Nemzetközi hadiipari hírek

Dánok akarják újra indítani a tüzérségi lőszergyártásukat. Mivel nem rég vettek ATMOS-okat az ELBIT-től, illetve egy rég bezárt romos lőszergyárat is visszavásároltak, így szerintem ők lesznek ezek a bizonyos vevők. Nyilván az ATMOS-ba az izraeli lőszer illik a legjobban - sajnos a 155-ösök nem teljesen csereszabatosak.
 
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A RAFAEL rakétagyártó promó videóban győzködi a világot hogy attól hogy még háború van náluk, ők szállítanak mindenkinek mint ha semmi gond nem lenne...
Talán érezték a vevőik elbizonytalanodását a Hamasz elleni háború kapcsán, hogy nem fognak tudni szerződés szerint teljesíteni...

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A BAE Systems bemutatta a 2023-as pénzügyi eredményeit...

Other operational highlights
  • We received a contract award from the Czech Republic for 246 CV90 MkIV infantry fighting vehicles.
  • The AMPV combat vehicle moved into full rate production following contract awards.
  • We secured a ten-year contract to continue operating the US Army Ammunition Plant in Holston, Tennessee.
  • F-35 aft fuselage manufacturing continued at full-rate production through 2023, with 162 aft fuselages completed during the year.
  • Ten Typhoons were delivered to Qatar Emiri Air Force, with 18 now in service.
  • We reached an agreement with the Kingdom of Saudi Arabia for a further five years of Salam Typhoon support.
  • MBDA secured significant orders, including Poland’s PILICA+ Air Defence upgrade defence programme.
  • We continued work on developing the UK future flying combat air demonstrator to fly within four years.
  • We secured £2.4bn of order intake for Dreadnought, with three boats now in construction.
  • Construction of new ship assembly hall and Applied Shipbuilding Academy in Glasgow is well underway.
  • We secured additional UK munitions orders, worth over £400m, to increase production of vital defence stocks.
  • In Cyber & Intelligence, we continued investing in new products for space, multi-domain capabilities and synthetic training.

2023-full-year-presentation-transcript.pdf

2023-full-year-results-announcement.pdf
 
Az amerikai védelmi beszállítók kimaradnak a globális katonai fellendülésből, amely megemelte európai társaik részvényeinek árfolyamát, mivel a washingtoni törvényhozás patthelyzete bizonytalanságot teremt a kormányzati kiadások terén.

A Pentagon legnagyobb katonai beszállítóinak részvényei a legtöbb nyereséget elengedték Oroszország két évvel ezelőtti teljes körű Ukrajna inváziója után. A Lockheed Martin 10 százalékot veszített az elmúlt évben, a korábban Raytheon néven ismert RTX pedig 9 százalékkal esett vissza.

Ezzel szemben az olasz Leonardo részvényei 91 százalékot, míg a német Rheinmetall részvényei 78 százalékot erősödtek.


 
Aki felháborodik a haditechnika árán, annak ajánlom ezt a figyelmébe:
 
The American Rheinmetall Story - 2023 Year-in-Review...

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Ebből mi lesz?
 
Embraer backlog reached the highest level over past 7 years and deliveries increased 67% in 1Q24...

The company’s backlog increased US$2.4 billion or 13% sequentially to US$21.1 billion in 1Q24, compared to a total backlog of US$18.7 billion in 4Q23. The biggest increase happened in Commercial Aviation (US$2.3 billion or 26%) while the smallest one was in Defense & Security (-US$0.1 billion or –4%).

In Defense & Security, the first C-390 Millennium of the Hungarian Air Force successfully completed its maiden flight. The aircraft is now undergoing a mission systems integration test campaign, ahead of its entry into service. Another important milestone in the quarter was the first Embraer Defense Day in the United States; an event during which the C-390 Millennium and the A-29 Super Tucano were showcased to government authorities, military officials, prospects, and partners at our facilities in Melbourne, Florida. The C-390 selection by some countries in the EMEA and APAC regions has not yet been incorporated into the backlog, which represents a significant source of upside potential for the coming quarters. The Defense & Security backlog reached US$2.4 billion (-4% QoQ) in 1Q24.


BACKLOG & DELIVERIES 1Q24
 
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