Peter Arment Discusses the Defense Sector on The Real Eisman Playbook
Peter Arment, Baird Senior Research Analyst covering Aerospace & Defense, joined Steve Eisman on The Real Eisman Playbook podcast to discuss the shifting dynamics shaping the defense industry.
The conversation explores how the increased investment in defense technology is beginning to disrupt traditional industry players and reshape the competitive landscape. Arment also shares perspectives on evolving geopolitical pressures, munitions supply constraints, and how these factors are influencing defense spending and market performance.
The discussion highlights the growing role of autonomous systems and the implications for legacy platforms. Arment touches on long-term opportunities across aerospace and the renewed focus on nuclear capabilities supporting both defense and energy needs.
Watch the full discussion on YouTube, or listen on Spotify or Apple Podcasts.
Please note the disclosures below with respect to these companies mentioned in the podcast: AeroVironment, Inc. (AVAV), AEVEX Corp. (AVEX), and Arxis, Inc. (ARXS).
Robert W. Baird & Co. Incorporated and/or its affiliates managed or co-managed a public offering of securities of this company in the past 12 months.
Robert W. Baird & Co. Incorporated and/or its affiliates have received investment banking compensation from this company in the past 12 months.
This company is or was an investment banking services client of Robert W. Baird within the past 12 months.
