Lockheed Martin posts record $230B backlog, EPS beat of 10%, shares see biggest one-day rally in nearly 25 years
Lockheed's quarterly results and record backlog reinforced the view that defense demand is accelerating, adding to the stock's long-range missile momentum.
TradingKey · +5 outlets
White House plan to license Patriot missiles for Ukraine could take years, experts say
The licensing approach is slow, and a newly announced $400M US military package for Ukraine reportedly excludes interceptors.
The New Voice of Ukraine · +13 outlets
British police arrest five on terrorism and explosives suspicion near US-used RAF Fairford air base
Trump said the suspects wanted to do 'big damage' to the base hosting US Air Force personnel, drawing investor attention to base security.
Defensenews · +13 outlets
Australia says F-35 parts sent to US for repair were mistakenly diverted to Hong Kong, drawing lawmaker scrutiny
The diversion of sensitive fighter components to Hong Kong raised concerns about supply chain security for the F-35 program.
Defence Industry Europe · +14 outlets
GE Aerospace and Kratos win US Air Force contract for GEK800 cruise missile engine
GE reported an ignition milestone on the GEK800 engine, advancing a low-cost cruise missile propulsion effort with Kratos.
scanx.trade · +11 outlets
US Army names 30 finalists in effort to field cheaper Patriot missile partners
The competition seeks lower-cost interceptors to ease strain on Patriot production as air defense demand rises.
The Defence Blog · +1 outlets
Polish defense official says US has decided to establish a base in Poland, Pentagon declines to confirm
A permanent US base has been a longtime Polish goal and would deepen NATO's eastern flank posture.
Defenseone · +13 outlets
Northrop Grumman wins Navy radar deal and F-35 radar contract work
The radar awards bolster Northrop's sensor franchise amid analyst debate on whether its valuation already reflects the wins.
Yahoo Finance · +14 outlets
Russia tells businesses to defend themselves against Ukrainian drone strikes
Moscow's shift toward self-defense for industry reflects the growing reach of Ukrainian long-range drone attacks.
WSJ · +14 outlets
Australia to buy new $1.7B missile system
The purchase is part of Canberra's push to build long-range strike capacity in the Indo-Pacific.
The National Interest · +14 outlets
Anduril software deal could put its autonomy stack inside every Air Force CCA
Winning the software layer of the collaborative combat aircraft program would position Anduril across the CCA fleet.
Simple Flying · +14 outlets
US Air Force makes major investment in drones as private contractors build advanced platforms
Air Force drone funding is expanding beyond Anduril to a wider set of private defense contractors.
Intellectia AI · +14 outlets
Anduril and ORIGIN sign pact to test BLAZE interceptor with Lattice in Latvia
The trial targets drone threats on NATO's eastern flank, extending Anduril's counter-UAS footprint in Europe.
Defence Industry Europe
Japan Defense Ministry to support startups in UAV development
Tokyo is opening its drone procurement to startups as it accelerates unmanned systems spending.
The Japan Times · +14 outlets
Japan races to fill ammunition stores after Ukraine lessons
Tokyo is expanding munitions stockpiles and production after observing high artillery consumption in Ukraine.
The Defence Blog
Rheinmetall posts contract penalties and production wins in a bruising quarter
The German group's mixed quarter reflects both strong European demand and execution penalties on programs.
AD HOC NEWS · +1 outlets
Israeli defense firms secure more than $127M in new US Navy contracts
The awards highlight the continuing role of Israeli suppliers in US naval programs.
israeldefense.co.il
L3Harris stock seen as 45% undervalued amid fraud investigation news
The valuation debate follows disclosure of a fraud investigation at the defense contractor.
Yahoo Finance UK · +1 outlets