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Honeywell International is in the news after activist investor Elliot called for its breakup. Should this happen, bright lights will shine on a standalone $13B aerospace business which is a shell of its former self after being cash-cowed by its parent company for several decades. How did this happen? And what is next for this critical aerospace supplier? I explore these questions in my latest Aviation Week Network commentary. Let’s hope Honeywell chooses change. After an unfortunate two-decade journey into the “shareholder's first” cul-de-sac, our industry deserves better. #aerospace #aviation #supplychain #aviationindustry

Honeywell exploring aerospace-unit sale during a boom time and its shareholder activist is pleased Honeywell draws support for a strategic review from Elliott management as airlines and defense sectors scale up.

Traditional PE and VC models often lack alignment and industry insight. At Thomas & Taylor Partners Holdings, we address this by integrating subject matter experts early in due diligence to validate opportunities and foster growth. We partner closely with investors on each acquisition to ensure mission alignment, prioritizing impactful solutions that support Warfighters, Non-Combatants, and Defense/National Security, Aerospace, Aviation, and Space technology markets.

“A consortium of tech firms led by Palantir Technologies and Anduril Industries, is bidding to disrupt the traditional military-industrial complex. The consortium plans to announce its formal structure in January and aims to challenge long-standing defense contractors like Lockheed Martin, Raytheon, and Boeing.” https://lnkd.in/eP7UcvHh

Defence’s Advanced Strategic Capabilities Accelerator (ASCA) has selected two undisclosed companies for its first mission, signing contracts collectively worth $61.5 million after 18 months of co-design. Defence Australia Pat Conroy #Defence #ASCA #capabilities #innovation #industry #tech #design #development #manufacturing #data

On December 6th, 2024, BAE Systems announced that Sweden and Denmark signed a contract worth approximately 2.5 billion US$ for the acquisition of new CV9035MkIIIC. Combined with the May contract with Sweden, this takes the number of vehicles to 50 and 115 respectively for Sweden and Denmark. EDR On-Line talked to Tommy Gustafsson-Rask, the President of BAE Systems Hägglunds, to get some more details on that new and substantial programme. #LandDefence #EuropeanDefence #infantry #IFV Read full itw, by Paolo Valpolini, here: https://lnkd.in/eg2KCYws

Take a look at the new DAS1800 high speed data acquisition recorder, and its applications in Aerospace and Defense testing. View the data sheet below to learn more! https://lnkd.in/dpd74X43 #DAS1800 #DataAcquisition #DAS #DAQ #HighSpeedDataAcquisitionSystems #AerospaceAndDefense

Companies that are resilient to the chaotic demand signals experienced by the aerospace and defence industry will be successful in the long run. Our partner, Neil McManus, shares why collaboration is key to achieving this resilience: https://bit.ly/3PmVxGC #collaboration #aerospaceanddefence #supplychain #supplychainmanagement

In a recent post on the IAM Discussion Forum Harry Martin discusses the extensive S-Series specifications produced by Aerospace, Security and Defence Industries Association of Europe (ASD) and Aerospace Industries Association (https://www.s-series.org/). He asks: 'Has their use within asset management (in particular Life Cycle Delivery) ever been considered?' Please share your thoughts and join the discussion today: https://lnkd.in/e3B5rQdU #TheIAM #AssetManagement #DiscussionForum #GetInvolved #LifeCycleDelivery

BAE Systems, Leonardo, and Japan Aircraft Industrial Enhancement establish a trilateral partnership to establish a joint venture for the Global Combat Air Programme (GCAP). Read full story: https://lnkd.in/eppcR4yD --- #Partnerships #GCAP #Asia #Europe