11/16/2023 11:15:19 PM Expectations remain high for defense profit pool despite a challenging 2022 and 2023 By Eric Bernardini David Wireman Joe Shalleck Matt Zmuda Ben Brooks Jack Donahue +3 more... Show less Contractors must now accelerate profitable growth Although the defense industry’s pool of economic profit (EP)[1] experienced a sharp...
11/15/2022 2:07:44 PM Creating shareholder value through M&A – and beyond By Matt Zmuda Most acquisitions by public companies fail to create long-term value for their shareholders. However, a few companies have demonstrated...
8/24/2022 5:54:07 PM Commercial Aerospace Profits Bounce Back. Next Challenge: Delivering on Investor Expectations By Matteo Peraldo Ivan Rodon Matt Zmuda Commercial aerospace EBIT returned to positive territory in 2021 after a rare negative performance in 2020, with the rebound led by...
7/14/2022 8:04:14 PM Can Resilient Defense Contractors Meet Investor Profit Expectations Amid Uncertain Outlook? By Ben Brooks Luc Esmerit Matt Zmuda The defense profit pool was relatively insulated from COVID-related topline deterioration and profit erosion that acutely impacted the...