McAleese and Associates ads

McAleese and Associates was honored to attend the 12th annual Reagan National Defense Forum (RNDF) at The Ronald Reagan Presidential Library in City of Simi Valley, CA on December 6, 2025, where U.S. policymakers, senior military leaders, and industry executives assessed how to restore credible deterrence amid accelerating strategic competition. McAleese and Associates has prepared a full, detailed analysis covering strategic themes, budget implications, and forward indicators for FY26–27. 📩 To request the full 2-part McAleese Analysis series today, https://lnkd.in/dB2tSr6 This year’s RNDF theme, “Restoring Deterrence with Peace Through Strength”, reflects growing urgency around re-arming the industrial base, integrating new technologies, and protecting the U.S. homeland from missile, space, and cyber threats. 🔹Key Sessions (McAleese Analysis Part 1): 1. Office of Management and Budget (OMB) & Strategic Priorities • Russ Vought, White House OMB Director • Moderator: Shannon Bream (Fox News Media) 2. Secretary of War Address • Pete Hegseth, United States Department of War Secretary 3. Chairman of The Joint Staff • Gen. Dan Caine, Chairman of the Joint Chiefs of Staff • Moderator: Morgan L Brennan (CNBC) 4. Defending the U.S. Homeland (i) Space; (ii) Missile defense; (iii) Golden Dome for America • U.S. Senator Deb Fischer • Secretary of the U.S. Air Force Dr. Troy Meink • Golden Dome DRPM, Gen. Michael Guetlein • Kathy Warden, CEO Northrop Grumman • Moderator: Kristin Fisher (Endless Void Media) 5. Re-industrializing Defense Production • Rep. Robert Wittman • Under Secretary of War Michael Duffey USW(A&S) • Adm. Daryl Caudle, Chief of Naval Operations (U.S. Navy) • Steve Parker, CEO Boeing BDS • Chris Power, CEO Hadrian • Moderator: Mike Stone (Thomson Reuters) 6. Deterrence by Design: AI for Competition • Adm. Samuel Paparo, U.S. Indo-Pacific Command • Emil Michael, USW (R&E) (Office of the Under Secretary of War for Research and Engineering) • Horacio Rozanski, CEO Booz Allen Hamilton • Stephen Ehikian, CEO C3 AI • Joe Lonsdale, Co-Founder 8VC • Moderator: Gordon Lubold (NBC News) 🔹 Key Sessions (McAleese Analysis Part 2): 1. Harnessing Innovation for Lethality • Gen. Kenneth Wilsbach, Chief of Staff, U.S. Air Force • U.S. Navy Secretary John Phelan (Office of the Secretary of the Navy) • Tara Murphy Dougherty, CEO Govini • Moderator: Colin Demarest (Axios) 2. Partners in Production • Jamie Dimon, CEO JPMorgan Chase • Christopher Calio, CEO RTX • Moderator: Caroline Hyde (Bloomberg News) For official program details: Reagan National Defense Forum I Reagan Institute https://lnkd.in/eEVbYkNj Ronald Reagan Presidential Foundation & Institute l #RNDF #McAleeseAnalysis #PeaceThroughStrength #Lethality #Deterrence #GoldenDome #MissileDefense #Space #Cyber #AI #IndustrialBase #ProductionPartners #DefensePolicy

McAleese: Clarity on Defense Budgets and Strategy. While budget documents tell you what is happening, James McAleese explains why and what comes next. His insight is multidimensional. Where most operate in two dimensions, Jim operates in five: Budgetary | Programmatic | Strategic | Political | Cross-Service That’s what makes the McAleese Analysis different. Subscribe here: https://lnkd.in/efQCJ5PC #McAleeseAnalysis #BeyondTheBudget #DefenseStrategy

What You Missed in September 👇 These are the Headlines McAleese Analysis cut through the noise to spotlight key defense developments: 1️⃣ Anduril Industries’ ~$1B Run-Rate ~60% AI & autonomous weapons ~30% “Franken-prime” acquisitions ~10% Silicon Valley political clout (White House access & +$6.2B Private Equity raised-to-date). [Beefy ~$30.5B current Anduril valuation] 2️⃣ Air & Space Forces Association | Air, Space & Cyber 2025 Secretary of the Air Force Dr. Troy Meink Air Force Chief of Staff General Dave Allvin: USAF must modernize for the 2027–2035 China fight, and Modernization program-execution must improve Chief of Space Operations General Chance Saltzman U.S. Pacific Forces (PACAF) Commander General Kevin Schneider Air Combat Command (ACC) General Spain Nuclear Triad, (B-21 & Sentinel) Air superiority (F-47, CCA, ABMS) Space acquisition Golden Dome The FULL McAleese Analysis isn’t a data dump. It’s a synthesized, strategic view shaped by decades of experience: ✔️ Actionable insights grounded in loyalty to the Department ✔️ Predictive, technically sound analysis that illuminates the best path forward ➡️ Want more than the headlines? Get Ahead. Stay Ahead. Subscribe for timely, actionable intelligence delivered to your inbox: https://lnkd.in/dB2tSr6 #AFANational #Anduril #McAleeseAnalysis #AirForce #USAF #Airman #SpaceForce #Guardian #AirSuperiority #B21 #Sentinel United States Air Force l United States Space Force

The Question Matters as Much as the Answer. AI tools can produce answers quickly, but the quality of the output depends on the quality of the question. In defense, knowing what to ask requires real-world experience and deep market understanding. ▪️ Which budget line matters? ▪️ Which program is gaining momentum? ▪️ Which congressional action changes the outlook? ▪️ Which policy shift could affect investment, growth, or strategy? McAleese and Associates brings the defense expertise needed to ask the right questions and interpret the answers with confidence. Need deeper insight? Contact McAleese and Associates to learn more: https://lnkd.in/dB2tSr6 #BeyondTheAlgorithm #McAleeseAnalysis

Better Decisions Require Context. As AI becomes more common across the defense ecosystem, leaders will need to be intentional about how they use information. The right answer depends on the right source, the right question, and the right interpretation. McAleese combines defense market experience, budget expertise, policy insight, and strategic advisory support to help clients make better informed decisions in a rapidly evolving technology environment. For tailored support, contact McAleese and Associates to learn more about our services: https://lnkd.in/dB2tSr6 #BeyondTheAlgorithm #McAleeseAnalysis

Upcoming explosion of Contractor 3Q 2026 Results Calls! 📅 Mark Your Calendars! A busy earnings calendar is ahead for the defense industry. McAleese and Associates will track the results and provide comprehensive insights and analysis in the full McAleese Analysis. 📅 Tuesday: [October 20, 2026]: 🔹 Northrop Grumman 3Q 2026 Results Call. [9:30AM] 🔹 RTX 3Q 2026 Results Call. [8:30AM] 🔹 GE Aerospace 3Q 2026 Results Call. [7:30AM] 🔹 SpaceX 3Q 2026 Results Call. [4:30PM] 📅 Thursday: [October 22, 2026]: 🔹 Lockheed Martin 3Q 2026 Results Call. [8:30AM] 🔹 CACI International Inc 1Q FY2027 Results Call. [8:00AM] 🔹 Hexcel Corporation 3Q 2026 Results Call. [9:30AM] 📅 Friday: [October 23, 2026]: 🔹 Booz Allen Hamilton 2Q FY2027 Results Call. [8:00AM] Following week: 📅 Tuesday: [October 27, 2026]: 🔹 Boeing 3Q 2026 Results Call. [10:30AM] 📅 Wednesday: [October 28, 2026]: 🔹 Honeywell Aerospace 3Q 2026 Results Call. [5:00PM] 📅 Thursday: [October 29, 2026]: 🔹 L3Harris Technologies 3Q 2026 Results Call. [10:30AM] 🔹 HII 3Q 2026 Results Call. [9:00AM] 🔹 Textron 3Q 2026 Results Call. [8:00AM] 🔹 Leonardo DRS 3Q 2026 Results Call. [10:00AM] 📅 Friday: [October 30, 2026]: 🔹 General Dynamics 3Q 2026 Results Call. [9:00AM] Following week: 📅 Monday: [November 2, 2026]: 🔹 Palantir Technologies 3Q 2026 Results Call. [5:00PM] 📅 Tuesday: [November 3, 2026]: 🔹 Leidos 3Q 2026 Results Call. [8:00AM] 📩 Full results and analysis will be available through McAleese Analysis. Contact McAleese & Associates today for access: https://lnkd.in/dB2tSr6 #McAleeseAnalysis #DefenseIndustry #QuarterlyResults