Happy New Year? TD Cowen A&D Team Previews A&D Earnings & Policy Hot Topics

from TD Cowen Insights · host Gautam Khanna, Roman Schweizer

Recorded on 01/16/26In this episode, Gautam Khanna, TD Cowen's A&D equity analyst, joins Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, to preview the upcoming A&D earnings season and the top geopolitical & defense macro topics in Washington, including FY26 & 27 budgets and Reconciliation 2.0. They also cover last month's defense Ahead of the Curve® report, Remaking The Arsenal of Freedom & Military-Tech Fusion. https://go.td.com/PodcastDisclosure Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What this episode covers

Recorded on 01/16/26 In this episode, Gautam Khanna, TD Cowen's A&D equity analyst, joins Roman Schweizer, TD Cowen’s WRG geopolitics & defense analyst, to preview the upcoming A&D earnings season and the top geopolitical & defense macro topics in Washington, including FY26 & 27 budgets and Reconciliation 2.0. They also cover last month's defense Ahead of the Curve® report, Remaking The Arsenal of Freedom & Military-Tech Fusion.

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Happy New Year? TD Cowen A&D Team Previews A&D Earnings & Policy Hot Topics

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This episode is 31 minutes long.

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This episode was published on January 16, 2026.

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