Business & Finance
Barclays: “Generational Shift” in Aerospace & Defense
Key Points
Oct 12th, 2026 Barclays: “Generational Shift” in Aerospace & Defense Anthony Valentini of Barclays says aerospace and defense is at an inflection point: newer, high-growth companies using commercial business models should be evaluated differently from traditional contractors and could achieve higher margins at scale. He describes the shift toward lower-cost autonomous systems as a generational change, with new entrants positioned to gain market share over the next decade. He speaks with...
Oct 12th, 2026
Barclays: “Generational Shift” in Aerospace & Defense
Anthony Valentini of Barclays says aerospace and defense is at an inflection point: newer, high-growth companies using commercial business models should be evaluated differently from traditional contractors and could achieve higher margins at scale. He describes the shift toward lower-cost autonomous systems as a generational change, with new entrants positioned to gain market share over the next decade. He speaks with Scarlet Fu & Hema Parmar on "The Close."