Victoria Steele

Victoria Steele brings insider knowledge to aerospace and defense analysis from her background as an Air Force officer and subsequent career in defense industry consulting. After serving as a logistics officer, Victoria earned her MBA from Georgetown and joined Booz Allen Hamilton, where she advised defense contractors on strategy before transitioning to equity research. Her military experience and security clearance background give her unique insight into defense procurement, budgeting cycles, and the geopolitical drivers that shape defense spending. Victoria covers major primes like Lockheed Martin, Raytheon, and Northrop Grumman, analyzing contract wins, program performance, and political risks. She also tracks commercial aerospace—Boeing and Airbus dynamics, airline demand cycles, and supply chain challenges. Recently, Victoria has expanded coverage to include the emerging space industry, evaluating SpaceX's disruption and the investment opportunities in satellite communications, launch services, and space tourism. Her analysis requires understanding complex programs (F-35, hypersonics, missile defense), budgetary politics, and international security trends. Victoria excels at parsing dense DoD budgets and translating military requirements into investment implications. Based in Washington D.C., she maintains extensive contacts across the Pentagon, Capitol Hill, and defense industry.