Companies post mostly rosy results but warn of potential dark clouds
Boeing’s NGAD win was a notable event in the first quarter of the year and will impact future results. (Photo: Boeing)
First quarter 2025 results have been dropping for companies in the past week but many of the US results come with a health warning in their forward-looking aspects about the potential impact of actions by the Trump administration.
Most US large defence companies have reported silver-linings for Q1 2025, such as RTX posting sales increased of 5% compared to Q1 2024 and L3Harris flat in the same comparison, as those with less positive outlooks find a way forward.
Even Boeing, which has had its struggles on the commercial front, had an 18% jump in revenue for Q1 2025 compared to Q1 2024. This was in the face of a drop in revenue for defence from US$6.3 billion in the quarter just gone as opposed to $7 billion for the same period last year.
Boeing was the big winner of the
Our news & analysis is now part of Defence Insight®
A Basic-level or higher Defence Insight subscription is now required to view this content.
More from Defence Notes
-
![Orchestrating operational readiness across every defence domain]()
Orchestrating operational readiness across every defence domain
Are all systems ready for the next mission? Have upgrades been applied? Are all assets aligned to deploy together, on time and fully prepared? In modern defence operations, readiness is no longer measured platform by platform. It is measured by how well people, assets, data and decisions move together — across land, sea and air.
-
![How deepening AI usage can boost efficiency and maximise effects for forces]()
How deepening AI usage can boost efficiency and maximise effects for forces
Saab has outlined how it is using artificial intelligence to make training more like electronic gaming, while the UK’s Power Size Technologies is applying the same technology to better evaluate and design vehicle capability, moving AI-enabled innovation further upstream from the frontline.
-
![From systems integrator to multi-domain solutions provider (video)]()
From systems integrator to multi-domain solutions provider (video)
Philipp von Brandenstein, Head of Corporate Communications at Rheinmetall, explains how Eurosatory 2026 marked a new stage in the company's evolution.
-
![US Pentagon pushes for major reform of defence acquisition system]()
US Pentagon pushes for major reform of defence acquisition system
The US Department of Defense has requested new contracting authorities from Congress, using the Army's MV-75 Cheyenne programme to demonstrate how competition, digital engineering and closer industry collaboration could accelerate acquisitions.
-
![US speeds up B61-13 nuclear bomb production as programme moves further ahead of schedule]()
US speeds up B61-13 nuclear bomb production as programme moves further ahead of schedule
The US government plans to accelerate production even further after achieving key B61-13 milestones months ahead of schedule, as the programme advances amid growing US-China strategic competition.
