Pentagon, Raytheon sign $6.3B deal to replenish SM-3 interceptor stock after combat use
The contract covers up to $6.3 billion for SM-3 Block IB interceptors, supporting urgent replenishment of missile defense inventory used in combat.
Defensenews · +14 outlets
Lockheed unveils PAC-3 Edge interceptor designed to counter hypersonic threats
PAC-3 Edge adds a new seeker, upgraded flight controls and a Northrop Grumman multi-pulse rocket motor, with Lockheed investing its own funds in the Patriot fol
Defensenews · +13 outlets
US Navy awards Raytheon $24.4 billion SM-6 missile contract
The Navy deal is among a wave of large missile contracts as the Pentagon replenishes inventories.
Overt Defense - · +14 outlets
Boeing wins $14.7B defense contract; stock gains on valuation test
The large award reshapes Boeing's defense backlog and investor expectations for the program.
Simply Wall Street · +6 outlets
Pentagon gave $350M in contracts to firm closely tied to senior DOD official
Experts flagged a $281 million no-bid OTA consulting award as unusually large and questioned potential conflicts of interest.
Defenseone · +1 outlets
Pentagon, Lockheed weigh multi-year F-35 production and sustainment deal
A source expressed doubt Lockheed can demonstrate long-term cost savings in a multi-year arrangement.
Breakingdefense · +4 outlets
Japan signs contract to buy Ukrainian SkyFall interceptor drones
The purchase comes as Japan continues a defense review and expands drone procurement.
RBC-Ukraine · +14 outlets
Army activates new 4th Multi-Domain Task Force in Indo-Pacific
The unit includes four battalions and is planned to grow to 2,100 soldiers to counter adversaries in the region.
Defensenews · +14 outlets
Coast Guard places $248 million order for first MQ-9B drones
The unarmed drones are intended to give Coast Guard crews longer-range maritime domain awareness.
Breakingdefense · +2 outlets
Barclays launches aerospace and defense coverage, calls sector an opportunity
The initiation comes as sell-side analysts debate valuation levels across defense stocks.
TradingView · +3 outlets
Cathie Wood's ARK Invest adds Kratos Defense and AeroVironment stakes on drone-warfare bet
The purchases reflect investor positioning on Pentagon demand for drones and autonomous systems.
Stocktwits · +3 outlets
Anduril's $6.6B bet on a shipyard for Virginia-class submarines draws scrutiny
The submarine shipyard plan comes as debates continue over defense-industrial capacity and conflicts of interest.
SOFREP · +2 outlets
TD Cowen cuts Boeing, Lockheed and other aerospace targets, calls de-rating disorderly
The cuts reflect concern about recent share-price moves across aerospace and defense names.
TradingView · +5 outlets
Hanwha Philly Shipyard wins contract for MDA missile range instrumentation vessels
The award adds to Hanwha's growing US shipbuilding footprint amid a broader shipyard expansion.
DredgeWire · +10 outlets
Army awards Kaizen Laboratories $43M to build software platform for classified material
The platform is meant to support applications for highly sensitive military material.
Defensenews · +2 outlets
Parsons secures position on $14B COMET missile intelligence contract
The award places Parsons on a large missile intelligence vehicle as demand for missile-related services grows.
scanx.trade · +4 outlets
Stocktwits Defense Watch: US missile spending drives $21B in Boeing and RTX deals
The roundup tracks major missile-related awards and additional order activity across defense contractors.
Yahoo Finance
R2S delivers first US-produced Tamir interceptors
The delivery marks a step in onshoring interceptor production.
RTX · +1 outlets