Key points: * Companies comprising the SPDR S&P Aerospace & Defense ETF derive 48% of their revenue from the U.S. government; * Cumulative government exposure likely exceeds 50% when we factor in business with foreign governments; * Government exposure is …
Read More
We recently highlighted the significance government contracts have for the largest U.S. defense companies. In this article, we broaden our focus and highlight U.S. government contractors operating in the Healthcare, IT & Services, and the Industrial sectors. While still …
Read More
Keeping track of government contract awards is essential to assessing the financial health of companies operating in the defense sector. While current economists’ consensus is that the world economy will avoid a hard landing (the IMF projects 3.2% world GDP …
Read More
It has been well documented that companies maintaining continued success in public procurement, also enjoy more predictability in their cash flow, and are generally more financially stable in insecure times. As discovered in our Government Receivables as a Stock Market …
Read More
As the US Presidential elections in November 2024 draw near, the spotlight intensifies on the intricacies of government spending. Public procurement offers a compelling lens through which to observe a nation’s economic priorities. That said, understanding the shifts in public …
Read More
It has been well documented that companies maintaining continued success in public procurement, also enjoy more predictability in their cash flow, and are generally more financially stable in insecure times. As discovered in our Government Receivables as a Stock Market …
Read More