RTX and Northrop Grumman raise 2026 profit outlooks on record defense backlogs
Both primes beat Q3 estimates and lifted guidance as rearmament demand drove record backlogs.
Yahoo Finance · +14 outlets
Northrop Grumman beats Q3 estimates as defense backlog reaches $110B, lifts 2026 outlook
Northrop cited strong demand across defense and space and said growth should accelerate next year.
Seeking Alpha · +10 outlets
Ukrainian officials meet Lockheed Martin delegation in Kyiv over F-16 upkeep and PAC-3 supply
Ukraine pressed for expanded F-16 maintenance sites and Patriot interceptor supply amid a shortage.
Interfax-Ukraine · +7 outlets
US Air Force outlines plan for 1,509 combat-ready fighters by 2035
The fleet plan has F-35s making up 40% of the force and F-47s replacing F-22s; a new F-16 build is under consideration.
Breakingdefense · +4 outlets
RTX Q3 defense backlog hits $164B as sales grow 11% and profit surges
RTX reported record backlog and raised its 2026 outlook on aerospace and defense demand.
Defensehere · +11 outlets
Defense stocks tumble as Wall Street bets on a Democratic election sweep
Investors weighed the prospect of a Democratic victory and budget uncertainty on defense equities.
24/7 Wall St. · +7 outlets
Hegseth discusses Iran with Netanyahu in unannounced Israel visit
The two discussed regional threats and US-Israel cooperation on offensive and defensive matters.
Defensenews · +14 outlets
Karman Space & Defense wins $218M Lockheed Martin deal to support THAAD production
The long-term agreement ties Karman to expanded interceptor production demand.
Investing.com · +6 outlets
US Army unit earmarked to support Golden Dome missile shield
An Army air defense unit has been assigned to the homeland missile defense project.
Defensenews · +14 outlets
Pentagon chief prioritizes US interceptor stocks amid reports of delayed missile deliveries to Ukraine
The push comes as Kyiv reports slippage in pledged air defense shipments.
Hromadske · +4 outlets
Army tech chief discusses autonomy, acquisition and future of drones
Drones and counter-drone tech dominated AUSA as the Army sought to widen its vendor base.
Breakingdefense · +13 outlets
Germany raises military sabotage threat level on warnings of Russian attacks
A classified internal analysis reported German forces could face attacks at home.
Defensenews · +14 outlets
F-22 pilot controls unmanned FQ-44 in flight in collaborative combat aircraft demo
The pilot acted as an airborne quarterback directing an Anduril-made drone.
Defensenews · +14 outlets
Marine Corps makes Maven AI battlefield system available service-wide
The AI-enabled battlefield management system is now open to all Marine commands and organizations.
Defensenews · +5 outlets
Europe weighs giving utilities and infrastructure firms more power to down drones
Officials fear drone attacks could cut power to millions, as has happened in Ukraine.
Defensenews · +10 outlets
Pentagon AI oversight office struggles to keep pace, GAO finds
The office had filled just three of 10 authorized positions as of February 2026.
Defensenews · +6 outlets
China built more than twice US naval tonnage in 2024-25, report finds
The Euronaval report says the gap between the two navies is narrowing.
Defensenews
NSA and FBI warn of critical flaws in widely used PHP website software
Agencies urged organizations to update immediately or take systems offline.
Defenseone