Dave Spille - Senior Vice President of Investor Relations Carey Smith - Chair, President and Chief Executive Officer Matt Ofilos - Chief Financial Officer Conference Call Participants Bert Subin - Stifel Tobey Sommer - Truist Cai von Rumohr - TD Cowen Louie DiPalma - William Blair Jos..