October 2026
TGOs reporting on the business of defense from October 2026.
- M&ASalesforce agrees to buy defense logistics software company RuneSalesforce says Rune’s logistics software is already deployed with the Army and Marine Corps.
- IndustryGeneral Dynamics' Marine Systems backlog more than doubles to $146.9 billionLarge submarine orders drove defense bookings, while most of the Marine Systems backlog increase was unfunded.
- Contracts · Uncrewed logisticsNavy cargo drone demonstration could lead to resupply prototype awardsApplications are due Nov. 30, 2026, for the Navy's cargo drone demonstration within the continental United States.
- Contracts · Test instrumentationAir Force plans sole-source Boeing contract for cruise missile test kitsThe planned base lot covers 15 kits used in Air Launched Cruise Missile test flights. No award will be made until funds are available.
- Contracts · Air defenseState Department approves possible $2.1 billion Patriot missile sale to UkraineLockheed Martin would be principal contractor for 500 PAC-3 MSE missiles, with Ukraine paying through allied donations and national funds financed by an EU loan.
- Contracts · UK market accessUK sets offsets for selected overseas defense contractsFrom April 2027, overseas contractors on a select number of UK procurements will face UK benefit commitments that could match their contract value.
- Contracts · Drone munitionsArmy seeks private capital for small-drone payload lines at Pine BluffA proposed partnership would give industry a share of production capacity for commercial work in exchange for financing facility modernization. The Army is seeking concepts, with no obligation to proceed.
- Industry · Coalition C2Japanese partners use Maven on Pacific mission network, Breaking Defense reportsJapanese partners are using the AI-enabled planning and targeting platform to contribute to joint strikes, a US Indo-Pacific Command official said, Breaking Defense reported.
- Budget · IntelligenceDepartment of War discloses fiscal 2026 Military Intelligence Program top lineThe program's appropriated top line was $30.9 billion. The Department of War says other budget figures and program details remain classified.
- Industry · ShipbuildingTOTE selects Hanwha Defense USA to build $269 million Medium Landing ShipThe Philadelphia award includes options for three additional vessels. TOTE remains in contract discussions with Bollinger Shipyards and Fincantieri Marinette Marine.
- Contracts · InstallationsPentagon plans public-private partnerships to offset FORTRESS America costs, Breaking Defense reportsThe services are developing a way to prioritize work that could benefit from commercial offtake, a senior Pentagon official told Breaking Defense.
- Contracts · SubmarinesNavy seeks contractor interest in SSN(X) submarine concept designTraditional and non-traditional defense contractors can express interest in the work. The Navy says a formal notice could launch as early as next week.
- Industry · Secure satcomMDA Space gets authorization for antenna work on 66 IRIS² satellitesThe agreement with Thales Alenia Space starts MDA's work on the EU secure-connectivity constellation, while the definitive contract remains subject to finalization.
- Contracts · Missile defenseLockheed expected to fund $423 million of Future Interceptor development, DefenseScoop reportsDefenseScoop reports the Army selected Lockheed Martin for Future Interceptor development, with the government expected to provide about $660 million.
- Budget · Army aviationTextron warns MV-75 production award could slip, Breaking Defense reportsA continuing resolution could delay the Army award and lift Textron’s estimated funding-delay costs to $110 million to $150 million, Breaking Defense reports.
- Contracts · Training systemsAir Force weighs small business set-aside for simulator standards contractThe planned SCARS contract covers architecture governance, security operations and fielding, with a notional 2030 start. Industry responses are due Dec. 10.
- Industry · Missile productionUS and Japan finalize plan to assemble AMRAAM in Japan, Breaking Defense reportsJapan's defense minister outlined plans for missile assembly in Japan and technical information sharing to increase SM-3 Block IIA production, Breaking Defense reports.
- Industry · Munitions capacityStartup Destinus says Ruta cruise missile output nears 300 a month, Reuters reportsDestinus' CEO told Reuters that European customers still need to build military units and logistics capabilities to operate large numbers of systems.
- Industry · Munitions logisticsAppian reports Army munitions system’s initial release took 110 days from contract awardAppian says the Army’s munitions management system replaced disconnected emails, spreadsheets and fragmented legacy workflows with a cloud-based enterprise platform.
- Contracts · Air defenseSwitzerland shortlists Barak MX, SAMP/T NG to supplement Patriot, Defense News reportsDefense News reports Switzerland wants a second system to expand air defense coverage and reduce dependence on a single supplier while retaining plans to buy Patriot.
- IndustryNewport News drives HII's shipbuilding margin gainNewport News' profitability improved as Ingalls' declined. HII raised its full-year shipbuilding sales outlook while holding its shipbuilding margin forecast steady.
- IndustryLeonardo DRS bookings reach 1.5 times quarterly revenueLeonardo DRS raised its 2026 outlook with record funded backlog, while quarterly free cash flow fell from a year earlier.
- IndustryL3Harris missile orders run far ahead of revenueMissile Solutions posted an 11.8x book-to-bill ratio, and L3Harris listed seven-year contracts to scale missile-defense propulsion production.
- IndustryKBR's government business revenue falls 5% ahead of planned spin-offMission Technology Solutions posts higher operating income despite lower sales, while its Antarctic support contract is not yet in reported backlog ahead of the planned Trinzic separation.
- CapitalFirehawk raises more than $150 million to expand rocket propulsion productionThe Series D will support manufacturing expansion in Oklahoma and Mississippi, with the Lawton propellant plant expected to commission in early 2027.
- Industry · SupplierCommercial jet engines drive most of ATI's quarterly sales growthDefense sales rose 6.5% year over year in the third quarter, trailing ATI's 26% revenue growth.
- CapitalTechPrecision’s revolver extension leaves lender’s default remedies intactBeacon Bank & Trust extended the credit line to Nov. 30 while preserving its right to demand repayment over continuing covenant defaults.
- Industry · Electronic warfareUS Forces Korea commander asks industry for jam-resistant waveforms, Breaking Defense reportsAt a Honolulu conference, US Forces Korea commander Gen. Xavier Brunson urged suppliers to bring technology suited to daily electronic attack on the Korean Peninsula, Breaking Defense reported.
- Budget · United KingdomUK commits up to £5 billion for defense and other national-security sectorsThe National Wealth Fund and British Business Bank are to deploy the money over four years, supporting investment and lending across the defense supply chain.
- IndustryHoneywell Aerospace plans $500 million plant to add internal complex machiningThe Arizona investment addresses an area the company calls constrained, with the plant expected to open in late 2028.
- Contracts · Army cyberArmy picks AWS and WWT for AI cyber defense pilot, DefenseScoop reportsDefenseScoop reports a combined $2.6 million value for the Project Griffin pilot, which aims to develop AI agents that take defensive measures faster than human operators.
- M&A · Power and communications supplierEnerSys agrees to buy Ultralife to expand defense battery productionThe deal values Ultralife at about $320 million including net debt. Closing is expected in the first quarter of calendar 2027, subject to a majority tender and regulatory approvals.
- Budget · UnderseaUK to lead development of three AUKUS undersea sensor payloadsThe Ministry of Defence says the payloads will be available across British, Australian and US uncrewed underwater fleets from 2027.
- Industry · Combat airBombardier and BAE Systems explore future combat air workThe companies will explore cooperation from systems integration to supply chain development. Bombardier's announcement does not identify a specific program for the agreement.
- Contracts · DronesArmy adds Indiana sites for commercial drone and counter-drone testing, DefenseScoop reportsDefenseScoop reports that Camp Atterbury and Muscatatuck join the Army's commercial testing initiative, offering restricted airspace and configurable urban infrastructure.
- Contracts · Air defense C2Air Force asks industry about software for a common air defense pictureThe Air Force's Kessel Run office is asking industry about tools to reduce manual reconciliation and reporting burdens for air and missile defense. Responses are due Nov. 13.
- Industry · Uncrewed AEWSaab and General Atomics flight test airborne early warning radar on MQ-9BSaab says the flight validated detection, tracking and classification of airborne targets. The evaluation program began in May.
- Contracts · C2Air Force asks vendors about splitting mobility C2 software workThe APEX request asks whether separating legacy sustainment from new development would change vendors’ bidding plans. Responses are due Nov. 30.
- Contracts · NC3 terminalsAir Force plans industry day for strategic high-frequency communicationsThe Dec. 9 session will cover a contemplated ground-based system, with a pre-read package expected around Nov. 13 and registration due Nov. 24.
- Budget · ExecutionPentagon reports $148.5 billion in OBBBA obligationsThe department’s early closeout estimate puts obligations at 97.5% of the law’s funding before fiscal 2026 ended.
- Budget · Operations costPentagon projects over $29 billion for Iran war munitions replacement, Reuters reportsReuters reports replacement projections for expended munitions, military equipment and platform losses, and says war-cost estimates did not clearly account for expected base repair expenses.
- Budget · UKReuters: UK chancellor says spending shifts will fill £4.7 billion defense plan gapReuters reports in Defense News that Chancellor John Healey will use capital reprioritization across government. Detailed plans for defense spending targets await a spending review planned next year.
- Contracts · Industrial basePentagon awards Biosphere $21 million for chemical plant, Breaking Defense reportsBreaking Defense reports the facility is slated for commissioning in late 2027; Biosphere’s CEO projects about 100 tons of chemicals a year.
- Industry · Capability milestoneLockheed reports redirecting a GMLRS rocket in flight to hit a moving targetThe demonstration with the Army used a datalink and guidance system integrated through Lockheed Martin’s internal funding.
- Industry · Ship repairNavy chief expects years of destroyer maintenance recovery, Breaking Defense reportsNavy leaders warn returning destroyers could strain shipyard capacity, leading to deferred maintenance, bare-minimum repair packages or skipped modernization, Breaking Defense reports.
- Contracts · Army test and trainingArmy buys HAVIK fires simulation kits for market researchThe ATLAS and SCOUT purchase supports requirements development under the Soldier Virtual Trainer modernization effort, which aims to ultimately replace the Call for Fire Trainer 3.
- Contracts · RecompeteDISA extends NS-ACE network contract proposal deadline againProposals for the Global Network Services replacement are now due Nov. 30, with another amendment planned to answer previously submitted vendor questions.
- Industry · Solid rocket motorsCoAspire selects X-Bow for Navy CHAOS cruise missile boostersX-Bow will develop and produce ground-launched solid rocket motor boosters for CHAOS under prime contractor CoAspire.
- Industry · Technology adoptionSNC selects Skyryse to pursue flight automation retrofits for defense aircraftThe collaboration pairs SkyOS flight controls with SNC's aircraft integration and modification experience, with an initial focus on existing defense fleets.
- Industry · Qualification milestoneBAE’s Adaptable Deck Launcher completes live-fire testBAE says the launcher supports rapid replenishment with standard shipboard equipment, complementing the Mk 41 Vertical Launching System.
- Contracts · Tactical networksArmy extends tactical communications white paper deadline by 14 daysVendors now have until Dec. 3 to submit white papers for a planned 10-year acquisition framework supporting Next Generation Command and Control.
- Industry · Defense servicesParsons' third-quarter revenue falls 1% organicallyFederal Solutions' contract awards rose while organic revenue declined. Excluding what Parsons calls its confidential contract, the segment posted organic growth.
- Industry · DronesMDA Space's 49North qualifies for all five Canadian defence drone marketplace streamsThe subsidiary joins a pool of suppliers eligible to compete for future work spanning uncrewed and counter-drone systems, engineering, testing and training.
- Contracts · SpaceNaval Research Laboratory plans full and open competition for space electronics prototypesThe planned contract would have a five-year ordering period. NRL estimates about 531,280 labor hours, subject to change.
- Industry · SpaceHIMERA and GomSpace's Ukrainian communications test satellite is operating in orbitThe companies plan a nationwide network and local production of satellites and ground terminals, with OBRIA NANO testing intended to inform the system's design.
- Industry · New entrantsBreaking Defense: JVIS launches defense business with $13.2 million Army power contractBreaking Defense reports the Michigan automotive supplier's new company received its first contract for the Silent Watch auxiliary power unit.
- Industry · Collaborative combat aircraftGeneral Atomics adds Spirit Defense as FQ-42 fuselage design-build partnerSpirit Defense, a Boeing company, will support fuselage design and production as General Atomics seeks to scale manufacturing of its Air Force collaborative combat aircraft.
- Contracts · Data rightsSpace Force plans sole-source Boeing satcom contract, citing insufficient data rightsThe estimated ceiling is about $945.9 million with options. Space Systems Command says Boeing has repeatedly declined requests to sell the data rights needed to compete the work.
- M&A · ShipbuildingHanwha Defense USA to acquire control of Philly ShipyardThe planned transfer from Hanwha Systems would shift control of the Hanwha-owned yard to the defense unit already sharing a Navy design project with it.
- Capital · SPACREDLattice’s SPAC partner reports $111.6 million in trust after redemptionsThe September deal announcement assumed up to $275 million from Bold Eagle’s trust with no redemptions. Shareholders have approved a deadline extension; the combination vote remains ahead.
- Industry · FightersSaab and IMP sign teaming agreement for a Canadian Gripen assembly lineThe planned line depends on Canada buying Gripen E, with Magellan Aerospace and CAE also lined up for structures manufacturing and training.
- Contracts · EuropeBAE Systems and PGZ to expand large-calibre ammunition productionThe Warsaw Defence Plan also calls for air defence missile collaboration, drone and counter-drone development, and closer coordination of UK and Polish defence procurement.
- Contracts · SensorsArmy seeks industry feedback on common thermal camera interfaceThe request covers thermal, low-light and short-wave infrared cameras. Access to the interface document requires Joint Certification Program certification; no award is intended.
- Industry · Air and missile defensePoland selected to host European PAC-3 missile maintenance facilityLockheed Martin plans a Polish facility to repair and recertify NATO allies' PAC-3 interceptors, with Germany, the Netherlands and Sweden leading supply chain integration.
- Capital · Defense Production ActEnergy Department commits up to $42 million in DPA funds to Constitution PipelineDefense Production Act funding would support permitting and pre-construction work on the proposed Pennsylvania-to-New York natural gas pipeline.
- Contracts · Ground vehiclesArmy weighs competition for potential 20,787-vehicle Infantry Squad Vehicle buyA market survey asks suppliers about production capacity, transition requirements and data rights as the Army assesses whether the follow-on procurement can be competed.
- Industry · New product lineAnduril enters laptop business with QualcommThe BlueChip line starts with a laptop designed and assembled in the United States. Anduril plans to begin taking orders in 2027.
- Contracts · AISmack Technologies wins SOCOM prototype agreement for AI decision platformDefenseScoop reports the Omega agreement is worth up to $7.5 million and follows prototype contracts from the Marines, Air Force and Navy.
- Industry · Defense primesHRL sale gain accounts for about half of Boeing's quarterly defense profitBoeing's defense margin reaches 6.2% in the third quarter. Excluding only the HRL sale gain leaves a 3.0% margin, above the year-earlier reported result.
- Capital · Defense finance institutionsBritain still won't join Canada-led defense bank, Reuters reportsCanada and Britain agreed to develop separate, complementary institutions. Britain won't join the Canada-led bank, Reuters reports, citing a person familiar with the matter.
- Industry · Counter-droneHelsing targets fast drones with Contra interceptors, Defense News reportsCompany officials put the cost below $100,000 per shot, Defense News reports. Contra remains in testing; Helsing expects market readiness in the second half of 2027.
- Contracts · AutonomySOUTHCOM commander wants unmanned river reconnaissance system, Breaking Defense reportsBreaking Defense reports that SOUTHCOM's commander wants a tailorable mix of unmanned surface, air and subsurface platforms for river reconnaissance.
- Budget · PolicyNext Great American Base competition considers sites outside its recommended acreage rangeCommunities can nominate sites for the Next Great American Base by Dec. 1. The Department of War anticipates selecting a site in June 2027.
- Contracts · SpaceAir & Space Forces Magazine: Space Force targets launch-ready cislunar kit by 2029Air & Space Forces Magazine reports planned requests for commercial technology and spacecraft autonomy, alongside a $30 million challenge for less mature technology.
- Contracts · ShipbuildingHII gets $99 million Navy modification for Zumwalt destroyer sea trialsThe Navy modification adds sea trials to Ingalls' work on the Zumwalt-class destroyer, which is also receiving Conventional Prompt Strike weapon system integration.
- Contracts · Critical mineralsArmy backs Perpetua’s Idaho tungsten exploration with up to $40 millionOnly the first phase of funding is committed; Perpetua expects that phase to cost about $18 million, split equally with the Army.
- Capital · Space launchStoke Space gets conditional $150 million Pentagon loan commitment for second launchpadThe proposed financing would help build Cape Canaveral infrastructure for Nova Block 2, Stoke's larger rocket still in development. Financial close remains conditional.
- Contracts · PropulsionAir Force announces industry day tied to fighter engine re-competitionMarket research sought fighter-engine production and sustainment partners, with scalability targeting peak demand of over 180 engines annually by FY2034. RFI responses were due in August.
- Contracts · Naval exportsCyprus signs for another Israel Shipyards patrol vessel, Breaking Defense reportsBreaking Defense reports the deal pairs a new vessel fitted with Rafael naval systems with upgrades to Cyprus's existing patrol vessel.
- CapitalAAR adds $550 million to revolver ahead of MRO Holdings dealThe amendment extends maturity to October 2031 and eases financial covenants as AAR prepares to acquire a controlling stake in the aircraft maintenance company.
- M&AThe Partner Companies acquires aerospace and defense hydroforming specialist F&B MFGThe Phoenix manufacturer brings experience in engine and auxiliary power unit components for defense and commercial aircraft, alongside tooling, machining and assembly capabilities.
- Industry · CapitalArmy plans to expand private-capital program, Federal News Network reportsThe Army plans to expand the private-capital program across installations over three to five years, with another round of industry outreach expected, Federal News Network reports.
- M&ALockheed completes Ultra Maritime acquisition, adding sonobuoys and towed sonar arraysThe deal, priced at $3.45 billion in July, brings the undersea warfare supplier into Lockheed Martin's Rotary and Mission Systems business area.
- Capital · Defense financeUK and Canada plan two distinct but complementary defense institutionsThe governments agreed to develop a cooperation framework for the planned institutions, intended to work together on industrial priorities, investment opportunities and financing challenges.
- Industry · Space communicationsUkraine signs letter of intent with ICEYE and Nokia for sovereign satcomThe planned systems would give governments ownership and control of satellite communications infrastructure. ICEYE told Breaking Defense the Ukrainian letter implies no system order.
- Industry · Supply chainCarpenter Technology targets operating income growth before planned expansion startupIts full-year and second-quarter outlooks imply higher second-half operating income, while the brownfield expansion is expected to come online in early fiscal 2028.
- Budget · AutonomyAutonomous Warfare Command startup funding hinges on reconciliation, Defense One reportsDefense One reports the Pentagon is seeking startup money through a separate reconciliation bill whose passage is uncertain.
- IndustryCorvid Technologies plans $95 million Mooresville expansion that adds vehicle launch-system manufacturingThe employee-owned defense contractor plans an additional 400,000-square-foot manufacturing facility at its headquarters and 423 jobs in Iredell County.
- M&ASpaceX and Tesla boards form committees to explore a possible combinationSpaceX's committee will evaluate a potential combination, while Tesla's will explore a closer relationship that could include one.
- Contracts · AI targeting softwareMarine Forces Reserve seeks small-business Maven field supportAn updated sources-sought notice changes the set-aside from HUBZone to total small business and extends the response date to Oct. 30.
- Contracts · Naval capabilityRoyal Navy falls short of its anti-submarine frigate requirement, MPs findThe Defence Committee warns that naval exports could compete with Royal Navy requirements if British shipyards, suppliers and specialist workforces cannot expand quickly enough.
- Industry · Defense electronics supply chainTTM Technologies' commercial growth outpaces aerospace and defenseThird-quarter aerospace and defense sales rose 21% year over year, while commercial sales climbed 93% on the same basis. Both segments improved their operating margins.
- M&A · DronesUnusual Machines adds drone batteries with Upgrade Energy acquisitionUnusual Machines began expanding battery production before closing and plans battery pack operations in Orlando.
- Contracts · AIPentagon issues contract templates for Trump's 'unbiased AI' principles, DefenseScoop reportsAn Oct. 20 memo provides adaptable solicitation and contract language, including instructions on documentation vendors must submit to demonstrate compliance with “unbiased AI” principles, DefenseScoop reports.
- Industry · ShipbuildingBreaking Defense: HD Hyundai, Kiewit plan shipyard for Navy auxiliaries and commercial vesselsBreaking Defense reports the proposed venture would build vessels and supply other shipbuilders, with construction planned for 2027 and full operations expected in 2029.
- Contracts · Land systemsLeonardo-Rheinmetall venture secures $4.16 billion in Italian Army orders, MF reportsReuters, reporting in Defense News, cites MF on combat-vehicle and tank orders. Leonardo's CEO could not confirm a signing.
- Capital · VentureWatchtower Labs raises $35 million to expand military planning toolsThe seed round backs a logistics prototype contractor planning to expand beyond sustainment. Co-lead investor Shield Capital incubated the company.
- IndustryBooz Allen's Civil and Commercial revenue falls 15%National Security's reported revenue barely grew in the fiscal second quarter, while Booz Allen kept its full-year revenue guidance midpoint unchanged.
- Contracts · SpaceSpace Force awards six purchase agreements for commercial space domain awareness surge capacityThe agreements establish the Commercial Augmentation Space Reserve’s initial space domain awareness surge capability, with providers agreeing to make capabilities available during periods of increased demand.
- IndustryPratt & Whitney starts construction on $100 million engine parts facility in PolandThe Rzeszów expansion will add rotating-component manufacturing, supporting a forging investment in Georgia. Pratt & Whitney expects both projects to be fully operational by 2028.
- Capital · Defense techWarhound launches with $200 million seed round to supply military working dogsConceived by Palmer Luckey and Ben Lamm, the startup plans to combine cloning, training and Anduril equipment to build a domestic working-dog supply.
- Industry · ArtilleryArmy seeks more domestic makers of 155mm howitzer cannon tubesThe Army wants manufacturers to describe their capacity, the equipment needed to expand it and a cost estimate for an initial batch of tubes.
- Contracts · DPAWhite House directs Department of War to expand domestic petroleum capacityThe Defense Production Act directive authorizes purchases, commitments and financial instruments to enable petroleum-capacity projects, without specifying a dollar amount or appropriation.
- Budget · AI adoptionGAO finds staffing gaps in Pentagon's responsible AI divisionThe division was tasked with accelerating AI adoption by building trust through assessment, test and evaluation, and monitoring, officials told GAO.
- M&A · Private equityArlington plans manufacturing expansion at newly acquired Gooch & HousegoThe private investment firm plans capacity expansion at the photonics supplier's existing U.S. and UK sites to support growth in G&H's aerospace and defense business.
- Contracts · MunitionsDenmark to buy Kongsberg and Covenant long-range missiles, Breaking Defense reportsDenmark’s planned purchases pair Kongsberg’s F-35 weapon with Covenant’s recently unveiled ground-launched Anthem cruise missile, Breaking Defense reports.
- Contracts · Missile defenseMDA awards Long Wall $75 million for midcourse interceptor testing, Breaking Defense reportsLong Wall plans to match the Missile Defense Agency award with private spending on Cyclops design and development, according to its announcement reported by Breaking Defense.
- Contracts · Naval autonomyApplied Intuition wins Navy contract to field AI perception, starting with five destroyersThe perception system builds on a shipboard data-collection prototype and is designed to receive software updates at sea.
- Budget · EuropeEU allocates €168.2 million to expand missile and ammunition component productionThe Commission expects eight projects covering rocket motors, explosives and other components to mobilize €1.26 billion in industrial investment.
- Contracts · SpaceSpace Force awards Northrop Grumman, True Anomaly reconnaissance satellite prototype contractsThe GHOST-R effort aims to use commercial spacecraft technology for reconnaissance, with prototypes planned to launch directly to geostationary orbit by 2028.
- Industry · EuropeRheinmetall opens UK tank and artillery barrel plant with production under wayRheinmetall puts the plant’s peak capacity at up to 245 barrels a year. Barrel production began in June.
- Contracts · Space accessSpace Force targets third spaceport by 2030, Air & Space Forces Magazine reportsSpace Systems Command head Philip Garrant called the 2030 goal for medium and heavy launch aspirational, Air & Space Forces Magazine reported.
- Industry · PrimesRTX's defense backlog grows $45 billion in a quarterDefense reached about 48% of RTX's backlog in the third quarter, up from about 41% in the second. RTX also raised its 2026 adjusted sales outlook.
- Industry · Prime contractorsLockheed's missiles segment sales rise 24% with margin nearly steadyMissiles and Fire Control accounts for most of Lockheed's backlog increase from year-end through the third-quarter close.
- Industry · Naval propulsionFairbanks Morse starts $60 million naval propulsion expansionAustralian AUKUS funding is part of the project, which the company says will effectively double naval propulsion manufacturing capacity at its Pascagoula facility.
- Contracts · UkraineNATO will let Ukraine buy weapons through its procurement agency, Financial Times reportsUkraine will be able to buy weapons, ammunition and military equipment through NATO’s centralized procurement agency, Reuters reports in Defense News, citing the Financial Times.
- IndustryDefense supplies nearly all of Thales' nine-month reported sales growthDefense delivered about 94% of the group's nine-month reported sales increase, while third-quarter defense orders fell 6% organically from a year earlier.
- IndustryDigital Imaging drives most of Teledyne's quarterly sales growthDigital Imaging supplied about 81% of Teledyne's third-quarter sales increase, with little contribution from incremental acquired sales. The company raised its full-year non-GAAP earnings-per-share outlook.
- Industry · Rocket motorsL3Harris opens GMLRS rocket motor plant designed to double capacityThe Camden, Arkansas, facility is part of a $216 million federal agreement covering several sites. Arkansas’ governor said motor production at the new plant would begin soon.
- Industry · ComponentsMoog plans nearly $12 million expansion of Utah space and defense productionThe supplier projects 89 new jobs over five years under a state agreement that provides a post-performance tax reduction.
- Industry · Command and controlArmy encounters problems integrating Anduril’s Lattice with older communications, Breaking Defense reportsThe 25th Infantry Division’s architecture largely represents what the Army must build on for other I Corps units, officials told Breaking Defense.
- IndustryCACI raises fiscal 2027 revenue outlookFirst-quarter revenue rose 8.2%, including 2.1% organic growth. Two awards accounted for about half of the quarter's recognized award value.
- Contracts · Missile trackingSpace Development Agency asks industry to shape missile-tracking payloadsResponses are due Dec. 4, ahead of a planned Tranche 4 solicitation with production contracts and partnership opportunities for rapid prototyping and flight demonstrations.
- Industry · Foreign supplierIndra’s $50 million Kansas plant produces FAA radars and radiosThe Olathe factory is producing equipment for FAA programs; Indra also plans to build portable navigation systems there for the Air Force.
- Industry · MunitionsLockheed's extended-range GMLRS completes operational testingSoldier-led tests in September and October fired multiple rockets in succession from an M270A2 launcher. The rocket is designed to reach as much as 150 kilometers.
- Contracts · Submarine maintenanceNavy plans to expand submarine maintenance contract to ballistic and guided missile boatsA planned fiscal 2027 solicitation would broaden outsourced submarine maintenance, with a small-business set-aside for non-critical work and no requirement for contractors to own a drydock.
- M&AElbit acquires Canadian underwater vehicle maker ISEElbit intends the acquisition to expand its underwater intelligence, surveillance and reconnaissance, mine countermeasures and anti-submarine warfare capabilities.
- Capital · Public markets riskPension fund alleges York Space Systems omitted satellite funding decision from IPO filingThe complaint alleges the Pentagon decided by 2025 against funding Tranche 3 of the Transport Layer, at least in material part over York's inadequate performance.
- M&A · Supplier consolidationTide Rock buys plating specialist Electro-SpecThe deal establishes a specialty surface-finishing platform for Tide Rock, which already owns metal machining companies. No purchase price was disclosed.
- Contracts · CyberLeidos wins $160 million award for Cyber Command operationsThe five-year award includes integration and coordination of offensive and defensive cyber operations. Leidos says its team includes Kudu Dynamics, acquired in 2025.
- Contracts · AIMarine Corps expands Maven Smart System licensing beyond SIPRnetThe enterprise license now covers all applicable networks and adds Marine Forces Reserve Command. Personnel can obtain accounts only in domains they are authorized to access.
- M&AHyperion buys Ultra-Met, an Ohio tungsten carbide maker serving defenseThe acquisition combines manufacturers that Hyperion says have historically sourced a substantial portion of their carbide from Western producers.
- M&A · Naval shipbuildingRheinmetall and MSC win bid for Romania’s Mangalia shipyardThe partners plan a civilian and military shipbuilding site, with a role in building four naval vessels commissioned by the Romanian government.
- Industry · MunitionsLockheed to bring Hadrian automation into its Texas munitions plantLockheed workers will run a 24-machine cell, expected to start operating in early 2027, as the company expands its Grand Prairie manufacturing operation.
- Budget · Foreign demandTurkey proposes 229% rise in defense procurement spending, Breaking Defense reportsThe fiscal 2027 proposal includes $44.5 billion in defense spending and awaits parliamentary approval, Breaking Defense reports.
- M&AD. E. Shaw-backed Threadlock acquires Arizona aerospace and defense tube makerThreadlock says Service & Sales brings a new specialty in hydraulic tube bending and assembly to its manufacturing network.
- Industry · Drone supply chainGlobal Ordnance, Sparkz sign supply deal targeting 210,000 drone battery packsThe companies plan batteries with 100% U.S. content, including domestic base materials and assembly, with availability expected in early 2027.
- Contracts · Foreign buyerNorthrop Grumman named principal contractor for possible Dutch countermeasure sale estimated at $294 millionThe Netherlands requested infrared countermeasure systems and radar warning receivers, with engineering, training and logistics support also included.
- Industry · Industrial baseHanwha Defense USA plans U.S. supply chain for Army’s XM1776 cannon, DefenseScoop reportsDefenseScoop reports that the Army’s nine prototypes are on overseas production lines; a full program of record would require the cannons to be made entirely in the United States.
- M&AThe Partner Companies buys Advanced CNC to expand Optiforms’ machining capacityThe acquisition adds equipment and engineering capabilities to TPC’s optics business, which already makes components for aerospace, defense and other markets.
- CapitalJPMorganChase’s first-year security equity commitments reach $5 billion, including defense techDefense technologies are among the areas supported by the bank's equity investments; its broader financing work also reaches defense suppliers.
- Contracts · Tactical communicationsArmy tactical communications call reserves controlled files for current Department of War contractorsWhite papers are due Nov. 19. Access to controlled documents requires verification of an existing contract, vendor documentation and a nondisclosure agreement for all personnel needing access.
- Contracts · MaintenanceGecko Robotics’ Navy ship-maintenance contract ceiling rises to $300 million, DefenseScoop reportsGecko’s president tells DefenseScoop the expansion will enable its technology to scale to the Atlantic Surface Fleet, following an initial agreement covering 18 Pacific Fleet ships.
- Industry · PrimesDefense Systems drives most of Northrop Grumman's backlog growth this yearThrough September, Defense Systems accounts for about 62% of Northrop Grumman's backlog increase since the end of 2025.
- M&ANexTech Solutions buys Halcyon Days Consulting, adding tactical mission networksThe acquisition adds more than 90 engineers, operators and mission specialists, along with tactical networks that already use NexTech’s video transport product.
- M&AMaximus agrees to buy Agile Defense to expand national security businessThe proposed acquisition carries a $660 million cash price, subject to adjustments, plus potential performance payments. Maximus expects it to accelerate its expansion in defense and national security markets.
- M&ARed Cat plans to buy engine maker Steyr Motors for uncrewed surface vessel strategyThe proposed €39-a-share cash bid would bring the Austrian engine maker into Red Cat, which plans to support Steyr’s existing customer-agnostic business after completion.
- Week AheadThe week ahead: Oct 19–Oct 30
- Contracts · MunitionsBAE signs framework for up to 25,000 APKWS guidance sections a yearA Department of War framework outlines procurement of up to 25,000 guidance sections annually for up to seven years, pending congressional authorization and appropriations.
- Contracts · Air defenseAustralia opens medium-range air defense tender, Defense News reportsAustralia plans to select a vendor by end-2027 and is pursuing direct commercial sale and U.S. Foreign Military Sales routes simultaneously, Defense News reported.
- Contracts · Rocket artilleryElbit awarded roughly $235 million European contract for PULS launchers and rocketsThe three-year contract runs under a government-to-government agreement between the defense ministries of Israel and the unnamed customer country.
- Contracts · Aircraft survivabilityNavy seeks suppliers for estimated $104 million countermeasures production contractThe planned AN/ALE-47 Common Carriage contract would move the system into rate production. Responses are due Oct. 30; the notice does not commit the government to an award.
- Contracts · R&D vehiclesPentagon pitches $80 billion-plus NextGen IACMAC R&D contractAn Oct. 30 industry day will outline the tentative acquisition strategy for the follow-on vehicle. The planning notice makes no commitment to award a contract.
- Capital · Strategic lendingAntheia gets $80 million conditional Pentagon loan commitment for U.S. drug-ingredient productionThe financing would help establish U.S. manufacturing for ingredients Antheia now produces through overseas partners. The company must meet additional requirements before financial close.
- Industry · ShipbuildingFincantieri targets wider shipyard rollout of robotics and physical AIIts BOOST² program provides for almost €100 million in investment, with employees at 13 yards, including in the United States, involved so far.
- Contracts · CompetitionFederal News Network: DISA’s decision to expand Leidos’ Defense Enclave contract draws another protestCompetitive Range Solutions argues combatant command network migration should be competed, Federal News Network reports.
- Contracts · Missiles and launchersArmy wants light CAML launcher with Australia, Breaking Defense reportsThe Army plans to involve multiple vendors in the light variant, with early selections targeted for March to April, Breaking Defense reports.
- Contracts · Space / missile warningRaytheon says it was selected to modernize Space Force early-warning radarsThe company says it will help create a common open architecture that improves sustainment efficiency, avoids vendor lock and simplifies future upgrades to system performance.
- Contracts · Weapon-system cybersecurityShift5 says $99 million Army contract expands its NGC2 roleShift5 says it joined the Army's Next Generation Command and Control effort in February through Anduril Industries. The release does not say whether the $99 million is a ceiling.
- Budget · DronesPentagon’s Task Force Easy targets faster attack-drone improvements, DefenseScoop reportsThe new task force’s remit includes training, standards development and helping combat training centers evaluate equipment, its commander said, according to DefenseScoop.
- Contracts · SpaceDefense News: Officials say Ukraine Starshield restriction originated inside White HouseDefense News, carrying Reuters reporting, cites anonymous officials on the order's origin. A senior U.S. official denies that the president requested the restriction.
- Contracts · Nuclear C3Navy accepts Lockheed C-130J-30 for planned transition from E-6B MercuryThe C-130J-30, part of an initial procurement of three aircraft, will undergo mission-system modification and flight testing to become the E-130J Phoenix II.
- Industry · Unmanned maritimeDefenseScoop: Navy deploys unmanned surface vessel with carrier strike groupDefenseScoop reports acting Navy Secretary Hung Cao said the Theodore Roosevelt group deployed Oct. 8 with the vessel. Its model remains unclear.
- Contracts · Uncrewed combat aircraftBoeing says Germany will not directly buy its MQ-28 Ghost BatBreaking Defense reports Boeing’s account of Germany’s decision, but says aircraft tests could still give Boeing a chance to compete.
- Contracts · RotorcraftIsrael clears funding for 12 Boeing Apaches, Defense News reportsA cabinet vote approved funding at a long-term non-defense program’s expense, Defense News reported, making signing possible after Israel missed a U.S. deadline.
- Budget · AutonomyArmy says newly announced autonomy command will feed into planned Autonomous Warfare CommandActing Army Secretary Adam Telle describes an Army-wide coordination role for FASCOM as the service pushes autonomy into its units.
- Contracts · Combat vehiclesArmy will evaluate open architecture in XM30 selection, official tells Breaking DefenseThe Army’s ground maneuver acquisition chief says it is too early to tell which XM30 competitor has implemented the more open architecture, Breaking Defense reports.
- Budget · EuropeLockheed’s Skunk Works expands NLR partnership with Dutch industry focusThe next phase with the Royal Netherlands Aerospace Centre includes unmanned aerial systems, military operational analysis and technology roadmaps.
- M&APrivate equity-owned Fathom buys three Rochester aerospace and defense suppliersTCS brings circuit board assemblies and wire harnesses, and PGM supports customers through full-rate production. CORE Industrial Partners, which owns Fathom, gave no price.
- Contracts · DronesArmy extends its drone marketplaces' FMS fast lane to eight more nationsPartners can order pre-cleared drone and counter-drone systems on existing Army contracts, with FMS case development timelines the Army says it cut from months to days.
- Contracts · SoftwareArmy's Project Gatekeeper will vet vendor software before contracts, officials sayThe AI-enhanced security sandbox opens Oct. 23, Breaking Defense and DefenseScoop reported. The Army tied wider commercial access to a Login.gov link planned for mid-November.
- Industry · Drone powerEnovix books a 100,000-battery drone order, with cells from South KoreaThe buyer is an unnamed multinational provider of dual-use drone systems, with deliveries scheduled for the first half of 2027. The announcement didn't give the order's value.
- Budget · Counter-droneEstonia's defense minister floats light jets against Russia's jet-powered drones, Defense News reportsMartin Herem, who commanded Estonia's Defence Forces until 2024, named no aircraft type, budget or timeline, and has not committed to buying anything.
- Contracts · Launched effectsL3Harris' Red Wolf makes its first MH-60 launch with Army special operations aviationL3Harris says the test opens a path to integrating its launched effects with Black Hawks. It named no Army program, order or funding behind the flight.
- Capital · Unmanned ground vehiclesCanada's Dominion Dynamics targets 2027 to start building Ukrainian TENCORE ground robotsTENCORE would lead the initial TerMIT technology transfer to the 2025-founded Ottawa autonomy startup. The companies are still working toward definitive agreements and named no order, volume or funding source.
- Budget · DronesArmy drone supplier PDW aims to make Ukrainian Kurbas thermal cameras in the USPDW ties the nonbinding memorandum to the component plan behind its conditional Office of Strategic Capital loan. It named no buyer, contract value or camera production date.
- Capital · DronesBadland Batteries' Navy-backed drone cell plant opens after its 2025 production goal passedThe Fargo, N.D., plant will make lithium-ion cells for unmanned systems. Its cell timetable has moved since 2024.
- Budget · DronesCanadian drone maker Draganfly forms U.S. defense subsidiary chaired by former acting Navy secretaryThomas Modly will leave the parent board to chair Draganfly Defense USA, a unit intended to support the security and compliance requirements of serving U.S. defense customers.
- Contracts · Command and controlAIR, formerly Govini, puts a $200 million value on its Army NGC2 contractThe Army valued the first year of its NGC2 application awards at about $93.6 million combined. AIR's release doesn't say whether its $200 million is a ceiling.
- Budget · RiskArmy can't award HADES spy jet production contract under a CR, official saysThe Army had planned to sign it with Sierra Nevada Corporation around the start of 2027, Breaking Defense reported. The current continuing resolution runs through Dec. 11.
- Capital · PolicySBA will vet Pentagon preferred-equity investments in small and midsize defense suppliersThe Pentagon will also refer loan candidates to the SBA, which will use its 7(a) and 504 lender networks. The announcement gives no dollar amount or terms for the equity.
- Contracts · Air defenseLockheed weighs Diehl as German partner for PAC-3 production, Defense News reportsA Lockheed executive said Ukraine might start with something like the cheaper ACE, possibly built in nearby countries. The report names no buyer, funding or timeline.
- Industry · MunitionsL3Harris looks to 3D-printing firm Divergent to raise Red Wolf and Green Wolf outputRed Wolf is the launched effect the Navy picked in January for a Marine Corps strike munition. The companies' announcement names no parts, volumes, value or government order.
- M&A · Private equityATL Partners buys Precise Metal Products to start an aerospace and defense roll-upStaple Street Capital is the seller. The Phoenix company's long-term agreements support narrow-body and wide-body planes and defense programs, but the announcement gives no price or program names.
- Industry · ServicesSAIC hires Northrop's former CFO, moving its own CFO to run its civilian businessKen Crews takes over as CFO on Dec. 7. Prabu Natarajan, the outgoing CFO, keeps oversight of Project ORBIT, SAIC's three-year savings program, while leading the Civilian Business Group.
- Budget · AutonomyArmy's three-star Futures and Autonomous Systems Command will consolidate DEVCOM's workThe Army will designate a Portfolio Acquisition Executive for Autonomy and prioritize acquiring and fielding autonomous systems, from fires to breaching, by fiscal 2028.
- Industry · MunitionsLockheed lines up a share of Avio's rocket motor capacity for PrSM, ER GMLRSInitial work under the strategic cooperation agreement follows qualification, at an Avio USA plant in Hurt, Va., that is still under construction.
- Capital · EuropeKongsberg will build a counter-drone plant in Poland to serve its SAN orderThe more than 200 million zloty plant will sustain and manufacture systems for Poland's 18-battery counter-drone program. Kongsberg says serial production can start in the first half of 2028.
- Budget · Counter-UASMBDA will offer Fortem's DroneHunter interceptors to its air defense customersThe two companies will also jointly offer FireThorn, an interceptor pairing Fortem's airframe with an MBDA warhead. Fortem named no customer, order or value.
- Contracts · Counter-UASL3Harris says first Army VAMPIRE counter-drone units arrived within two months of orderThe Army order L3Harris announced in June is worth up to $106 million. The company hasn't said how many systems arrived, on what date, where or under which contract.
- Capital · Air and missile defenseAnduril pitches new Steelfin interceptor as a lower-cost option to PAC-3Anduril executives aim for a third of the PAC-3 MSE's price, Breaking Defense reported. The company declined to say whether Steelfin was selected for the Army's next-generation PAC-3 effort.
- Contracts · ArmyArmy plans a 'manufacturing rodeo' race among its industrial base partnersActing Army Secretary Adam Telle said it will take place early next year. The announcement didn't name who will run it or which companies will compete.
- Contracts · ExportsIndia sells Akash air defense missiles to Tajikistan and Turkmenistan, Defense News reportsThe two buyers sit in a region long supplied by Russia. India's Defence Secretary confirmed the sales but did not disclose their value.
- Contracts · AutonomyArmy lab awards Havoc an SBIR Phase III for autonomous air and ground resupplyHavoc says the contract builds on its work in the Army's xTechOverwatch competition. Its announcement didn't give the contract's value, ceiling or length.
- Capital · New ventureOndas owns all of Regna AI, the new defense AI company Palantir will powerOndas, which will be Regna's first customer, expects to engage financial partners over time and named no other customer.
- Contracts · ShipbuildingPentagon says Bath Iron Works can build a second destroyer if Congress funds itThe Navy's fiscal 2027 request included funding for one destroyer, Sen. Susan Collins said in May, when the Navy said it was trying to let the industrial base catch up.
- Contracts · MunitionsL3Harris says its record-quantity GMLRS motor order will be built in an unopened plantLockheed Martin's $250 million follow-on will be filled in Camden, Ark., at a plant L3Harris is building as part of a Pentagon cooperative agreement.
- Contracts · SubmarinesNavy asks which shipyards could be prime builders for its SSN(X) attack submarineThe market survey also aims to identify future capital expenditure requirements for the planned Virginia-class successor. It commits the Navy to no solicitation or contract.
- BudgetArmy's 'night court' finds $100 million-plus in S&T it could realign, Defense One reportsBrent Ingraham, the Army's acquisition executive, told reporters the revived review has added sustainment. Defense One's account names no programs, fiscal year or approval for the realignment.
- Contracts · MunitionsLeidos picks X-Bow to build booster motors for its low-cost cruise missileLeidos is paying to develop the missile and says an initial 3,000 will come through a Department of War framework agreement. X-Bow's announcement gave no value, quantity or contract type.
- Contracts · DronesPDW plans Booz Allen autonomy software for its AM drones and Army-bought C100The AM package entered controlled testing on Sept. 30. The Oct. 9 announcement named no government buyer, contract or funding for the software on either aircraft.
- Contracts · New entrantHanwha's Philadelphia shipyard wins subcontract to build Missile Defense Agency tracking shipThe work reaches the Hanwha-owned yard through the Transportation Department's Maritime Administration. TOTE Services, which manages the build, did not disclose the subcontract's value.
- Week AheadThe week ahead: Oct 12–Oct 23
- Contracts · Air defenseRaytheon-Rafael venture delivers first U.S.-built Iron Dome interceptors from Arkansas plantThe venture's first production contract, worth $1.25 billion, supplies Israel. A U.S. variant for the Marine Corps is planned for the same plant.
- M&A · Private equityPrivate equity firm Aurelius completes acquisition of C-130 maintenance specialist Marshall AerospaceThe sale takes the British company out of the family-owned Marshall Group, which has sold Cambridge City Airport and leased it back until early 2029.
- Capital · Space ISRKapta Space raises $24 million, saying it secured classified moving target indication contractsWashington Harbour Partners led the Series A. Kapta's announcement named no buyer or value for the contracts.
- M&A · MicroelectronicsMicrochip buys rad-hard chipmaker VORAGO and the hardening process it licenses outIn 2023, the foundry SkyWater said it would offer the process, HARDSIL, to its customers. Microchip gave no terms in its announcement and doesn't expect the deal to be material.
- Capital · Government lendingPentagon's conditional $150 million loan would support PsiQuantum's California prototype hubThe Office of Strategic Capital's commitment goes to a company DARPA is already evaluating in the final stage of its Quantum Benchmarking Initiative. The loan isn't guaranteed.
- Contracts · AircraftPentagon and Lockheed discuss multiyear F-35 production and sustainment deal, Breaking Defense reportsNeither chamber's version of the fiscal 2027 defense authorization bill explicitly authorizes multiyear sustainment, Breaking Defense reported.
- Capital · ShipbuildingAnduril adds Gecko Robotics' AI inspection to its submarine shipyard plansAnduril says it is already embedding Gecko's nondestructive testing in production workflows at its California protofactory, ahead of the planned Maryland shipyard. Gecko disclosed no value or financial terms.
- Industry · Loitering munitionsAeroVironment and NIOA team to distribute and support Switchblade in AustraliaNIOA's Australian Missile Corporation is an enterprise partner in Australia's effort to build a sovereign guided weapons manufacturing industry. NIOA's release names no new order.
- Contracts · Ground vehiclesGeneral Dynamics teams with AI startup Primordial on voice control for combat vehiclesThe master teaming agreement targets the Abrams and next-generation vehicles. The announcement names no Army order or value for the work.
- M&A · RF and electronic warfareOceanSound-backed antenna maker ARA announces merger with amplifier maker Empower RFEmpower RF supplies the power half of the "power and networking content" new chief executive Bill Gattle said ARA would add. The announcement gave no price, terms or closing status.
- Capital · Space securityFortastra raises $30 million to ready on-orbit security spacecraft for high-rate productionFirst In led the startup's Series A. Fortastra says it has secured initial government contracts but didn't name the buyers or their value.
- Industry · PrimesGeneral Dynamics names Danny Deep CEO as Novakovic moves to executive chairmanDeep, the company's president, takes over on Jan. 1, 2027, from Novakovic, CEO since 2013.
- BudgetPentagon acquisition chief names his deputy nominee interim head of FORTRESS America officeMichael Duffey designated Matt O'Malley and told eight senior officials to name liaisons, DefenseScoop reported. The homeland program's office reports directly to Duffey and starts as a lean core cell.
- ContractsArmy awards nine companies NGC2 app contracts worth about $93.6 million in year oneThe nine join Anduril, Palantir, Raft and Striveworks in the Army's Next Generation Command and Control software headed to I Corps. The Army's announcement gave only the collective value.
- Budget · Naval shipbuildingGerman lawmakers double sub-hunting frigate buy from TKMS to eight, Defense News reportsBerlin chose the MEKO after withdrawing from Damen Naval's six-ship F126 contract. Damen is seeking €4.7 billion in damages, Der Spiegel reported, according to Defense News.
- Contracts · Missile defenseMissile Defense Agency awards Raytheon multiyear SM-3 IB contract worth up to $6.3 billionThe Missile Defense Agency award carries a $4.4 billion base value. It is undefinitized, so work can begin before terms, specifications or price are agreed.
- Contracts · Uncrewed combat aircraftNavy puts $150 million in Pentagon exportability money into Shield AI's X-BATShield AI will match it with $150 million of its own, taking announced commitments to $400 million. Flight testing of the AI-piloted fighter is scheduled for later this year.
- Capital · VentureGallatin AI's $50 million raise far outpaces its federal dollars on recordUSAspending records about $2.3 million to the military logistics software maker, whose chief executive said in March it wasn't asking the Army to fund basic R&D.
- Capital · Government financingWolfspeed's conditional $1.5 billion Pentagon loan would first refinance its 2030 notesThe Pentagon would get warrants for up to 7.5% of the silicon carbide maker's fully diluted equity, and nothing funds before definitive agreements are signed.
- Contracts · MunitionsNavy plans sole-source Raytheon contract for low-rate production of Tomahawk's JMEWS warheadThe award would move the warhead for Tomahawk Block Vb from development into production. The notice gives no quantity, dollar value or contract type.
- Contracts · Solid rocket motorsX-Bow's Navy booster deal funds tooling for up to 500 rocket motors a yearThe prototype agreement, worth up to $69.7 million, pays to develop a solid rocket motor booster for a future Navy missile. Qualifying the motor is a $19.3 million option.
- Contracts · Small UASSpecial Operations Command Korea plans sole-source buy of Neros' Archer Strike dronesThe intended firm-fixed-price contract would pair eight 10-inch drones with Crossbow ground control kits and Terminus-LV trainers and casings.
- Contracts · MunitionsNavy plans sole-source Lockheed order for LRASM integration on the B-52The delivery order would follow LRASM integration orders for the F-15E/EX and F-16 on the same Lockheed agreement.
- Capital · Submarine industrial baseAnduril's next industrial bet is a submarine shipyardAnduril is backing a planned Maryland yard with $3.7 billion in private capital. It says its Navy contract, worth up to $2.9 billion, ties payments to demonstrated production outcomes.
- Capital · VentureAventra plans to take its balloon-deployed Piranha into low-rate initial productionKonvoy led a $17.5 million round, which includes a Western Alliance Bank funding facility of undisclosed size. Aventra's CEO says it has secured first delivery contracts, without naming buyers.
- Contracts · Counter-UASAeroVironment, Boeing, Epirus and Kord are first picks for Pentagon counter-drone pilotThree lasers and a high-powered microwave will be tested for homeland drone defense. The Department of War's announcement gives no dollar value or contract vehicle.
- Contracts · DronesArmy limits its brigade drone prototype project to Drone OTA Consortium membersThe Army anticipates a flight gauntlet at Redstone Arsenal from Oct. 26 to Nov. 20, and only complete systems can advance to it.
- M&ALeidos trades control of its security screening business for a 41.5% Analogic stakeAltaris affiliates hold 58.5% of the Analogic joint venture and appoint a majority of its board. Certain Leidos liquidity demand exit rights begin only after seven years.
- Contracts · New buyerIn-Q-Tel will scout and vet technology for the Pentagon's six Critical Technology AreasUnder an agreement that also includes the CIA, the Department of War will identify transition sponsors for validated technologies. The release names no dollar amount or contract vehicle.
