A strong Democratic showing has investors reassessing expectations for higher European and US defense budgets, pressuring the sector.
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Google's parent joining the missile shield effort would mark a notable entry by a major tech firm into strategic defense, though political risk clouds the program.
The multi-year award locks in long-term production of the Navy's primary surface-to-air interceptor amid heavy global munitions demand.
The proposed sale aims to replenish Kyiv's air defenses as Patriot interceptor stocks run short.
The Camden expansion adds capacity and roughly 650 jobs as the US works to rebuild missile inventories.
The order reflects sustained demand for US munitions flowing to Ukraine and pressure to accelerate output.
The private equity giant's first major defense-tech bet signals growing institutional capital flowing into the sector.
The long-term Israeli contract expands Elbit's training and simulation portfolio with its domestic military.
The Turkish defense giant's largest export deal underscores Ankara's growing role in global air-defense markets.
Paris signed a contract for an operational demonstrator, with sea trials planned for 2028.
The government aims to build a national drone-maker ecosystem able to deliver tailored systems quickly to its navy.
The deal adds undersea warfare systems to Lockheed's portfolio amid rising demand for anti-submarine capabilities.
The withdrawal narrows the UJTS field, with an award expected between July and September 2027.
The service wants contractors to mass produce the Extended Range Attack Munition for Kyiv.
Airbus shifted course to meet Berlin's accelerated timeline, favoring a subsonic drone with a 500kg internal payload.
The award marks the Korean firm's entry into US naval shipbuilding amid Marine Corps distributed-operations plans.
The award covers remote mine-hunting modules plus engineering support for the US Navy.
The UK firm's digital platform aims to connect build, operations and maintenance data across a ship's life.
The new variants are designed to counter unmanned threats and include hardware upgrades.
The Swedish firm's AI Fighter Jet Pilot Academy will train and evaluate software agents for autonomous aircraft.
The deployment reflects growing regional demand for Israeli counter-UAS systems.
The Swiss competition pits Israeli and French systems against each other for a key European air-defense buy.
The assessment highlights gaps in Seoul's ability to counter cheap massed drone attacks.
US unmanned ground vehicles remain more complex and costly than the attritable systems Kyiv is fielding.
The Franco-British high-speed missile is awaiting a development contract from France's armament directorate.
The research award funds development of new optical signal processing capability for defense applications.
A Huntsville, Alabama event early next year will showcase contractor solutions for battlefield resupply drones.
The compact precision weapon was built around direct warfighter feedback on weight, modularity and availability.
Three turboprops head to storage after the Air Force Test Pilot School declined to use them.
The settlement centers on alleged failure to meet cybersecurity requirements in a government contract.
Banks, utilities and other sectors want the law extended via the defense authorization bill.
Tehran is also suspected of backing recent attacks on US water-treatment equipment.
The delivery expands the AI robotics firm's defense footprint in the Pacific region.
The award adds to growing use of additive manufacturing in defense component production.
The specialty steel maker reported higher profitability alongside the new defense order.
The award covers integration, fielding and sustainment of DIGS and Digital Logbook systems.
The Korean firm's award reflects ongoing US military infrastructure buildout on Guam.
Nordic states face the challenge of countering Russian behavior without raising tensions further.
Damascus said discussions are under way to evaluate entry into the regional security alliance.
Driscoll said he will help the US and allies apply AI responsibly for national security users.
Defense agencies must comply with Executive Order 14412, starting with awareness and planning work.
The aircraft maker's valuation draws attention following new order announcements.
Paris is expanding naval and nuclear capabilities as part of a broader military buildup.
The trade show convenes as global maritime security concerns drive naval procurement.
The US unmanned surface vessel maker will build Surveyor hulls in Norway, with a first mold being readied.
An opinion piece argues the Trump administration should keep six destroyers stationed at Rota.
AEI's Elaine McCusker argues better licensing and data management would help Pentagon maintainers more than broad IP rights.
Navanti beat six competitors for the DLA program analysis award.
Oppenheimer launched defense coverage with veteran analyst Patrick McCarthy ahead of sector results.
Analysts and stock screeners highlight defense names including Lockheed Martin and Kratos ahead of results.
The column examines implications for Lockheed Martin and peers as technology firms move into defense markets.
The defense-tech firm is hedging politically as it courts government business.
The nuclear components maker discussed quarterly performance on its earnings call.
The company highlighted its talent pipeline efforts with Emirati partners.
The space launch firm's revenue concentration on one defense contract draws scrutiny as it uplists.
The episode surveys innovations showcased at a major defense conference.
The roundup covers autonomous warfare, drone innovation, acquisition reform and industrial base challenges.
The comment came at AUSA as the space firm positions itself for defense work.