US moves to share air defense missile stocks with Ukraine as Zelenskyy presses Hegseth on stalled Patriot deliveries
Ukraine is asking allied countries in the E5 group to hand over 10% of their air defense interceptor reserves while Kyiv waits roughly a month for US sign-off o
RBC-Ukraine · +14 outlets
US military ready for major new strikes on Iran within 96 hours of Trump order, CNN reports
Renewed US-Iran hostilities are driving defense spending expectations and demand for missile defense and strike systems.
Hromadske · +14 outlets
Pentagon to send USS Colorado to Australia as first submarine in Submarine Rotational Force-West
The rotational submarine presence in Australia is a core element of the AUKUS pact and expands US undersea operations in the Indo-Pacific.
Defensenews · +13 outlets
Private equity pours billions into defense tech as investors debate a bubble
Surging venture and buyout money into defense startups, including Anduril-linked ventures, is raising questions about valuations.
CNBC · +8 outlets
Lockheed Martin closes $3.5 billion acquisition of Ultra Maritime
The deal deepens Lockheed's undersea warfare portfolio as navies ramp anti-submarine and maritime surveillance spending.
Defense Daily · +4 outlets
Helsing unveils Contra air defense system and interceptor missiles for downing Russian Geran drones
The German startup claims its AI-driven interceptors can engage fast attack drones for under $100,000 per shot.
Defensenews · +3 outlets
Lockheed shares jump on Q3 earnings beat and record backlog
Lockheed's results and record order book, tied to Vectis, F-35 and PAC-3 programs, are lifting defense sector sentiment.
TradingView · +12 outlets
RTX pulls ahead of General Dynamics as defense spending surge reshapes sector upside
Analysts are comparing RTX and General Dynamics upside as higher global defense budgets lift the sector.
Foreign Policy Journal · +4 outlets
Missile makers pursue multi-year deals they see as politics-proof
Long-term munitions contracts are being structured to insulate production from shifting political priorities.
Punchbowl News
Aselsan wins EUR 523 million contract for next-generation air and missile defense
The Turkish defense contractor's award reflects Europe and the Middle East's rising demand for layered air defense.
Türkiye Today · +1 outlets
Defense industry leaders at AUSA 2026 weigh how to expand production and integrate AI
Industry executives and Army officials discussed scaling weapons output and adopting AI amid elevated global demand.
Defensenews · +2 outlets
Funding and force-structure doubts could hinder Hegseth's new autonomous command
AUTOWARCOM's seed funding depends on a reconciliation bill whose passage remains uncertain.
Defenseone · +2 outlets
Northrop Grumman's G/ATOR radar draws US Army interest
The Marine Corps radar's potential Army adoption signals broader demand for expeditionary ground sensors.
The Defense Post · +5 outlets
Pentagon's demand signal for drones questioned by industry
Executives say sustained, normalized orders, not just positive signaling, are needed to scale drone production.
Breakingdefense · +14 outlets
Teledyne FLIR Defense wins $48M contract for nuclear, biological and chemical sensors for Bulgaria Strykers
The award supports Bulgaria's Stryker fleet with next-generation reconnaissance sensors.
Morningstar · +4 outlets
SOUTHCOM chief seeks unmanned river solution as he embraces autonomy
Gen. Francis Donovan says autonomous systems are now operational, not just experimental, in his command.
Breakingdefense · +2 outlets
Army sees progress on Pacific network for allied comms
Recent exercises suggest the Army and Indo-Pacific partners are moving toward a single-screen data system.
Defenseone
Lockheed Martin says Vectis, F-35 and PAC-3 underpin its defense industrial investment strategy
The company is positioning key programs as anchors for long-term capital investment in production capacity.
Defence Industry Europe · +2 outlets