Takeaway: USAF changes to its TACAIR portfolio will result in a 20% reduction in annual F35 deliveries in the 2020s.

Like a mighty elk pursued by wolves, the world’s largest defense program, the Joint Strike Fighter, is being stalked by a series of programs that individually are not threatening but as a pack can mortally wound the program.

Tomorrow, Friday, June 17th at 11:00 EDT, Hedgeye’s LtGen “Emo” Gardner will provide investors the context for the first ever appearance of the F-35 at the world’s most important aerospace show, the Farnborough International Airshow, July 11-17. 

He will cover the current US TacAir landscape, changes in requirements being made by the F35's largest customer and the impacts on the $1.4T F35 program and its contractors.

Participating Dialing Instructions

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Confirmation Number: 13639094

Materials: CLICK HERE